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Get Started with Pueblo

A practical walkthrough for setting up your first client, adding contacts, using the journal, and relying on search instead of over-structuring.

Last updated March 3, 2026

Welcome to Pueblo

Pueblo is a focused client relationship tool for independent professionals. It is designed to help you maintain clarity across your client work without introducing unnecessary complexity.

It does not attempt to manage your entire business.

Instead, Pueblo provides:

  • Structured client records
  • Flexible contacts
  • Lightweight lead tracking
  • A relationship journal
  • Fast, direct search

Everything else stays in the Apple tools you already rely on.

How Pueblo Fits Into Your Workflow

Pueblo works best when paired with:

  • Calendar for meetings
  • Reminders for tasks
  • Mail for communication
  • Messages for quick exchanges

Pueblo holds the relationship context.

When you open a client, you should be able to answer:

  • Where does this relationship stand?
  • What was last discussed?
  • What matters to them?
  • What happens next?

That clarity reduces friction across your entire workflow.

Image 1: Dashboard Overview

Placeholder dashboard overview

Temporary placeholder image. Replace this with a real Pueblo dashboard screenshot when available.

The image should show:

  • Sidebar with Clients, Contacts, Leads
  • Main content area
  • Clean layout and stage indicators

Purpose: Introduce visual structure before diving into features.

Step 1: Add Your First Client

A client record represents a business or entity you work with.

When creating a client, focus on essentials:

  • Business name
  • Website URL
  • Stage
  • Short description

Stages help you quickly understand the relationship status:

  • New
  • Qualified
  • Proposal
  • Active
  • Churn Risk
  • Closed Lost

Avoid overthinking the stage. Choose the one that reflects reality today.

Image 2: New Client Sheet or Form

Show the client creation interface with:

  • Name field
  • URL field
  • Stage selector
  • Description field

Purpose: Make the first action feel approachable and simple.

Step 2: Add Contacts

Clients are organizations. Contacts are people.

Add contacts such as:

  • Owners
  • Project managers
  • Marketing leads
  • Billing representatives

Contacts can be connected to multiple clients when necessary. This is useful when one individual manages multiple brands or companies.

The goal is clarity, not complexity.

Image 3: Client Detail View With Contacts Section

Show:

  • Client header
  • Contacts list
  • Clean visual separation

Purpose: Reinforce the relationship between client and people.

Step 3: Write Your First Journal Entry

The journal is where Pueblo becomes powerful.

After a call or meeting, write a short entry capturing:

  • What was discussed
  • What felt important
  • Decisions made
  • Next steps

This does not need to be long. Two to five minutes is enough.

Over time, these entries create continuity. You will not rely on memory alone.

Image 4: Journal Entry Editor

Show:

  • Editor interface
  • Example entry
  • Date/time visible
  • Associated client clearly labeled

Purpose: Show that journaling is lightweight and fast.

Step 4: Use Search Instead of Over-Structuring

Pueblo is built around speed.

Rather than creating rigid folder systems or complex tagging hierarchies, rely on:

  • Direct search
  • Clean client naming
  • Clear journal entries

If you can describe it, you should be able to find it.

Image 5: Global Search Overlay

Show:

  • Search field active
  • Results grouped by type (Client, Contact, Lead, Journal)
  • Keyboard-driven interaction visible if possible

Purpose: Emphasize velocity and minimal friction.

A Simple Daily Workflow

A typical day using Pueblo might look like this:

  1. Open Pueblo in the morning.
  2. Review Active clients.
  3. After meetings, write quick journal entries.
  4. Adjust stages if relationships shift.
  5. Use search to instantly retrieve context before calls.

Tasks live in Reminders.

Meetings live in Calendar.

Communication stays in Mail.

Pueblo maintains relationship memory.

What Pueblo Is Not

To use Pueblo effectively, it helps to understand what it intentionally avoids:

  • No automation engines
  • No email syncing
  • No marketing funnels
  • No heavy pipeline dashboards

This keeps the tool calm and durable.

You remain in control of your workflow rather than managing the software.

Moving Forward

Once your first client is set up:

  • Add leads as new opportunities appear.
  • Convert serious opportunities into clients.
  • Maintain short, consistent journal entries.
  • Review stages periodically.

Pueblo rewards consistency more than configuration.

The goal is not to manage people.

The goal is to maintain clarity in your professional relationships.