How I Use Claude + Calendly + ClickUp To Automate Discovery Calls

Описание: A lead booked a discovery call on a Friday afternoon. Before I sat down, my AI had already researched them, built a ClickUp pipeline card with talking points, and sent a personalized follow-up email — in under 10 minutes. Here's the full workflow.

📎 Book a free AI discovery call with Chris: chrismichaelharris.com
💬 Talk to Tarvis on my website: chrismichaelharris.com → concierge
🤖 Check out SPARC Connect (in BETA): sparcmarketing.ai

In this episode of The CMH Show, Chris Harris walks through an AI-powered lead management system built on Claude, Gmail, Calendly, and ClickUp.

When a new lead books a discovery call, the system automatically researches the prospect via Gmail, surfaces their background, tech stack, and qualification level, builds a fully populated ClickUp sales pipeline card, and drafts a personalized follow-up email using the lead's own language — all triggered from a voice prompt on a phone.

This isn't a theoretical AI use case. It's a live walkthrough of a real workflow that saved over 90 minutes of manual prep — done on the go on a Friday afternoon.

⏱️ TIMESTAMPS:
0:00 — The lead came in on a Friday afternoon (context)
0:30 — Why speed of response is a conversion multiplier
1:00 — The MVP: Calendly link → Gmail notification → Claude research
1:30 — SPARC Concierge: the future version of this lead qualification flow
2:00 — How Claude pulls lead data from Gmail via MCP access
2:30 — The research reveal: "This is your most qualified prospect right now"
3:00 — What the ClickUp pipeline card includes (and how it's built)
3:30 — Talking points, tech stack, team size — all from one voice prompt
4:30 — Drafting the follow-up email — and why I don't pretend AI is me
5:30 — The Tarvis email: using the lead's exact words from their form
6:30 — The integrity principle: transparency as a conversion advantage
7:30 — The future agent-automated version of this workflow
8:00 — Discovery call CTA

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