Speaking - Small Business CRM Coach

Training

In addition to the training we provide with each of our implementation services, we often provide workshops on CRM use and selection. This is a list our past workshops.  

Check back for new opportunities. We are also available to present programs on CRM selection and use for your organization. Contact us to talk about scheduling a presentation for your organization.  

Upcoming Events

Connects - CRM Hands-on Workshop

Are you ready to grow your business?
Join us for our CRM Hands-On Experience! We will be hosting this workshop via zoom. 

Date: Wednesday, April 15th at 10:00 am MT time.

Here is what we will be covering in this workshop

  • Sign-up for a free CRM account. If you want to do it ahead of time, you can click here to create your free account.
  • Learn how to customize your contact records and segment your lists.
  • Learn how to configure your sales pipeline.
  • Explore how a CRM system can help with your marketing activities.
  • Discovery how a CRM can help you, from a sales perspective.
  • Find out how a CRM will help you collaborate with others in your team.

Who is this workshop for?

Serviced based business owners including:

  • Consultants.
  • Coaches.
  • Marketing service providers.
  • Accountants.
  • Attorneys.
  • Anyone who needs to track their contacts and sales activities.

What do I need to bring for this workshop?

  • Bring your laptop and make sure that you can connect to wifi.
  • Bring all of those business cards that have been piling up on your desk! Let's put them to good use.
  • Bring notes from your latest conversations with your potential clients.

What if I already have a CRM, but I am not sure how to use it?

Send me an email, just so I know what CRM you are using. You can still join us and follow along in your own system.

FAQ's

What CRM will be used in this workshop?

What if Hubspot isn't the right CRM for my business?

How long is the workshop?

Past Events

Learn How to Use a CRM to Help Grow Your Business

  • If you don't have a CRM, you will learn more about how CRM systems can help you to track your relationships with your clients and sell more to your existing clients.
  • You will also learn how CRM can help you to improve collaboration with your team and have more visibility over your business.
  • If you already have a CRM, you will learn different ways to use your CRM and grow your business.

Date: Wednesday, January 16th at 10:00 am MT time.
This is a workshop at Connect Workspace hosted by Small Business CRM Coach.

How to Grow your Small Business with CRM

  • Understand how a CRM system can help grow your business.
  • The benefits of having all your customers’ information in one centralized database.
  • Learn how to map your sales process to a sales pipeline.
  • Learn how the information in your CRM system can feed your marketing and product or service development strategy.
  • Leave with the awareness of the steps involved in implementing CRM software.

Date: Wednesday, May 31st at 12:00 pm MT time.
This is an online workshop hosted by Mocko Consulting - your Small Business CRM Coach.

​SCORE Online Workshop: CRM Systems for Small Business

  • Do you know how many potential quotes you sent out this month?
  • Do you know how many potential clients you have in your network?
  • Do you have good visibility over your sales pipeline?

CRM systems are a great tool to track your sales process and your interactions with your customers. This workshop will review all the different ways a CRM system can help a small business owner like you.

Date: Saturday, April 1st from 9:00 am until 11:am.
Cost: $25
This is an online workshop hosted by SCORE.

​SCORE Online Workshop: CRM Systems for Small Business

  • Do you know how many potential quotes you sent out this month?
  • Do you know how many potential clients you have in your network?
  • Do you have good visibility over your sales pipeline?

CRM systems are a great tool to track your sales process and your interactions with your customers. This workshop will review all the different ways a CRM system can help a small business owner like you.

Date: Saturday, November 19th from 9:00 am until 11:am.
Cost: $25
This is an online workshop hosted by SCORE.

​RMMFI Email Marketing: Get that Chimp off Your Back

  • Exclusive event for RMMFI Bamboo Club members. 
  • Do you send out emails but don't seem to get much response? Not sure how to track all of your efforts on the back end? Join Lidi Mocko and Kiley Vorrieter as they share with you new techniques to help craft a brand voice, engage your audience, and develop strategies that allow you analyze your audience!

When: Thursday, June 23, 2016 from 5:30 PM to 8:30 PM (MDT)

Where:
Mile High United Way
711 Park Avenue W,
Denver CO 80205

​CRM For Small Business

  • Exclusive event for Leads Group A.
  • This is a closed event only for the members of Leads Group A at the Denver Metro Chamber of Commerce. I’m a Small Business Owner: Do I Really Need a CRM?

When: ​June 14, 2016 at 11:30 am.

Where:
Mile High United Way
711 Park Avenue W,
Denver CO 80205

​Innov8 Denver

Early bird special of $75 ticket is available until March 31st.

  • In this blog post Mike Black describes the motivation to create Innov8 Denver and organize this event. Join me for the workshop 5 Steps to Choosing the Right CRM to Grow your Small Business. Click here to register for this event.

When: ​April 26, 2016 from 8 am until 2 pm

Where:
Westmoor Conference Center
10155 Westmoor Dr.
Westminster, CO 80021

​Customer Relationships: Strategies to Make it Work

  • Exclusive event for RMMFI Bamboo Club members.
  • In this workshop we will walk you through the steps of setting up your own CRM and how to use it to grow your business.

When: March 16, 2016 from 6 pm until 8 pm

Where:
Mile High United Way
711 Park Avenue W,
Denver CO 80205

Small Business Software Consulting

Location

Small Business CRM Coach
Lakewood, CO 80228
(720) 509-9649

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