CRM Operations Agent (Claude Skill)

Manage contacts, pipelines, and follow-up tasks in your CRM through natural language. Built originally for GoHighLevel.

About This Artifact

This is a public-access artifact from the Thrivvest research library. It documents a specific workflow we use to run our marketing agency. The full content, including step-by-step instructions, placeholders, and implementation notes, is available on the live page.

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Use This in Your Business

If you operate a service business or run a marketing agency, this artifact can be adapted for your context. Swap in your business name, industry, and operational details where placeholders appear. The framework stays the same.

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