🎯 CRM Mastery Sessions

Expert CRM Sessions for Enrolled Clients

Weekly 90-minute sessions designed to transform your existing CRM into a money-making machine. Available only to CRM Mastery Program clients.

39+
Expert Sessions
6
Categories
Enrolled
Clients Only
90 min
Session Length
Take Assessment First

Session Categories for Enrolled Clients

Our weekly sessions are organized into 6 strategic categories. Each addresses specific CRM problems your business faces. To access these sessions, you must first enroll in our program.

Quick-Wins Sessions

Immediate Impact in Hours

Get urgent CRM issues fixed fast with measurable improvements within hours, not weeks.

8 Sessions
Week 1-4
Client-Only
90 minutes
Session Highlights:
  • Database cleaning & duplicate removal
  • Essential reports & dashboards
  • Email template optimization
  • Security review & setup

Automation Sessions

Streamline Your Processes

Reduce manual work by 60% and eliminate repetitive tasks with intelligent automation.

7 Sessions
Week 5-12
Client-Only
90 minutes
Session Highlights:
  • Workflow automation setup
  • Lead scoring optimization
  • Marketing automation review
  • Integration checkups

Training Sessions

Boost User Adoption

Transform your team from CRM novices to power users with 85%+ adoption rates.

6 Sessions
Ongoing
Client-Only
90 minutes
Session Highlights:
  • User training & best practices
  • Mobile CRM utilization
  • Onboarding for new reps
  • CRM game day sessions

Advanced Sessions

Strategic Transformation

Drive complex strategic initiatives and transform your CRM into a competitive advantage.

7 Sessions
Week 13+
Client-Only
90 minutes
Session Highlights:
  • Sales process alignment
  • Customer journey mapping
  • Advanced analytics implementation
  • Change management strategy

Data Management Sessions

Clean, Accurate Data

Ensure 95%+ data accuracy and transform your data from a liability into a strategic asset.

5 Sessions
Cross-cutting
Client-Only
90 minutes
Session Highlights:
  • Data integrity workshops
  • Client segmentation strategy
  • Import/export procedures
  • Database optimization

Reporting & Analytics Sessions

Actionable Insights

Transform data into competitive advantage with powerful dashboards and predictive analytics.

6 Sessions
Cross-cutting
Client-Only
90 minutes
Session Highlights:
  • Management dashboard creation
  • KPI review & implementation
  • Advanced analytics setup
  • Sales forecasting sessions

How We Structure Client Programs

Once enrolled, we create a custom path based on your assessment results and business needs. Here are typical programs we design for clients.

New to CRM Optimization

12-16 weeks

Start with immediate improvements, then build systematically

Recommended Order:
1. Quick-Wins2. Data Management3. Training4. Automation

Experienced CRM User

8-12 weeks

Focus on automation and advanced capabilities

Recommended Order:
1. Automation2. Advanced3. Reporting4. Training

Strategic Transformation

16-20 weeks

Drive organization-wide CRM excellence

Recommended Order:
1. Advanced2. Training3. Automation4. Reporting
Take Assessment to Get Started

Ready to Access These Sessions?

These sessions are available only to enrolled CRM Mastery Program clients. Start with our assessment to get a custom quote and begin your transformation.

Take Assessment First

Our 5-minute assessment helps us understand your needs and create a custom program.

Start Assessment

Learn About The Program

Understand how our weekly sessions work and who they're designed for.

Program Details
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