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01Start with one taskBest first move for beginners.02Check your LevelMeasure where you are.03Score an AI resultFind the habit to practice first.04Return to Your WorkScores, links, and checkpoints.
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Build a CRM that keeps follow-up alive

This track turns scattered contacts into a working customer system: fields, stages, owner rules, follow-up checks, imports, exports, and weekly review. Start light, then move into Airtable or HubSpot when the work needs it.

Start with what a CRM isLesson 1 takes about 12 minutesOpen the Excel track
28
Lessons
1-4
Levels
Members
Tier
CRM

What you need before Lesson 1

A plain-language description of the people or businesses you track, one example customer, and the follow-up problem you want to stop losing. You can use invented sample data until you are ready to clean real contacts.

Start

Who this is for

Solo consultant

Has leads in email, texts, notes, and memory, but no trusted follow-up list.

Freelancer

Needs one place for clients, prospects, project leads, and next action dates.

Service business

Needs a pipeline view without adopting a heavy sales tool on day one.

Small team

Needs owner rules so shared contacts do not become shared confusion.

Airtable owner

Needs linked contacts, companies, deals, tasks, and views that match real work.

HubSpot starter

Needs import prep, required fields, unique IDs, and lifecycle stages before upload.

28 Lessons · 4 Modules · Build in order

Module 1
7 lessons

Records / Stages / Privacy / Brief

Pick the right CRM shape

Define what the CRM must remember before picking the app

Start with the job: people, companies, deals, tasks, stages, privacy, and the weekly question the CRM must answer. You leave with a CRM brief Claude can use for the build.

Worth knowing:The tool is not the CRM. The CRM is the operating memory for customer work.
Solo operatorsFreelancersConsultantsSmall sales teams
Start Module 1
Module 2
7 lessons

Sheets / Fields / Views / Stale checks

Build the starter system

Prove the fields and review habit before moving into heavier tools

Build the first contact table, add owner and next-action fields, create a pipeline view, clean messy contacts, add stale-lead checks, and test the system with ten records.

Worth knowing:A small CRM with the right fields beats a full app that nobody updates.
Founders with scattered contactsTeams moving out of notesOwners who need follow-up discipline
Start Module 2
Module 3
7 lessons

Imports / IDs / Lifecycle / Exports

Move into HubSpot or Airtable

Use the online tools when the work needs shared structure

Prepare HubSpot import files, map required fields, prevent duplicates, add companies and deals, use lifecycle stage correctly, export backups, and decide when Airtable is the better fit.

Worth knowing:Most import problems are preventable before the upload begins.
Teams preparing HubSpotAirtable base ownersPeople cleaning old contact lists
Start Module 3
Module 4
7 lessons

Review / Drafts / Automations / Handoff

Run the CRM every week

Turn the CRM into a repeatable operating habit

Run the Friday review, draft follow-ups from verified facts, build one safe Airtable automation, use Airtable MCP for read-safe review, fix stuck deals, hand off ownership, and maintain the system.

Worth knowing:The weekly review is where the CRM proves whether it is worth keeping.
Account ownersSales managersOperators maintaining customer data
Start Module 4

Start with the CRM job

Lesson 1 names what the CRM must remember. Lesson 28 leaves you with the maintenance checklist that keeps it useful after launch.

Start Lesson 1