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Build an AI sales system

WEEK 4 / DAY 5 / LESSON 08

Build Your Client Dashboard

3 min learning time

Opening your classroom…

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YOUR LEARNING PATH

Build an AI sales system

0 / 85 lessons complete

Day 1 · Codex

Installation Welcome Exercise: Your First Run in the Codex App Watch a Real Build in the App Features of the Codex App Skills & Plugins Exercise: Build a Skill Automations Exercise: Schedule Your Skill Image Generation Exercise: Generate a Brand Image The AGENTS.md File Computer Use Project Overview Part 1 Part 2 Part 3 Part 4 Wrap-Up

Day 2 · Lead Sourcing

Rules of the Road: Compliance & Rate Limits Intro to Scraping Intro to Apify How Apify Works Hands-On: Apify Console Claude in Chrome for Lead Research Enrich a Prospect with Claude in Chrome Which Tool When?Build Your Lead-Research Dashboard Connect Apify to Claude Code Local Business Lead Miner Hiring-Signal Lead Finder Search the Web for Prospects Find Decision-Makers on LinkedIn Verify Your Emails with MillionVerifier Verify, Don't Trust Consolidate Your Leads Build a Lead List from Scratch Raven Instructions

Day 3 · Claude Cowork

Set Up Your Cowork Workspace Intro to Claude Cowork Delegation & Scheduled Tasks Connector + Account Setup Lab Supercharge Your Sales Workflow Sales Deliverables: Decks, One-Pagers, ROI Hands-On: Schedule a Lead Pull Find & Enrich Your Leads Hands-On: Pull Hiring Leads from OnlineJobs.ph Cold Email System with Cowork Build the Campaign with Cowork Run the Full Outreach Flow Raven Instructions

Day 4 · Email Copywriting

The 4-Step Formula The Trust Problem Subject Lines and the Hook Who You Are and the Offer The Ask Write Like a Human Writing Follow-Ups Exercise: Write Your First Cold Email Why Deliverability Decides Everything Set Up Instantly Build Your Campaign Follow-Ups and Iteration Exercise: Send Yourself a Live Test Batch Cold vs Warm: A Whole New Voice Instant Lead Response The Welcome and Pre-Nurture Sequence Appointment Reminders That Get Read The Post-Visit Follow-Up Asking for Reviews and Referrals The Abandoned-Cart Sequence Win-Back and Re-Engagement Exercise: Write the Copy for a GHL Flow Write a Full Outbound + Nurture Set Raven Instructions

Day 5 · Outbound Capstone

Part 1: Build the Lead List Capstone Overview Part 2: Cross-Reference Socials + Find a Catalyst Part 3: Find, Enrich & Verify Contacts Part 4: Set Up the Instantly Campaign Watch: How Jeric Did It Redo It Jeric's Way Build Your Client Dashboard Record Your Client Presentation Wrap-Up + Submission

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