Build Once. Scale Better. Workshop
August 5, 2026 | Introductory Pricing $999
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.
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.
Build Your CRM Foundation in One Focused Day
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'll promise yourself you'll finish later.
By the end of the experience, you'll have:
❋ A simple sales pipeline
that helps you track opportunities, manage follow up, and know exactly what needs attention next.
❋ Organized contact management
so client information, notes, and conversations aren't scattered across spreadsheets, inboxes, and sticky notes.
❋ Foundational automations
Including task reminders, and booking links that help you stay consistent without adding complexity.
❋ Reusable email templates
that save time and make follow up easier.
❋ A CRM foundation you can confidently use today and continue building on as your business grows.
Support Along the Way:
You're not doing this alone.
Your investment includes:
A private 45-minute strategy session before build day
A full day hands-on CRM implementation workshop
A private 45-minute optimization session after the workshop
Training videos, templates, and support resources to help you maintain and enhance what you build
We'll do the planning together. We'll build it together. And you'll leave with the confidence to actually use it.
A Zoho CRM or Zoho One subscription is required and is not included in the program cost. If you already have an account you can expect a partner email.
Do you need an account? Sign Up Here!
How the 3-week experience works
This workshop focuses on building a practical foundation inside Zoho CRM.
Castro & Co. will provide the starting structure for all participants, including the core contact management setup, a basic sales pipeline, task/follow-up reminder workflows, email templates, and one booking link. From there, Hilary will help each participant understand what can be adjusted for their business — so you leave with a usable foundation and the confidence to continue making updates, enhancements, and revisions over time.
This is not a fully custom Zoho One implementation or an advanced automation build. It is a guided, hands-on CRM foundation workshop designed to help you understand the system, use it, and keep improving it after the session.
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.
Introductory Pricing: $999
West + Main — RiNo Location
2632 Blake St #102
Denver, CO 80205
What we’ll work through together:
8:30 - 9:00 am: Arrival + Get Connected + Coffee
Get logged in, oriented, and clear on what you’re building.
9:00 - 9:45 am: Foundation + Setup
Get everyone into Zoho CRM and aligned on what they are building.
9:45 - 10:45 am: Custom Fields + CRM Structure
Set up the information your business actually needs to track.
10:45 - 12:00 pm: 4-Step Sales Pipeline + Automation Basics
Build the provided pipeline structure for estimates, scopes of work, invoices, and contracts — with room to customize task reminders and follow-up details.
12:00 - 1:00 pm: Lunch + Informal Q&A
Take a reset, ask questions, and connect with the group.
1:00 - 1:30 pm: Short Zoho One Ecosystem Overview
See what becomes possible later once your CRM foundation is in place.
1:30 - 3:00 pm: Testing, Cleanup + Next Steps
Test the workflow, clean up friction points, and leave knowing what to do next.
Seats are intentionally limited so each participant receives hands-on guidance, live support, and time to ask questions while building their CRM foundation. Registration Deadline is July 17, 2026.
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.
