CRM Plan
The whole picture: how candidates, co-applicants, brokers, brands and deals relate to each other, the terminology mapping table so we are all describing the same record the same way, the seventeen automations and who builds each one, and every system in play today with what happens to it.
Open the planDiscovery Day Heat Index
Claude scoring each candidate 1 to 10 after every call, using each brand's journey, and writing every heat index column to their contact in HubSpot. Includes a test on Cody Waring side by side with your sheet.
Open itFranConnect to HubSpot
The repeatable version of the import. A Claude skill that turns FranConnect exports into ready-to-import files: five types of import (contacts and companies, new deals, existing deals, broker deals, notes), up to thirteen files, and the mapping for each. Downloadable as a skill file, Markdown or PDF.
Open the skillPlaud to HubSpot
How every call Tom records lands on the candidate's contact and deal as a note, with Tom's next steps as tasks for Cammi, run by Claude on a schedule. The flow step by step, how each call is matched, and what is decided and still to confirm.
Open the planOpen Decisions
Fourteen questions to close in the discovery sessions. Everything downstream is built on these, and a few of them are far cheaper to answer now than to unpick later. Tick them off as we go.
Open the listBurgess Media × GNG Project Board
The shared checklist. What is in progress, what is next, what is parked, and the split between what we are building and what Monique is building. Updated live as we work through the build.
Open in ClickUpShared Drive Folder
Exports, mapping tables, the property specification sheet and the import files. Anything we pass back and forth through the build lives here.
Open in Drive