Your Brain Is Not a CRM

Thursday, May 22, 2025

Want 3x the Referrals? Start With This Tech Setup

Over the next 24 weeks, we’re building a machine together.

Not a funnel. Not another lead-gen gimmick.

A referral engine—one that triples your current referrals and runs without you chasing cold leads like it’s 2015.

By the end of this, you’ll be operating like a CEO, not a scattered solopreneur duct-taping your business together with caffeine and screenshots.

But first, we need to build your base of operations.

Week 0: Your Referral Command Center

This is the part most people skip.

Which is exactly why their business is a mess behind the scenes.

If your systems are scattered across Notion, napkins, and your overworked brain, you're not running a business—you're surviving one.

Here's how we fix it.

🔧 Command Center = 5 Key Components

Let’s break down what actually runs a scalable referral business behind the scenes:

🧠 1. ChatGPT = Your Thinking Partner

Most people treat AI like a toy. We treat it like an executive hire.

Actual roles. Actual strategy.

✔️ CEO GPT = Weekly priorities

✔️ COO GPT = SOP machine

✔️ CMO GPT = Reels, memes, and truth bombs

✔️ CHRO GPT = VA task master

✔️ CRO GPT = Sales assassin

✔️ CCO GPT = Podcast + outreach wizard

✔️ CTO GPT = Automations overlord

Each gets its own thread. Each gets trained. Now your “team” works while you sleep.

Bonus: On Friday’s Zoom, I’ll show you exactly how to build and name each of these and you can steal from the 280k of courses I’m going to load into it.

🗂️ 2. Google Drive = Your Operating System

Create a folder called Referral Boss Build Plan – [Your Name]

Inside it, you’ll have subfolders for:

✔️ Delegate Me (task walk-throughs)

✔️ Raw Content (voice memos, B-roll)

✔️ Discovery Calls

✔️ Event Assets

✔️ Lead Magnets

✔️ GPT Outputs

No more digging through Emails or files on your desktop wondering where that file went.

It’s your brain—just searchable.

📊 3. Your CRM = Your Memory (Not a Mess)

Start simple. Google Sheets, Follow-up Boss, or HighLevel.

Track:

✔️ Name

✔️ Platform (where they hang out)

✔️ Source (where they found you)

✔️ Tags (your own custom system)

✔️ Notes (discovery insights, objections, goals)

✔️ Last contact + next action

This is where relationships live. Treat it like gold.

🧭 4. Chrome Tabs = Your Work Modes

Organize your tabs by how your brain works, not how someone on YouTube says you should:

✔️ Green Time = Revenue-generating: messaging, follow-ups, discovery calls

✔️ Chaos Time = Emails, calendar, admin

✔️ Builder Time = Funnels, content, strategy

Bookmark tab sets for each. Less thinking, more doing.

🗓️ 5. Time Blocks That Actually Work

Color-coded calendar. Daily task lists. Recurring ops.

✔️ Monday = CRM clean-up

✔️ Tuesday = Content batching

✔️ Wednesday = Discovery calls

✔️ Thursday = Follow-ups

✔️ Friday = Video + podcast prep

That’s not a calendar. That’s your referral factory schedule.

So—Why Does This Matter?

Because if everything lives in your head, nothing scales.

You’ll keep waking up to “What do I even do today?”

You’ll keep repeating yourself to your VA.

And you’ll keep wondering why referrals feel like luck, not systems.

This fixes all of that.

🎯 Want to Set It Up LIVE With Me?

This Friday, I’m hosting a free live Zoom training where I’ll walk you through:

✔️ How to set up your AI C-Suite inside ChatGPT

✔️ My actual folder structure (no fluff—just screen shares)

✔️ CRM layout and tagging system

✔️ The Green / Chaos / Builder time model

✔️ How to make your calendar run the business, not your mood

What We’ll Teach You LIVE This Friday:

⚙️ How to Turn ChatGPT Into Your AI C-Suite

We're not "playing with prompts" here. We’re installing a digital executive team to write content, prep sales calls, build SOPs, and more.

📁 The Google Drive Setup That Saves Your Sanity

We’ll show you exactly how to organize folders for content, discovery calls, lead magnets, and GPT output—so your VA (or future self) can actually find things.

📊 CRM That Doesn’t Collect Dust

Most people confuse “contacts” with a pipeline. We’ll break down the exact CRM format to track real convos, follow-ups, and partnerships that convert.

🧠 Green Time vs Chaos Time vs Builder Time

This alone can fix your schedule, your energy, and your revenue. It’s like time-blocking... if time-blocking actually worked for humans.

🔐 Password Manager Setup (aka: Stop Texting Your VA for Logins)

Because your brain should be used for thinking, not remembering 37 variations of your dog’s name and birth year.

And much more….

🗓️ Friday – May 23rd

🕐 Time – 1 PM

🔗 Join here: https://us02web.zoom.us/j/81588150946

Come build it with me.

You’ll walk away with the tech stack, setup, and mental clarity to actually scale without burning out.

Roll up your sleeves and start getting more referrals

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Next Week: Profile Optimization.

We’re turning your social bios, banners, and pinned posts into conversion machines.

But first—get your backend locked in.

👉 Join the Zoom here