Strategy· 1h·5 lessons
Crm For Smb
Build crm for smb into a working operating system you can run this quarter.
A practical course on crm for smb. Real templates, weekly outputs, no theory-only filler. Based on the operating playbooks of the Plan B Business team across 1,200+ service businesses.
Instructor: Eitan Eshtemaker + Ligal Frish
The problem this course solves
Most owners try to fix crm for smb alone, in fits and starts. This course gives you the system, the templates, and the weekly cadence so it becomes a permanent part of how you run.
For founders who...
- Service business founders revenue $250K-$5M
- Operators who want a system, not motivation
- Anyone who tried this topic and it stuck for 2 weeks then collapsed
What you'll learn
- →How to Why CRM and why now - when it's too early and when it's too late
- →How to Choosing a CRM - 3 tools for a small business (no Salesforce)
- →How to Defining funnel stages - only 5 stages
- →How to The 30-minute daily routine - what you do every morning
- →How to Weekly reports that surface hidden money
Includes
- All lesson articles (HTML)
- Templates referenced in each lesson
- Weekly outputs for the first 30 days
- Access to founder Q&A inside the academy
- Updates as the system evolves
Curriculum (5 lessons)
- 01
Why CRM and why now - when it's too early and when it's too lateFree preview
15 min - 02
Choosing a CRM - 3 tools for a small business (no Salesforce)
15 min - 03
Defining funnel stages - only 5 stages
15 min - 04
The 30-minute daily routine - what you do every morning
15 min - 05
Weekly reports that surface hidden money
15 min
Start with lesson 1, free
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Start Lesson 1