Warm-up
Check yourself
Which CRM change should your agent only propose, never apply on its own?
Exercise 3
Set Up a Self-Updating Pipeline
About 35 min
Your task
You'll build a six-field Pipeline, write the rules that define "clean," and schedule an agent to update it from your email and calendar each weekday. You'll finish with a working CRM and your first CRM report.
- Time
- 35 minutes
- You'll need
- Your Lead list workbook from Exercises 1 and 2, Claude Cowork or Grok Bot (or HubSpot's free CRM plus the Claude connector)
- Builds on
- Lesson 3
Coaching clients
This course comes with private coaching.
Private coaching with David opens every course here, with a syllabus built around your business. Already a client? Sign in with the email you paid with.