CRM Foundations: Capture, Nurture, and Close More Deals
Thu, May 07
|Virtual Workshop
Stop losing deals to disorganization. In this fast-paced workshop, you’ll learn how to turn scattered leads into a streamlined system that captures every opportunity, nurtures relationships automatically, and drives consistent sales—so your business can grow with clarity, control, and confidence.


Time & Location
May 07, 2026, 12:00 PM – 1:00 PM EDT
Virtual Workshop
About the event
CRM Foundations: Capture, Nurture, and Close More Deals
If your leads live in spreadsheets, inboxes, sticky notes—or worse, just your memory—you’re not alone. But that disorganization is costing you real revenue. This workshop is designed to help you fix that fast by introducing the fundamentals of a CRM (Customer Relationship Management system) and showing you how to turn it into a powerful, revenue-driving engine for your business.
In this session, we’ll break down what a CRM actually is (and what it isn’t), cutting through the noise so you can understand how it becomes the central hub for your sales, marketing, and customer relationships.
You’ll learn how to capture leads from multiple sources, organize and manage your pipeline, create simple but effective follow-up systems, and explore how automation can save time while increasing consistency.
If you’re ready to stop guessing and start building a repeatable sales system, this workshop will give…
