Full Curriculum Syllabus
The 7-Day Guided Track
From zero to a fully deployed, AI-native CRM in 7 daily lessons. No enterprise lock-in, no per-seat fees.
Day 1 35 mins
The $20 Blueprint & Architecture
Escape the SaaS tax and choose your lightweight, zero-maintenance data backbone
🎯 Deliverable: Configured Claude Project + Connected Database (Supabase / Airtable / SQLite)
Start Lesson
Day 2 40 mins
Data Architecture & Pipeline Modeling
Design a data model that mirrors your exact sales cycle without rigid enterprise bloat
🎯 Deliverable: Ready-to-execute SQL migration script or Airtable Base Schema + Entity Relationship Diagram
Start Lesson
Day 3 45 mins
Generating Your Interactive CRM UI
Build a responsive, modern Kanban CRM dashboard using Claude Artifacts
🎯 Deliverable: Fully functional interactive CRM Kanban Dashboard running directly inside Claude Artifacts
Start Lesson
Day 4 40 mins
Lead Ingestion & Webform Integration
Turn inbound website visitors and bookings into instant CRM records automatically
🎯 Deliverable: Live webhook endpoint that creates contacts and deals when a prospect fills out your form
Start Lesson
Day 5 40 mins
AI Follow-ups & Smart Communication
Turn messy call notes into instant proposals, CRM updates, and high-converting follow-up emails
🎯 Deliverable: AI Sales Copilot Prompt System + 1-Click Follow-up Email Generator
Start Lesson
Day 6 35 mins
Mobile & Daily Briefing Engine
Get high-priority pipeline summaries and quick voice-to-CRM logging right on your phone
🎯 Deliverable: Automated Daily Morning Digest Bot + Mobile Voice Memo to CRM Pipeline
Start Lesson
Day 7 30 mins
Launch, Backups & Infinite Scaling
Lock down your data security, automate daily encrypted backups, and expand custom features
🎯 Deliverable: Production-ready, secured, backed-up custom CRM tailored 100% to your business
Start Lesson
Track Prerequisites
Claude Pro Subscription ($20/mo)
Free Supabase or Airtable Account ($0)
~40 minutes per day for 7 days
Your list of sales pipeline stages