Build your 90-day CRM plan, live.

I want you to act as a CRM and growth strategist. Here is my business context:

- Business name: [Your Business Name]
- Website: [Your Website]
- Industry: [Your Industry]
- Primary challenge right now: [Your Primary Challenge]

Write a one-page business snapshot covering: who we serve, the core offer, how we currently get leads, where revenue comes from, and the 3 biggest bottlenecks slowing growth. Give each section a clear heading, because this will also become the knowledge base my AI agents read from. Ask me up to 5 clarifying questions at the end if anything is unclear.

Here is my business snapshot:
[← Complete the Business Snapshot first]

Using my business snapshot for [Your Business Name] ([Your Industry]), audit my LEAD CAPTURE process. Map every way a potential customer can reach us (forms, DMs, phone calls including missed and after-hours calls, referrals, walk-ins) and rate each on speed of response, data captured, and follow-up reliability from 1-10. Identify the top 3 leaks and recommend a CRM-driven fix for each. If phone calls are a lead source, include what happens to a missed call today and whether a missed-call text-back or an after-hours AI voice answering service would close that leak. Then group my lead sources under Alex Hormozi's Core Four (warm outreach, free content, cold outreach, paid ads) and tell me which of the four I'm not using at all.

Here is my business snapshot:
[← Complete the Business Snapshot first]

Audit my FOLLOW-UP process for [Your Business Name]. Given my primary challenge ([Your Primary Challenge]), describe the ideal multi-channel follow-up sequence (SMS, email, voicemail) for a new lead in [Your Industry]. Compare it to what a typical small business in this space does. Then use my own funnel numbers below to show what closing my follow-up gap is worth per month, and show the math:
[← Fill in Your Funnel Math above]

Here is my business snapshot:
[← Complete the Business Snapshot first]

Audit my SALES process for [Your Business Name] in [Your Industry]. Outline the stages a prospect should move through (e.g., New Lead → Qualified → Proposal → Won/Lost), what should trigger each stage change, and what data I should be tracking at each step in a CRM. Highlight any stages I'm probably skipping.

Here is my business snapshot:
[← Complete the Business Snapshot first]

Audit the CLIENT EXPERIENCE for [Your Business Name]. Map my post-sale journey using the last four stages of Ryan Deiss's Customer Value Journey: Excite (the customer's first quick win), Ascend (their next purchase: upsells, renewals, repeat work), Advocate (reviews and testimonials), and Promote (referrals). For each stage, say what I likely do today or mark it GAP, then identify the touchpoints that should be automated in a CRM to increase retention and referrals in [Your Industry].

Here is my business snapshot:
[← Complete the Business Snapshot first]

Here are my process audits:

Lead Capture Audit:
[← Complete the Lead Capture Audit first]

Follow-Up Audit:
[← Complete the Follow-Up Audit first]

Sales Process Audit:
[← Complete the Sales Process Audit first]

Client Experience Audit:
[← Complete the Client Experience Audit first]

Based on these audits for [Your Business Name] ([Your Industry]), generate a prioritized CRM FEATURE WISHLIST. Group features into Must-Have, Should-Have, and Nice-to-Have. For each, explain in one sentence why my business needs it and what problem it solves.

Here is my business snapshot:
[← Complete the Business Snapshot first]

Here is my CRM Feature Wishlist:
[← Complete the CRM Feature Wishlist first]

Now write a 90-DAY CRM IMPLEMENTATION PLAN for [Your Business Name] that solves my primary challenge: [Your Primary Challenge]. Break it into Month 1 (foundation), Month 2 (automation), Month 3 (optimization). For each month list: goals, the 3-5 concrete tasks, what tools/integrations are needed, and how I'll measure success. Keep it realistic for a small business owner. End with a weekly scorecard of 3-5 metrics (at minimum: new leads, booked or converted, and reviews or referrals). Give each metric an owner and a red / yellow / green threshold, to be reviewed in a 30-minute weekly meeting.

Here is my business snapshot:
[← Complete the Business Snapshot first]

Recommend the best CRM platform for [Your Business Name], a [Your Industry] business. Compare HubSpot, GoHighLevel, Pipedrive, and one other you think fits. Score each on price, ease of use, automation power, and fit for my primary challenge: [Your Primary Challenge].

Here is my business snapshot:
[← Complete the Business Snapshot first]

Write a 5-email follow-up sequence for new leads at [Your Business Name]. Tone: helpful, not pushy. Industry: [Your Industry]. Include subject lines, send-day spacing, and a clear CTA in each email.

Here is my business snapshot:
[← Complete the Business Snapshot first]

List the 7 most important CRM metrics [Your Business Name] should track weekly to know if we're solving [Your Primary Challenge]. For each metric, give the formula, a rough target for [Your Industry] (say plainly that it is a rule of thumb, not a published benchmark, unless you can name the source), and what action to take if it's off.

Here is my business snapshot:
[← Complete the Business Snapshot first]

I have a CRM Feature Wishlist for my business. I want to make sure the CRM platform I choose has the right tools to cover everything on my list.

Here is my wishlist:

[← Complete the CRM Feature Wishlist first]

For each item on my wishlist, tell me:

1. The type of CRM feature or tool that covers it (e.g., workflow automation, visual pipeline, calendar booking, AI chatbot, SMS automation, contact tagging, funnel builder, etc.)
2. A one-sentence description of how that feature type solves the problem
3. Whether it is a basic setup (beginner) or an advanced setup (intermediate/advanced)
4. Whether this feature is typically found in entry-level CRMs, mid-tier CRMs, or all-in-one CRM platforms

Format your answer as a simple table with five columns: Wishlist Item | Feature Type | How It Helps | Difficulty Level | Platform Tier Required.

Write in plain language for a non-technical business owner.

Here is my business snapshot:
[← Complete the Business Snapshot first]

Here is my Sales Process Audit:
[← Complete the Sales Process Audit first]

I want to set up a visual sales pipeline inside my CRM that reflects exactly how my clients move through my business.

My business name is: [Your Business Name]
My business type is: [Your Industry]
My primary challenge is: [Your Primary Challenge]

Here is my sales process from start to finish:

[Describe in your own words — e.g., "Someone finds me on Instagram, they DM me, I send them a price, they either book or go quiet."]

My average sales cycle takes about: [e.g., 1 day, 1 week, 1 month]

Please design a pipeline for me with:

1. A recommended pipeline name
2. Each stage name and what it means (5–8 stages)
3. What action I or my system should take when a lead enters each stage
4. Which stages should trigger an automated follow-up workflow

Keep it simple and specific to my business.

Here is my business snapshot:
[← Complete the Business Snapshot first]

Here is my Follow-Up Audit:
[← Complete the Follow-Up Audit first]

I want to build automated workflows inside my CRM to handle the follow-up and nurture tasks that I currently do manually — or forget to do entirely.

My business name is: [Your Business Name]
My industry is: [Your Industry]
My primary challenge is: [Your Primary Challenge]
My website is: [Your Website]

Please design the 3 most important automations I should build first. For each one, provide:

1. The workflow name
2. The trigger (what starts the automation — e.g., form submission, tag applied, pipeline stage change, appointment booked)
3. The action sequence (what happens step by step — e.g., send SMS immediately, wait 1 day, send email, wait 3 days, send follow-up text)
4. The goal of the workflow (what problem it solves for my business)
5. The stop rule: what ends the workflow early. At minimum, every follow-up stops the moment the lead replies or books, so automation never talks over a real conversation.

After the three workflows, write one plain-language paragraph per workflow that I can paste into my CRM's AI workflow builder (for example, GoHighLevel's Ask AI) to build it.

Use standard CRM automation terminology where possible (e.g., Trigger, Action, Delay, Tag, Pipeline Stage, Contact Record). Keep the language simple.

Here is my business snapshot:
[← Complete the Business Snapshot first]

I want to use AI tools inside my CRM to handle initial inquiries and qualify leads before they reach me — so I stop losing people who reach out when I am busy.

My business name is: [Your Business Name]
My business type is: [Your Industry]

The most common questions new leads ask me are:

1. [Question 1 — e.g., "How much do you charge?"]
2. [Question 2 — e.g., "Are you available on weekends?"]
3. [Question 3 — e.g., "What is included in your service?"]

The information I need from a lead before I speak with them is:

[e.g., their name, phone number, what service they need, their budget, their timeline]

Please write:

1. An AI AGENT BRIEF, in the second person ("You are..."), that I can paste into the agent's instructions. Include: (a) role and goal in two sentences; (b) voice, with 3 phrases it would use and 3 it would never use; (c) what it should look up in my Business Snapshot, and how it answers the three questions above; (d) the information it must collect before handing off; (e) allowed actions, such as booking on my calendar, adding a tag or moving a pipeline stage, and what it must NOT do on its own, such as quote a custom price or promise a date. Anything that changes a customer's record or commits my business needs a person's approval; (f) exactly when it hands the conversation to me, and what it says while it does; (g) guardrails: topics it must not discuss, and what it says when it doesn't know the answer; (h) the one number that shows it's working.
2. A missed-call text-back message (under 160 characters) that goes out automatically when I can't answer, plus a 3–5 sentence greeting for an AI voice agent that answers after-hours calls.

Keep the tone: [e.g., warm and professional / casual and friendly / confident and direct]

Here is my business snapshot:
[← Complete the Business Snapshot first]

I need to write the core email and SMS templates for my CRM automations.

My business name is: [Your Business Name]
My website is: [Your Website]
My industry is: [Your Industry]
My brand tone: [e.g., warm and professional, bold and direct, friendly and casual]

Please write:

1. New Lead Welcome SMS (under 160 characters) — sent immediately when someone submits a form or inquires
2. Follow-Up Email (Day 1) — subject line + body under 150 words — for leads who have not yet booked
3. Follow-Up SMS (Day 3) — under 160 characters — a gentle nudge for non-responders
4. Appointment Confirmation Email — subject line + body under 100 words
5. Post-Service Review Request SMS — under 160 characters — sent 24 hours after service is delivered
6. Referral Request Email — subject line + body under 150 words — sent 1 week after a positive experience

For each template, use [First Name] as the personalization placeholder where appropriate. Write all templates in my brand tone.

Here is my business snapshot:
[← Complete the Business Snapshot first]

I want to use tags inside my CRM to organize my contacts and make sure the right automations fire for the right people at the right time.

My business name is: [Your Business Name]
My business type is: [Your Industry]
My primary challenge is: [Your Primary Challenge]

My typical client journey stages are:

[e.g., Inquiry → Consultation → Client → Repeat Client → Referral Source]

My main services or offers include:

[List your main services]

Please create a recommended tag system for my business that includes:

1. Lead Source Tags (where they came from — e.g., Instagram, Referral, Google)
2. Service Interest Tags (what they are interested in)
3. Pipeline Status Tags (where they are in the buying journey)
4. Client Lifecycle Tags (new client, active client, past client, VIP)
5. Automation Trigger Tags (tags that fire specific workflows)

Format it as a table with three columns: Tag Name | Category | What It Triggers or Tracks.

Here is my business snapshot:
[← Complete the Business Snapshot first]

Build the REVIEWS SYSTEM for [Your Business Name], a [Your Industry] business, in four parts:

1. The ask: the exact moment to ask for a review (tie it to the customer's first win, not to the invoice), plus a 160-character SMS and a short email asking for it, each with one link and no pressure.
2. Platform priority: the 2–3 review sites that matter most for my industry and area, in order, and why. For most local businesses, Google comes first.
3. Reply policy: how fast I reply, plus a short reply for a 5-star review, one for a 3-star review, and one for a 1-star review that stays calm, takes the conversation offline, and never argues or shares private details.
4. The automation: the trigger that sends the review request, and what happens when a new review comes in.

Two rules you must follow: ask every customer, not only the happy ones, and never offer a discount, gift or other reward in exchange for a review. Both break Google's review policy.