The third example is a B2B services company: a fictional managed IT provider for small professional offices, with an inbound pipeline that currently lives in the owner's head. This is the biggest build in the course. We build a file-based CRM, skills that keep it current, a visual board, and agents that run on a schedule. Even if you're not in IT or in sales, the same process applies to any stream of inbound leads or requests that need tracking and follow-up. The pattern to watch for: the shift from skills you run on demand to agents doing real work without being prompted.
What's covered:
- What the company sells and where the pipeline lives today
- What this module builds: file-based CRM, skills, a board, scheduled agents
- Why this applies to any inbound stream that needs tracking and follow-up
- The pattern to watch: from on-demand skills to agents that show up on their own