CRM & Automation · Intermediate
AI-Assisted CRM Operations
Give plain-language instructions to AI and have it run your CRM tasks for you.
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.