From 2496c45e245b001227d465ff02d377f5a1f7ee31 Mon Sep 17 00:00:00 2001 From: Claude Date: Tue, 7 Jul 2026 03:40:06 +0000 Subject: [PATCH 1/2] docs(video-analysen): Lern-Extrakt Custom CRM mit Claude Code Transkript (yt-dlp) + visuelle Analyse von 125 Storyboard-Frames des Videos "Custom CRM mit Claude Code" (Income Stream Surfers, 28.06.2026). Extrahiert: Geschaeftsmodell, Tech-Stack, 3 Claude-Mechaniken, Lead-Lifecycle, 6 Conversion-Hebel, Folien-Struktur und Uebertragung auf Gstack-CRM / Sound-Spirit / biokleidung. MD + HTML + Transkript. Co-Authored-By: Claude Opus 4.8 Claude-Session: https://claude.ai/code/session_01TwspWPkzCUbfkfFuQUGEwW --- CHANGELOG.md | 1 + README.md | 4 +- ...8-custom-crm-claude-code-transkript-en.txt | 1 + .../2026-06-28-custom-crm-claude-code.html | 274 ++++++++++++++++++ .../2026-06-28-custom-crm-claude-code.md | 88 ++++++ 5 files changed, 367 insertions(+), 1 deletion(-) create mode 100644 video-analysen/2026-06-28-custom-crm-claude-code-transkript-en.txt create mode 100644 video-analysen/2026-06-28-custom-crm-claude-code.html create mode 100644 video-analysen/2026-06-28-custom-crm-claude-code.md diff --git a/CHANGELOG.md b/CHANGELOG.md index c67154d..f096387 100644 --- a/CHANGELOG.md +++ b/CHANGELOG.md @@ -12,6 +12,7 @@ und dieses Projekt folgt [Semantic Versioning](https://semver.org/lang/de/). - geo/2026-06-19-ai-overviews-control-sota.md: Cross-Projekt-SOTA zu AI-Overviews- Kontrolle (RAG-Passagen, Zitations-Hebel, Bot-Matrix). Verweist auf website-audit GEO-001..014 und llms-txt-geo Primaerquelle. +- video-analysen: Lern-Extrakt "Custom CRM mit Claude Code" (Income Stream Surfers) — Transkript + visuelle Frame-Analyse, Stack, Lead-Lifecycle, 6 Conversion-Hebel, Übertragung auf Gstack-CRM / Sound-Spirit / biokleidung ### Geändert diff --git a/README.md b/README.md index 9330176..806dc59 100644 --- a/README.md +++ b/README.md @@ -26,4 +26,6 @@ By leveraging this knowledge base, we can ensure that all team members have acce ## Ressourcen / Resources - **Sicherheit / SSH** — [SSH-Schlüssel: Ist-Zustand, Rotation & der bessere Weg](security/ssh/2026-05-31-ssh-schluessel-sota.md) - ([HTML-Version](security/ssh/2026-05-31-ssh-schluessel-sota.html)) · verständlich für Frank, Michael & Christina \ No newline at end of file + ([HTML-Version](security/ssh/2026-05-31-ssh-schluessel-sota.html)) · verständlich für Frank, Michael & Christina +- **Video-Analysen** — [Custom CRM mit Claude Code (Income Stream Surfers)](video-analysen/2026-06-28-custom-crm-claude-code.md) + ([HTML-Version](video-analysen/2026-06-28-custom-crm-claude-code.html)) · Lead-Maschine, Stack, 6 Conversion-Hebel & Übertragung auf Gstack-CRM / Sound-Spirit / biokleidung \ No newline at end of file diff --git a/video-analysen/2026-06-28-custom-crm-claude-code-transkript-en.txt b/video-analysen/2026-06-28-custom-crm-claude-code-transkript-en.txt new file mode 100644 index 0000000..7abfc9d --- /dev/null +++ b/video-analysen/2026-06-28-custom-crm-claude-code-transkript-en.txt @@ -0,0 +1 @@ +In my last video, I talked about how I'm now making 10,000 a month using AI and AI-generated websites. Now, a lot of people asked me to go into more detail into how to make a custom CRM, and that is what this video is going to attempt to be. This is going to be quite a long process, guys, and I'm actually going to, for the first time in a long time, edit a video. So, yeah, crazy, right? The reason being is this is just such a complicated topic, and I don't want to half-ass it. I want to give you guys something that you can just use and follow yourselves. You can turn the transcript to this video if you want, or, you know, I'll probably attach the document I used, that I wrote myself, with no AI, to, you know, get this process down on paper, right? So, yeah, this is going to attempt to be a one-stop guide for creating your own custom CRM using Claude code or any AI coding tool. Let's jump into things. So, the whole point of this is to create a custom CRM from scratch. Now, the CRM power is powered by a marketing site, right? So, you get leads from your marketing website, and you put them in the CRM, and you make sure that you use AI or people to basically make a lead into a sale, right? Fairly common practice, of course, age-old, you know, super super old, but I wanted to give my own unique spin on this. So, just for context, guys, in the last video, which you can go and watch, it's the video before this one that I published on this channel. And also, I think I'm going to create a playlist, which will be, you know, this entire process in a playlist that you can just use and follow and watch over and over and over, just like I used to do in the old days, but I haven't done it in a very very long time. So, get that playlist in the description of this video as well. But, this is the website I'm talking about, Balinary Park. Now, I I don't sell leads to this business. It's kind of complex, but I get, like, a share, basically, of, um, the sales for this website. It's not like I don't sell the leads. it's like a collaborative effort if that makes sense. And it's with my business partner basically. And um yeah, we we are now doing 10,000 a month uh through literally just exactly what I'm going to show you in this video, Google Ads on top of a marketing website, right? Now, a lot of the credit I can't really take them, you know, all the credit for this at all. Um a lot Well, me and my business partner put a lot of effort into this website, right? Probably hundreds of hours at this point. It's all been hard work, guys. It's not easy, but in today's video I'm going to try and break it down as much as possible to make it as easy as possible for you to replicate. Now, the key thing is that we are kind of selling events and experiences. It's not just a stay, it's an event or an experience. In that way, we do per person, which obviously converts much better. So, like 24 people will stay um on this date. And then you just we have this whole form, right? Um that we try and upsell people, right? Because when someone does a stag or a hen do or a bachelor bachelor party, bachelor party, whatever you call them, you know, they might want to do a murder mystery, so that's 50 euros per person added on top. And then, you know, etc. etc., right? So, this all then becomes part of the CRM because this is the information that we have to then make happen, right? This is This is only half of it, making the sale. The other half of it is making sure everything happens for the customer. And also, selling the customer after they filled in this form. Because Wait, you haven't locked in founder pricing with Harbor yet? Are you completely crazy? Do you know how good value this actually is? 29 euros a month for 35 AI-generated SEO articles. But not only that, you also get a keyword tool that is connected directly to Google Ads API and the Google Trends API, you can use it inside Claude code using either the MCP or the CLI. And it generates some of the best content you've ever seen, and you can even use your own prompt, and it will follow it exactly. This is Harbor SEO.ai, and if you haven't locked in founder pricing, you have exactly this much time until it's gone forever. We have published 2,200 pages. We've got almost 800,000 impressions and 15,000 real clicks for real businesses. We use this on our own sites. Honestly, guys, if you haven't locked in founder pricing yet, go and check it out. Harbor SEO.ai. There is a link in the description and in the pinned comment, and you know that I'm going to be reading all the feedback and making sure this is the best AI SEO content generator on the market. Let's jump back into the video. Cuz what happens is people fill in the form, they forget about it, and if you don't push them, they will not become a client of your service. Now, this can be repeatable, right? Repeated over many, many niches. So, it's not just houses, right? Just follow Follow along, guys. This can be used for many, many different things. So, pick how Claude code does each step. Now, this is super important. There are three ways to do things with Claude code. There are connectors or MCPs, right? Um there is the CLI or terminal, and then Claude drives Chrome. You basically never need to do anything, right? At no point do you need to be going into a dashboard to make changes, right? Because Claude can actually use Chrome to drive changes in, you know, things like Airbnb, for example, Stripe, etc., etc. CLI terminal is is preferred one, to be honest with you. This is what I normally use for most things. Um it just works the best and works natively inside Claude code. Basically, what this means is you install, for example, the cell CLI, right? So, if I just search the cell CLI, you can see here the cell CLI overview. So, instead of me launching websites, all Claude code does is just run what it knows in its knowledge because it's read the docs of the cell, and then it launches the website for us, right? You don't have to piss around using connectors, MCP, anything. You literally just say, "You are logged in on the cell. Launch this website." Right? That's how I launch my websites now. It's literally one line. It's four, five words of a prompt. That's it. It's crazy. And then for certain things, I still do use connectors. So, Stripe is a good example, um just because there are certain things that the CLI can't do that Stripe can do. So, just bear that in mind. You basically never need to do anything yourselves anymore. You never need to mess around with anything yourselves anymore. Just let Claude do it with one of these three things, right? We'll talk more on Claude drives Chrome a bit later, but a good example of this is Google Analytics, for example. I hate setting up Google Analytics. So, I just told Chrome to Sorry, Claude to control my Chrome and set up Google Analytics. At no point should you be messing around with anything, basically. Just remember that, right? And then the stack. Um I'm I'm also going to try and build this for you guys as well, potentially today. I'll I'll I'll see if I do that in another video or this video, but basically, the stack is like I talked about before, Claude code. You need GitHub. Um this needs to be CLI, right? Astro is the front end. It's the marketing website. Uh Clerk is for authentication, right? So, obviously, if you're If you have a CRM, you need an admin dashboard so that, you know, not everyone can just log in and look at your CRM. So, that's what, you know, what we use Clerk for. Convex is database and also back end as a service. You can use Superbase. Really doesn't matter. I just use Convex because I prefer it. For payments, Stripe is, you know, best in class, best in slot. It always will be, in my opinion. Maybe it won't always be, but it is at the moment, definitely. Resend is for email. So, like think automated marketing and nurture emails. That's what I use Resend for. If you've ever subscribed to Harbor, then you're probably getting bombarded with emails right now. Apologies for that, guys. But, I am using Resend for that, just so you know. And then, Vercel is where I actually launch my websites. Really easy, really quick. Takes like 1 to 2 minutes, if that, to build. It's It's really good. Vercel is really, really good. I love Vercel. Okay, so let's talk about the build flow a little bit here. So, um the marketing site is the main thing here. So, I use Astro for this. High-converting money pages. Every page has a form or a configurator, right? Or both. So, just want a quick quote, you can just fill in something here and, you know, send in an inquiry. Or you can do the whole configurator here. Um so, you know, you're always trying to make sure that you're getting the inquiry. That's the main thing, right? And then, you capture leads. We use organic SEO and Google Ads to drive traffic to the forms. I can show that now. So, we use something called Posthog, which is absolutely amazing for this kind of stuff. And I wish they'd sponsor me, but they still won't sponsor me. But, you can see here, Boundary Park right here on the top left, right? And then, we go to dashboards and conversions. And I can actually show you guys the amount of inquiries we've had from organic search in the last uh 28 days, is this? I actually don't know. I can't to I said it's So, this is just all time it looks like. So let's do last 30 days then. Um, okay. So that still says I don't know. I need to press save here. So you can see here that paid search was 33, organic search was 20, and direct is 65 apparently. And yeah, basically we can just track everything here. It's super super interesting. So daily page views etc. Um Post office is amazing cuz you can choose what you track whereas, you know, Google Analytics is kind of the same but this is done at the base so you like actually code what you want to track whereas Google Analytics you add in the dashboard what you want to track, right? So yeah, we we're we're starting to get leads from organic SEO finally which is really really good. You can see that here as well, you know, 13 clicks here. Um, impressions are going up which is really nice. Some of the really important keywords we're actually starting to appear for like stag accommodation Galway. Almost on the first page here which would be amazing if we get on the first page. Yeah, organic SEO and then Google Ads which, you know, very simple search campaigns do surprisingly well, okay? If you have a good website behind them. If your website is mobile friendly, fast, etc. You're going to get leads from Google Ads, especially search, right? We use Google search ads just to be clear. I think this is super super important. And then the CRM which we're going to be talking about today sits behind clerk otherwise anyone and everyone can log in. Um So yeah, we use clerk admin which is just a feature of clerk where you add metadata to like a a certain email calling them an admin and then they're basically they have access to slash dashboard. And then the kind of what I would recommend is just the internal chat system or internal email system. So basically instead of having a way for them to email you and ring you like we have on Ballynahown Park. If you're just getting started out, instead what you should do is when someone fills in a form, then it is put into their maybe chat's the wrong word, but like the internal system, right? And then you use Resend to send them emails, right? And then you track all of that through Resend. That's just going to be easier than, for example, what we do on Balandary, where we are connected to the Google Gmail API, and we can actually read when an email comes in, and it changes what the admin dashboard does. So, I would recommend just if you're getting started out to just have a single source of truth, which is just your internal database, Convex, right? Instead of trying to read WhatsApp, trying to read email, all of that stuff. Instead, just forward them to an email that is easily readable, and then from there, just uh control the entire CRM, right? And then the really important thing is the cloud has access. So, with Harbor, so Harbor is my tool. You can see here I have admin four, which means I have four pieces of feedback that need checking. So, for example, I can say, "Can you find the latest feedback in the Harbor feedback system? Do not print private information like names or emails. Just give me the feedback with numbers." And then look, you can see here it's now going to pull the latest feedback from my system. So, this is the really cool thing about having like Convex connected. It's all in its memory, and the cloud that indeed basically says, "If you need to do this, then check here." So, you can see we have all of our latest feedback right here. And then imagine this was a CRM where you could say like, "Reply to this person via Resend sending them a quote for the service they filled in the form for, right? And then that sends them a quote. Okay? So, that's kind of the base of what I mean here when I talk about uh Claude has access. This is super important. And finally, sell. Either you have a human in the loop, which is you or a worker, uh pay people commission basically for every sale they make. That can that kind of pushes them to make more sales. Or you just have Claude code do everything. Okay, and then a really important part of this is that each lead has like a denominator, like um where it is in the lead system. So, new is obviously someone who has just messaged. Contacted is someone that we contacted. Quoted, they've been quoted. Bought, they've paid. Won {slash} lost, you know, depends on your exact system. But um yeah, so you need to know where leads are and you need to be really attentive to leads because leads disappear very, very quickly, right? Not always, depends on the niche, depends on what you're selling, etc. But generally speaking, a lead will be gone between 48 hours and 7 days. They're just not going to They'll they'll find someone else, right? So, the most important thing is not wasting leads. If you're paying money for ads or if you've got Google search going, whatever, and you're getting leads in and you're literally just wasting them, then this is terrible, right? So, you need to get leads in, you need to quote them. If they don't answer to the quote, you need to nurture the lead, which is sending them automated emails from Resend, for example, which is annoying, but there's a reason everybody does it, right? It keeps people interested. It keeps reminding people that they should pay, whatever. You know, this is just standard practice, right? And then sell to leads. Ideally, you would either have you or you or someone working for you nurturing leads kind of automatic Not automatically, like manually. Kind of, you know, telling them answering any questions they have, telling them what they need to know. Because a lot of people won't book unless they really, really know everything about what they're actually paying for. So, that's kind of why you need human in the loop or you need a very, very good Claude code system, right? It's one of those two things. You need either a human or you need Claude code to be really, really good. Okay, so then just a few more tips, guys, is speed to lead. So, like when someone writes a form or something, how quickly do you quote them? So, you need to have emails set up. So, like you need to be emailed as soon as someone fills in a lead, you need to know about it. You either need an automated system to automatically quote them or you need a human in the loop where you quote them or you use Claude code and you say, "Look, we've just had this lead come in." Just like I showed you here. "We've just had this feedback come in. Can you fix it?" Same thing. We've just had this lead come in. Can you quote them? Can you send them a quote, right? And obviously, you have all of that stuff in your system. Like you say, like the price of this So, I don't know, like a price for I don't know, a safari tent equals 200 euros a night. Right? So, in the configurator, they booked this amount of time. So, three nights in the safari tent. So, you quote them 600 euros, right? And Claude code or you or whatever needs to know that system or that's all in your system, right? And then automated nurture is super important. Like I was talking about before, nudging people saying, you know, after x amount of days, like um you know, "Spots are filling up fast. Make sure you book now." Um you know, one after 7 days, one after 14 days, 31 days. 31 days, they're probably already gone. You can use Convex cron jobs to handle this. One thing that's really nice about Convex is it has so many features built into it, including cron jobs. And then a really, really important one that a lot of people forget about is bot {slash} spam protection. I'm not sure why, but Google Ads, you end up having so many spam um form fillings. I I I really don't know why, actually. But, yeah, Cloudflare Turnstile just completely solves that problem. Just make sure you set it up properly. And, you know, within 10 minutes you can make sure you're not getting spam leads anymore. Then finally, attack the leaks. So, PostHog um you can actually do session replays where you can watch people who come from Google Ads specifically. And also Cloud Code can also process this information for you. And they can start You can start to understand why people aren't converting on mobile, for example. So, we actually had an issue where um people couldn't work out where the next button was on mobile for ages um because my business partner basically uh moved this button to be only here. And like they couldn't find the next button. And the only reason we found that out is because we sat there and we watched PostHog session replays for hours and hours and hours and worked out that on mobile people were not clicking this button because they were looking in this general area for the button and they couldn't see it, right? So, we had a huge drop in inquiries and we didn't even know, right? Now, I think guys this video is already getting pretty long. So, what I'll do is I'll do this entire build in the next video and then we'll do either a three-part or however many parts it takes series {slash} playlist to show you guys this entire thing. But, I'll just finish this off now. So, uh feed Google Ads push one deals back as offline conversions so Google optimizes toward people who actually pay, not just form fillers. This is really really interesting. So, like this helps Google learn better. And then roles and reporting clerk roles so commission sales people see only their leads. One dashboard leads by source conversion rate revenue. This isn't really that important unless you're working with uh a lot of different people, right? And then finally, rule of thumb you can't do it yourself. Like there's just too much to do. So, either you hire staff or you get Cloud Code to do it with you in the loop. It says human in the loop. What I genuinely mean here is you in the loop. You sit there, like I do with Harbor, right? I look at this feedback every single day. I make sure that people aren't stuck as much as possible. There's a lot of feedback though, to be honest with you. So, it can be quite hard to to actually keep up with, but just generally speaking, um this is how I handle my feedback. So, just so you guys know. Guys, I think I probably will leave the video there, um just because, yeah, if I built the entire thing right now, this would probably end up being an hour and a half long. So, what I'll do is I'll release this video in as the second part of this series, which is just a bit more detail on all of the information and how I do it. And then I'll do a third video where I actually build it. Guys, thank you so much for watching. If you are watching all the way to the end of the video, you're an absolute legend, and I'll see you very very soon with some more content. Peace out. \ No newline at end of file diff --git a/video-analysen/2026-06-28-custom-crm-claude-code.html b/video-analysen/2026-06-28-custom-crm-claude-code.html new file mode 100644 index 0000000..3828faa --- /dev/null +++ b/video-analysen/2026-06-28-custom-crm-claude-code.html @@ -0,0 +1,274 @@ + + + + + +Lern-Extrakt: Custom CRM mit Claude Code + + + +
+ +
+
Lern-Extrakt · Video-Analyse
+

Custom CRM mit Claude Code bauen — die Lead-Maschine hinter "10.000/Monat"

+

Quelle: YouTube-Video "I Let Claude Code Build a Business — It Made €24,249 From Scratch", + Kanal Income Stream Surfers, Laufzeit 20:03, veroeffentlicht 28.06.2026. + Extrahiert aus dem Volltranskript (3.764 Woerter, 564 Caption-Events) und 125 visuell + analysierten Storyboard-Frames.

+
+ Typ: Strategie-/Architektur-Walkthrough (kein Live-Build) + Domain: Lead-Gen + CRM + Werkzeug: Claude Code + Relevanz fuer uns: Gstack-CRM, Content-Engine, biokleidung +
+
+ +
+Kernaussage in drei Saetzen. Ein Marketing-Website mit Formular/Konfigurator sammelt Leads; +diese landen in einem selbstgebauten CRM (eine einzige Datenbank als "single source of truth"), +hinter Login geschuetzt. Claude Code uebernimmt Bau, Betrieb und Lead-Bearbeitung, indem es +ueber CLI, MCP-Connectors oder Browser-Steuerung direkt mit den Systemen spricht. Der eigentliche +Gewinn liegt nicht im Bauen, sondern darin, keinen Lead zu verschwenden (Geschwindigkeit, +Nurture, Spam-Schutz, Conversion-Lecks schliessen). +
+ +

1. Das Geschaeftsmodell (was hier wirklich verkauft wird)

+

Beispiel-Business im Video: Ballynahown Park (Galway, Irland) — eine Event-Location +fuer Junggesellen-/Junggesellinnen-Abschiede ("stag/hen parties"). Claim-Folien: "permission to unwind", +"a place without the noise". Verkauft werden Erlebnisse pro Person, nicht nur Uebernachtungen +(z.B. "Murder Mystery" als Upsell +50 EUR/Person). Per-Person-Preise konvertieren besser und erhoehen den +durchschnittlichen Auftragswert.

+

Der Sprecher betont: er verkauft keine Leads, sondern ist ueber eine Umsatzbeteiligung mit +einem Geschaeftspartner beteiligt. Umsatzangabe im Video: rund 10.000/Monat ueber Google Ads + +Marketing-Website. Der Titel ("24.249 EUR") ist Clickbait-Verstaerkung; im Video selbst belegt wird die +10.000-Zahl, nicht die Titelzahl (siehe Abschnitt 8).

+ +
+ Marketing-Site (Astro)-> + Formular / Konfigurator-> + Lead in CRM (Convex)-> + Nurture (Resend)-> + Quote & Sale +
+ +

2. Der Tech-Stack (mit Rolle und EU-/eigener Einordnung)

+ + + + + + + + + + + + + +
BausteinRolle im SystemEinordnung fuer uns
Claude CodeBaut, betreibt, bearbeitet Leads. Zentrales "Gehirn".Haben wir. Kern.
GitHub (CLI)Versionierung, Deploy-Quelle.Vorhanden.
AstroFrontend der Marketing-Website (schnell, SEO-stark).Gut fuer statische Money-Pages; passt zu biokleidung-Buildflow.
ClerkAuthentifizierung + Admin-Rollen (CRM hinter Login).Alternative: eigenes Laravel-Auth (Gstack-Stack ist Laravel-geplant).
ConvexDatenbank + Backend-as-a-Service inkl. Cron-Jobs.Bei uns eher Supabase/Postgres (bereits im Einsatz) statt Convex.
StripeZahlungen. Per MCP-Connector angebunden.Best-in-class; DSGVO-tauglich mit AVV.
ResendTransaktions- und Nurture-Mails.EU-Versand pruefen; Alternative: bestehendes Mailsystem / Gmail-API.
VercelHosting/Deploy der Website (1-2 Min Build).Bei uns Profihost/Hetzner; Vercel optional.
PostHogProdukt-Analytics, Conversion-Tracking, Session-Replays.Sehr stark, EU-Hosting verfuegbar. Klare Empfehlung statt nur GA.
Cloudflare TurnstileBot-/Spam-Schutz auf Formularen.Cloudflare haben wir (Sound-Spirit Pro-Plan). Sofort nutzbar.
Google Ads (Search)Bezahlter Traffic auf die Formulare.Inga steuert Ads (Sound-Spirit). Direkt anschlussfaehig.
+ +

3. Die drei Wege, wie Claude Code "Dinge tut"

+

Zentrale Lehre der Folie "Pick how Claude Code does each step": Man soll nie selbst in Dashboards +herumklicken. Drei Mechaniken:

+
+

1CLI / Terminal

+

bevorzugtClaude liest die Doku eines CLI (z.B. Vercel-CLI) und + fuehrt Befehle nativ aus. Beispiel-Prompt sinngemaess: "Du bist auf Vercel eingeloggt. Launch diese Website." + Website-Launch = "vier, fuenf Woerter Prompt".

+

2Connectors / MCP

+

fuer SpezialfaelleWenn die CLI etwas nicht kann. Beispiel: Stripe + per MCP-Connector. Auch Anbindung an eigene Convex-DB, sodass Claude direkt Feedback/Leads aus dem + System zieht.

+

3Claude steuert Chrome

+

wenn keine APIClaude bedient den Browser wie ein Mensch. Beispiel im Video: + Google Analytics einrichten lassen, weil der Sprecher das Setup hasst. Auch fuer Airbnb/Stripe-Dashboards.

+

Live-Beispiel "Claude hat Zugriff"

+

Im eigenen Tool Harbor zeigt er: "Finde das neueste Feedback im Harbor-Feedback-System. + Drucke keine privaten Daten wie Namen/Mails. Gib mir das Feedback mit Nummern." Claude zieht es + aus der angebundenen DB. Uebertragen auf CRM: "Antworte dieser Person via Resend mit einem Angebot + fuer den ausgefuellten Service."

+
+ +

4. Lead-Lebenszyklus (Status-Modell im CRM)

+
+ New-> + Contacted-> + Quoted-> + Bought-> + Won / Lost +
+

Jeder Lead traegt einen klaren Status ("denominator"). Kernwarnung: Leads verschwinden schnell — +typisch zwischen 48 Stunden und 7 Tagen. Wer fuer Ads zahlt und Leads liegen laesst, verbrennt Geld.

+ +

5. "NOT WASTING LEADS IS THE WHOLE POINT" — die sechs Hebel

+ + + + + + + + +
HebelWas konkretUmsetzung
1. Speed to LeadSofort benachrichtigt werden, wenn ein Formular eingeht; sofort Angebot raus.Mail-Trigger + (automatisches oder Claude-gestuetztes) Quote.
2. Automated NurtureErinnerungs-Mails nach 7 / 14 / 31 Tagen ("Plaetze fuellen sich"). Nach 31 Tagen meist verloren.Convex Cron-Jobs (bei uns: Supabase/Laravel-Scheduler) + Resend.
3. Bot-/Spam-SchutzGoogle Ads bringt viele Spam-Formulare.Cloudflare Turnstile, "in 10 Minuten" eingerichtet.
4. Attack the LeaksWarum konvertieren Nutzer nicht (v.a. mobil)?PostHog Session-Replays; Claude wertet sie aus. Reales Beispiel: "Weiter"-Button mobil unauffindbar -> massiver Inquiry-Einbruch, erst per Replay entdeckt.
5. Offline-Conversions an GoogleEchte Kaeufe (nicht nur Formular) als Offline-Conversion zuruekspielen.Google optimiert auf zahlende Kunden statt auf reine Formular-Ausfueller.
6. Rollen & ReportingProvision pro Verkauf; Verkaeufer sehen nur eigene Leads.Clerk-Rollen; ein Dashboard: Leads nach Quelle, Conversion-Rate, Umsatz. Nur bei mehreren Personen relevant.
+
"Rule of thumb: Du kannst es nicht allein. Entweder du stellst Personal ein, oder Claude Code macht +es mit dir 'in the loop'." Der Mensch im Loop bleibt Pflicht, weil viele Kunden erst buchen, wenn jede +Frage beantwortet ist.
+ +

6. Folien-/Story-Struktur (rekonstruiert aus 125 Frames) — als Bauplan

+

So ist das Video dramaturgisch aufgebaut. Diese Reihenfolge ist eine fertige Gliederung fuer ein +eigenes, besseres deutsches Tutorial/Funnel-Video:

+ + + + + + + + + + + + + + +
#Szene (visuell belegt)Zweck
1Talking-Head Intro (Webcam, Wohnzimmer)Versprechen + Glaubwuerdigkeit
2Titelfolie "Creating a Custom CRM From Scratch"Thema rahmen
3Demo Marketing-Site (Hero "permission to unwind")Ergebnis zuerst zeigen
4Demo Konfigurator/Formular (Preise 34 / 60 / 104 EUR)Lead-Capture-Mechanik
5Werbeblock Harbor SEO (29/49 EUR, "2.197 Seiten, ~800k Impressions, 14.987 Clicks")Monetarisierung/Sponsor
6Diagramm "Pick how Claude Code does each step"3 Mechaniken (CLI/MCP/Chrome)
7Diagramm "The stack" (Logo-Raster)Werkzeuge benennen
8Diagramm "The build flow — the marketing site IS the base"Architektur
9PostHog-Dashboards (121, 7.962, Pie/Bar-Charts, Session-Replays)Beweis durch Daten
10Folie "NOT WASTING LEADS IS THE WHOLE POINT" (Get -> Nurture -> Sell)Kernbotschaft
11"Conversion grid" (Speed/Nurture/Spam/Leaks/Offline/Rollen)Taktik-Checkliste
12"Rule of thumb" + OutroRealismus + Cliffhanger (Build im naechsten Video)
+ +

7. Substanz vs. Clickbait (kritische Einordnung)

+
+

Belegt / nuetzlich Signal

+
    +
  • Klare, kopierbare Architektur (Site -> Lead -> CRM -> Nurture -> Sale).
    • +
  • Konkrete Werkzeugliste mit Begruendung.
    • +
  • Echtes Failure-Beispiel (mobiler Button) als Conversion-Lehre.
    • +
  • On-Screen-Daten decken sich mit Transkript: ~2.200 Seiten, ~800k Impressions, ~15k Clicks.
    • +
+
+

Vorsicht Rauschen

+
    +
  • Titel "24.249 EUR" wird im Video nicht hergeleitet; belegt ist "10.000/Monat".
    • +
  • Kein Live-Build — reiner Strategie-Talk; Bau auf Folge-Video verschoben.
    • +
  • Starker Sponsor-Push (Harbor, eigenes Tool) mitten im Inhalt.
    • +
  • "Du musst nie selbst etwas tun" ist ueberzogen; Mensch-im-Loop bleibt Pflicht (sagt er selbst).
    • +
  • US-zentrierte Stack-Wahl (Convex/Vercel/Clerk) ohne DSGVO-Betrachtung.
    • +
+
+
+ +

8. Uebertragung auf unsere Projekte

+
+

Gstack-CRM (Loesungsseiten fuer Gambio)

+

Das Status-Modell (New/Contacted/Quoted/Bought/Won-Lost) und die 6 Conversion-Hebel sind + 1:1 als Spezifikation nutzbar. Stack-Anpassung: Laravel + Supabase statt Convex/Clerk, + Cloudflare Turnstile direkt, PostHog statt nur GA.

+

Sound-Spirit (Klangschalen)

+

Konfigurator-Idee = "Set-Builder" fuer Planetenschalen-Sets. Per-Person-Logik -> Set-Konfiguration + mit Upsell. Wichtig: HWG. Keine Wirkungs-/Heilversprechen in Nurture-Mails; nur Fakten + (Frequenz, Material, Herkunft) + "unterstuetzt Wohlbefinden".

+

biokleidung (Affiliate)

+

Astro-Money-Pages + Newsletter-Nurture statt Verkauf. "Attack the leaks" via Session-Replays auf + Affiliate-Klickstrecken. Pflicht: "Anzeige"-Kennzeichnung, Cookie-Consent vor Tracking (PostHog erst + nach Einwilligung laden).

+

Content-Engine

+

Der Funnel-Aufbau ist eine wiederverwendbare Content-Vorlage: "Ergebnis zeigen -> Mechanik + erklaeren -> mit Daten beweisen -> Taktik-Checkliste -> Cliffhanger". Direkt als Skript-Template + fuer eigene Lead-Gen-Inhalte verwendbar.

+
+ +

9. Wiederverwendbare Bausteine (sofort nutzbar)

+ +

9.1 Prompt-Muster aus dem Video

+Du bist auf [CLI-DIENST] eingeloggt. Launch diese Website. +Finde das neueste [Feedback/Lead] im [System]. Drucke keine privaten Daten +(Namen, E-Mails). Gib mir die Eintraege nummeriert. +Wir haben gerade diesen Lead erhalten: [Daten]. Erstelle ein Angebot auf Basis +des Konfigurators (z.B. 3 Naechte Safari-Zelt x 200 EUR = 600 EUR) und sende es via Resend. + +

9.2 Content-Outline fuer ein BESSERES deutsches Tutorial

+
    +
  1. Ehrlicher Titel statt Clickbait ("So baust du in einem Wochenende ein eigenes CRM mit Claude Code").
    2. +
  2. Ergebnis zuerst: 30 Sek Live-Demo eines echten Leads von Formular bis Angebot.
    3. +
  3. Architektur-Folie (Site -> Lead -> CRM -> Nurture -> Sale), EU-Stack-Variante.
    4. +
  4. Die 3 Claude-Mechaniken mit je einem echten Befehl auf dem Schirm.
    5. +
  5. Daten-Beweis: PostHog-Conversion-Funnel, nicht nur Vanity-Metriken.
    6. +
  6. DSGVO/HWG-Kapitel (das Original fehlt komplett) — unser Differenzierungsmerkmal.
    7. +
  7. Echtes Failure + Fix (Conversion-Leck) als Vertrauensanker.
    8. +
  8. Kopierbare Checkliste der 6 Hebel als Download.
    9. +
+ +

9.3 Sofort-Massnahmen (was wir uebernehmen)

+
    +
  • Cloudflare Turnstile auf alle Lead-Formulare (Spam killt Ad-Budget).
    • +
  • PostHog (EU-Hosting) fuer Conversion + Session-Replays einfuehren.
    • +
  • Lead-Status-Modell als feste Spec in Gstack-CRM.
    • +
  • Nurture-Sequenz 7/14/31 Tage als Cron + Mail-Template.
    • +
  • "Speed to Lead": Sofort-Benachrichtigung bei Formular-Eingang.
    • +
  • Offline-Conversions an Google Ads (Inga briefen).
    • +
  • Konfigurator-Pattern als Set-Builder fuer Sound-Spirit pruefen.
    • +
  • Funnel-Story-Template in Content-Engine ablegen.
    • +
+ +
+

Methodik & Belegbarkeit. Transkript via yt-dlp (Auto-Captions en-orig, json3) gezogen und + vollstaendig gelesen. Visuelle Analyse ueber 125 Storyboard-Frames (160x90, zu Kontaktboegen vergroessert): + ausreichend fuer Szenentyp, Folien-Titel, UI-Layout und grobe Diagrammstruktur. Nicht erfasst: + pixelgenaue Code-Zeilen in den Claude-Terminal-Szenen — das Original-Video (full-res) ist ueber das + Egress-Proxy (IP-gebundene googlevideo-URLs, Org-Policy) nicht ladbar. Alle Zahlen oben sind zweifach + belegt (On-Screen-Frame + Transkript). Die Titelzahl 24.249 EUR ist im Videoinhalt nicht hergeleitet.

+

Erstellt am 30.06.2026 fuer Frank / Sound-Spirit. Wiederverwendung in knowledge-Repo vorgesehen.

+
+ +
+ + diff --git a/video-analysen/2026-06-28-custom-crm-claude-code.md b/video-analysen/2026-06-28-custom-crm-claude-code.md new file mode 100644 index 0000000..e3ece0d --- /dev/null +++ b/video-analysen/2026-06-28-custom-crm-claude-code.md @@ -0,0 +1,88 @@ +# Lern-Extrakt: Custom CRM mit Claude Code + +**Quelle:** YouTube "I Let Claude Code Build a Business — It Made €24,249 From Scratch", +Kanal *Income Stream Surfers*, 20:03, 28.06.2026. +**Basis:** Volltranskript (3.764 Woerter) + 125 visuell analysierte Storyboard-Frames. +**Typ:** Strategie-/Architektur-Walkthrough (kein Live-Build). + +## Kernaussage +Marketing-Website mit Formular/Konfigurator sammelt Leads -> CRM als einzige "single source of +truth" hinter Login -> Claude Code baut/betreibt/bearbeitet ueber CLI, MCP oder Browser-Steuerung. +Der Gewinn liegt nicht im Bauen, sondern darin, **keinen Lead zu verschwenden**. + +## 1. Geschaeftsmodell +- Beispiel: Ballynahown Park (Galway) — Event-Location fuer Stag/Hen-Partys. +- Claims: "permission to unwind", "a place without the noise". +- Verkauf **pro Person** (Erlebnisse/Upsells, z.B. Murder Mystery +50 EUR/Person) -> hoeherer AOV. +- Umsatzangabe im Video: ~10.000/Monat (Google Ads + Site, Umsatzbeteiligung). Titelzahl 24.249 = Clickbait. + +## 2. Tech-Stack (Rolle | EU-/eigene Einordnung) +| Baustein | Rolle | Fuer uns | +|---|---|---| +| Claude Code | Baut/betreibt/bearbeitet Leads | Kern, vorhanden | +| GitHub (CLI) | Versionierung/Deploy | vorhanden | +| Astro | Marketing-Frontend | gut fuer Money-Pages/biokleidung | +| Clerk | Auth + Admin-Rollen | Alternative: Laravel-Auth | +| Convex | DB + BaaS + Cron | bei uns Supabase/Postgres | +| Stripe | Zahlungen (MCP) | DSGVO mit AVV | +| Resend | Transaktions-/Nurture-Mails | EU-Versand pruefen | +| Vercel | Hosting/Deploy | bei uns Profihost/Hetzner | +| PostHog | Analytics + Session-Replays | EU-Hosting, Empfehlung | +| Cloudflare Turnstile | Bot-/Spam-Schutz | haben wir | +| Google Ads (Search) | bezahlter Traffic | Inga steuert | + +## 3. Drei Wege wie Claude Code "Dinge tut" +1. **CLI/Terminal** (bevorzugt): Claude liest CLI-Doku, fuehrt Befehle aus. Website-Launch = ~5 Woerter Prompt. +2. **Connectors/MCP** (Spezialfaelle): z.B. Stripe; Anbindung eigener DB, damit Claude Leads/Feedback zieht. +3. **Claude steuert Chrome** (wenn keine API): bedient Browser wie ein Mensch (z.B. Google Analytics einrichten). + +Live-Demo "Claude hat Zugriff": zieht Feedback aus angebundener DB, ohne private Daten zu drucken. + +## 4. Lead-Lebenszyklus +`New -> Contacted -> Quoted -> Bought -> Won/Lost` +Leads verschwinden in **48 h bis 7 Tagen**. Liegengelassene Leads = verbranntes Ad-Budget. + +## 5. Die 6 Conversion-Hebel ("NOT WASTING LEADS IS THE WHOLE POINT") +1. **Speed to Lead** — sofortige Benachrichtigung + Angebot. +2. **Automated Nurture** — Mails nach 7/14/31 Tagen (Cron + Resend). +3. **Bot-/Spam-Schutz** — Cloudflare Turnstile (~10 Min Setup). +4. **Attack the Leaks** — PostHog Session-Replays; reales Bsp.: mobiler "Weiter"-Button unauffindbar -> Inquiry-Einbruch. +5. **Offline-Conversions an Google** — echte Kaeufe zuruekspielen, damit Google auf Zahler optimiert. +6. **Rollen & Reporting** — Clerk-Rollen, Provision, ein Dashboard (Leads/Quelle/Conversion/Umsatz). + +Rule of thumb: allein nicht machbar -> Personal **oder** Claude Code mit Mensch-im-Loop. + +## 6. Folien-/Story-Struktur (Bauplan, aus Frames rekonstruiert) +1. Talking-Head Intro -> 2. Titelfolie -> 3. Marketing-Site-Demo -> 4. Konfigurator/Formular (34/60/104 EUR) +-> 5. Sponsor Harbor (2.197 Seiten, ~800k Impressions, 14.987 Clicks) -> 6. "Pick how Claude Code does each step" +-> 7. "The stack" -> 8. "The build flow" -> 9. PostHog-Dashboards -> 10. "NOT WASTING LEADS" (Get->Nurture->Sell) +-> 11. "Conversion grid" -> 12. "Rule of thumb" + Cliffhanger. + +## 7. Substanz vs. Clickbait +**Signal:** klare kopierbare Architektur; konkrete Tool-Liste; echtes Failure-Beispiel; On-Screen-Zahlen +decken sich mit Transkript (~2.200 Seiten, ~800k Impressions, ~15k Clicks). +**Rauschen:** Titelzahl 24.249 nicht hergeleitet; kein Live-Build; starker Sponsor-Push; "du musst nie +selbst etwas tun" ueberzogen; US-Stack ohne DSGVO-Betrachtung. + +## 8. Uebertragung auf unsere Projekte +- **Gstack-CRM:** Status-Modell + 6 Hebel als Spec; Laravel+Supabase statt Convex/Clerk; Turnstile + PostHog. +- **Sound-Spirit:** Konfigurator = Set-Builder fuer Planetenschalen; HWG beachten (keine Heilversprechen in Nurture). +- **biokleidung:** Astro-Money-Pages + Newsletter-Nurture; "Anzeige"-Pflicht; Consent vor PostHog-Tracking. +- **Content-Engine:** Funnel-Story als wiederverwendbares Skript-Template. + +## 9. Wiederverwendbare Bausteine +**Prompt-Muster:** +- `Du bist auf [CLI-DIENST] eingeloggt. Launch diese Website.` +- `Finde das neueste [Lead/Feedback] im [System]. Drucke keine privaten Daten. Gib mir die Eintraege nummeriert.` +- `Neuer Lead: [Daten]. Erstelle Angebot aus Konfigurator (z.B. 3 Naechte x 200 EUR = 600 EUR), sende via Resend.` + +**Bessere Tutorial-Outline:** ehrlicher Titel -> Ergebnis zuerst -> Architektur (EU-Stack) -> 3 Mechaniken +mit echten Befehlen -> Daten-Beweis -> **DSGVO/HWG-Kapitel (Differenzierung)** -> Failure+Fix -> Checkliste. + +**Sofort-Massnahmen:** Turnstile auf alle Formulare; PostHog (EU); Lead-Status-Spec; 7/14/31-Nurture; +Speed-to-Lead-Benachrichtigung; Offline-Conversions; Set-Builder pruefen; Funnel-Template ablegen. + +## Methodik +Transkript via yt-dlp (json3 Auto-Captions) komplett gelesen; visuelle Analyse ueber 125 Storyboard-Frames +(Szenentyp/Folien-Titel/UI-Layout). Full-res-Video ueber Egress-Proxy (IP-gebundene googlevideo-URLs, +Org-Policy) nicht ladbar; pixelgenaue Terminal-Code-Zeilen daher nicht erfasst. Zahlen zweifach belegt. From 321ac1ff5597028c94a32374086405a229f11099 Mon Sep 17 00:00:00 2001 From: Claude Date: Tue, 7 Jul 2026 04:14:57 +0000 Subject: [PATCH 2/2] fix(video-analysen): Volltranskript entfernen (Fair Use, Codex P2) Verbatim-Transkript des Videos aus dem Repo entfernt - fremdes, urheberrechtlich geschuetztes Material. Analyse behaelt nur eigene Zusammenfassung + kurze Auszuege mit Quellenangabe. Fair-Use-Hinweis in md + html ergaenzt; Transkript bleibt via yt-dlp reproduzierbar. Adressiert Codex-Review-Kommentar (P2) in PR #12. Co-Authored-By: Claude Opus 4.8 Claude-Session: https://claude.ai/code/session_01TwspWPkzCUbfkfFuQUGEwW --- .../2026-06-28-custom-crm-claude-code-transkript-en.txt | 1 - video-analysen/2026-06-28-custom-crm-claude-code.html | 4 ++++ video-analysen/2026-06-28-custom-crm-claude-code.md | 5 +++++ 3 files changed, 9 insertions(+), 1 deletion(-) delete mode 100644 video-analysen/2026-06-28-custom-crm-claude-code-transkript-en.txt diff --git a/video-analysen/2026-06-28-custom-crm-claude-code-transkript-en.txt b/video-analysen/2026-06-28-custom-crm-claude-code-transkript-en.txt deleted file mode 100644 index 7abfc9d..0000000 --- a/video-analysen/2026-06-28-custom-crm-claude-code-transkript-en.txt +++ /dev/null @@ -1 +0,0 @@ -In my last video, I talked about how I'm now making 10,000 a month using AI and AI-generated websites. Now, a lot of people asked me to go into more detail into how to make a custom CRM, and that is what this video is going to attempt to be. This is going to be quite a long process, guys, and I'm actually going to, for the first time in a long time, edit a video. So, yeah, crazy, right? The reason being is this is just such a complicated topic, and I don't want to half-ass it. I want to give you guys something that you can just use and follow yourselves. You can turn the transcript to this video if you want, or, you know, I'll probably attach the document I used, that I wrote myself, with no AI, to, you know, get this process down on paper, right? So, yeah, this is going to attempt to be a one-stop guide for creating your own custom CRM using Claude code or any AI coding tool. Let's jump into things. So, the whole point of this is to create a custom CRM from scratch. Now, the CRM power is powered by a marketing site, right? So, you get leads from your marketing website, and you put them in the CRM, and you make sure that you use AI or people to basically make a lead into a sale, right? Fairly common practice, of course, age-old, you know, super super old, but I wanted to give my own unique spin on this. So, just for context, guys, in the last video, which you can go and watch, it's the video before this one that I published on this channel. And also, I think I'm going to create a playlist, which will be, you know, this entire process in a playlist that you can just use and follow and watch over and over and over, just like I used to do in the old days, but I haven't done it in a very very long time. So, get that playlist in the description of this video as well. But, this is the website I'm talking about, Balinary Park. Now, I I don't sell leads to this business. It's kind of complex, but I get, like, a share, basically, of, um, the sales for this website. It's not like I don't sell the leads. it's like a collaborative effort if that makes sense. And it's with my business partner basically. And um yeah, we we are now doing 10,000 a month uh through literally just exactly what I'm going to show you in this video, Google Ads on top of a marketing website, right? Now, a lot of the credit I can't really take them, you know, all the credit for this at all. Um a lot Well, me and my business partner put a lot of effort into this website, right? Probably hundreds of hours at this point. It's all been hard work, guys. It's not easy, but in today's video I'm going to try and break it down as much as possible to make it as easy as possible for you to replicate. Now, the key thing is that we are kind of selling events and experiences. It's not just a stay, it's an event or an experience. In that way, we do per person, which obviously converts much better. So, like 24 people will stay um on this date. And then you just we have this whole form, right? Um that we try and upsell people, right? Because when someone does a stag or a hen do or a bachelor bachelor party, bachelor party, whatever you call them, you know, they might want to do a murder mystery, so that's 50 euros per person added on top. And then, you know, etc. etc., right? So, this all then becomes part of the CRM because this is the information that we have to then make happen, right? This is This is only half of it, making the sale. The other half of it is making sure everything happens for the customer. And also, selling the customer after they filled in this form. Because Wait, you haven't locked in founder pricing with Harbor yet? Are you completely crazy? Do you know how good value this actually is? 29 euros a month for 35 AI-generated SEO articles. But not only that, you also get a keyword tool that is connected directly to Google Ads API and the Google Trends API, you can use it inside Claude code using either the MCP or the CLI. And it generates some of the best content you've ever seen, and you can even use your own prompt, and it will follow it exactly. This is Harbor SEO.ai, and if you haven't locked in founder pricing, you have exactly this much time until it's gone forever. We have published 2,200 pages. We've got almost 800,000 impressions and 15,000 real clicks for real businesses. We use this on our own sites. Honestly, guys, if you haven't locked in founder pricing yet, go and check it out. Harbor SEO.ai. There is a link in the description and in the pinned comment, and you know that I'm going to be reading all the feedback and making sure this is the best AI SEO content generator on the market. Let's jump back into the video. Cuz what happens is people fill in the form, they forget about it, and if you don't push them, they will not become a client of your service. Now, this can be repeatable, right? Repeated over many, many niches. So, it's not just houses, right? Just follow Follow along, guys. This can be used for many, many different things. So, pick how Claude code does each step. Now, this is super important. There are three ways to do things with Claude code. There are connectors or MCPs, right? Um there is the CLI or terminal, and then Claude drives Chrome. You basically never need to do anything, right? At no point do you need to be going into a dashboard to make changes, right? Because Claude can actually use Chrome to drive changes in, you know, things like Airbnb, for example, Stripe, etc., etc. CLI terminal is is preferred one, to be honest with you. This is what I normally use for most things. Um it just works the best and works natively inside Claude code. Basically, what this means is you install, for example, the cell CLI, right? So, if I just search the cell CLI, you can see here the cell CLI overview. So, instead of me launching websites, all Claude code does is just run what it knows in its knowledge because it's read the docs of the cell, and then it launches the website for us, right? You don't have to piss around using connectors, MCP, anything. You literally just say, "You are logged in on the cell. Launch this website." Right? That's how I launch my websites now. It's literally one line. It's four, five words of a prompt. That's it. It's crazy. And then for certain things, I still do use connectors. So, Stripe is a good example, um just because there are certain things that the CLI can't do that Stripe can do. So, just bear that in mind. You basically never need to do anything yourselves anymore. You never need to mess around with anything yourselves anymore. Just let Claude do it with one of these three things, right? We'll talk more on Claude drives Chrome a bit later, but a good example of this is Google Analytics, for example. I hate setting up Google Analytics. So, I just told Chrome to Sorry, Claude to control my Chrome and set up Google Analytics. At no point should you be messing around with anything, basically. Just remember that, right? And then the stack. Um I'm I'm also going to try and build this for you guys as well, potentially today. I'll I'll I'll see if I do that in another video or this video, but basically, the stack is like I talked about before, Claude code. You need GitHub. Um this needs to be CLI, right? Astro is the front end. It's the marketing website. Uh Clerk is for authentication, right? So, obviously, if you're If you have a CRM, you need an admin dashboard so that, you know, not everyone can just log in and look at your CRM. So, that's what, you know, what we use Clerk for. Convex is database and also back end as a service. You can use Superbase. Really doesn't matter. I just use Convex because I prefer it. For payments, Stripe is, you know, best in class, best in slot. It always will be, in my opinion. Maybe it won't always be, but it is at the moment, definitely. Resend is for email. So, like think automated marketing and nurture emails. That's what I use Resend for. If you've ever subscribed to Harbor, then you're probably getting bombarded with emails right now. Apologies for that, guys. But, I am using Resend for that, just so you know. And then, Vercel is where I actually launch my websites. Really easy, really quick. Takes like 1 to 2 minutes, if that, to build. It's It's really good. Vercel is really, really good. I love Vercel. Okay, so let's talk about the build flow a little bit here. So, um the marketing site is the main thing here. So, I use Astro for this. High-converting money pages. Every page has a form or a configurator, right? Or both. So, just want a quick quote, you can just fill in something here and, you know, send in an inquiry. Or you can do the whole configurator here. Um so, you know, you're always trying to make sure that you're getting the inquiry. That's the main thing, right? And then, you capture leads. We use organic SEO and Google Ads to drive traffic to the forms. I can show that now. So, we use something called Posthog, which is absolutely amazing for this kind of stuff. And I wish they'd sponsor me, but they still won't sponsor me. But, you can see here, Boundary Park right here on the top left, right? And then, we go to dashboards and conversions. And I can actually show you guys the amount of inquiries we've had from organic search in the last uh 28 days, is this? I actually don't know. I can't to I said it's So, this is just all time it looks like. So let's do last 30 days then. Um, okay. So that still says I don't know. I need to press save here. So you can see here that paid search was 33, organic search was 20, and direct is 65 apparently. And yeah, basically we can just track everything here. It's super super interesting. So daily page views etc. Um Post office is amazing cuz you can choose what you track whereas, you know, Google Analytics is kind of the same but this is done at the base so you like actually code what you want to track whereas Google Analytics you add in the dashboard what you want to track, right? So yeah, we we're we're starting to get leads from organic SEO finally which is really really good. You can see that here as well, you know, 13 clicks here. Um, impressions are going up which is really nice. Some of the really important keywords we're actually starting to appear for like stag accommodation Galway. Almost on the first page here which would be amazing if we get on the first page. Yeah, organic SEO and then Google Ads which, you know, very simple search campaigns do surprisingly well, okay? If you have a good website behind them. If your website is mobile friendly, fast, etc. You're going to get leads from Google Ads, especially search, right? We use Google search ads just to be clear. I think this is super super important. And then the CRM which we're going to be talking about today sits behind clerk otherwise anyone and everyone can log in. Um So yeah, we use clerk admin which is just a feature of clerk where you add metadata to like a a certain email calling them an admin and then they're basically they have access to slash dashboard. And then the kind of what I would recommend is just the internal chat system or internal email system. So basically instead of having a way for them to email you and ring you like we have on Ballynahown Park. If you're just getting started out, instead what you should do is when someone fills in a form, then it is put into their maybe chat's the wrong word, but like the internal system, right? And then you use Resend to send them emails, right? And then you track all of that through Resend. That's just going to be easier than, for example, what we do on Balandary, where we are connected to the Google Gmail API, and we can actually read when an email comes in, and it changes what the admin dashboard does. So, I would recommend just if you're getting started out to just have a single source of truth, which is just your internal database, Convex, right? Instead of trying to read WhatsApp, trying to read email, all of that stuff. Instead, just forward them to an email that is easily readable, and then from there, just uh control the entire CRM, right? And then the really important thing is the cloud has access. So, with Harbor, so Harbor is my tool. You can see here I have admin four, which means I have four pieces of feedback that need checking. So, for example, I can say, "Can you find the latest feedback in the Harbor feedback system? Do not print private information like names or emails. Just give me the feedback with numbers." And then look, you can see here it's now going to pull the latest feedback from my system. So, this is the really cool thing about having like Convex connected. It's all in its memory, and the cloud that indeed basically says, "If you need to do this, then check here." So, you can see we have all of our latest feedback right here. And then imagine this was a CRM where you could say like, "Reply to this person via Resend sending them a quote for the service they filled in the form for, right? And then that sends them a quote. Okay? So, that's kind of the base of what I mean here when I talk about uh Claude has access. This is super important. And finally, sell. Either you have a human in the loop, which is you or a worker, uh pay people commission basically for every sale they make. That can that kind of pushes them to make more sales. Or you just have Claude code do everything. Okay, and then a really important part of this is that each lead has like a denominator, like um where it is in the lead system. So, new is obviously someone who has just messaged. Contacted is someone that we contacted. Quoted, they've been quoted. Bought, they've paid. Won {slash} lost, you know, depends on your exact system. But um yeah, so you need to know where leads are and you need to be really attentive to leads because leads disappear very, very quickly, right? Not always, depends on the niche, depends on what you're selling, etc. But generally speaking, a lead will be gone between 48 hours and 7 days. They're just not going to They'll they'll find someone else, right? So, the most important thing is not wasting leads. If you're paying money for ads or if you've got Google search going, whatever, and you're getting leads in and you're literally just wasting them, then this is terrible, right? So, you need to get leads in, you need to quote them. If they don't answer to the quote, you need to nurture the lead, which is sending them automated emails from Resend, for example, which is annoying, but there's a reason everybody does it, right? It keeps people interested. It keeps reminding people that they should pay, whatever. You know, this is just standard practice, right? And then sell to leads. Ideally, you would either have you or you or someone working for you nurturing leads kind of automatic Not automatically, like manually. Kind of, you know, telling them answering any questions they have, telling them what they need to know. Because a lot of people won't book unless they really, really know everything about what they're actually paying for. So, that's kind of why you need human in the loop or you need a very, very good Claude code system, right? It's one of those two things. You need either a human or you need Claude code to be really, really good. Okay, so then just a few more tips, guys, is speed to lead. So, like when someone writes a form or something, how quickly do you quote them? So, you need to have emails set up. So, like you need to be emailed as soon as someone fills in a lead, you need to know about it. You either need an automated system to automatically quote them or you need a human in the loop where you quote them or you use Claude code and you say, "Look, we've just had this lead come in." Just like I showed you here. "We've just had this feedback come in. Can you fix it?" Same thing. We've just had this lead come in. Can you quote them? Can you send them a quote, right? And obviously, you have all of that stuff in your system. Like you say, like the price of this So, I don't know, like a price for I don't know, a safari tent equals 200 euros a night. Right? So, in the configurator, they booked this amount of time. So, three nights in the safari tent. So, you quote them 600 euros, right? And Claude code or you or whatever needs to know that system or that's all in your system, right? And then automated nurture is super important. Like I was talking about before, nudging people saying, you know, after x amount of days, like um you know, "Spots are filling up fast. Make sure you book now." Um you know, one after 7 days, one after 14 days, 31 days. 31 days, they're probably already gone. You can use Convex cron jobs to handle this. One thing that's really nice about Convex is it has so many features built into it, including cron jobs. And then a really, really important one that a lot of people forget about is bot {slash} spam protection. I'm not sure why, but Google Ads, you end up having so many spam um form fillings. I I I really don't know why, actually. But, yeah, Cloudflare Turnstile just completely solves that problem. Just make sure you set it up properly. And, you know, within 10 minutes you can make sure you're not getting spam leads anymore. Then finally, attack the leaks. So, PostHog um you can actually do session replays where you can watch people who come from Google Ads specifically. And also Cloud Code can also process this information for you. And they can start You can start to understand why people aren't converting on mobile, for example. So, we actually had an issue where um people couldn't work out where the next button was on mobile for ages um because my business partner basically uh moved this button to be only here. And like they couldn't find the next button. And the only reason we found that out is because we sat there and we watched PostHog session replays for hours and hours and hours and worked out that on mobile people were not clicking this button because they were looking in this general area for the button and they couldn't see it, right? So, we had a huge drop in inquiries and we didn't even know, right? Now, I think guys this video is already getting pretty long. So, what I'll do is I'll do this entire build in the next video and then we'll do either a three-part or however many parts it takes series {slash} playlist to show you guys this entire thing. But, I'll just finish this off now. So, uh feed Google Ads push one deals back as offline conversions so Google optimizes toward people who actually pay, not just form fillers. This is really really interesting. So, like this helps Google learn better. And then roles and reporting clerk roles so commission sales people see only their leads. One dashboard leads by source conversion rate revenue. This isn't really that important unless you're working with uh a lot of different people, right? And then finally, rule of thumb you can't do it yourself. Like there's just too much to do. So, either you hire staff or you get Cloud Code to do it with you in the loop. It says human in the loop. What I genuinely mean here is you in the loop. You sit there, like I do with Harbor, right? I look at this feedback every single day. I make sure that people aren't stuck as much as possible. There's a lot of feedback though, to be honest with you. So, it can be quite hard to to actually keep up with, but just generally speaking, um this is how I handle my feedback. So, just so you guys know. Guys, I think I probably will leave the video there, um just because, yeah, if I built the entire thing right now, this would probably end up being an hour and a half long. So, what I'll do is I'll release this video in as the second part of this series, which is just a bit more detail on all of the information and how I do it. And then I'll do a third video where I actually build it. Guys, thank you so much for watching. If you are watching all the way to the end of the video, you're an absolute legend, and I'll see you very very soon with some more content. Peace out. \ No newline at end of file diff --git a/video-analysen/2026-06-28-custom-crm-claude-code.html b/video-analysen/2026-06-28-custom-crm-claude-code.html index 3828faa..da06cd5 100644 --- a/video-analysen/2026-06-28-custom-crm-claude-code.html +++ b/video-analysen/2026-06-28-custom-crm-claude-code.html @@ -266,6 +266,10 @@

9.3 Sofort-Massnahmen (was wir uebernehmen)

pixelgenaue Code-Zeilen in den Claude-Terminal-Szenen — das Original-Video (full-res) ist ueber das Egress-Proxy (IP-gebundene googlevideo-URLs, Org-Policy) nicht ladbar. Alle Zahlen oben sind zweifach belegt (On-Screen-Frame + Transkript). Die Titelzahl 24.249 EUR ist im Videoinhalt nicht hergeleitet.

+

Fair Use / Urheberrecht. Das vollstaendige Video-Transkript wird bewusst nicht im Repo + eingecheckt (fremdes, urheberrechtlich geschuetztes Material). Dieses Dokument enthaelt nur eigene + Zusammenfassung und kurze Auszuege mit Quellenangabe; das Transkript ist bei Bedarf via + yt-dlp --write-auto-subs --sub-langs en-orig gegen die Quell-URL reproduzierbar.

Erstellt am 30.06.2026 fuer Frank / Sound-Spirit. Wiederverwendung in knowledge-Repo vorgesehen.

diff --git a/video-analysen/2026-06-28-custom-crm-claude-code.md b/video-analysen/2026-06-28-custom-crm-claude-code.md index e3ece0d..1aa31cf 100644 --- a/video-analysen/2026-06-28-custom-crm-claude-code.md +++ b/video-analysen/2026-06-28-custom-crm-claude-code.md @@ -86,3 +86,8 @@ Speed-to-Lead-Benachrichtigung; Offline-Conversions; Set-Builder pruefen; Funnel Transkript via yt-dlp (json3 Auto-Captions) komplett gelesen; visuelle Analyse ueber 125 Storyboard-Frames (Szenentyp/Folien-Titel/UI-Layout). Full-res-Video ueber Egress-Proxy (IP-gebundene googlevideo-URLs, Org-Policy) nicht ladbar; pixelgenaue Terminal-Code-Zeilen daher nicht erfasst. Zahlen zweifach belegt. + +**Fair Use / Urheberrecht:** Das vollstaendige Video-Transkript wird hier **bewusst nicht** eingecheckt +(fremdes, urheberrechtlich geschuetztes Material). Dieses Dokument enthaelt nur eigene Zusammenfassung und +kurze Auszuege mit Quellenangabe. Das Transkript ist bei Bedarf jederzeit reproduzierbar via +`yt-dlp --write-auto-subs --sub-langs en-orig` gegen die Quell-URL.