A working session for coaches with a small team to stop being the only person who knows what's in the CRM. We'll look at what to hand over first, what to keep, and how you check quality without reading every note. Bring your current setup, messy is fine.
Get CRM Out of Your Head and Into the Team's Hands
Review event terms, reservations and separate recording choices →
Event
- Purpose
- Leave with a short list of CRM tasks you can hand to someone else this week, and a simple way to spot when the handover is slipping.
- Starts
- Nov 13, 2026, 3:00 PM · UTC
- Ends
- Nov 13, 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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