Master the complete Contacts system and build a CRM database that works for your business every single day. This comprehensive 12-lesson course gives you everything you need to organize, tag, segment, import, clean, and automate your contacts like a pro. Transform your contact management with Smart Lists that update automatically, Bulk Actions that save hours of manual work, and a tag system that powers every follow-up, campaign, and workflow in your business.
📦 What's Included in Your Course:
🎓 Course Materials
12 step-by-step video lessons covering every feature of the Contacts module from the 3 & 3 framework to tasks, Smart Lists, and Bulk Actions
Video & Transcripts
Video and Transcripts - Learn It, Teach It, or Launch It.
Reference Guide
Each course has a reference guide that includes each lesson in detail. Downloadable (and Editable) PDF found in the first lesson.
Interactive Student Workbook & Quizzes
Hands-on workbook and quizzes to help you learn and implement what you cover in each module - including tag planning, Smart List strategy, and a 30-day action plan
ChatGPT Learning Coach
Custom ChatGPT assistant to help with course content and real-world application of your contact management system
Specialist Badge
Professional certification badge upon course and exam completion
🏷️ Interactive Tag Builder
Step-by-step tool to plan your complete tag system across all six categories before building it in your CRM
Contact Organization Map
Interactive 4-tier visual guide to map your Leads, Customers, Past Customers, and High Value contacts - complete with suggested tags and Smart List connections
3 Interactive Brain Games
Engaging knowledge reinforcement games including a flip card term match, scenario-based action match, and Smart List builder challenge
📣 Quick Capture 2-Step Funnel
Complete funnel with PDF download to capture leads for your business
Quick Capture 6-Email Launch Sequence
Ready-to-use email sequence to nurture and convert your leads
Quick Capture 25 Social Media Posts + Graphics
Social media content with matching graphics ready to post
200+ Social Media Post Packs
Square and vertical format social media posts ready for all platforms
🖼️ Course Icon Mock-ups
Professional course mock-ups (ICON and other course materials)
Feature Screenshots
Ready-to-use screenshots for marketing and educational purposes
Infographic for Sharing
Visual infographic summarizing key course concepts for social sharing and team training
10 AI Prompts to Extend Content
Ready-to-use AI prompts for tag planning, follow-up sequences, Smart List strategy, re-engagement campaigns, and monthly CRM reviews
🚀 Get Instant Access
As soon as your payment is processed, you will receive immediate access to all 12 course lessons, the interactive student workbook, Tag Builder, Contact Organization Map, brain games, AI prompts, and all marketing assets. Start organizing your contacts, building Smart Lists, and running Bulk Actions today - and build a CRM database that works for your business around the clock!
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