Set up a CRM that runs itself
Lesson 2 of 6 · Business planning & operations
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.