Systematize Your Sales with a CRM

You have business development goals, but are you tracking your efforts systematically? Most business owners struggle to answer basic questions, such as "Is my pipeline healthy enough to hit my revenue targets?"

Build a Sales System that Generates Qualified Leads!

Join us for this virtual workshop on Thursday, October 22, 2026, from 8:30AM to 10:00AM ET where you will learn the exact system we use with clients to choose, set up, and use a CRM that actually works for your business! 

Workshop Price: $49

We'll walk you through a real sales plan example and show you exactly how and why it works when paired with the right CRM. You'll see how business owners go from scattered networking efforts to a strategic system that creates predictable revenue.

 

 

Sign Up for Oct 22, 2026

Take control of your sales                                          process and create a                                            repeatable BD system!

When you understand how to properly use a CRM and operationalize your sales plan, you stop losing leads through your fingers and start creating predictable revenue. You'll know exactly what activities drive results, where leads are getting stuck, and how to systematically fill your pipeline. 

Build a strategic, data-driven sales system that supports sustainable business growth.

What You'll Learn: 

 Hubspot icons (1) Choosing Your CRM:  How to select the right CRM for your business needs, budget, and team (no more analysis paralysis)

 Hubspot icons (1) CRM Setup Best Practices: How to properly configure lists, contact fields, notes, call logging, meeting tracking, and email history so nothing falls through the cracks

 Hubspot icons (1) The Sales Pipeline Framework: How to structure your CRM around your actual sales process—with industry-standard conversion rates for each stage

 Hubspot icons (1) The Data You Actually Need: What specific information to track for each contact and how to use it to move prospects through your pipeline systematically

 Hubspot icons (1) From Sales Goals to Daily Actions: Step-by-step process to reverse-engineer your revenue targets into specific, trackable activities

 Hubspot icons (1) Real Sales Plan Walkthrough: Step-by-step review of an actual sales plan and exactly how it integrates with a CRM to create predictable revenue

Your Instructor and Workshop Details

Headshot EFM Business Owner Meetups (2)

Nora Burke

Client Manager

LVL-Up Strategies

Nora has almost two decades of experience, ten of those years working with non-profits and small businesses in operations and development. As with many non-profits and small businesses, Nora is used to partnering with colleagues across all departments and channels to get the job done on limited (wo) manpower and resources. She is passionate about taking client data and managing it to maintain information quality while expanding reach and improving relationships. From participating in the yearly audits and accounting reconciliation to running and troubleshooting the customer management system, or drafting new business pitches, Nora relies on her collaboration to help move the business forward.

Headshot EFM Business Owner Meetups (1)-1

Anujin Gankhuyag

Client Manager

LVL-Up Strategies

As a Client Manager at LVL-Up Strategies, Anujin helps clients turn ideas into action by building practical strategies and creating the systems that bring them to life. She partners with clients on Systems & Documentation, Data Management & Consolidation, and Outreach & CRM Management, helping businesses solve operational challenges with thoughtful, actionable solutions. She helps streamline operations, improve consistency, and create the momentum needed to achieve long-term business goals.

Workshop Details

  • Thursday, October 22, 2026
  • 8:30 AM to 10:00 AM ET
  • Zoom link to be provided after registration and payment

Who This Is For

  • Business owners who are great at connecting and bringing in business but lack a systematic approach to track and convert leads
  • Service-based businesses overwhelmed by CRM options and need guidance on choosing the right one
  • Anyone who wants to stop relying on memory and start using a system that creates predictable revenue

What You'll Walk Away With

  • Clear criteria for choosing the right CRM for your business
  • The ability to answer "How many leads do I need?" with confidence
  • Knowledge of essential CRM features, dashboards, and tracking systems you need
  • A plan for implementing a systematic sales process in your business
  • A real example of how a sales plan works with a CRM to generate revenue
Register for the Workshop

Interested In Having Us Systemize

Your Sales with a CRM?

Interested in more Workshops?

Our workshop series is designed for small businesses, entrepreneurs, and business owners who need the extra guidance to optimize their business and get LVL-ed up.

Email outreach@lvlupstrategies.com for our upcoming Workshops in 2026