About This Training Program

This course outlines the System #5 method, i.e. strategies for automating customer touchpointsThe course emphasizes standardization of data collection into a well-configured CRM software to segment lead types and deliver customized communication. At the end of the course, professionals can better manage customer data, customize marketing sequences and campaigns, and automate touchpoints to manage a large sales practice effectively.  

What You Will Learn

  • Standardize Data Collection 
  • Segment Lead Types 
  • Automate Touchpoints  
  • Customize Communications 
  • Personalize Marketing Sequences 

What You Can Expect

  • Self-paced course 
  • Lessons that include a series of topics 
  • Series of topics to be completed before moving to next lesson 
  • Email notifications when next lessons are accessible 
  • Course badge, a certificate of completion, and CEU credits towards annual recertification upon completion  


Purchase individual license for one, or multiple licenses to train an entire team. Group training comes with a management dashboard to monitor the team’s progress and performance.

One license for one user

Multiple licenses for team management

$97.00 - Purchase This Course