Build Your Personal CRM with Claude
You mean to keep in touch, and then six months quietly disappear. Your network lives in your head and your inbox, and the people who matter go cold without you noticing. This builds you a personal CRM that surfaces who's overdue, remembers what you said you'd do, and uses Claude to draft warm, specific check-ins from your own notes — not "just circling back" spam. A few minutes a week and your relationships stop rotting silently. WHAT'S INCLUDED • Live working session, screen-shared — we build it together. • Your contact database: people, how you know them, last contact, the cadence you want (monthly, quarterly, yearly), next touch, and notes. • A follow-up dashboard: who's overdue and who's coming up, so nothing slips. • A Claude project that drafts warm, personal check-in messages from your notes — specific, not spammy. • Optional import from a LinkedIn or contacts export, plus birthday and milestone tracking. • Your data stays yours — everything lives in your own files. • 48-hour post-build support window. BEST FIT IF • You mean to keep in touch and then six months vanish. • You have a real network but it lives in your head and your inbox. • You want warm, specific check-ins — not LinkedIn spam. • You'd rather own a simple system than pay for a bloated sales CRM you don't need. NOT A FIT IF • You need a team sales CRM with deals and revenue reporting — that's the Sales Pipeline package, or a tool like HubSpot. • You want automated mass outreach — this is deliberately personal, one message at a time. • You want contacts scraped or bought — bring your own relationships; this organizes them. HOW IT WORKS 1. Pre-call brief (~24h before): who you're trying to stay close to and how you track it now. 2. Live build (1–10h by tier): we build the contact database, follow-up dashboard, and Claude project together. 3. Your first check-ins, live: we draft a couple of real messages so you leave with proof it works. 4. You leave with the keys: the whole system is yours, plus the weekly upkeep ritual. 5. 48-hour post-build support window — anything breaks, message me and we fix it. Tiers run from a 1-hour scoping consult to a full 10-hour build with the outreach engine, contact import, and a follow-up session. Pick your tier below.
What's included
I run this as a live, screen-shared build — we build the real system together, not from a template. You'll see how I set up the cadences and how Claude drafts a check-in from your notes, so you can keep it personal and run it yourself. Your contacts stay in your own files. I commit to a real turnaround, and there's a 48-hour support window after we build.
- A contact database — people, how you know them, last contact, cadence, next touch, and notes
- A follow-up dashboard that surfaces who's overdue and who's coming up
- A Claude project that drafts warm, specific check-in messages from your own notes
- Your first real check-ins drafted live, plus a 48-hour post-build support window
Meet your expert
Ben L.
• Stanford GSB Alum, Class of 2021 -- see relevant background & experience below: • Coaching | Advised 400+ admits into Stanford GSB, HBS, Wharton, Kellogg, MIT Sloan, INSEAD, Haas, and more (see ~100 Leland reviews), while teaching multiple courses through Leland • What I'm Doing Now | Based in NYC, building a publication 'Staying Human', working on a stealth, marketplace startup, coaching and playing chess profssionally, and advising a slate of Seed to Series C startups through Elevate LLC • Public Policy | Prior to Stanford, worked on the Policy Team for the Chicago Mayor's Office under Mayor Rahm Emanuel, focusing on 5G infrastructure policy, criminal justice policy, and citywide corporate/economic development deals • McKinsey | Before policy, worked at McKinsey & Co , with casework focused on job training for the formerly incarcerated and workforce development for at-risk youth • PE / VC / Startup Advising | After Stanford, worked in Bain's Private Equity Group on various due diliegences, managed deals with several venture capital firms, and advised multiple startups on growth and go-to-market strategy • Professional Writing | Speechwriting in public policy & political environments, Lead Editor for Nondisclosure (Stanford GSB's magazine) and Managing Editor for the Stanford International Policy Review • Additional Writing | Crafting op-eds, ghostwriting for major publications, developing a fictional short story collection, policy deep dives, a book on chess applications to life, and application essays of all sorts • GMAT / Test-Taking | Scored in the highest percentile of GMAT test-takers, but more importantly I've honed my ability to help others extrapolate top test-testing strategies in the areas they're weakest • Additional Coaching Details | 5+ years experience working with >750 individuals on essay writing and resume professionalization for top consulting firms, MBA programs, execs, and the broader job market • Interview Training | I was interview-trained with McKinsey, helping me give high-quality mock interviews for MBBs and any MBA program; I've also held 10+ events through Leland on interview prep for McKinsey's PEI and GSB's interview process in particular