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. Ask me up to 5 clarifying questions at the end if anything is unclear.

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, 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.

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, and tell me the revenue I'm likely leaving on the table.

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.

Audit the CLIENT EXPERIENCE for [Your Business Name]. Map the post-sale journey — onboarding, delivery, check-ins, review requests, upsells, renewals — and identify the touchpoints that should be automated in a CRM to increase retention and referrals in [Your Industry].

Based on the audits above 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.

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.

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].

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.

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 healthy benchmark for [Your Industry], and what action to take if it's off.

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:

[Paste your CRM Feature Wishlist from Module 3 here]

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.

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.

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)

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

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. A short AI chatbot script that greets new leads, answers the three questions above, collects the information I need, and books them on my calendar or routes them to me.
2. A brief AI voice agent introduction script (3–5 sentences) I can use for missed call text-back or automated outbound follow-up.

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

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.

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.