Put Your CRM to Work: Free Workshop for Orlando Business Owners

Grab a coffee and learn 5 simple fixes to make your CRM work for you. Free workshop for Orlando business owners, Dec 9.
About this Event

Your CRM is one of your most valuable business assets, but only if it’s working for you. Duplicate contacts, undefined fields, disconnected tools, and no clear pipeline can turn it into a source of frustration instead of growth. In this hands-on session, you’ll learn five fixes that turn scattered data into a clean, connected system.

What we’ll cover

1. Organize: one home for your contacts, with consistent naming and tags
2. Define: what each field means, so everyone enters data the same way
3. Clean: find and merge duplicates, and keep them from coming back
4. Connect: link your CRM to your email, forms, website, and calendar so data isn’t retyped
5. Build your pipeline: simple stages so you can see who’s new, warm, and close to buying

What you’ll walk away with

• Five fixes you can apply to any CRM, or to a spreadsheet if you don’t have one yet
• A one-page CRM Health Check to score your data, integrations, and pipeline
• A simple pipeline stage template you can adapt to your business
• A clear picture of your biggest gaps and what to tackle first

Who it’s for
Owners, founders, and managers of small and mid-sized businesses with customers or leads to track. No tech expertise needed. Any CRM, or none, is welcome. Bring a laptop if you’d like to follow along in your own system.

• Wednesday, December 9, 8:30 to 9:30 AM
• Jabal Coffee House, 8335 S John Young Pkwy, Orlando, FL 32819 off John Young Parkway
• Free to attend. Grab your favorite coffee or pastry at the shop when you arrive (purchased separately).
• Limited to 12 seats so everyone gets personal attention
• Free Parking

Agenda

🕑: 08:30 AM - 08:35 AM
Welcome and settle in
🕑: 08:35 AM - 09:05 AM
The five fixes
🕑: 09:05 AM - 09:15 AM
Score your own setup with the CRM Health Check
🕑: 09:15 AM - 09:30 AM
Q&A
🕑: 09:30 AM - 10:00 AM
Wrap up, with time to chat one-on-one