setup-crm

name	setup-crm
description	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.

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:

# 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:

{
  "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:

{
  "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:

# 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:

{
  "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