The Chris Michael Harris Podcast · 2026-06-15 · 10 min
A lead booked a discovery call on a Friday afternoon. Before I sat down, my AI had already researched them, built a ClickUp pipeline card with talking points, and sent a personalized follow-up email - in under 10 minutes. Here's the full workflow. Book a free AI discovery call with Chris: chrismichaelharris.com Talk to Tarvis on my website: chrismichaelharris.com → concierge Check out SPARC Connect (in BETA): sparcmarketing.ai Watch video: In this episode of The CMH Show, I'll walk you through an AI-powered lead management system built on Claude, Gmail, Calendly, and ClickUp. When a new lead books a discovery call, the system automatically researches the prospect via Gmail, surfaces their background, tech stack, and qualification level, builds a fully populated ClickUp sales pipeline card, and drafts a personalized follow-up email using the lead's own language - all triggered from a voice prompt on a phone. This isn't a theoretical AI use case. It's a live walkthrough of a real workflow that saved over 90 minutes of manual prep - done on the go on a Friday afternoon.
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