Unlock for $249
Setting Up Customer Systems That Support Your Work
This live workshop is designed for professionals, consultants, and nonprofit leaders who need a CRM that supports how they actually work — not a system that creates more admin.
We’ll cover:
Clarifying the role of your CRM within your operations
Structuring contacts, pipelines, and workflows for real use
Aligning CRM setup with service delivery
Live Session Details
Dates: 2/6, 2/13 and 2/27/2026
Time: 9:00-11:00 AM ET
Format: Live via Zoom
Replay: Included with purchase
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Project Management Fundamentals Training
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RFP Training - City of West Palm Beach, FL
Training is FREE, but pre-registration is required here: [https://us02web.zoom.us/meeting/register/IRu4t5vGRESM3EeOHCSeNw#/registration](https://us02web.zoom.us/meeting/register/IRu4t5vGRESM3EeOHCSeNw#/registration)
This intensive six-session training program is designed to equip and empower small business owners and contractors with the tools, confidence, and strategies needed to successfully respond to Requests for Proposals (RFPs) and develop clear, compelling, and competitive proposals.
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Building out your KPI Dashboard
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Let's create your new AI Executive Assistant!
Don't get left behind in a world of AI! In this FREE course we will help you building out a strategic assistant that supports you as a small business owner!
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RFP Research Strategies
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