RESOURCES · CASE STUDIES
Case Studies, Published as Engagements Complete
We only publish case studies backed by measured results — no invented numbers, no composite examples. As clients complete their implementation and agree to share what happened, we’ll post it here: what the firm looked like going in, the bottleneck we found, what we installed, and the outcome in their own words. Nothing published here yet — check back soon.
Frequently Asked Questions
Is Starward another CRM I have to build myself?
No. Starward ships with the pipelines, follow-up, reminders, and handoffs already built and running — you’re not starting from a blank CRM.
Who is Starward designed for?
Independent advisors and small consulting or advisory firms that generate leads through referrals, LinkedIn, and events but don’t have a system turning those leads into booked calls and signed clients.
Does Core include automation?
Yes. Every prebuilt automation runs on Core. You simply don’t have self-serve access to the workflow builder until Core Plus.
Can I build my own automations?
Yes, starting on Core Plus, which unlocks full access to the Campaigns, Triggers, and Workflows builder.
Can I import existing contacts?
Yes, existing contacts can be imported as part of setup.
Can multiple consultants use the system?
Yes. User seats scale by plan — 2 on Core, 5 on Core Plus, 10 on Team, and unlimited on Firm.
Does Starward connect to my current website?
Yes, forms and lead capture can connect to your existing site, or you can build directly on Starward’s included Sites tools.
Can I keep my calendar?
Yes, Starward’s calendar and scheduling tools are included on every plan.
What happens after a proposal is sent?
Starward automatically starts a defined follow-up sequence so no proposal goes quiet without a next step.
What happens after a prospect becomes a client?
The opportunity is marked Won, the client record updates, the delivery pipeline starts, the owner is notified, and onboarding/kickoff scheduling begins automatically.
Can Starward manage referral partners?
Yes, the Relationships & Referrals pipeline tracks partners from first relationship through active referral and ongoing nurture.
How long does setup take?
Setup is done-for-you and covered by a 14-day go-live guarantee once all required inputs and approvals are provided.
What does setup include?
Mapping how leads, meetings, proposals, clients, and referral partners currently move through your firm, then configuring the prebuilt pipelines, follow-up, reminders, routing, and handoffs to match.
How does billing work?
Monthly subscription billing through the live Starward checkout, with tiers based on user seats and contact volume.
Where do clients log in?
Stop Managing Follow-Up in Your Head
Put every lead, discovery call, proposal, client handoff, and referral relationship into a system that knows what happens next.