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THE DEAD SYSTEM

The system nobody updates.

CONTACT RECORD NAME COMPANY EMAIL LAST CALL STAGE NEXT STEP BUDGET CLOSE DATE NOTES 70% OF CRM RECORDS INCOMPLETE 1 hr+ a day FOR THE PEOPLE WHO DO KEEP IT UPDATED
THE ADMISSION

The makers said it out loud.

“ The UI is the AI. ” MARC BENIOFF · CEO, SALESFORCE SALESFORCE × ANTHROPIC The CRM moved inside the AI HUBSPOT ChatGPT can now write its records
THE ONE IDEA

The storage isn’t broken. The trip is.

Something happens A MEETING · A CALL The system CRM · TASKS · PROJECTS A BUSY HUMAN LATER · FROM MEMORY NEVER ARRIVES THE AI
THE ONE IDEA

Hand the trip to the AI.

YOU Capture VOICE · PHOTO · FILE THE AI Match WHAT’S IN THERE? YOU Confirm A QUICK YES THE AI Write CREATE · UPDATE THE AI Enrich ADDS ITS HOMEWORK
A TRUE STORY

Eight photos. Thirty seconds.

8 LINKEDIN SCREENSHOTS THE REVIEW SHEET 3 · ALREADY THERE UPDATE THEM 5 · BRAND NEW CREATE THEM ONE YES RECORDS IN TASKS SET
STEP ONE · REACH

How the AI reaches your system.

START HERE A connector CAN IT WRITE — OR ONLY READ? NO CONNECTOR? A translator · MCP ASK THE AI — IT BUILDS IT FOR YOU STILL NO WAY IN? The browser CLICKS LIKE A PERSON · BURNS MORE TOKENS
STEP TWO · CAPTURE

The easiest input wins.

60 SECONDS “ Just met with Sarah at Fairview Properties — she’s frustrated with her current vendor, budget resets in January, wants a proposal by end of month… and she mentioned they’re opening a second office. MATCHED CONFIRMED WRITTEN
STEP TWO · CAPTURE

Projects and skills.

YOUR DICTATION MANY STEPS · REFERENCE FILES A project A HOME BASE — YOU GO TO IT ONE REPEATABLE PROCESS A skill WORKS FROM ANY CHAT — ANYWHERE
STEP THREE · TRUST

The quick yes.

ADD TO YOUR INSTRUCTIONS

Before you add or change anything, show me a short list of exactly what you plan to do.

Wait for my yes before you write.

STEP THREE · TRUST

The paper trail.

ADD TO YOUR INSTRUCTIONS

Every time you add or change a record, write a short note on that record: what you added, where it came from, and anything you were not sure about.

THE ENRICHMENT LAYER

The enrichment layer.

ONE MORE INSTRUCTION

Before you save a new contact or company, look them up online.

Add what the company does, roughly how big they are, and one recent piece of news about them.

If you are not sure something is true, leave it out.

THE WHOLE SYSTEM

Recap.

Connector first, browser last
Talk, don’t type
A quick yes, then notes
Turn on enrichment