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Claude + Your CRM: The 90 Minute Business Automation Build

November 18 @ 10:00 am - 11:00 am CST

Register for the event

Most people use AI to write a caption and then stop there.

Vera Firman has spent the last few months building something rather different. Instead of typing prompts over and over, she has been giving her AI a set of skills, each one trained to do a specific job in her business, wired straight into her CRM.

Think of a skill as a job description you write once. After that, the AI does that job the same way every time, without you explaining it again.

In 90 minutes, Vera will share her screen and build them live in front of you.

What she’ll build:

– A skill that turns your Zoom calls into blog posts and social content, written in your voice and published straight into your CRM while you get on with the day
– A weekly money report that pulls your numbers together and lands in your inbox, so you finally have the CFO view of your own business
– A briefing skill that tells you everything you need before a client call or a podcast interview, so you walk in knowing exactly who you’re talking to
– Your inbox answered in your voice, with replies drafted and waiting, so all you do is read them and press send
– Landing pages built by describing what you want, instead of dragging boxes around a page builder
– A daily rundown of what actually matters today, so you stop opening five tabs to work out where to start

And the part most people don’t believe until they watch it: Vera runs most of this from her phone, using her voice. She talks, and the work gets done. She spent August in Italy and the business kept moving without her opening a laptop.

This is a build, not a talk about where AI is heading. Follow along step by step and you’ll leave able to set it up yourself.

Built with Claude and GoHighLevel, or whichever CRM you already have. You don’t need to be technical, and you don’t need a developer.

Free to attend, live, 90 minutes. Afterward, the recording along with Vera’s templates, prompts and skill files will be available to purchase for anyone who wants to keep building.

 

Details

Venue

  • Virtual Event

Organizer

  • Linda Fisk