Workshop: Jumpstart Method CRM in 30 Minutes

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Beginner's Workshop: Jumpstart Method CRM in 30 Minutes

Join our interactive Beginner’s Workshop to get up & running in 30 minutes.

Our team will walk through how to get set up, navigate the platform, answer your questions and highlight easy time-saving tips to start helping your business right away!

Register for our FREE workshop Every Tuesday @ 1PM EST for hands-on guidance on how to use Method.

What We'll Cover:

Personalizing your account: Set up your dashboard, upload your logo, and add your brand colors for a consistent, professional look.
Get a complete view of your contacts: Track and manage a contact’s details, estimates, invoices, follow-up reminders and more all in one place.
Quick ways to automate your business: Create estimates and invoices in seconds, all syncing to QuickBooks to keep your books up to date.

Join our interactive Beginner’s Workshop to get up & running in 30 minutes.

Our team will walk through how to get set up, navigate the platform, answer your questions and highlight easy time-saving tips to start helping your business right away!

Register for our FREE workshop on Tuesday March 18th @ 1PM EST for hands-on guidance on how to use Method.

What We'll Cover:

Personalizing your account

Get a complete view of your contacts

Quick ways to automate your business

💡 Live Q&A Included! Ask your questions and get real-time answers from our experts.

Invite Your Team

Method CRM works best when your whole team is on board. Share this workshop with your colleagues!