Your Client Journey, Simplified Workshop
You’ll walk away with a clearer CRM workflow, a stronger understanding of how it fits into your business, and practical steps to improve your follow-ups, client experience, and revenue using tools like Notion.
This workshop is choose your journey. Join Mari to design a marketing-powered CRM workflow that supports your lead journey from first contact to closing the sale. Or, if you need a CRM tracking system, join Diana to build a custom CRM in Notion using automations and AI to streamline your work and prevent missed opportunities.
Enjoy light breakfast bites and drinks while connecting with founders who want better systems, more clarity, and a more organized approach to managing leads and clients.
Who It’s For
Founders, small business owners, entrepreneurs, and professionals who want to improve their client and lead management, organize their pipeline, and build a powerful CRM that supports both sales and marketing.
Agenda
10:00 – 10:30 AM | Welcome and Open Networking
Enjoy light breakfast bites, coffee, and conversation with fellow founders before we begin.
10:30 – 11:00 AM | CRM for Entrepreneurs: Two Quick Talks
Mari will teach why your CRM workflow matters from a marketing perspective and how to align it with your growth strategy.
Diana will share how a custom CRM tracking system can reduce manual work, support consistent follow-ups, and help you convert more clients with ease.
11:00 AM – 12:30 PM | Hands-On Breakout Sessions
Choose your breakout session track.
For the founder who needs to strengthen your CRM workflow from a marketing lens and map out what needs to happen to support your lead journey, join Mari's session.
For the founder who needs hands-on support to build a CRM system in Notion, equipped with automations and AI to support you, join Diana's session.
These breakout sessions will be hands-on, where you'll have access to experts to ask questions, connect with fellow founders, and get personalized guidance on building a CRM system that works for your business.
Hosted by Diana Lunzer & Mari Milenkovic
*This event is offered in-person only*