EOS A CRM that fits how you work
Choose the fields, lead stages, attendance rules, payments and dashboards. Change what matters without waiting for a vendor to add a feature.
One live VIP workshop · November 2
Build your own CRM with ChatGPT.
You don't need to know how to code. You already know how you want your business to work. ChatGPT can help write the code. You decide what the system needs to do, how it looks and what you want to build next.
I'll walk you through the tools, show you how they work together and give you the prompts to start building your own CRM—possibly as quickly as a weekend. Not a software demo. A starting point for creating something that's yours.
✓ No coding experience required to get started✓ Keep control of your code and workflows✓ Live VIPs get the class recording
Can’t attend live? Get notified when the replay is available →
This is a walkthrough and starter toolkit, not a CRM built for you in one hour. Separate third-party subscriptions, hosting and API fees may apply.
You've built your business. Why let someone else's software run it?
Most business software asks you to adapt to its system. Building your own gives you a chance to turn that around. Start with what your business actually needs, and keep improving it as you grow.
Your website. Your lead flow.
Your site can be more than an online brochure. Session 2 covers your design, hosting, website-to-CRM leads, security and backups—so you can build something you control and protect.
Potentially save thousands
Custom software and ongoing development changes can cost thousands of dollars. Using AI to help write and revise code can reduce how much you need to outsource—while you stay in charge of the project.
Then let AI help run it
Imagine asking which leads need a call, seeing Meta business messages alongside customer records, or reviewing an AI-drafted social post and publishing it with a click. Session 3 explores those connections, automations, student apps and attendance kiosks.
You still own the work of testing, security, backups and maintenance. AI makes building more approachable; it doesn't remove the need to check what it creates.
Start by building it. Then connect it, protect it and put it to work.
Each session takes you further—from starting your own CRM, to owning your website and safeguarding your data, to adding AI and the tools that make daily operations easier.
CRM Foundations: Tools & Prompts
See the setup, understand the tools and leave with a realistic starting point for building your CRM using ChatGPT. No coding background needed to follow along.
- Which outside tools and resources you need
- Where to get them and how to give ChatGPT access safely
- Live demonstrations of how the tools work together
- Examples: contacts, attendance, payments and email
- Copy-and-paste prompts to start your own build
- Guardrails, backups and testing basics
- Take-home resource and setup checklist
Connect, Protect & Grow
Building it is step one. Protecting it and putting it to work is step two. This is the must-attend follow-up before you bring your CRM and website into everyday business use.
- Connect SMS messaging to your CRM
- Move, host and control your own website
- Send website leads straight into your CRM
- Security, permissions and account protection
- Backups, recovery and protecting your work
- SEO and AEO setup so customers can find you
Make it yours. Make it connected. Make it safe.
Coming soonAutomate, Integrate & Operate
Your CRM becomes the place where everything comes together. Imagine your business messages in one inbox, AI helping create your social posts, and publishing to connected channels with a click after you review them.
- Connect Meta business messages: Facebook Messenger and supported Instagram DMs
- AI-assisted social posts: create, review and publish to connected channels with one click
- AI assistant connected to your CRM information, with permissions
- Automations and follow-up workflows
- Reports, dashboards and actionable insights
- Point of sale (POS) and payments
- Student app and member experience
- Self-service attendance check-in kiosk
One business. One connected system. Less busywork.
Coming soonYou bring the idea. AI helps with the code.
You can explain what you want in plain English.
You don't have to memorize programming languages. Tell ChatGPT what your business needs. Let it help plan the structure, draft code, connect the pieces and troubleshoot problems. You review the work, test it and choose what goes live.
That's the skill we're starting with: learning to direct AI as a practical development partner rather than hoping a single magic prompt builds everything.
Show me how to start →WHAT AI-ASSISTED BUILDING CAN LOOK LIKE
YOU
“I want one place to track leads, appointments and payments. What's the first thing we should build?”
CHATGPT
“Let's start with contact records and a simple lead pipeline. I'll outline the tools, draft the first feature and show you how to test it.”
One step at a time. Your business rules. Your system.
The only live run of Session 1
Be there live. Keep the lesson.
I'm teaching this session live on Monday, November 2. You can ask questions about your own business in the private VIP Q&A. Once the class video is ready, you'll get a copy of the teaching session to watch again as you build.
$97One-time live VIP accessReserve My Spot →
Attend live · November 2
One-hour walkthrough, 30-minute VIP Q&A, tool list, starter prompts and the instructional replay when it's ready. The Q&A is only for live attendees.
Watch afterward · $97
After the live event, newcomers will be able to purchase the recorded class. They'll get the lesson, but not the live Q&A. The Q&A won't be included in the recording.
Live participants will receive the class recording after editing. The replay will be sold separately once it's available; it isn't for sale yet.
Interested, but unavailable?
Can't make November 2 at 9 AM Pacific?
That shouldn't mean missing out. Leave your email and I'll let you know when the Session 1 recording is ready to purchase, so you can learn on your own schedule.
Signing up for this update is free. The recording will be sold separately after the live workshop; this is not an event registration.
Leave knowing what to do next—not wondering where to start.
Your tool map
See the software, hosting and services that fit together—and what each one actually does. No mysterious developer shopping list.
Prompts you can use
Take home the starting prompts for getting ChatGPT to understand your business, plan a CRM and help create the first features.
See a real build process
Watch how AI-assisted coding, client records, attendance, payment collection and email connections fit into one workflow.
Control without guesswork
Get a practical checklist for permissions, backups, testing and reviewing AI-generated changes before using live customer data.
For live VIP participants: Your $97 includes the live walkthrough, the private 10:00–10:30 AM Q&A and a copy of the class recording once edited. The Q&A itself is not part of the recording. Newcomers can buy the class replay later for $97.
We'll show you the tools and prompts, not build a finished CRM during the session. Your project and pace are yours. Test and secure AI-generated code before handling real customer or payment data.
Yes, you really can start without a coding background.
What if I've never coded anything?
That's who this is for. You learn to explain what you want, use AI as your coding partner and check the result. You don't need to show up knowing a programming language.
Will my CRM be finished in one hour?
No. This is the walkthrough that gets you oriented: tools, examples, prompts and guardrails. You'll connect your tools and work on your CRM afterward at your pace.
Do I have to subscribe to EOS to build it?
No. The point is to show you how to build and control your own CRM using tools you choose. Independent hosting, AI, payment and other services can have their own costs.
Could AI eventually help run my business?
That's the exciting part. Once your CRM is connected and permissioned, AI can help surface follow-ups, answer questions, create reports and assist with routine work. We'll explore that in Session 3.
Stop waiting for the perfect CRM. Start building one that fits.
Your ideas are the starting point. We'll show you the tools to bring them to life.