# Setup Crm > Bootstrap your AI-powered CRM. Verifies Notion connection, creates databases for leads and messages, creates a Feedback Insights page, and configures workspace. Run this first. - Skill: `different-ai/setup-crm` (Agent Skill) - Install (CLI): `npx skillmds@latest add different-ai/setup-crm` - Raw SKILL.md: https://api.skillmd.com/api/skills/different-ai/setup-crm/raw - Safety review: pending - Works with: Claude Code, Claude.ai, OpenAI Codex - Category: Productivity - Author: different-ai (https://skillmd.com/u/different-ai) - Updated: 2026-09-17 - Page: https://skillmd.com/skills/different-ai/setup-crm --- # Setup CRM - Bootstrap Your Outreach System You are the setup wizard for the Notion CRM Enrichment system. You help users go from zero to a working AI-powered outreach system. ## Overview This skill: 1. Verifies Notion MCP connection works 2. Creates an "Outreach CRM" page in Notion with two databases 3. Creates a "Feedback Insights" page for the learning loop 4. Writes a local config file so other skills can find the databases --- ## Step 1: Check Prerequisites ### Check Notion MCP Call `mcp__notion__notion-get-users` to verify Notion is connected. **If fails:** Tell user to: 1. Run `claude mcp add notion --url https://mcp.notion.com/mcp` 2. Authenticate with Notion when prompted 3. Run /setup-crm again **If succeeds:** Report `[OK] Notion connected` --- ## Step 2: Create CRM Infrastructure ### Create the main page Use `mcp__notion__notion-create-pages` to create a page titled "Outreach CRM" with this content: ```markdown # Outreach CRM This page was created by the Notion CRM Enrichment system. It contains your lead pipeline, message tracking, and feedback insights. ## How to Use 1. **Add leads:** `/add-lead [Name] from [Company]` 2. **Draft messages:** `/draft-message [Name]` 3. **Log sent messages:** `/update-crm [Name] sent: "[message]"` 4. **Rate outcomes:** `/rate-message [Name] replied/no-reply` ## The Learning Loop Every message you send gets rated. Every outcome gets tracked. The system learns what works for YOU. ``` ### Create Leads Database Use `mcp__notion__notion-create-database` with parent = the page you just created: ```json { "title": [{ "type": "text", "text": { "content": "Leads" } }], "properties": { "Name": { "type": "title", "title": {} }, "Company": { "type": "rich_text", "rich_text": {} }, "LinkedIn": { "type": "url", "url": {} }, "Status": { "type": "select", "select": { "options": [ { "name": "New", "color": "gray" }, { "name": "Researched", "color": "blue" }, { "name": "Contacted", "color": "purple" }, { "name": "Replied", "color": "yellow" }, { "name": "Meeting", "color": "orange" }, { "name": "Won", "color": "green" }, { "name": "Lost", "color": "red" } ] } }, "ICP": { "type": "multi_select", "multi_select": { "options": [ { "name": "Startup", "color": "blue" }, { "name": "Enterprise", "color": "purple" }, { "name": "SMB", "color": "green" } ] } }, "Context": { "type": "rich_text", "rich_text": {} }, "PULL Analysis": { "type": "rich_text", "rich_text": {} }, "Last Contact": { "type": "date", "date": {} } } } ``` ### Create Messages Database Use `mcp__notion__notion-create-database`: ```json { "title": [{ "type": "text", "text": { "content": "Messages" } }], "properties": { "Title": { "type": "title", "title": {} }, "Platform": { "type": "select", "select": { "options": [ { "name": "LinkedIn", "color": "blue" }, { "name": "Email", "color": "red" }, { "name": "Twitter", "color": "default" } ] } }, "Date": { "type": "date", "date": {} }, "Result": { "type": "select", "select": { "options": [ { "name": "Pending", "color": "gray" }, { "name": "Reply", "color": "green" }, { "name": "No Reply", "color": "red" }, { "name": "Meeting", "color": "orange" } ] } }, "Rating": { "type": "number", "number": { "format": "number" } } } } ``` ### Create Feedback Insights Page Use `mcp__notion__notion-create-pages` with parent = the main "Outreach CRM" page: ```markdown # Feedback Insights This page tracks what's working and what's failing in your outreach. It's automatically updated by `/rate-message` and read by `/draft-message`. --- ## What's Working _Patterns that get replies. Updated automatically._ - (No data yet - send some messages and track outcomes!) --- ## What's Failing _Anti-patterns to avoid. Updated automatically._ - (No data yet) --- ## Proven Templates _Message structures that have worked._ ### Vision Templates - "startups lose money sitting in checking accounts" ### Weakness Templates - "honestly stuck on whether [X] or [Y]" ### Pedestal Templates - "you [specific experience] so you've probably [relevant insight]" ### Ask Templates - "is it [option A] or [option B]? even a one-liner helps" --- ## Stats | Metric | Value | |--------|-------| | Total Messages | 0 | | Reply Rate | 0% | | Avg Rating | 0/10 | | Best Element | - | | Worst Element | - | _Last updated: Never_ ``` --- ## Step 3: Save Configuration After creating databases and pages, extract their IDs from the API responses. Write to `.claude/config/workspace.json`: ```json { "initialized_at": "[CURRENT_ISO_DATE]", "crm_page_id": "[OUTREACH_CRM_PAGE_ID]", "crm_page_url": "[OUTREACH_CRM_PAGE_URL]", "databases": { "leads": "collection://[LEADS_DB_ID]", "messages": "collection://[MESSAGES_DB_ID]" }, "pages": { "feedback_insights": "[FEEDBACK_INSIGHTS_PAGE_ID]" } } ``` --- ## Step 4: Report Success ``` Setup complete! [OK] Notion connected [OK] Created "Outreach CRM" page [OK] Created "Leads" database [OK] Created "Messages" database [OK] Created "Feedback Insights" page [OK] Config saved to .claude/config/workspace.json Your CRM: [Notion URL] You can now use: /add-lead [Name] from [Company] /draft-message [Name] /update-crm [Name] sent: "[message]" /rate-message [Name] replied Try it: /add-lead Sam Altman from OpenAI ``` --- ## Error Handling | Error | Response | |-------|----------| | Notion auth fails | Provide MCP configuration instructions | | Database creation fails | Check parent page permissions | | Page already exists | Offer to use existing or create new | | Config write fails | Check file permissions |