Meet the Bloks Customer:

‍Ed Brill is a seasoned product executive turned strategic consultant at Orchid Black, a consulting group focused on helping startups and technology companies achieve substantial growth and successful exits. Ed and his team specialize in overcoming growth plateaus, offering targeted expertise in product, go-to-market, and marketing strategies.

Their Challenge:

‍Orchid Black consultants juggle multiple high-stakes client engagements, each requiring detailed tracking of conversations, insights, follow-ups, and relationship dynamics. Traditional CRMs didn't meet the dynamic needs of Ed’s role—managing nuanced relationships and quickly recalling strategic conversations to leverage opportunities effectively.

Ed clearly outlines the challenge:

"Tracking detailed client interactions across numerous projects was overwhelming. Traditional CRMs focused solely on sales, missing the relationship and strategic aspects crucial for our consulting practice."

Why Ed Chose Bloks:
Ed needed a more intuitive and relationship-oriented solution to manage his complex client engagements. Bloks stood out because it:

• Automatically captures comprehensive notes across multiple meeting platforms, simplifying context-switching.
• Provides actionable insights and instant meeting summaries, enhancing Ed’s preparation and strategic follow-ups.
• Enables easy navigation between people and organizations, allowing Ed and his team to leverage their network proactively.

The Difference Bloks Made:

‍The impact was immediate and transformative for Ed and Orchid Black:

Enhanced Efficiency: Ed significantly reduced manual note-taking and admin time.

"Bloks instantly solved my note-taking struggles, giving me comprehensive meeting summaries without distraction, enabling me to fully engage in client conversations."

"I’m not viewing my to-do list the same way anymore—it’s now significantly driven by the outcomes and next actions that Bloks captures from each interaction."

Strategic Relationship Management: Ed and his team gained deeper, actionable insights, improving their ability to proactively manage and leverage relationships.

"Now, instead of relying solely on memory or incomplete notes, I can effortlessly track relationships, recall key interactions, and strategically navigate client engagements."

Teamwide Adoption: Orchid Black quickly recognized Bloks' value, expanding its usage across multiple consultants and associates.

"Half our team adopted Bloks rapidly—it’s become essential for collaboration, especially when managing multiple high-stakes client engagements simultaneously."

In Ed’s Own Words:

‍"Bloks isn't just another CRM or note-taking tool—it's a relationship tracker designed specifically for consultants. It helps us understand and leverage our relationships strategically, providing us with a tangible competitive advantage."