Scale & Business Systems · Automate with AI
CRM & Client Management Setup
Choose and configure a CRM that fits your business - from generic tools to AI-native CRMs - and build a client data system that scales.
10 lessons · 480 minutes
Before starting: A working list of current and past clients in a spreadsheet or notebook
Start courseWhat you walk away with
- Choose a CRM by matching it to your sales motion - volume versus relationship
- Configure universal pipeline stages and custom fields for deal tracking
- Import contacts, log email, and enrich records so the CRM becomes the single source of truth
- Migrate between CRMs without losing deals or history
- Keep data clean with a hygiene routine the whole team follows
- An automation map for one repeated handoff, with exceptions, an owner, and a review step. Every artifact saves to your workspace, so you keep it after the course ends.
- A knowledge-check quiz and a visual walkthrough inside every one of the 10 lessons, about 8 hours of guided work.
- Most lessons close with a checklist, template, or do-it-this-week task, so progress shows up in your work, not just in the app.
CRM Philosophy: System of Action, Not Just a Database
Transform your CRM from a passive contact list into an active system that tells you who to call, what to say, and when to follow up -- making it the foundation for AI-powered growth.
HubSpot Free & Attio: Comparison for Small Business Owners
A head-to-head comparison of HubSpot and Attio for small businesses -- learn which CRM fits your sales style, budget, and AI plans to manage clients more effectively.
Folk & Close: Relationship vs Volume CRMs
Choose the right CRM for your business by matching the tool to your sales motion -- whether you grow through warm relationships or high-volume outreach.
Universal Pipeline Stages Setup
Learn how to set up a simple 6-stage sales pipeline in your CRM that gives you clear visibility into every deal and tells you exactly what to do next -- no more guessing or deals stuck in your head.
Email Logging & Contact Enrichment
Learn how to automatically log every client email in your CRM and enrich contact data so you never lose context and can personalize every follow-up -- making your business AI-ready.
Deal Tracking & Custom Fields
Build an AI-ready CRM system that doesn't just store client data -- it enables action. Learn the essential fields and structured logging that turn your CRM into a thinking partner.
CRM Hygiene: Keeping Data Clean
Learn the 15-minute weekly ritual that prevents your client pipeline from decaying - how to flag stale leads, merge duplicates, and ensure your CRM reflects reality, not fiction.
Choosing by Sales Motion (Volume vs. Relationship)
Your sales motion - the way you acquire customers - should dictate your CRM, not the other way around. Learn to match your tool to your actual process to avoid wasted time and lost revenue.
Migration: Moving Between CRMs Without Losing Data
Learn a step-by-step protocol to safely migrate your client data between CRMs without losing critical history, automations, or context -- ensuring your business operations continue uninterrupted.
Your CRM Setup Checklist
A complete 7-day implementation sprint to get your CRM live and working for your small business -- includes daily tasks, integration checks, and an AI-readiness audit.