I'm not a CRM person by training. I run my own work off a spreadsheet that has outgrown me, and this session is me testing whether a proper system fixes the follow-up problem I keep creating. If you're small, don't have an ops person, and need to remember who you spoke to and what you promised them, come along and we'll work through it together.
CRM for people who hate CRM: a small-group clinic
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Event
- Purpose
- To help small, solo-run operations set up a CRM they will actually keep using, by working through real setups rather than a demo.
- Starts
- Nov 9, 2026, 3:00 PM · UTC
- Ends
- Nov 9, 2026, 4:00 PM · UTC
- Event time zone
- UTC
- Format
- online
- Registration policy
- open
- participantVisibility
- private
- Capacity
- 30
- Waitlist available
- Yes
- Accessibility
- Live captions on; the recording is not kept.
- Recording policy
- none
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