Build Your AI Relationship Manager
In seven days, 30 minutes a day, build a personal CRM in Obsidian from plain markdown notes, with an AI assistant that reads them, summarises your conversations, drafts follow-ups, and tells you who to contact today. No spreadsheets, no software to buy.
What you'll build
Most solo consultants don't lose leads to competitors. They lose them to forgetting. A prospect says "call me next month", the note lands in WhatsApp or a diary, and the month passes.
This course fixes that with a system you own outright. By day 7 you'll have a personal CRM built in Obsidian: one plain markdown note for every contact, company, and meeting, all in a single folder on your own machine. On top of it sits an AI assistant you have taught your context and voice. It reads your notes, summarises conversations, drafts follow-ups that sound like you, and tells you who to contact today and why.
How it works
One email a day for seven days. Each email links to a short lesson and one task that takes about 30 minutes. You set up Obsidian first, teach the AI how you think, then add your contacts, companies, and past conversations one step at a time. By the end you can see your whole pipeline at a glance and run a weekly review in fifteen minutes. Miss a day? Pick up where you left off; each lesson stands on its own.
Who it's for
Solo consultants, freelancers, and small business owners who sell through conversations, and whose "CRM" is currently memory, WhatsApp, and hope. If you can install a free app and paste text into an AI assistant, you have every skill this course needs. No spreadsheets, no code, nothing to pay for.
Day by day
- Day 1Set Up Obsidian and Your First Notes
- Day 2Teach Your AI How to Think
- Day 3Add Your First Contacts
- Day 4Companies, Connections, and Your Existing Contacts
- Day 5Meetings and Follow-Ups That Actually Happen
- Day 6See Your Pipeline
- Day 7Make It a Habit (and What Comes Next)
Solo consultants and small business owners in India who track leads in their head, WhatsApp, and a notebook, and keep losing them. Every email carries a link that stops the rest — no chasing, no spam.
Start today — it’s free
Day 1 lands in your inbox the moment you sign up.