FromAI to Business
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Module 1 · Lesson 3

Keep the CRM Clean Without Touching It

About 13 min

What you'll be able to do

  • Pick a CRM that fits a one-person business (HubSpot's free CRM, a Google Sheet, or similar)
  • Define the six fields that actually matter and the rules for each
  • Set up a scheduled agent that keeps those fields current from your inbox and calendar
  • Decide which changes the agent applies and which it only proposes

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.