Automate Your Client Follow-Ups and CRM Updates with Claude [ONLINE]

About this event

Keeping a CRM current is one of those jobs that never quite gets done. Danyal shows Palo Alto owners how Claude can write follow-ups, schedule reminders and update records, using GoHighLevel as the example, with checks so nothing goes out wrong. What we'll cover: • Spotting the busywork worth automating first • Follow-up emails and reminders Claude writes and schedules for you • Keeping your CRM up to date without typing it in by hand (GoHighLevel shown as an example) • Simple checks so nothing goes out wrong Format: Live on Google Meet with business owners from Palo Alto and the Bridges Network. We work through it together on screen, and questions are answered as we go. Who it's for: owners and teams who spend hours on emails, follow-ups and data entry. Bring: a laptop, a free Claude account and the CRM or email tool you use today. Hosted by: Danyal from the Bridges Network. When you RSVP: two optional questions: whether you would like a free AI consultation, and your phone number if you want an SMS reminder before we start. Both are optional, so skip them if you like. Fair to mention: we end with a brief word about our done-for-you help. Everything above is taught in full beforehand. Where: Google Meet. The link appears here once you RSVP "Going." 45 minutes, no cost.