CRM Systems That Actually Work (Not Theory)

All right, y'all, so we don't have a ton of people popping on the actual call today, so I figured that we will pivot a little bit. I'm going to show you guys how to use Claude to build some pretty cool stuff. If you're not using Claude code yet, you should be, um, but more importantly, how to set it up to work, um, as seamlessly as possible and actually be able to generate you guys useful things inside of your business, internal tools, platforms, whatever that might be. Um, so I'm trying to think of what we can build right now. Um, I think a quiz funnel, uh, is a really good example of just a simple, um, thing that we can go build. Um, as, as well as you can use the same thing for if you want to build your own forms, uh, and have them do, you know, lead capture throughout the form, similar to iClose. as well as qualification inside of it. So I'll go ahead and share my screen here in just a moment, and we'll walk through a few tools that we use, uh, that really, really help us to do this at a high level. So let me go ahead and share my screen. So the first thing we want obviously is Claude Code. So when we open up Claude Code, uh, we want to come here. Next, we want to go to GitHub. And when we go to GitHub, we're gonna see different repositories. I'll explain that in a second. And then we want to use Netlify. So Netlify is gonna be a way to push your ideas or your code to an actual server. So it is live. So we're going to come in here. The first thing we need to do is create a GitHub account. Okay? Super easy. Just go to the website, sign up. Now, once you create a GitHub account, you're gonna click on new right here and you're gonna create a repository. So This is essentially a place where you can store all of your files. Okay, we got some people joining in here. Um, let's go ahead and let these guys in here. Chu, what's up? I don't know if I said that correctly, but welcome to the—

no, that's correct, man.

How are you doing?

I'm doing great, brother. How about yourself?

Doing, doing very, very well. Was, uh, we're doing a training on some AI, AI development inside of, uh, Clog Code and how to wire up some of these tools to be able to build, uh, pretty much whatever you want. So, um, perfect. One of the biggest issues I see typically is people want to push code, but they don't understand how to push it to a server, uh, quick and easily. So we're just getting started.

Cool. I am a newbie when it comes to that kind of stuff, but I would love to learn it, man.

Amazing. Well, this is gonna be a good call for you then, man.

Perfect.

So, what I was just mentioning was the first thing we want to do is create a GitHub account. So, it's essentially like a social media platform for developers, kind of, where you can store your code, you can share code. So, we create the GitHub account and then we click new and then we end up right here. So, we're gonna create a new repository. In this this situation. And actually, let's just do— let's do a commission calculator because this is related to sales. So let's create an actual commission calculator software. So, uh, we're going to say commission-calculator, and we'll do v2. So that's all we need to do. We're going to click create on this repository right here. Okay, so now we have a repository, basically a place to store our actual code. Next thing we want to do is come to Claude, okay? And Claude right here has this dropdown and you see Install GitHub. So if you've never connected it before, you just connect GitHub and then you'll actually be able to see all your GitHub repositories right here. So I'm going to refresh. The new one should pop up right here. So if we scroll down, we should see Commission Calculator v2. So when we click on this, we now have a chat that is going to upload all of our code that we create right now to that repository. Okay, so the next step is, well, I want my updates to be live so I can actually go log in and do stuff with it. Okay, so we need two more platforms. I prefer Supabase, which is your database. Like, where do we store usernames and passwords and things like that? And then we need Netlify. Netlify is going to be our actual server where we push the code to. Okay. So when we come in here, I'm going to say we're going to do role. You are a senior web developer with 20 plus years of experience creating visually stunning and useful web applications. You are up to date in your code base, and you pride yourself on writing Immaculate. Immaculate. I don't even know how to spell that word. Uh, I don't think that's it either. Masculine. Is there an S in that word? That's crazy. For anyone watching this on the replay, um, I don't know if that's true or not, but pride yourself on writing immaculate, uh, code. You are highly analytical, analytical, and any time you run into an error, you take a step back, analyze the issue deeply, and debug. You also are talented at creating the project structure for future features and scale. So we'll just do something like that. Uh, the prompt is really important here. And then we're going to say goal: we want to create a beautiful, beautiful software that allows a sales rep to log in and calculate their commissions. They should be able to add products as line items, each with a quantity and a price. Point. They can also add multiple of the same, same product, and they can enter the amount of cash collected and number of future installments. We want the UI to be easy to use. We also want to ensure that it has a beautiful futuristic AI look to it. Let's just start there. Outcome. I'm not even gonna do an outcome for this. We should also have a Supabase. Um, actually, let's add the database later. We won't do a login for this right now. We'll add that later. So we'll just start here. We're going to go ahead and prompt that on that new repository, and then it's going to start analyzing the prompt and start designing this product for us. So while that does that, Chu, is that how you say it? Is that actually how you say it? Chu? That's amazing. Where does that name come from?

Yeah, my ethnicity is actually Min, which is like a small, like, hill tribe in, like, Thailand, Laos, you know, Southeast Asia and whatnot. So I guess that's where we originated from.

Guess where I am right now?

You're in Thailand?

Thailand. I'm in Chiang Mai.

Oh, really? That's cool. Yeah, I think, I remember because we were in a refugee camp when I was born and whatnot. I think we spent some time in the camps out in Chiang Mai.

Wow, that's crazy.

Yeah.

Yes, sir. Yeah, it's beautiful out here. I met some local guys here the first day because we came from Bangkok to here on Sunday. And, uh, met some students here. We sat down, started talking. They ride street bikes, I ride motorcycles. They ended up being— they, uh, told me they were doing a trip, uh, up into the mountains to this little village and I should come with. So they got me a street bike and we all hopped on the bikes and went like 2 hours into the mountains. It was such a cool trip and totally random, but That's awesome.

Yeah, I always recommend, like, you know, if you can, like, a lot of people, they go to the tourist spot, of course, like the bigger city. But when it comes to, like, Thailand, Southeast Asia, like, the beautiful spots are literally in, like, the mountains. That's where you can meet a lot of different hill tribes, ethnic groups, and whatnot. Yeah, experience a lot of different type of culture and, uh, and food and whatnot as well.

Yeah. What part of the world are you in now?

I mean, I'm in California.

Um, what part of California?

A small little, small little town, um, called Merced. There's a UC here, so interesting. We're, we're literally in the center, like, like in the center spot of California.

Yeah, nice. Kind of— is that by like Bakersfield or—

yeah, we're, we're about like 2 hours north of Bakersfield.

Okay, got it.

Yeah, yeah. How do you know about Bakersfield, Jordan?

Oh, I turned my mic off. I was born and raised in, uh, San Diego and then, uh, yeah, moved up to Idaho. But my parents were like— my dad was Orange County his whole life, my mom was, uh, Bay Area. So a lot of, a lot of roots in California.

No wonder. Okay, that makes sense.

Yeah.

So you ever come, you know, come back here, literally, you ever say, hey, you know what, I want to take a trip down to see the, like, you know, the central part of California. If you're into mountains, you know, about an hour and a half away from where I live is Yosemite National Park, right? Yeah. So, you know, literally drop by, we'll go grab lunch or something.

Definitely. I'll let you know, man. I'll be back that way in about 5 weeks. So.

Nice. But, uh, yeah, so when it comes to—

go for it.

So when it comes to like entering prompts, you have to be very specific on how you want it, how you want— yes, enter it, right? Or basically, basically instruct it.

Yes. So typically I start off with setting the role, um, so who do I want it to be, um, and you can kind of just assume— I mean, it helps to have some technical knowledge around that, but You know, at the end of the day, we obviously want it to be analytical. We want it to, you know, self-correct if it starts to go wrong. We want it to be able to think about the future when it's designing this, right? So yeah, setting the role is really important. Like, who is the AI? You know, are they a web developer or are they a designer? Those are different people, you know. And if you give it too much stuff in the role, you ask it to be too many people. It's not going to be like as good, right? Um, so yeah, the role is super important. And then I'll usually do, you know, the, the goal, um, which is, hey, this is what we're trying to build. Uh, and then putting an outcome is also very helpful. So what is your expected outcome of this thing, right? So a little different than the goal. Um, and then you can also add, depending on the project, what you don't want it to do. Right? So that's, that's more, you know, in Cloud Code you don't have to do so much of that. But what do you not want it to be, you know? Um, you can kind of list out those things as well. Um, but yeah, and then once you enter that prompt, you can see it's doing a bunch of stuff, but it, it starts to create the project. So we can see here it's created kind of a project scope. So it's going to initialize the React, TypeScript, and Vite project. So that's like the underlying codebase. It's going to do Tailwind CSS, create the project folder, build authentication system for logging in and logging out, create product line items, build the commission calculator logic, create payment tracking, design futuristic AI-themed UI components, right? So it's already thought about all this from that prompt, um, and then it's going to start building. So it's going to go through each of these to-dos and write that code. Right, it does take a little while, but that's a good sign when it takes a while to do what you asked it to, because it's, it's really thought through and it's, it's building something legitimate, right? If you're giving it poor prompts, you'll notice it usually goes a lot faster, which means you have a lot more things to fix in the future, or you run into errors. You know, so.

Remember like back in the day, you know, when I was growing up, right? They say coding, you really need a high-powered machine to go ahead and handle the coding and program a lot of stuff. Because this is web-based, do you still need like a high-powered machine to handle it all?

Not at all, man. It's all web-based. Yeah, you're 100% right. So you really, with these, that's why I'm showing this because with these tools, you don't need terminal on your computer. You don't need Xcode, right? You don't need anything. You don't need anything local on your computer. This is web-based, you know, data warehouse, web-based servers, right? And all of these connect directly. So what's crazy is once I connect this, once this finishes, it will auto-publish to Netlify, the changes. So it will auto-update the server, which is really cool. And in just an example of like some stuff, um, that I can show that like we built, for example, this is a landing page completely 100% developed with Claude Code. It's got a custom form right here. It does a partial submit, captures that data. If someone clicks on one of my ads, they'll potentially see this page. Um, you know, all the copy was written by Claude, um, all these assets, uh, all the buttons, um, colors, schemes— this was created by Claude, um, all the cards, uh, literally everything. It's, it's pretty incredible. So, um, yeah, so if you use it correctly, um, you can do a lot more, and people really even understand at this point.

So, but yeah, someone say, hey, you know what, I'm brand new to AI, like, and they saw what you're doing here, like, this is pretty cool, right? Like, how would you direct them to start learning about this kind of stuff?

YouTube, probably. You know, I would find a couple YouTube channels that are really dedicated to this. And, and spend some time in there. Obviously, you can go find a mentor, join a program. We actually— our company even has like an AI operator coaching program, if you will. But you can go on YouTube, you can learn most of this. There's a lot of good videos that break down all of it. You know, it's, it's more so committing the time to it, just like anything else. You know, if that's an hour a week or 5 hours a week. Um, the cool part that I've found is that once you get good at it, it becomes addicting. It's like back when Fortnite was out, right? You always had to pop open the new map and go play. Like, um, you, you can get really deep in this to where, you know, you're— yeah, it's, it's all you want to do.

So Because basically, you know, if I'm so focused on selling, right, I'm like 6 to 12 hours a day on a phone, you know, my appointments, other stuff going on. And of course, family and life and all that good stuff. And so this is something that I'm intrigued by. Just basically, question is, how much of my time can I devote to it, right? And how can I make it— I know, I know it can make it easier on my behalf, basically taking time off to do like, you know, like more of the operation things, but Again, you know, it's going to take time to develop into that stuff so that way basically I will have time off later, you know.

So yeah, definitely, you know, that's why I, you know, I think AI is in such a cool place where it's almost like a game, you know. So a lot of times when we're, you know, have our work brain turned on, you know, I, I'm running my company, I got to do sales, I got to have meetings, I'm doing all these different things, right? But this is almost can become so fun that, you know, it's, it's instead of watching Netflix, right, to unwind, you can pop on here and play around with it, you know. Um, it's pretty rewarding when you see some of this stuff built. But yeah, that's cool.

That's really, really cool.

So, and then to your point, you know, in the future you can start using it to help you sell, you know, different maybe assets that you use on your sales calls or different things. You know, we have a couple quiz funnels that are really, really cool that we built with Claude that we actually use on sales calls that, you know, help us sell our product, if you will. So, hmm. But yeah, this thing's going. If you would give me 2 minutes, my girlfriend said there are noises downstairs. I don't know what that means. Oh, I need to go check the front door real quick, so, um, I'll be right back.

Go do your thing.

All right, we are back. So this is still cruising through and looks like we are done. So there we go. So once it is pushed, uh, to here, now we can connect it to Netlify. So what we're going to do we're going to come to our workspace. We're going to— once you have a Netlify account, super easy to set up, you just basically log in with Google and then we're going to click Add Project and then Import from Existing Project. So we'll click on that guy and you have GitHub right here. That's why we built this repository. So you just click on GitHub. It'll ask you to authorize your GitHub account, basic sign-in, and then you'll see all of your projects here. So we just want to find the commission-calculator-v2. Boom, click on that. Project name, I recommend naming it the same thing as your other project. So pop that guy in there. And that's it. We click deploy and that is gonna deploy this code base to the server. So right here, it's gonna say building. Uh, it's either gonna say succeeded or failed. Um, the cool part is Netlify has an AI way to check why it failed. Um, you can see it already published, so it's that easy. Boom. And just like that, we have a live website with our application, um, ready to go. So we can click on this right here and boom, you can already see we got a login page. Um, now, uh, here's a demo account, so let's use alex@comp— company.com. I'm guessing the password is, what, 10% commission maybe? Yep, there we go. Cool, already logged in. So now we can see here, this is what the UI looks like, right? Uh, we can see sale items, add product, payment details, right? Uh, and then we can go in here so we can choose what we want. Now something I want to iterate or make known here is that you can see it added a bunch of random products. You can see it also has like categories. Why did it do that? Well, it's because I didn't really specify in my prompt, right? We kept it much shorter than I normally would, who this was for, right? What kind of products, how I want products to be entered, etc. So it has to make up what it's supposed to do here, right? Um, so You can see services, and then we can see, you know, random things in here, and then you can kind of see all this, right? So that's not how I would want it to be done. So we're going to come back here. Um, hey, this is a great first try. Um, let's take a step back and redesign. And this is what I would recommend doing. So in our original prompt You can see here I just basically said, you know, a commission calculator, but I didn't really give it any details. So now we're going to be much more specific in how I would normally do that first prompt. Um, so we're going to come right here. Um, the commission calc— commission calculator should have a way to add products each line item that you add should have the following fields, right? So 1, I want product name. 2 is going to be product price. 3 is going to be number of payments. 4 is going to be initial Cash collected. 5 is going to be contract value. 6 is going to be commission percent as a slider from 0 to, let's say, 50%. That'd be insane to go above that. 7 a way to— whoops— once the product is added, it should go to a dashboard that shows me the total commission to be paid, future commission to be paid. Um, and yeah, let's just do etc., let it jive out there. So we can see now this is something that we probably should have had in our original prompt, right? So if I was actually going to build a software, I want to take a minute and really write out what is the idea that I have, what do I want it to look like. Um, otherwise AI will go and do what it thinks is best, which sometimes is the best situation in in this situation, it's like, well, I mean, it looks cool. Yeah, we can log in, we already have an app, but, you know, if, if I don't really want to have to add all these products myself, right? And, you know, etc. So this way, you know, if I do it this way, you enter the product name and the price, right? You know what products you sell, so that should be good enough. So this is kind of how I would do it, um, and we can kind of start there. So all we have to do is hit enter. Now this is gonna read that prompt. It's gonna re, you know, kind of iterate on this. And the best part is it's gonna push the code to here. Now the second best part is since this is connected to GitHub, under deploys right here, we can see the original deploy, but it will automatically publish this next deploy for me. So I can literally just refresh my website and it'll look different than it does right now. So any questions about that?

And basically, let's say I have like a product, I guess, a product commission guideline in a PDF format. Can I upload that and it could just take the data from that and basically automatically just— 100%, I guess, calculate based off of that?

Okay, exactly. 100%. So you would say, hey, you know, I'm a sales rep and I want a commission calculator. I want to be able to, you know, project 6 months, you know, get specific, 6 months into the future, what my commission would be. And basically, you know, say, hey, if I do this many sales, this is what I would end up with, right? I should be able to customize, you know, how many payments and how much each cash, you know, collected amount was on these. Here's a list of all the products that we sell, and then it'll take those and put it in a dropdown. So that's a great way to kind of shortcut this. And I always recommend if you have assets, obviously include those for context. Because the more, you know, I guess with AI, what I've found is that if you, if you get too, too, too specific, right, sometimes it's not creative enough, right? But on the other side, if you're too broad, it's too creative. So you've got to kind of funnel just like you would if someone worked for you. You know, it's like, okay, here's the job role. Now go do the job as creatively as possible. Able. Um, you know, you still have to have those guidelines there, um, but you don't want to just have it be your slave, essentially. So, sorry, what was that?

I said you kind of have to meet in the middle.

Yeah, yeah, definitely. You know, and, and there'll be times, you know, sometimes when I'm building a new software, I'll be like, man, what could be some really cool features. And I'll just ask that, right? Hey, what, what other features do you feel like would make this product even better? And it'll come back with a list of 10 really good ideas. You know, I could say, okay, perfect, let's do 1 and 2. You know, that's great. So this should be done really good somewhat quickly. Now, something else that I think is important too is obviously UI/UX, right? And communicating what you want that to look like. You can see here the design is pretty good, but the layout kind of sucks, you know. So you can always recommend, hey, I, I Hey, don't like this on the left-hand side, or hey, this kind of feels too busy, right? Can you, can you figure out a way to make it less busy? Um, but it does a pretty good job at UI if you prompt it correctly. I mean, you can see this page, it's, it's pretty beautiful, you know, landing page. Um, so as long as you prompt it, it'll, it'll do good. So, um, we are almost done here. Almost. And then you'll see the beauty of this automatically committing the changes here in a moment. So there you go. So build successful. Let me commit and push the changes. And then we'll see here in just a second, you'll see a new, um, branch come into Netlify. Almost there. There you go. Cool. So you can see it already pushed this branch and then it already published. So it was that quick. So we don't even have to go to this. We can just come back to this and refresh and we'll see a completely new page. So there we go. Boom. So let's do, uh, Chewy's Gum. There we go. And then where we sold $1,000 worth of gum, the total contract was $1,000. Number of payments, we did 3 payments, 2 payments. Cash collected was $300, and then the commission was 15%, right? Boom. Cool. So we can see total commission $150, immediate $45, future $105. Click add item. Boom. And then I can add another one. Um, GUM 2.0, we're going to say this is $5,000, contract value $5,000, number of payments, we're going to say 5 payments, cash collected $4,500. Commission percent 10, so $500 commission. Boom boom, it all works. Boom, when I do that now it added these two together, right? So we can see that whole thing right there. So, um, yeah, and then, you know, like literally I can send this to Chewy right now. And if you could maybe share your screen and just go log in, um, and test it out real quick because that is a live app on the internet. You can share your screen too. There you go. Cool.

My email and then password. What I—

I just make up a Uh, just use, use a demo account down there at the bottom. So alex@company.com, just type that in and then use any password. So the reason for that is we just haven't set up the database yet, which is basically one more step that we could do, um, but we don't need to do it right now. Uh, alex@company.com. There you go. Boom. Look at that.

I'm signing in. It didn't let me. I'm not sure if the sign-in button was turned off. I press enter, but it let me after I put it in there.

Got it, got it. Cool. Yeah, so there's small bugs that you might have to work out, right? We can say, hey, we had an issue with that. Um, but yeah, there it is, right? So you can use that. Um, and you know, pretty freaking cool that we have something that we designed, put together. It's already live on the internet and people can use it. You know.

Oh yeah, man, this is, this is pretty dope right here.

Yeah, so let's try. But yeah, so hats, $10.

So why is it still stuck in negative 9 for the future?

Um, because I think your contract value is only 10, so put 3,500 there. So something it didn't understand, and again, this is why the prompting is so important, is I put, uh, just put 3,500 for contract value. Yeah, there you go. So what I wanted it to be was essentially the product price and the contract value are the same thing, right? So I just need to now say, hey, that's technically— we don't need two fields for that, right? Um, So, yeah. And then just click add item. That'll pop it up into the saved items. And there you go.

Pretty cool, Matt. Really cool.

But, yeah. So, anyone watching this replay, again, those are the tools. Supabase, GitHub, Netlify, Cloud Code. Connect those 4 together and you can basically pump out unlimited variations of this. So very, very simple, very straightforward way.

Jordan, basically, like, if someone say, hey, I wanted to have kind of do all this stuff, what do you think on average it runs— it costs them a month to actually be able to do this kind of stuff?

Yeah, it's a great question. It's, it's really affordable, um, because it's the server's under like load, right? So it depends on, you know, how much, like, how much is actually happening on that server, which probably won't be a lot until you get actual users. Claude Code's like $100 a month because, well, you don't— you can use the basic version, which is like $20. Depending on how much you prompt it, you'll hit a limit and then you got to wait, you know, 24 hours or whatever it is for that to refresh. But, you know, for $50, $100 a month, you, you could be pretty much be using all of this. So Yeah, but cool. Well, we'll probably wrap it up a little bit early. Um, Chu, it was amazing having you on this call, and I appreciate you showing up. Hopefully you learned something new today that can help you. Um, and, uh, yeah, we do these calls every Tuesday. They're specifically on AI sales operations, sales process. Sometimes we go over pre-call, you know, how to, how to get people to show up to appointments, how to follow up, how to create follow-up systems, how to, you know, audit your CRM, etc. I try— we have a lot of sales reps in this community, obviously, like yourself, so I try to do both from leadership and from the perspective of like a sales rep. So, um, yeah, but it was great to meet you, man.

Yeah, I'll be on next week, dude.

Awesome, cool. Uh, well, if you need anything in the meantime, just shoot the community a message, and, uh, we'll see you next week. And everyone, watching the replay. I hope this video was helpful. Cheers.

All right, Jordan, talk to you later.

Have a good one, man.