Step 3 · Set up your foundations
Never lose another enquiry.
When enquiries live in your inbox, your phone, a notebook and your head, some always slip through. This course gets everyone you meet into one place, finds the people who already slipped away, and has Claude tell you each morning exactly who to get back to.
Live now. Included in Academy membership.
Try it now · takes a minute
What are lost enquiries costing you?
Move the sliders to match your business. You’ll see roughly how much work is walking away because nobody got back to people.
Could be walking away each year
That’s work you’ve already done the hard part for.
A rough estimate from your answers, not a promise. It only counts people who never got followed up.
Get the courseWhat you’ll learn
Everyone in one place. Nobody forgotten.
Fourteen short lessons in six parts. Each one tells you why it matters, what to do and gives you a prompt to copy into your AI Marketing Brain.
See where your sales are leaking
A CRM is one place for everyone you’ve met, every conversation you’ve had with them and the next thing to do. You’ll learn the three things only a CRM can show you: where sales drop out, how long people take to say yes, and why you lost. That stops you changing the wrong thing, like rewriting a website that was working.
Tools: Claude and your AI Marketing Brain.
You’ll leave with: a list of every place you meet potential clients.
Choose a CRM you’ll actually open
There’s no perfect CRM, just the one that suits how you work. You’ll see what to look out for, compare the main ones for service businesses, then test drive your favourite for a week with ten real people before you pay a penny.
Tools: Pipedrive, HubSpot, Zoho CRM, Capsule or monday CRM, and Claude to help you choose.
You’ll leave with: the right CRM for you, tested on your real week.
Set it up around how you sell
Ten minutes now saves hours later. You’ll set up your pipeline stages, where people came from, the service they want and why you lost. Then you’ll sort people into simple groups, such as how ready they are and how they like to buy, so your marketing gets to know who they really are. Claude designs the whole setup around your goal.
Tools: your CRM and one prompt in Claude.
You’ll leave with: a CRM that tells you things, not just stores names.
Connect everywhere you meet people
The less you type, the more you’ll use it. You’ll connect your email, calendar, website forms, Zoom and Teams calls, then learn the quick ways to get business cards, networking lists, LinkedIn and WhatsApp chats in too. You’ll also connect Claude safely, with a simple way to do it all without connecting if you’d rather not.
Tools: Gmail or Outlook, your calendar, Zoom or Teams, your CRM’s phone app, and Claude.
You’ll leave with: new people landing in your CRM without you typing them in.
Find everyone who slipped through
This is where it gets exciting. Claude goes back through a year of your emails and finds the people who asked about working with you and never made it into your CRM. It shows you the list first, then adds and tags the ones you pick. It also helps you bring old lost deals back to life.
Tools: Claude connected to your email and CRM, or an email export if you prefer.
You’ll leave with: a list of people to get back in touch with this week.
Make it a five minute daily habit
A CRM is only as good as the people who use it. You’ll set up one question to ask Claude every morning, so your list of who to contact is ready before you open your inbox, plus a quick Friday check and a monthly look at what’s working.
Tools: Claude and your CRM.
You’ll leave with: a routine that means nobody gets forgotten again.
Why good businesses still lose work
It’s not your marketing. It’s the follow up.
Most small businesses don’t need more enquiries. They need to stop losing the ones they already get. So many deals are lost simply because they went quiet and nobody got back to them.
- Enquiries scattered across email, phone and notebooks
- Business cards in a drawer, never followed up
- Rewriting the website when it was the follow up that failed
- Relying on your memory to know who to call
- Everyone you meet in one place, with every conversation
- The people who slipped away found and back in touch
- Knowing exactly which step is losing you sales
- Claude telling you each morning who to get back to
Live now
Included in your membership
Join the Academy and you can start this course today. Every other course is included too, as each one opens.
- This course, and every course as each opens
- Regular AI updates throughout the year
- Live group sessions
- Save £360 a year
- Every course, as each opens
- No commitment, cancel any time
- Included with your website
- Plus our client only courses
All prices include VAT.
Before you sign up
Your questions, answered
Is it ready now?
Yes. It’s live now. Join the Academy and you can start today.
Which CRM does it use?
It’s shown step by step in Pipedrive, the CRM we use, but it works with any CRM. You’ll compare Pipedrive, HubSpot, Zoho CRM, Capsule and monday CRM and pick the one that suits you.
Who is it for?
Businesses that talk to people, quote or book a call before someone buys: accountants, builders, consultants, coaches, trades and anyone selling to other businesses. If you run an online shop where people buy at the checkout, Turn Your Email List Into Customers is the better fit.
Do I need to do anything first?
Set up Your AI Marketing Brain first, so Claude knows your business and your goal. If you’ve done Put AI in Charge of Finding Sales Opportunities, this is where all the people it found go.
Is my information safe?
There’s a whole lesson on it. You’ll see what to check before you connect anything, and Claude always shows you what it’s about to do before it changes your CRM. If you’d rather not connect at all, every prompt still works with an export.
What about follow up emails?
This course makes sure every enquiry is caught and you know who to get back to. To set up the emails that follow people up, take Turn Your Email List Into Customers next.
What’s the example business?
Sam, who runs a small accountancy practice offering tax returns, bookkeeping, payroll and year end accounts, so you can see every step in action.
Do members pay extra?
No. It’s included in your membership, like every other course.
Never lose another enquiry.
Everyone in one place, the people who slipped away found, and a five minute morning habit that keeps it that way.
Join the Academy to get it
Henny MaltbyPink Elephant AI Marketing Academy
Sam is a made up example and the calculator is a rough guide. Results vary and aren’t guaranteed. Photos from Unsplash.