Set up a CRM that runs itself
Rung 4 of 10 · Recipe pattern
1 · Learn the move · Recipe pattern
A recipe is a fixed set of steps you run the same way every time. Here the AI builds your CRM the same way for any database: pipeline stages, tags, a follow-up cadence per stage, and a daily and weekly routine to keep it clean. You get a reusable system, not a one-off answer.
Give me a fixed CRM recipe: stages, tags, follow-up cadence per stage, and a cleanup routine.
2 · Your turn — you write the prompt
Your contacts live in a messy spreadsheet and leads slip through the cracks. You want one repeatable system you can set up once and follow every day. Write a prompt that produces a fixed CRM recipe with stages, tags, per-stage follow-up, and a maintenance routine.
Remember: the AI sees only your prompt — not this page. If the situation isn't in your prompt, it doesn't exist.
Optional — these shape the output when you run your prompt below, not your score.