Build a Personal CRM in Claude Cowork — Live Workshop

​Most founders run their CRM out of a Notion mess, a stale spreadsheet, or HubSpot they barely use. The problem isn't the tool — it's that none of them think the way you do about your own contacts.

​In this 60-minute live workshop, I'll build a working personal CRM inside Claude Cowork — live, on screen, with you following along. By the end of the call, you'll have a CRM that lives where you already work: your terminal, your files, your AI.

​What we'll build

• ​A file-based personal CRM that Claude reads and writes natively

• ​One contact = one markdown file (no SaaS, no exports, no schema lock-in)

• ​Search, dedupe, and enrich contacts with a single Claude prompt

• ​Capture LinkedIn DMs, emails, and Slack threads into the right contact file automatically

• ​Pull a "who should I follow up with this week" report on demand

• ​Tag contacts by deal stage, last-touch, intent — without writing a database

​What you'll leave with

• ​A working Claude Cowork Personal CRM you can extend on your own

• ​The exact skill + prompt I use to operate it daily

• ​An MCP-connected workflow for capturing inbox + LinkedIn touches into the CRM

• ​A short list of next-step ideas (drip sequences, re-engagement, monthly reviews)

​Come prepared

• ​Claude Desktop installed (claude.ai/download — free)

• ​Claude Pro subscription ($20/mo) active

• ​Cowork installed (free — link in confirmation email)

​No coding. Built for founders, operators, freelancers, and anyone who runs their pipeline out of their head and a few scattered notes.

​Hosted by John Peslar — with Alex Yao and Balázs Turán (the Agent J team).