Every working day (about 30–45 minutes)

1. Open a chat in your CRM project: What's on today?
2. Clear follow-ups and signals first. Ask for drafts, edit, send.
3. Report back in one message: Sent Priya, Mei and Tom. Daniel replied, call moved to Friday. Claude logs it all.
4. New outreach second. Ask for the next five people to contact, with research cards and drafts.
5. Before you close the chat: Anything left unlogged?

Every Friday (10 minutes)

1. Give me this week's scoreboard against my targets.
2. Which deals have gone quiet, and what should I do about each?
3. Anything in the Playbook you'd change based on this week?

Habits that keep the data clean

• Report everything you send. Nothing syncs on its own (see the limits page). A quick "sent these three" is enough.
• Glance at what Claude logged. It can update the wrong record. A two-second check catches it.
• Correct drafts out loud. "Too formal" or "never open with a compliment" goes into the Playbook, and the drafts get better every week.