Why consultants lose touch with good clients
When you’re heads-down on a project, everyone else goes quiet. The past client who said “let’s talk again in the spring,” the contact who referred you last year, the prospect who wasn’t ready yet: each one is a warm relationship that cools a little every month nobody reaches out. BlackBook keeps the details with the person and reminds you when to check in, so your pipeline doesn’t empty out the moment a project ends.
What BlackBook does for a consultant
| You want to… | In BlackBook |
|---|---|
| Remember what each client cares about | Notes and conversation history for each person |
| Check in with past clients at the right time | Follow-up reminders, so “talk again in the spring” actually happens |
| Know who to reach out to this week | Pulse turns your notes, history and reminders into a suggested next step |
| Thank the people who refer you | The same notes and reminders for referral sources and collaborators |
| Never miss a client’s birthday | Birthday reminders with the personal details you saved |
| Keep your notes private | No account; data stays on your iPhone and private iCloud; no ad SDKs, never sold |
A 10-minute weekly routine
- Add your 25 most important relationships first: current clients, your best past clients, and the people who refer you.
- After each call, add one note: what they’re working on and anything you promised.
- Set a follow-up reminder for a natural check-in, like the end of their quarter or a month after a project wraps.
- Each Monday, open Pulse and reach out to the people it suggests.
- Before each call, reread your notes so you pick up exactly where you left off.
For more on staying in touch, read how to keep in touch with people and how to follow through on the promises you make.
When a business CRM is better
BlackBook is a personal CRM on your iPhone, not a sales pipeline or practice-management tool. It doesn’t track deals or proposals, send invoices, sync with email marketing, or share records with a team. If you run a structured sales process or work with partners on the same accounts, use a CRM built for that. BlackBook is for the relationships you own personally: the client, past-client and referral conversations that depend on you remembering.
BlackBook facts
- Platform: iPhone, iOS 17.6 or later
- Price: free download; optional BlackBook Pro subscription (prices shown in the app)
- Free plan: 25 people, 2 notes per person, 30 days of interaction history
- Pro: unlimited people and full history, VIP reminders and insights, relationship notes with tags, duplicate detection, BlackBook AI
- AI: on-device via Apple Intelligence (Pro, iOS 26, compatible iPhone)
- Privacy: data on your device and private iCloud, no account, no ad SDKs, data never sold
- Developer: Preston Earnest / Earnestly Studios LLC
Frequently asked questions
Is BlackBook a sales pipeline, invoicing or project tool?
No. BlackBook is a personal CRM for one person on one iPhone. It has no deal pipeline, proposals, invoicing, time tracking or team sharing. Keep using your business tools for those, and use BlackBook for the relationships behind the work.
Who should I put in it?
The people your next project is most likely to come from: current clients, past clients worth staying in touch with, people who have referred you, and prospects you’ve had a good conversation with. The free plan holds 25 people, which is enough for your most important relationships.
Do I need an account?
No. BlackBook needs no account, sign-up or login. Your people and notes stay on your iPhone and in your private iCloud.
Is it free?
BlackBook is free to download with a free plan of 25 people, two notes per person and 30 days of interaction history. BlackBook Pro is an optional subscription for unlimited people and full history: in the US it’s $4.99 a month or $29.99 a year, and the annual plan includes a 1-week free trial. Prices are shown in the app.
Can I dictate notes after a client call?
With BlackBook Pro on iOS 26 and a compatible iPhone, BlackBook AI uses on-device Apple Intelligence to help turn a quick spoken recap into a follow-up for you to review.
Should I store confidential client information in it?
Keep it to relationship notes: what someone cares about, what you discussed in general terms, and what you promised. Don’t store anything your client agreement treats as confidential. BlackBook includes no advertising SDKs and never sells your data.
Be the consultant clients remember to call.
BlackBook is free to download for iPhone (iOS 17.6+). Start with 25 people, no account needed.
Get BlackBook – Personal CRM