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What's Inside FEATURE - BRAND BOARDS
📊 GET TO KNOW YOUR CRM
Master Contacts, Conversations, Opportunities & Calendar
😤 CRM Confusion Leads to Lost Revenue
Without proper CRM knowledge, your business is losing opportunities and wasting time daily...
🔍 "Where's My Client Info?"
You waste precious time searching through emails, notes, and multiple platforms trying to find crucial client information when you need it most.
⏰ "I Keep Missing Follow-Ups"
Important follow-ups slip through the cracks because your conversations aren't properly tracked, costing you sales and damaging client relationships.
💸 "My Pipeline Is a Mess"
Without a clear system for tracking opportunities, you're constantly guessing which deals need attention and missing key revenue forecasts.
😰 "Double-Booked Again"
Your calendar management is chaotic, leading to scheduling conflicts, missed appointments, and a generally unprofessional client experience.
✨ Transform Your Business with CRM Mastery
Learn the complete system for using your CRM effectively and see immediate results.
Centralized Contact System
Create a perfectly organized contact database with complete histories, custom fields, and strategic tagging that makes finding any information instant.
Unified Communications
Never miss another follow-up with a centralized conversation system that tracks every client interaction across all channels in one place.
Visual Pipeline Management
Transform your sales process with a visual pipeline that instantly shows where each opportunity stands and what needs your immediate attention.
Mobile Access Anywhere
Take your CRM on the go with mobile access that lets you respond to leads within minutes, even when you're away from your desk.
🎓 What You'll Learn
🔐 Dashboard & Navigation
- Navigate the CRM interface confidently
- Customize your dashboard for productivity
- Master key features and quick actions
- Set up your profile and preferences
💬 Conversation Management
- Track and manage all client communications
- Master the four-column conversation layout
- Create message templates for quick responses
- Use internal chats for team collaboration
👥 Contact Organization
- Build a properly organized contact database
- Use tags and custom fields effectively
- Create smart lists for quick filtering
- Add detailed notes and activity tracking
📊 Opportunity Pipeline
- Set up a visual sales pipeline
- Track deals through every stage
- Manage opportunity values for forecasting
- Create a system for follow-ups and closing
📅 Calendar & Workflow
- Integrate your CRM with Google Calendar
- Set up appointment types and scheduling
- Create a daily CRM workflow routine
- Connect conversations and meetings
📱 Mobile Access
- Set up the mobile app for on-the-go access
- Customize your mobile dashboard
- Use advanced features like business card scanning
- Stay connected to your CRM anywhere
📚 Course Modules (8 Lessons)
Learn the essentials of your CRM system and why it matters for your daily communication, organization, and client management.
Navigate your dashboard with confidence, access key features, and understand the layout for quick and efficient daily use.
Personalize your profile, set up email signatures, connect calendars, and configure notifications for a customized experience.
Master the unified inbox, respond to messages, create new conversations, and keep all communications organized in one place.
Effectively organize your network with tags, custom fields, smart lists, and best practices for complete contact records.
Track deals and projects through your sales pipeline, move opportunities between stages, and maintain accurate forecasting.
Create an efficient daily routine that integrates your calendar, conversations, contacts, and opportunities for maximum productivity.
Take your CRM with you by mastering the mobile app, customizing your mobile dashboard, and responding to leads anywhere.
Get To Know Your CRM - Complete Course
Master Contacts, Conversations, Opportunities & Calendar for Maximum Results
Get To Know Your CRM
Everything you need to master your CRM fundamentals
One-Time • Lifetime Access
- 🎓 Course Materials
- Full 5-module video course
- Comprehensive reference guide
- Interactive CRM setup workbook
- 📣 Practical Templates
- Contact organization blueprint
- Conversation tracking templates
- Custom pipeline configuration guide
- 🖼️ Bonus Resources
- CRM optimization checklist
- Time-saving automation recipes
- Customer journey mapping toolkit
💰 Complete Course Value Breakdown
If you bought these components separately, here's what you'd pay:
Full 8-Module Course
Complete video training, transcripts, reference guides, and interactive student workbook
Quick Capture Squeeze Page
2-step funnel with PDF download to capture leads for your business
Social Media Pack
200+ social media posts and content designs ready to use on any platform
Canva Assets & AI Prompts
Course covers, branded templates, and 20 AI prompts to extend your content
Total Value: $788
Your Investment: Only $67
You Save: $721 (Over 90% Off!)
🚀 Ready to Master Your CRM?
Join business owners who transformed their customer relationships into predictable revenue
⭐ Lifetime Access • No Monthly Fees • Start Learning Today ⭐
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