CRM Systems and Support
Run a client's sales pipeline in a CRM: choose the system, define the audience, source and qualify leads, make contact, hold the discovery meeting, follow up, close, and read the metrics. Includes a HoneyBook walkthrough.
What you learn
Self-paced video, with the handouts and worksheets each module needs. Finish it and the certificate is yours.
Taught by Craig Cannings, Chief Learning Officer, Freelance University
- Workshop Handout (PDF)
- Intro to CRM Systems
- CRM Pipelines
- Define Your Target Audience
- Research Your Prospects
- Select the Right CRM
- Identify Lead Sources
- Initiate Contact
- Qualify Your Leads
- Conduct Discovery Meeting
- Follow-up
- Close the Sale
- Evaluate CRM Metrics
- BONUS: Honeybook Interview and Tutorial
- CRM Tool Guide (PDF)
1 template you keep
Checklists, worksheets and guides — yours to download and use with clients. Every module's slide handout comes too.
- CRM Tool Guide
Every Virtual Administration course, and the other 210
211 courses, 466 hours, 499 templates, new training every month. 14-day money-back guarantee, no questions asked.
- Everything in monthly
- Twelve months for the price of nine
- 14-day money-back guarantee
Also in Virtual Administration: Virtual Bookkeeping · Virtual Customer Support · Digital Research Skills · Email & Calendar Management · Become an Executive VA · Virtual Assistant Foundations · Client Communication & Management · All 211 courses are in every membership.