There and Back Advisory

Background

Advisory Relationship Management is the covenant‑aligned approach to stewarding every relationship within the advisory ecosystem. Built on the foundation of CRM principles but re‑oriented around identity, formation, and shared work, it ensures that each household, partner, and participant is known, supported, and accompanied with clarity. Instead of tracking transactions or sales cycles, Advisory Relationship Management captures story, movement, commitments, and long‑arc development — the patterns that reveal how someone is growing and how the advisory can walk with them. It provides continuity across engagements, integrates insights from BCMS and KCMS, and keeps every advisory interaction relationally grounded and structurally coherent. In public terms, it is the system that helps advisors remember well, respond wisely, and build with people rather than simply manage them. In summary, KCMS illustrates law formation of information, BCMS illustrates the identity, workflow (RICAD, RAPTA) identifies structure and action, and the relationship management aligns with a CRM type experience.

A There and Back CRM cannot begin with “What do you want?” because that’s transactional. It cannot begin with “Who are you?” because that’s restrictive and reactionary.

Follow questions:

• What is the customer’s identity in Christ?
• What can we build together?

When There and Back deals with the identity, KCMS presents foundational perspective and BCMS aligns the customer (believer with journey, stewardship, and the desire to know more. Relations uses RAPTA to create workflows, templates, structures, documents, and resources tailored to the needs of the requestor,

Customer Relationship Management Program

The foundation provides the following definition boundaries – CRM is not a definition structure, a constitutional state, or part of a formation engine. CRM as an exercise answers the following;

• What happened?
• Who did we talk to?
• What stage are they in?
• What tasks, notes, and interactions exist?
• What workflows are active?

Customer Experience

Relational Systems through a positive experience at the believer customer level

CRM Operationalizes

• Identity
• Journey
• alignment
• workflows
• tasks
• relational information
• lifecycle

Identity Information Models

CRM becomes a partnership engine, not just a datastore. This frames the system around the two themes:

• Identity knowledge
• Partnership experience

Covenant Model

Believer models into the covenant agreement has to illustrate identity and journey

Partnership Models

CRM is the registry of identity, formation, and co‑laboring.

Journey Models

The CRM tracks the identity arc, not customer activity. The CRM becomes the living record of identity, belonging, and shared work.

Interoperability

CRM then comes the operational container. Judeo -Christian faith relies on persistence for established records. Words have a meaning and their existence is essential in ascertaining meaning and the continued life of those words. Understanding a believer, the centric part of There and Back’s established CRM process, has to understand a constitutional framework (KCMS), a believer centered perspective centered on identity (BCMS), the action of a workflow which defines what tasks are defined through (RAPTA)

Specific Relationship Program Designs

Learning Management System (LMS)

The Advisory supports both LifeLong Continual programs and HeartheStone training session. Educational systems are dynamic, pathway‑driven learning environment designed to help individuals grow through structured courses, guided mentorship, and real‑time training sessions designed to progress tracking. Delivered through an intuitive LMS platform, it brings together learners, instructors, and organizations in a shared space for discovery and formation. Each course connects to a broader learning pathway, integrating evidence, reflection, and achievement into a seamless experience. Whether advancing professional skills or pursuing personal development, learners engage in a system that values clarity, connection, and continual growth.