Claude Automations for Small Teams: Follow-Ups That Send Themselves [ONLINE]
Details
Small teams lose hours to follow-ups and data entry. Danyal shows San Diego owners how to automate client emails and reminders with Claude, keep the CRM updated without retyping, and add checks so everything goes out right.
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 San Diego 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.
A quick note: Danyal wraps up with a couple of minutes on how we can do this for you if you'd rather not do it yourself. Feel free to drop off before then.
Where: Google Meet. The link appears here once you RSVP "Going." 45 minutes, no cost.