This clinic is for membership owners who are already past the panic phase of tracking everything and now need the CRM to actually pull its weight. We will look at the small set of fields and automations that move churn for a coaching membership, and how to stop your list from becoming a graveyard of good intentions. Come with your current setup, even if it is just a spreadsheet and a mailing tool, and we will map the next step.
CRM Without a Sales Team: Making Your Membership Data Do the Work
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Event
- Purpose
- To help established membership owners turn their existing CRM data into simple retention decisions without buying more software.
- Starts
- Nov 11, 2026, 3:00 PM · UTC
- Ends
- Nov 11, 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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