
Your best business is already in your phone, your CRM and a pile of old spreadsheets. This is how I have Claude find every one of those people and put them in one clean list, one row per household, in a weekend.
This year my sphere did almost $10M in volume. Past clients, friends and family. It all starts with the list.
What's inside (16 pages, free):
How to set up Claude in 10 minutes, with my Project instructions to paste
19 copy-paste prompts, step by step
Clean up your CRM: past clients, the people hiding in it, duplicates, and everyone who has ever sent you a referral
Mine your old spreadsheets and closing reports
Pull your iPhone contacts and find who's missing from your CRM
Your Gmail and your calendar
Merge it all into one list, clean it, fill the holes, and the memory interview
The finish-line checklist