$275.00 USD

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Kahrd09iskwndyyths4z quickstart crm master

Workshop: Quick Start to CRM Strategy

Build a strategic, thoughtful and streamlined approach to how you handle relationships for your business. A smart CRM strategy lets your sales pipeline flow smoother and faster. 

  • SEPTEMBER 13, 2019

  • 10:00 AM - 3:00 PM

  • FIBERCOVE (South Austin)

 We will provide lunch, drinks, and snacks.


What you'll get:

  • Definition of CRM, the different parts, and how it applies to your business.
  • Set goals for your CRM strategy (different from marketing). 
  • Outline key data points about customers, vendors, and business contacts.
  • Customer tracking tools and plan.
  • Communications plan for optimizing sales and marketing through the full customer journey.
  • Evaluating CRM software that will work best for YOU. 

This is an intimate group workshop. We will only accept up to 12 people. 

BONUS 1: Continue to access the workshop materials after the event in our course platform. 

BONUS 2: Invitation to a post-workshop mastermind meeting to get further insights and contributions from the group. 


GUARANTEE: We want to you to be absolutely satisfied with the outcome of this workshop. If, after the workshop, you feel like you did not get your money's worth, we will refund you 80% of the total cost.