<!DOCTYPE html PUBLIC "-//W3C//DTD HTML 4.01 Transitional//EN"><html><head><meta content="text/html;charset=UTF-8" http-equiv="Content-Type"></head><body ><div style="font-family: Verdana, Arial, Helvetica, sans-serif; font-size: 12pt; color: rgb(0, 0, 0);"><div>Hi Andrew,<br><br>Even without LLMs helping ever more with spreadsheets, one can make or adapt a good CRM with Google's Sheets. As LLMs (like ChatGPT and Google's Gemini) increasingly help with sheets and all things GWS, I think it's a good option for you. It's really worth applying some basic librarian-like order to folders and files from the get-go because that will enable LLMs to help more and sooner. I hesitate to pitch it in this purely free help group my firm's service in helping with such setup--but in that spirit of help, I would suggest some guidance from an IT pro, which my firm is not, prior to applying basic librarian order. I'm pretty sure there are a few such IT pros on this list. One needs ever less system administrators for the likes of GWS as LLMs improve, but for the next few years, some guidance by an IT/GWS pro will save a lot of future time. </div><div><br></div><div id="Zm-_Id_-Sgn" data-sigid="1535369000000073001" data-zbluepencil-ignore="true"><div style="font-family: Verdana; font-size: 12px; line-height: normal; margin: 0px"><span class="size" style="font-size:13px"><span class="font" style="font-family:verdana, sans-serif">Best Regards,<br></span></span></div><div style="font-family: Verdana; font-size: 12px; line-height: normal; margin: 0px; min-height: 15px"><span class="size" style="font-size:13px"><span class="font" style="font-family:verdana, sans-serif"><br></span></span></div><div style="font-family: Verdana; font-size: 12px; line-height: normal; margin: 0px; color: rgb(170, 48, 37)"><b><span class="size" style="font-size:13px"><span class="font" style="font-family:verdana, sans-serif">Rob Laporte</span></span></b><span class="size" style="font-size:13px"><span class="font" style="font-family:verdana, sans-serif"><br></span></span></div><div style="font-family: Verdana; font-size: 12px; line-height: normal; margin: 0px"><span class="size" style="font-size:13px"><span class="font" style="font-family:verdana, sans-serif">CEO | R&D Manager</span><span class="font" style="font-family:verdana, sans-serif"><br></span></span></div><div style="font-family: Verdana; font-size: 12px; line-height: normal; margin: 0px"><b><span class="size" style="font-size:13px"><span class="font" style="font-family:verdana, sans-serif">DISC - Making Websites Make Money</span></span></b><span class="size" style="font-size:13px"><span class="font" style="font-family:verdana, sans-serif"><br><a href="mailto:Rob@2disc.com" target="_blank">Rob@2disc.com</a>, <span class="size" style="font-size:13px"><span class="font" style="font-family:verdana, sans-serif">413-584-6500</span></span></span></span><br></div><div style="font-family: Verdana; font-size: 12px; line-height: normal; margin: 0px"><span class="size" style="font-size:13px"><span class="font" style="font-family:verdana, sans-serif"><a target="_blank" href="https://www.2disc.com">www.2disc.com</a></span></span><span class="size" style="font-size:16px"><span class="font" style="font-family:arial, helvetica, sans-serif, sans-serif"></span></span><br></div><div style="font-family: Verdana; font-size: 12px; line-height: normal"><span class="size" style="font-size:16px"><span class="font" style="font-family:arial, helvetica, sans-serif, sans-serif"></span></span><br></div><div><b style="font-family: Verdana; font-size: 12px; line-height: normal"><span class="size" style="font-size:16px"><span class="font" style="font-family:arial, helvetica, sans-serif, sans-serif"><span class="colour" style="color:rgb(153, 0, 0)">NOTE:</span></span></span></b><span class="size" style="font-size:16px"><span class="font" style="font-family:arial, helvetica, sans-serif, sans-serif"><span class="colour" style="color:rgb(153, 0, 0)"> Emails can be blocked by spam filters throughout the web. If you don’t get a reply within an expected span of time, please call.</span></span></span><br></div></div><div><br></div><div class="zmail_extra_hr" style="border-top: 1px solid rgb(204, 204, 204); height: 0px; margin-top: 10px; margin-bottom: 10px; line-height: 0px;"><br></div><div class="zmail_extra" data-zbluepencil-ignore="true"><div><br></div><div id="Zm-_Id_-Sgn1">---- On Fri, 24 Jan 2025 17:46:38 -0500 <b>Andrew Bellak via Hidden-discuss <hidden-discuss@lists.hidden-tech.net></b> wrote ---<br></div><div><br></div><blockquote id="blockquote_zmail" style="margin: 0px;"><div><div dir="ltr"><div><div style="font-size: large" class="x_1875856647gmail_default">Howdy HT,<br></div><div style="font-size: large" class="x_1875856647gmail_default"><br></div><div style="font-size: large" class="x_1875856647gmail_default">I'm the current President of the Pioneer Valley Estate Planning Council. We're a non-profit (not for profit?) member organization of mostly estate attorneys, CPAs and financial advisors around continuing education.<br></div><div style="font-size: large" class="x_1875856647gmail_default"><br></div><div style="font-size: large" class="x_1875856647gmail_default"><a target="_blank" href="https://www.pvepc.org/">https://www.pvepc.org/</a><br></div><div style="font-size: large" class="x_1875856647gmail_default"><br></div><div style="font-size: large" class="x_1875856647gmail_default">We're wondering if Google Suite might be a good tech solution for us. We may have an administrator that changes from time to time and we want something transferrable/shareable among the leadership. We believe it's free for non-profits.<br></div><div style="font-size: large" class="x_1875856647gmail_default"><br></div><div style="font-size: large" class="x_1875856647gmail_default">We need some file/folder storage and maybe a CRM. I know G Suite does not include CRM so we're open to budget friendly ideas.<br></div><div style="font-size: large" class="x_1875856647gmail_default"><br></div><div style="font-size: large" class="x_1875856647gmail_default">Thanks,<br></div><div style="font-size: large" class="x_1875856647gmail_default">Andrew<br></div><br></div><div><br></div><span class="x_1875856647gmail_signature_prefix">-- </span><br><div class="x_1875856647gmail_signature" dir="ltr"><div dir="ltr"><span class="colour" style="color:rgb(34, 34, 34)">--</span><br style="color: rgb(34, 34, 34)"><div style="color: rgb(34, 34, 34)" dir="ltr"><div dir="ltr"><table style="border: none; border-collapse: collapse"><colgroup><col width="273"><col width="16"><col width="326"></colgroup><tbody><tr style="height: 0pt"><td style="border-right: 1pt solid rgb(93, 163, 255); vertical-align: top; padding: 0.72pt; overflow: hidden" rowspan="7"><br><p style="line-height: 1.2; margin-top: 0pt; margin-bottom: 0pt" dir="ltr"><span class="highlight" style="background-color:transparent"><span class="colour" style="color:rgb(0, 0, 0)"><span class="font" style="font-family:Arial"><span class="size" style="font-size: 11pt; vertical-align: baseline; white-space: pre-wrap;"><span style="border: none; display: inline-block; overflow: hidden; width: 261px; min-height: 46px"><img style="margin-left: 0px; margin-top: 0px" height="46" width="261" id="1737771676246018300_imgsrc_url_0"></span></span></span></span></span><br></p></td><td style="border-left: 1pt solid rgb(93, 163, 255); vertical-align: top; padding: 0.72pt; overflow: hidden"><br></td><td style="vertical-align: top; padding: 0.72pt; overflow: hidden"><p style="line-height: 1.2; margin-top: 0pt; margin-bottom: 0pt" dir="ltr"><span class="highlight" style="background-color:transparent"><span class="colour" style="color:rgb(34, 145, 208)"><span class="font" style="font-family:Verdana"><span class="size" style="font-size: 12pt; vertical-align: baseline; white-space: pre-wrap;">Andrew Bellak </span></span></span></span><br></p></td></tr><tr style="height: 15.75pt"><td style="border-left: 1pt solid rgb(93, 163, 255); vertical-align: top; padding: 0.72pt; overflow: hidden"><br></td><td style="vertical-align: top; padding: 0.72pt; overflow: hidden"><p style="line-height: 1.2; margin-top: 0pt; margin-bottom: 0pt" dir="ltr"><span class="highlight" style="background-color:transparent"><span class="colour" style="color:rgb(133, 133, 145)"><span class="font" style="font-family:Verdana"><span class="size" style="font-size: 10pt; vertical-align: baseline; white-space: pre-wrap;">Partner | Wealth Advisor </span></span></span></span><br></p></td></tr><tr style="height: 23.25pt"><td style="border-left: 1pt solid rgb(93, 163, 255); vertical-align: top; padding: 0.72pt; overflow: hidden"><br></td><td style="vertical-align: top; padding: 0.72pt; overflow: hidden"><p style="line-height: 1.2; margin-top: 0pt; margin-bottom: 0pt" dir="ltr"><span class="highlight" style="background-color:transparent"><span class="colour" style="color:rgb(34, 145, 208)"><span class="font" style="font-family:Verdana"><span class="size" style="font-size: 10pt; vertical-align: baseline; white-space: pre-wrap;">Perigon Wealth Management</span></span></span></span><br></p></td></tr><tr style="height: 12.44pt"><td style="border-left: 1pt solid rgb(93, 163, 255); vertical-align: top; padding: 0.72pt; overflow: hidden"><br></td><td style="vertical-align: top; padding: 0.72pt; overflow: hidden"><p style="line-height: 1.2; margin-top: 0pt; margin-bottom: 0pt" dir="ltr"><span class="highlight" style="background-color:transparent"><span class="colour" style="color:rgb(34, 145, 208)"><span class="font" style="font-family:Verdana"><span class="size" style="font-size: 10pt; vertical-align: baseline; white-space: pre-wrap;">O:</span></span></span></span><span class="highlight" style="background-color:transparent"><span class="colour" style="color:rgb(0, 0, 1)"><span class="font" style="font-family:Verdana"><span class="size" style="font-size: 10pt; vertical-align: baseline; white-space: pre-wrap;"> </span></span></span></span><span class="highlight" style="background-color:transparent"><span class="colour" style="color:rgb(133, 133, 145)"><span class="font" style="font-family:Verdana"><span class="size" style="font-size: 10pt; vertical-align: baseline; white-space: pre-wrap;">413.306.3244 x.1</span></span></span></span><br></p></td></tr><tr style="height: 12.44pt"><td style="border-left: 1pt solid rgb(93, 163, 255); vertical-align: top; padding: 0.72pt; overflow: hidden"><br></td><td style="vertical-align: top; padding: 0.72pt; overflow: hidden"><p style="line-height: 1.2; margin-top: 0pt; margin-bottom: 0pt" dir="ltr"><span class="highlight" style="background-color:transparent"><span class="colour" style="color:rgb(34, 145, 208)"><span class="font" style="font-family:Verdana"><span class="size" style="font-size: 10pt; vertical-align: baseline; white-space: pre-wrap;">text:</span></span></span></span><span class="highlight" style="background-color:transparent"><span class="colour" style="color:rgb(93, 163, 255)"><span class="font" style="font-family:Verdana"><span class="size" style="font-size: 10pt; vertical-align: baseline; white-space: pre-wrap;"> </span></span></span></span><span class="highlight" style="background-color:transparent"><span class="colour" style="color:rgb(133, 133, 145)"><span class="font" style="font-family:Verdana"><span class="size" style="font-size: 10pt; vertical-align: baseline; white-space: pre-wrap;">413.430.6570</span></span></span></span><br></p></td></tr><tr style="height: 12.44pt"><td style="border-left: 1pt solid rgb(93, 163, 255); vertical-align: top; padding: 0.72pt; overflow: hidden"><br></td><td style="vertical-align: top; padding: 0.72pt; overflow: hidden"><p style="line-height: 1.2; margin-top: 0pt; margin-bottom: 0pt" dir="ltr"><span class="highlight" style="background-color:transparent"><span class="colour" style="color:rgb(34, 145, 208)"><span class="font" style="font-family:Verdana"><span class="size" style="font-size: 10pt; vertical-align: baseline; white-space: pre-wrap;">E: </span></span></span></span><a target="_blank" style="color: rgb(17, 85, 204)" href="mailto:andrew@stakeholderscapital.com"><span class="highlight" style="background-color:transparent"><span class="colour" style="color:rgb(34, 145, 208)"><span class="font" style="font-family:Verdana"><span class="size" style="font-size: 10pt; vertical-align: baseline; white-space: pre-wrap;">andrew@stakeholderscapital.com</span></span></span></span></a><br></p></td></tr><tr style="height: 14.25pt"><td style="border-left: 1pt solid rgb(93, 163, 255); vertical-align: top; padding: 0.72pt; overflow: hidden"><br></td><td style="vertical-align: top; padding: 0.72pt; overflow: hidden"><p style="line-height: 1.2; margin-top: 0pt; margin-bottom: 0pt" dir="ltr"><span class="highlight" style="background-color:transparent"><span class="colour" style="color:rgb(133, 133, 145)"><span class="font" style="font-family:Verdana"><span class="size" style="font-size: 10pt; vertical-align: baseline; white-space: pre-wrap;">Amherst MA | San Francisco | Santa Monica </span></span></span></span><br></p></td></tr><tr style="height: 18.75pt"><td style="border-right: 1pt solid rgb(93, 163, 255); vertical-align: top; padding: 0.72pt; overflow: hidden"><br></td><td style="border-left: 1pt solid rgb(93, 163, 255); vertical-align: top; padding: 0.72pt; overflow: hidden"><br></td><td style="vertical-align: top; padding: 0.72pt; overflow: hidden"><p style="line-height: 1.2; margin-top: 0pt; margin-bottom: 0pt" dir="ltr"><a target="_blank" style="color: rgb(17, 85, 204)" href="https://perigonwealth.app.box.com/f/56e21c79375c4d6a91e68420bb64ad2c"><span class="highlight" style="background-color:transparent"><span class="colour" style="color:rgb(34, 145, 208)"><span class="font" style="font-family:Verdana"><span class="size" style="font-size: 10pt; vertical-align: baseline; white-space: pre-wrap;">Secure File Upload</span></span></span></span></a><br></p></td></tr></tbody></table></div></div></div></div></div><br><p style="margin: 0in 0in 0.0001pt"><span class="size" style="font-size:16px"><span class="colour" style="color:#808080"><span class="font" style="font-family:Verdana">IMPORTANT: </span>Perigon Wealth Management, LLC is a
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