Hey there! 👋
Welcome to your CRM onboarding journey
What You'll Learn
This step-by-step onboarding program will guide you through everything you need to know to get the most out of your CRM. Follow along with our video tutorials and complete the checklists to track your progress.
🎯
Account Setup
Get your account configured properly
📍
Location Management
Set up and manage your locations
👥
Lead Management
Master lead tracking and workflows
📊
Analytics & Reports
Understand your business metrics
Your Coach
Will Matthiessen
Through this proven onboarding program, you'll learn exactly what works—no guesswork, no wasted time. Follow the steps, complete the checklists, and you'll have a fully optimized CRM that drives real results.
Overall Progress0%
0 of 8 modules completed
Ready to get started?
Begin with the first video to start your onboarding journey