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

Coming in February 2026

Coming in March 2026

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.

Training is FREE, pre-registration is required. Registration will open soon for course offerings in Summer and Fall of 2026!

Coming March 2026

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!

FREE Course launches in March 2026!

Free course launching February 2026!

Your data has a story to tell. This course gives nonprofit professionals the tools, frameworks, and hands-on practice to find it — and lead with confidence. Inside: step-by-step frameworks, funder-aligned KPIs, impact storytelling templates, and guidance on the tools we use throughout. Meet you where you are. Walk away ready to act. Facilitated by Roseline Joseph, PMP | TAMS