What this covers
A show-and-tell session where members demo AI systems built into their businesses: a custom CRM built with Claude and Lovable that manages a one-on-one coaching pipeline end to end, Claude connected to Gmail and Google Drive SOPs to draft support replies, a Mac Mini "OpenClaw" agent handling Help Scout support via Telegram, and a fully automated Google Sheets dashboard tracking YouTube videos through to lead-magnet conversions.
Key takeaways
- Build a custom CRM by describing your manual process to Claude ("ask me all the questions you need"), then feeding the spec into Lovable — ~$25/month plus one-time ApiX-Drive (~$200) webhooks instead of Zapier subscriptions.
- CRM automations that matter: ChatGPT "assess fit" lead scoring, auto-advancing pipeline stages on Stripe payment webhooks, 8am daily task-digest emails, and gated VA access.
- Connect Claude to Gmail + Google Drive folders of SOPs and Loom-tutorial transcripts to draft inbox replies plus a second "next admin steps" draft — targeting a cut in VA inbox time from 3 hrs/day to 1.
- Have Claude consolidate scattered documentation into one master doc, and link Drive instead of uploading files to avoid usage quotas.
- A free Google Apps Script with YouTube + Analytics APIs auto-updates a funnel sheet every Monday — views, landing-page visits, form submissions, conversion rates (e.g. 5.34% of video views became leads).
Chapters
- 01:46Custom coaching CRM built with Claude + Lovable
- 11:30Q&A: build process, reliability, team access, and running costs
- 18:30Claude email drafting from Gmail + Google Drive SOP folders
- 29:49Mac Mini OpenClaw support agent via Telegram and Help Scout
- 38:38Automated YouTube-to-lead-magnet tracking sheet with Apps Script
- 53:53Kit's landing-page revenue attribution tool