Additional Training for Your Team

Additional Training for Your Team

As your team grows, new staff members may need extra guidance to get the most out of our CRM. While initial onboarding training is included with your subscription, ongoing training is available as prepaid blocks to ensure your team stays productive without unlimited free sessions.

This system is designed to give you flexibility while keeping training costs predictable. You can purchase blocks of training hours and schedule them as needed.


How It Works

  • Flexible scheduling: Use your training hours for individual or small group sessions.

  • Expert-led: All sessions are conducted by our experienced CRM trainers.

  • Prepaid blocks: Purchase a set number of hours upfront for convenience and scheduling flexibility.


Available Training Blocks

  • Small Block – 1 hour ($75): Ideal for quick questions or targeted training.

  • Starter Block – 2 hours ($140): Covers multiple topics or new staff onboarding.

  • Basic Block – 5 hours ($350): Perfect for teams with multiple new hires.

  • Extended Block – 10 hours ($650): Best for ongoing training needs over time.


Visiting Our Office

If your team prefers an in-person experience, you’re welcome to visit our office for training sessions. Our trainers can guide you through the CRM, answer questions in real time, and provide hands-on support. Scheduling an in-person session works the same way as online sessions—simply select a block and coordinate a date with our training team.


Booking Your Training

  1. Select a block that fits your team’s needs.

  2. Contact us and let us know what block you would like to purchase

  3. Schedule sessions at your convenience, either online or in-person.