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Welcome to Solo Solution HQ. Grab your copy of How to Use Claude as Your CRM in an Afternoon below, and block out four hours this week to actually do it.
Download the free guide (PDF)A confirmation email from Substack is on its way too — the guide link will be in your welcome email.
Before you go — one-time offer for new subscribers
The free guide gets it running.
VIP makes it your whole back office.
The Claude CRM VIP Guide is the complete build: detailed instructions for every single step, with nothing left to figure out on your own — from empty Claude account to a client-management system that runs your follow-ups, pipeline, and weekly reviews.
What the upgrade actually gets you
| Free guide | Claude CRM VIP — $47 | |
|---|---|---|
| Depth | Afternoon quickstart — the essentials, fast | The complete build — every step documented in detail, with screenshots, exact clicks, and the reasoning behind each decision |
| Prompts | 10 starter prompts | 40+ prompt library organized by workflow: sales, onboarding, delivery, retention, reactivation |
| Pipeline | Basic 5-stage roster | Full pipeline system — stage definitions, lead scoring, win/loss tracking, and a monthly revenue-forecast prompt |
| Intake | Manual paste-and-log | Client intake forms that feed Claude automatically — new inquiries arrive pre-structured, zero typing |
| Follow-up | One weekly review prompt | Complete follow-up sequences (lead nurture, post-project, reactivation) plus the 30-minute weekly review ritual, scripted end to end |
| Your existing data | Start from scratch | Migration walkthrough — bring your spreadsheet, Notion, or old CRM data in without retyping it |
| When things break | You're on your own | Troubleshooting playbook + monthly maintenance routine so the system survives busy seasons |
| Future-proofing | Free lifetime updates — the guide evolves as Claude ships new features |
Inside the VIP guide — 8 modules
Foundation, done right
The full CRM Project architecture — instructions, files, and structure that scale past 100 clients.
Migrate your existing data
Step-by-step import from spreadsheets, Notion, or a real CRM — cleaned and structured by Claude.
Automated intake
Set up forms so new leads land in your CRM pre-qualified and pre-structured — no copy-paste.
Pipeline & lead scoring
Know exactly who's likely to close and where your next month's revenue is coming from.
Follow-up sequences
Nurture, post-project, and reactivation sequences — drafted in your voice, on your schedule.
The operating rhythm
Daily 5-minute and weekly 30-minute routines, fully scripted, so the system runs itself.
40+ prompt library
Every prompt organized by workflow — copy, personalize once, reuse forever.
Troubleshooting & upkeep
What to do when the roster drifts, context gets long, or you fall off the wagon for a month.
Claude CRM VIP — The Complete Build Guide
One-time payment · Instant download · Yours forever
Get the VIP Guide — $47Compare: the average solopreneur CRM subscription is $348/year, every year. This is $47 once — and it actually gets used.
Quick questions
Isn't the free guide enough?
The free guide genuinely works — that's the point. VIP is for when you want the whole system: automated intake, pipeline and lead scoring, migration of your existing data, and every step spelled out in detail so nothing depends on you figuring things out. If the free guide is the afternoon version, VIP is the "this is now how my business runs" version.
Do I need to be technical?
No. If you can copy, paste, and follow numbered steps, you can build this. Every instruction is written for busy service providers, not developers.
What do I need to use it?
A paid Claude plan (for Projects) and the guide. The intake-forms module uses free form tools; nothing else costs money.
What if it's not for me?
Email within 14 days and you get a full refund — no questions, no hoops.
Not ready today? No problem — the free guide is yours either way.
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