Free guide · Instant download
Turn Claude into your CRM — in one afternoon
The step-by-step guide for coaches, consultants, therapists, and freelancers who are done paying $99/month for software they never open.
- The 4-hour plan — set up a Claude Project that knows every client by 5pm today
- Copy-paste templates — project instructions, roster format, and 10 ready-to-use CRM prompts
- The weekly review ritual — Claude tells you who needs attention and drafts the follow-ups
- Found money — most readers uncover 2–4 dropped leads in their first review
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Solo Solution HQ
Free guide · For service solopreneurs
How to Use Claude as Your CRM in an Afternoon
Ditch the $99/month software you never open.
@solosolutionhq
⏱️ Genuinely one afternoon
An hour-by-hour schedule from 1pm to 5pm. No software to buy, nothing to install.
📋 Everything's copy-paste
Project instructions, client roster template, and 10 prompts — paste, edit brackets, done.
💸 Pays for itself fast
The first weekly review usually surfaces dropped leads and unsent proposals worth real money.