🚀 Quick-Wins Sessions

Immediate CRM Impact in Hours

Get urgent CRM issues fixed fast. Our Quick-Wins sessions deliver measurable improvements within hours, not weeks. Perfect for your first month of CRM mastery.

8
Sessions
2-4 hours
Duration
$800-$1,000
Price Range
Week 1-4
Timeline

Why Start With Quick-Wins?

Build momentum and confidence with immediate, visible improvements to your CRM system.

Fast Results

See improvements within hours, not months. Perfect for urgent issues.

Build Momentum

Early wins create confidence and buy-in for larger improvements.

Low Investment

Affordable sessions with immediate ROI and minimal time commitment.

Available Quick-Wins Sessions

Choose from our most popular immediate-impact sessions. Each session is designed to deliver measurable results within hours.

Database Cleaning Session

Beginner

Organize a hands-on session focused on cleaning up the CRM database, including merging duplicate records and deleting outdated information.

Clean, organized database with improved data quality and system performance

2-3 hours
$800

Duplicate Management Workshop

Beginner

Clean up duplicate records and implement prevention measures to maintain data integrity.

Eliminated duplicates with automated prevention systems in place

2-4 hours
$1,000

Management Dashboard Creation

Intermediate

Build custom dashboards for executives, sales, or service teams to display critical business insights effectively.

Executive-ready dashboards providing real-time business visibility

3-4 hours
$1,000

Essential Reports Setup

Beginner

Create and customize essential reports to track key metrics and improve decision-making.

Core business reports delivering actionable insights for daily operations

3-4 hours
$1,000

Email Template Optimization

Beginner

Create and optimize email templates for sales or marketing to enhance campaign effectiveness.

Professional email templates that improve response rates and conversions

2-3 hours
$800

Mobile CRM Review

Intermediate

Optimize the CRM for mobile devices to enhance access and productivity on the go.

Mobile-optimized CRM improving field team productivity and data access

3-4 hours
$1,000

Security Review & Setup

Intermediate

Ensure sensitive CRM data is protected with appropriate user permissions and security settings.

Secure CRM environment with proper access controls and data protection

3-4 hours
$1,000

Field Customization Workshop

Beginner

Customize CRM fields to capture essential business-specific data accurately.

Customized data fields that capture all critical business information

2-3 hours
$800

Need Something Specific?

Have an urgent CRM issue not covered above? We'll create a custom Quick-Wins session tailored to your specific needs.

What Comes After Quick-Wins?

Once you've built momentum with Quick-Wins, continue your CRM mastery journey with our structured program.

Automation Sessions

Week 5-12: Streamline processes and reduce manual work with automation workshops.

Explore Automation

Training Programs

Ongoing: Improve user adoption and system proficiency across your team.

View Training
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