↑ ↓ to move
C12 Working Session·corePHP · People Helping People·12 seats at the table

Build the thing
that runs your
company.

Not a talk about AI. A working session. You'll leave with a skill your team can use Monday, a real proposal for a real client — and the system that keeps both moving.

↓ scroll
01 / The honest starting point

Your margin is leaking between your tabs.

Contacts in one place. Proposals rebuilt from scratch in another. Invoices chased by memory. None of it talks to each other — and the gaps are where deals stall and hours vanish.

0
Disconnected tools the average small business runs its clients through
0h
Rebuilding one proposal from a blank page
0%
Of leads never receive a follow-up at all
Figures illustrative — we'll look at yours in the room.
"No margin, no mission." The leak isn't just lost revenue — it's your best people's hours, spent on work a system should carry.— why this session exists
02 / Hands-on with Claude

A good answer starts with a good ask.

Five parts. That's the whole trick. We'll structure one together — watch what happens to the output when the structure is right.

Write me a proposal for a website.
Generic scope, made-up pricing, someone else's voice. You'll rewrite the whole thing.
Usable
15%
QR to claude.ai
Do this now
  1. Scan to open claude.ai
  2. Create a free or paid account
  3. Come back here for the build
claude.ai
03 / coreCRM · The heart of the session

Now point it at your pipeline.

Prompting is a skill. coreCRM is where it goes to work: your contacts, deals, billing, and proposals in one system — with an AI Builder wired to your real deal data.

Pipeline value
$0
Won this month
$0
Active deals
0
Proposal, blank page → signed
0 min
Lead40
Your next client
first hello
Qualified28
Your next client
worth pursuing
Engaged16
Your next client
in conversation
Proposal8
Your next client
AI Builder, 15 min
Signed—
Your next client
contract out
Won$
Your next client
invoice → project
AI Builder · chat● live in your account
Document previewbranded · signable
Your AgencyProposal · 2026

Lead-Gen Website — Third Coast Roofing

Prepared for D. Young · Deal #345 · Recurring engagement
01 · The problem

Third Coast's current site doesn't capture leads — work comes from referrals only, and after-hours inquiries go nowhere. Competitors with instant quote forms are winning jobs on response time.

02 · Our approach

A conversion-first rebuild: every page drives to a quote request, local SEO puts you in front of homeowners searching in your service area, and lead routing gets every inquiry to your phone in minutes.

03 · Scope of work
8-page marketing site, built to convertincl.
Booking & instant-quote formincl.
Local SEO setup, full service areaincl.
Analytics & lead routing to your teamincl.
Hosting, maintenance & monthly reportingincl.
04 · Timeline

Discovery wks 1–2 · Design & build wks 3–5 · QA & launch wk 6 · Optimization ongoing from month 2.

05 · Investment & next steps
Full engagement, all scope above$3,500/mo × 12

Sign below and we schedule kickoff this week.

×Authorized signature
PDF ready · signable
ProposalStatement of WorkEstimateTime EstimateUser JourneySitemap
Sign up at coreCRM.guru — two minutes, we're at your shoulder.
Create a deal with one of your own customers or prospects.
Apply the prompting we just covered inside AI Builder.
Walk out with a branded proposal, 80–95% ready to send.
DealsContactsAccountsOnboardingInvoicesEstimatesFormsWorkflowsReportsCalendarTasks
QR to coreCRM.guru
Start your deal
  1. Scan to open coreCRM
  2. Create your account
  3. Add your first deal — we build from it
coreCRM.guru
04 / Reading the market

A clear head, not the hype.

There's a lot of noise in this space. Here's where each tool actually fits — so you know what's worth your team's time and money.

Claude

our daily driver

The one we build on. Strongest at reasoning through a real business problem, and it turns repeat work into reusable skills. This whole session runs on it.

ChatGPT

the broad default

Widest ecosystem and image generation. A fine general assistant — often the one your team already opened.

Gemini

inside Google

Best fit if you live in Google Workspace. Long context and tight Docs, Gmail, and Sheets integration.

Copilot

in the tools you own

For Microsoft 365 shops. Its value comes from where it already sits, not from being the smartest in the room.

Pick one. Learn to ask it well. Build the skills that pay you back. We chose Claude — and we'll show you why, live.— our verdict
05 / What you carry out

Leave with three things.

01

A prompting skill you can point at a daily problem — yours, not a demo's.

02

A real proposal for a real client, 80–95% ready to present.

03

One system running your contacts, deals, billing, and proposals.

We're not here to sell software. We're here to help you steward the hours — People Helping People is the whole business model.