The exact playbook used to take a hospitality business from zero structure to a fully automated CRM — 195 leads categorized, custom taxonomy by type and vertical, AI-assisted data enrichment, and a live pricing engine. Adaptable to any industry, on any CRM/ERP platform.
What you'll build
- A lead/contact taxonomy that fits your business, not a generic template
- Dynamic forms that show only the fields relevant to each record type
- AI-assisted enrichment to turn messy notes into structured CRM data
- Automated pipelines, activities, and follow-up rules
- A live pricing/quoting calculator inside the CRM
Enroll — $299 USD
