Click the icon to the left of each workshop to open and close the event summary.

Schedule and agendas are subject to change.

Grow your business! Delight your customers and members!

Join our virtual workshops to learn the essential tools, resources, and best practices that small businesses and nonprofits need to be more productive and impactful. See live examples of the strategies we teach our clients and the free or low-cost software available to streamline your operations and office administration. Dramatically alter how you run your business, delegate tasks, follow up on leads, and much more.

During this month's workshop, learn how to enhance the client experience through processes that lead to improved efficiency, stronger client relationships, and business growth.

Get a behind-the-scenes look at how to select, set up, and manage customer relationship management (CRM) software.

Time

Topic

11:00am - 11:06am
Introduction to customer relationship management (CRM) software

11:06am - 11:30am
A look at our preferred CRM software

11:30am - 11:45am
Selecting a software based on your needs and preferences

11:45am - 12:00pm
Q & A

Get a behind-the-scenes look at how to select, set up, and manage customer relationship management (CRM) software.

Time

Topic

3:00pm - 3:10pm
Introduction to customer relationship management (CRM) and work management software

3:10pm - 3:25pm
A look at our preferred CRM software

3:25pm - 3:40pm
A look at our preferred work management software

3:40pm - 3:50pm
Selecting a software based on your needs and preferences

3:50pm - 4:00pm

Q & A