July 29, 2026 | Starting at $999
Build Once. Scale Better. Workshop
Build Your CRM Foundation in One Focused Day
Stop managing your business through spreadsheets, inbox searches, sticky notes, and scattered apps. Build a ready-to-use CRM foundation with guided support before, during, and after the workshop.
If your business is still running on spreadsheets and memory, this was built for you.
You know you need a better system. You may have even tried setting one up before. But instead of clarity, you got too many fields, too many tabs, too many options, and eventually went back to the spreadsheet.
Build Once. Scale Better. is designed to help business owners move from scattered tools to a working CRM foundation without coding, enterprise complexity, or late-night tutorial spirals.
A 3-week guided DIY CRM build experience for solopreneurs and small business owners.
This is a working session — not a demo, not a template, and not another course you have to finish later.
What We’ll Cover:
❋ Customized Zoho CRM setup
Your CRM will be configured around your business, your sales process, and the information you actually need to track — not a generic setup you have to decode later.
❋ Foundational automations
Build simple automations that support follow-up, task creation, and next-step visibility without overcomplicating the system from day one.
❋ Organized contact management
Move beyond scattered spreadsheets and inbox searches with a cleaner way to organize contacts, notes, relationships, and important business details.
❋ Booking link setup
Set up booking links that make scheduling easier for prospects and clients while keeping the next step connected to your CRM process.
❋ Ready-to-use sales pipeline
Build a simple sales pipeline that helps you see where each opportunity stands, what needs attention, and what should happen next.
Participants receive:
five short Zoho training videos
workflow maintenance guidance
CRM terminology cheat sheets
implementation templates
post-workshop enhancement resources
guidance on safely updating fields/workflows over time
Training videos cover:
using CRM day to day
updating fields and layouts
adjusting the pipeline
editing email templates
making updates without breaking workflows
❋ Email templates
Create reusable email templates for common sales and follow-up moments so communication becomes faster, more consistent, and easier to manage.
❋ Scalable CRM foundation for future growth
Leave with a CRM foundation you can actually use now — and continue improving as your business, offers, team, and workflows evolve.
❋ Task reminders and next-step visibility
Create reminders and task flows that help you follow through consistently without relying on memory, sticky notes, or late-night inbox searches.
How the 3-week experience works
Private Strategy & Prep Session
45-minute session to review current tools, spreadsheets, sales process, and what needs to be built before implementation day.
Full-Day CRM Build Workshop
Hands-on implementation with live guidance, lunch included, small-group support, and practical CRM building.
Private Optimization Session
45-minute post-workshop session to refine, troubleshoot, and optimize the setup after participants have started using it.
This is a good fit if you are:
a solopreneur
a service-based business owner
a small business owner
a team with 1–3 support staff or contractors
managing leads and clients in spreadsheets
overwhelmed by disconnected tools
“sorta techy when guidance is provided”
ready to work through the setup with support
Still have questions?
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No. This is designed for business owners who want guided support and practical instruction.
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No. You’ll receive pre-work instructions to help organize what you have. The goal is progress and a usable foundation, not perfection.
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It is a guided build experience. You are not just learning concepts — you are building your CRM foundation with support.
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Yes, within the scope of a foundational CRM build. The pre-session helps identify what needs to be built during the workshop.
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That becomes a future phase. The workshop focuses on building the foundation first so you have something usable before adding complexity.
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Laptop, charger, completed pre-work, access to current spreadsheets/tools, and examples of your sales process, services, emails, or client follow-up language.
Most CRM training teaches concepts. This helps you build.
Most implementation firms build systems business owners do not understand how to maintain.
Build Once. Scale Better. combines strategy, implementation, education, and support so participants leave with a system they understand and can confidently continue using.
You build only what you need. You understand why it works. And you leave knowing how to use it.
