CRM & Automation · Intermediate
AI-Assisted CRM Operations
Give plain-language instructions to AI and have it run your CRM tasks for you.
Two ways to take it
Essential
90-120 min
The complete program in a focused session: the same hands-on training, assessment, and certificate of completion, compressed into 90-120 min.
$497 + tax / person
≈ $99 / person after ETG
Full
4-6 hours
The same content and certificate, with more guided practice time on your own tools and workflows.
$997 + tax / person
≈ $199 / person after ETG
Minimum 5 participants. ETG reimburses up to 80% for eligible employers.
Who it’s for
Teams that already use GoHighLevel and want to operate it faster by giving plain-language instructions to AI - no coding background required.
What you’ll be able to do
- Use Claude Code to run CRM tasks with plain-language instructions
- Apply 10 high-impact commands for everyday GoHighLevel workflows
- Automate contact updates, bulk edits, and report generation
- Safely review and confirm what the AI does before it runs
Curriculum
- 01
Setup
We install Claude Code on each participant’s terminal and configure the GoHighLevel MCP integration.
- 02
Pipeline & contact management
Drive pipelines and contact automation from plain-language prompts.
- 03
Bulk updates & reporting
Bulk edits and on-demand report generation, hands-free.
- 04
10 high-impact commands
A practical command set your team will reuse every week.
Assessment & certificate
A private, on-site session with one seat per computer. By the end, each participant can give plain-language instructions to AI and have it execute tasks directly inside GoHighLevel, confirmed by a hands-on assessment. Certificate of completion provided.
Frequently asked questions
Who is AI-Assisted CRM Operations for? +
Teams that already use GoHighLevel and want to operate it faster by giving plain-language instructions to AI - no coding background required.
What will my team be able to do after AI-Assisted CRM Operations? +
By the end of the program, participants can use Claude Code to run CRM tasks with plain-language instructions; apply 10 high-impact commands for everyday GoHighLevel workflows; automate contact updates, bulk edits, and report generation; safely review and confirm what the AI does before it runs.
How long is AI-Assisted CRM Operations, and how is it delivered? +
It runs in two formats, both in-person · private session at your location (one seat per computer) and hands-on: an Essential session (90-120 min) and the Full program (4-6 hours). Sessions use your own tools and workflows and are scheduled around your team’s working hours.
How much does AI-Assisted CRM Operations cost? +
Two formats, minimum 5 participants: Essential (90-120 min) is $497 + tax / person, and the Full program (4-6 hours) is $997 + tax / person. Eligible B.C. employers can recover up to 80% through the Employer Training Grant, bringing those to roughly $99 and $199 per person after funding. See our Funding page for eligibility and how to apply.
What’s the difference between the Essential and Full versions of AI-Assisted CRM Operations? +
Both cover the same content and include the hands-on assessment and certificate of completion. The Essential session (90-120 min) is a focused, compressed version; the Full program (4-6 hours) covers the same outcomes with more guided practice time on your own tools.
Is there a certificate or assessment for AI-Assisted CRM Operations? +
A private, on-site session with one seat per computer. By the end, each participant can give plain-language instructions to AI and have it execute tasks directly inside GoHighLevel, confirmed by a hands-on assessment. Certificate of completion provided.
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