CRM & Automation · Foundational

CRM Foundations

Run your customer pipeline with confidence - set up, automate, and report in your CRM.

In-person · on-site 4-6 hours Certificate on completion

Who it’s for

Owners, office managers, and coordinators who run the company CRM day-to-day and want a solid, practical foundation in transferable CRM skills - pipelines, automation, and reporting - that apply across platforms like HubSpot, Salesforce, Zoho, Pipedrive, and GoHighLevel.

What you’ll be able to do

Configure pipelines, stages, and contact records for your business
Segment contacts and keep your data clean and usable
Build core automations for follow-up, booking, and reactivation
Create dashboards and reports that show where revenue is stuck

Curriculum

01

Pipelines

Stages, opportunities, and a pipeline that mirrors how you actually sell.
02

Contacts & segmentation

Custom fields, tags, and smart lists for clean, actionable data.
03

Automation builder

Triggers and workflows for follow-up, reminders, and reactivation.
04

Reporting

Dashboards and reports that surface pipeline health at a glance.

Assessment & certificate

Each module carries a measurable learning objective. Competency is confirmed through a hands-on assessment in a working CRM environment, and every participant receives a certificate of completion.