Course overview
Start hereAI for CRM Managers
START HERE

Nadia's Wednesday, two ways

8 lessons · 28 prompts

A day in the life of a CRM Manager: what changes with these prompts.

Track progress as a member

Nadia, a CRM manager at a mid-sized retail company.

Nadia starts her Wednesday with a familiar problem: the sales team says the contact list is full of duplicates. Instead of opening a spreadsheet and merging rows by hand, she opens ChatGPT and uses a prompt from the Data Hygiene lesson: 'Draft deduplication rules for a B2B contact list using email, company name, and phone number.' She gets a clear set of rules in seconds and refines them before sharing.

Next, she needs to set up a welcome email for new leads. She opens Claude and uses a prompt from the Workflow & Automation lesson: 'Write a trigger, three action steps, and a notification email for a new lead entering the system.' She tweaks the language and sends it to her sales ops partner.

After lunch, she has to explain a new report to the marketing director. She opens Gemini and uses a prompt from the Reports & Dashboards lesson: 'Explain how to build a dashboard that shows lead source and conversion rate by month.' She gets a clear outline she can share in the meeting.

By the end of the day, Nadia has finished her work early. She does not stay late. She takes a walk before dinner and reads a few pages of a novel.

Before

  • Staring at messy spreadsheets late into the evening
  • Repeating the same workflow fix in every meeting
  • Writing report specs from scratch under time pressure
  • Wondering if the system will ever feel under control

After this course

  • Leaving the office on time with a clear head
  • Handing sales a one-page guide they actually use
  • Sending reports that answer the first question
  • Feeling like the system works with you, not against you

What you'll learn

  • Drafting data rules: Write deduplication and validation rules that keep your database clean.
  • Planning workflows: Turn manual steps into clear triggers, actions, and notification emails.
  • Building report specs: Describe the reports and calculated fields that sales and marketing need.
  • Setting lead routing: Create routing rules and a scoring model you can explain to your team.
  • Planning permissions: Decide who can see and change what, and communicate access changes clearly.
  • Mapping integrations: Plan connections between your CRM and other tools by mapping fields and reading sync errors.
  • Creating training guides: Write quick references and short nudges that help teams build the right habits.
  • Sharing system health: Turn logs, usage data, and issues into updates and proposals leadership can act on.

How this course works

  1. 8 lessonsOne task of your job each, from data hygiene & standards to system health & leadership updates.
  2. Ready-to-paste promptsCopy, fill in the parts in {{brackets}}, paste into ChatGPT, Claude or Gemini.
  3. Tick and completeTick the prompts you tried and mark each lesson complete.
  4. Get certifiedFinish and keep the prompts as your own library.