Build a Real AI App & CRM
You leave today with a working app in your hands. Not a PDF of ideas. Not a slide deck. Real software your business will use tomorrow morning.
About This Workshop
Workshop 2 has one mission: you walk out with a live, working CRM — a real piece of business software — built entirely by AI from your plain-English description. No coding. No developer. No six-week wait. In the morning, you'll learn the B·R·I·E·F framework for describing exactly what you need, then master the Master Handover Brief (MHB) methodology — a four-step process where you dictate rough ideas, let AI structure them into a professional blueprint, and hand that blueprint to an AI builder that writes the code, designs the interface, and wires up the data in real time. In the afternoon, you watch your CRM come to life: customer cards, a drag-and-drop sales pipeline, AI-drafted follow-up emails written in your voice, Stripe payment processing, secure team logins with role-based permissions, and a dashboard that answers "what do I need to do right now?" at a single glance. Previous workshop participants have built everything from tradesperson job-management apps to venue-tracking email platforms to health-content creation tools — all in a single session, with zero technical background.
Prerequisite: Workshop 1
Key Frameworks
B·R·I·E·F
Business · Roles · Information · Events · Finish — five elements that consistently separate great apps from frustrating rebuilds
Master Handover Brief
Dictate rough → AI structures → Review blueprint → Hand to builder. The four-step process from messy idea to working software.
The B·R·I·E·F Framework — Your App Blueprint
Business — Describe what you do and who you serve in two to three plain-English sentences. No tech jargon. No API talk.
Roles — Who will use the app? Owner sees everything, sales reps see their own clients, accountant sees payments only. Define access upfront.
Information — List every piece of data you need per customer: contact info, job stage, quote value, last contact date, next step. Every field you name becomes a real field.
Events — What should happen automatically? "When I send a quote, remind me to follow up in 3 days if there's no reply." These become your automation rules.
Finish — Describe Monday at 8am: you open the app and feel in complete control. What's on that screen? That vision drives the design.
The Master Handover Brief (MHB)
Step 1: Dictate your rough idea naturally — no script, no tech vocabulary. Rambling is fine. The messier and more detailed, the better.
Step 2: Feed that transcript to an AI model and let it organise your messy notes into a structured professional blueprint
Step 3: Review the blueprint, add anything missing, then hand it directly to the AI builder. Because the brief is detailed, the first build is right — or very close.
Weak briefs create confusion and multiple rebuilds. Strong briefs produce working apps that match your vision from the first attempt.
This is the same process every time you build anything with AI: better brief = better result. The planning stage is where quality is created.
Your CRM — Every Feature Explained
Pulse Bar dashboard: active deals, monthly revenue, and follow-ups due today — the complete state of your business before you've read a single email
Drag-and-drop sales pipeline: New Lead → Contacted → Quoted → Won. Every deal card shows customer name and dollar value at a glance.
AI-drafted follow-ups in your voice: triggered automatically when a quote goes unanswered for 3 days. You just tap Approve & Send.
Role-based security: Owner, Manager, Sales Rep, Accountant — each team member sees exactly what they need and nothing they shouldn't
Stripe payments wired in: send one link from the deal card. Customer pays by card, Apple Pay, or Google Pay. CRM auto-updates to "Paid" and sends a receipt.
What You Take Home
A live, working CRM accessible from any browser or phone — not a prototype, not homework, real software
The B·R·I·E·F framework and MHB methodology you can use to build any app, for any business, any time in the future
A Monday-morning action plan: your first 30 minutes using the CRM with real customer data
Confidence that the gap between "I should build something" and "I built something" is closed — for good
1 person
$299
2 people (+1)
Same company / household
$398
For +1 pricing ($398), contact us
Or save $96 with the full bundleSecure checkout powered by Stripe