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
Try it for 14 days. If it’s not for you, email us and we’ll refund you. After that, cancel whenever you like.
One membership covers all 211 courses, 466 hours of lessons, 499 templates, and new training every month.
- 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.