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52-Week Curriculum
Q1 · Foundation

Week 2: CRM Setup

Organize contacts, create tags, build your first smart list.

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Overview

What You'll Learn

Your CRM is the engine of your business. This week you'll set it up to work for you, not against you.

Learning Objectives

  • ✓Import and organize your existing contacts
  • ✓Create tags for lead sources and stages
  • ✓Build your first smart list for hot leads
  • ✓Set up automated reminders for follow-ups
Action Items

This Week's Tasks

  • Import all contacts into CloseDaily CRM
  • Create at least 5 contact tags (Hot Lead, Past Client, Sphere, etc.)
  • Build a smart list for contacts to call this week
  • Set up 3 automated follow-up reminders
  • Clean up duplicate contacts

Practice This Week's Skills with AI

Jump into AI Practice and roleplay this week's scenarios. Get scored on your delivery and receive specific feedback to improve.

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Start Your 52-Week Journey

Every week builds on the last. Begin with Week 1 today.

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