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Session 3 of 430 minutes

Your Living CRM

Build pipelines and smart lists, and watch Avery learn about every prospect from your calls.

From Open House to Lead Conversion Pro

  1. 1Before classYour prep checklist. Tick each one off as you go.

    Prep

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  2. 2In classWhat we'll cover together on our call.

    Today's lesson plan30 min

    1. How lead pipelines work
    2. Create 2–3 smart lists
    3. How Avery learns about your prospects and clients
    4. Demo: a recorded call with a fictional prospect, and what they need
    5. Watch Avery's understanding of that person grow through stored facts
    6. Add a custom fact to your organization
    7. Configure your daily "who should I call" smart list
    8. Set weekly call goals

    We have a 30-minute time block. Anything we don't get to, we'll pick up next session.

  3. 3After classFinish your homework to unlock Session 4.

    Homework

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Next up: Avery on a Schedule

Check off every prep and homework box above (extra credit is optional) to unlock Avery on a Schedule.