Eleven Steps to Setting Up a CRM System and Service

One of the most important marketing practices for any small business is LEAD GENERATION. Every business is seeking to find new leads that they can convert into paying clients or customers. One pivotal role you can play with your clients here is to help them research, document and track their new leads in a Customer Relationship Management System. In this workshop, you will learn how to use low-cost/no-cost CRM systems online to effectively manage all your clients’ leads and customers. You will also learn how to create a follow-up system to ensure your clients’ leads are well nurtured! This workshop will be very applicable to your own client recruitment process as well!
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Course curriculum

  • 1
    CRM Systems and Support
    • Download Workshop Handout
    • LESSON 1: Intro to CRM Systems
    • LESSON 2: CRM Pipelines
    • LESSON 3: Define Your Target Audience
    • LESSON 4: Research Your Prospects
    • LESSON 5: Select the Right CRM
    • LESSON 6: Identify Lead Sources
    • LESSON 7: Initiate Contact
    • LESSON 8: Quality Your Leads
    • LESSON 9: Conduct Discovery Meeting
    • LESSON 10: Follow-up
    • LESSON 11: Close the Sale
    • LESSON 12: Evaluate CRM Metrics
    • BONUS: Honeybook Interview and Tutorial


  • Craig  Cannings

    Craig Cannings

    Chief Learning Officer, Freelance University

    In 2008, my wife Kelly and I co-founded Freelance University with the purpose of becoming the #1 go-to training center for Freelancers and VAs from around the globe! As of this year, we have successfully trained over 14,000 Virtual Assistants and Freelancers in more than 70 countries. Kelly and I have had the great privilege of building our Online University while raising our 5 daughters who are the greatest blessings of our lives. I look forward to meeting you and seeing you either in this program or at our University very soon. I leave you with my favorite quote from marketing guru, Seth Godin: "The only worse thing than starting something and failing... is not starting something."

Course Reviews

  • CRM System and Support

    Stephanie McLaughlin

    Great course!

    Great course!

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