Turn Your CRM Into a Revenue Engine
Master the setup, automation, and strategy that transform scattered contact data into a predictable pipeline — built for sales pros, business owners, and ops managers who are done leaving revenue on the table.

"A CRM that your team trusts and actually uses is worth more than any feature on any pricing page — and that's exactly what we're here to build."— Freddy Foster

What you'll learn
What you'll be able to do
- Set up and configure a CRM platform (e.g. HubSpot or Salesforce) from scratch, tailored to your business process
- Build and manage a clean, segmented contact and deal pipeline that reflects your real sales cycle
- Design automated follow-up sequences and workflows that reduce manual tasks and prevent leads from slipping through
- Generate and interpret CRM reports and dashboards to forecast revenue and spot bottlenecks
- Train and align a sales or customer success team around consistent CRM habits and data hygiene standards
- Develop a CRM strategy that connects marketing, sales, and support into one unified customer journey
How it works
A school that adapts to you
This isn't a set of static videos. Every lesson is generated live and tuned to where you actually are.
We learn your level
A quick placement check tailors your starting point so you're never bored or lost.
Lessons adapt as you go
Each lesson is written for your pace and your goal, adjusting as your skills grow.
Your AI coach keeps you moving
Checkpoints, feedback, and gentle nudges turn progress into a real result.
The curriculum
What's inside your school
6 modules · 26 lessons

CRM Foundations & Platform Setup
Establishes core CRM concepts and walks learners through configuring a CRM platform from scratch to match their business process.
- 1.1What Is a CRM and Why It MattersIncluded
- 1.2Choosing the Right CRM for Your BusinessIncluded
- 1.3Initial Setup & Custom ConfigurationIncluded
- 1.4Connecting Your Tools & IntegrationsIncluded
Contacts, Pipelines & Deal Management
Teaches learners how to build, organize, and manage a clean contact database and a deal pipeline that reflects their actual sales cycle.
- 2.1Importing & Organizing Your ContactsIncluded
- 2.2Segmenting Your Audience for Targeted OutreachIncluded
- 2.3Building a Pipeline That Mirrors Your Sales CycleIncluded
- 2.4Managing Deals & Tracking ProgressIncluded
- 2.5Data Hygiene Best PracticesIncluded
Automation & Workflow Design
Guides learners through building automated sequences and workflows that eliminate manual tasks and ensure no lead falls through the cracks.
- 3.1Introduction to CRM AutomationIncluded
- 3.2Building Automated Follow-Up SequencesIncluded
- 3.3Designing Lead Nurture WorkflowsIncluded
- 3.4Internal Notifications & Task AutomationIncluded
Reporting, Dashboards & Revenue Forecasting
Empowers learners to build and read CRM reports and dashboards that surface bottlenecks and support accurate revenue forecasting.
- 4.1Understanding CRM Metrics That MatterIncluded
- 4.2Building Custom ReportsIncluded
- 4.3Designing Dashboards for Your TeamIncluded
- 4.4Forecasting Revenue with Your CRMIncluded
- 4.5Spotting Bottlenecks & Acting on InsightsIncluded
Team Adoption, Training & CRM Culture
Covers how to onboard, train, and align a sales or customer success team around consistent CRM habits and data standards.
- 5.1Setting Up User Roles & PermissionsIncluded
- 5.2Creating a CRM Playbook for Your TeamIncluded
- 5.3Training Your Team for Consistent AdoptionIncluded
- 5.4Holding the Standard: Accountability & AuditsIncluded
Unified CRM Strategy Across Marketing, Sales & Support
Brings everything together by helping learners build a cross-functional CRM strategy that connects marketing, sales, and support into one seamless customer journey.
- 6.1Mapping the Full Customer Journey in Your CRMIncluded
- 6.2Aligning Marketing & Sales Around Shared CRM DataIncluded
- 6.3Integrating Customer Support into Your CRMIncluded
- 6.4Building a Long-Term CRM Growth StrategyIncluded
Who it's for
Is this you?
Sales Managers
Ready to give their team a clean, consistent pipeline system and stop chasing down deal updates manually.
Small Business Owners
Wearing every hat and finally committed to automating follow-ups and organizing contacts before more leads slip away.
Revenue Operations Professionals
Looking to sharpen their CRM architecture skills and build dashboards and workflows that the whole company relies on.
Account Executives
Individual contributors who want to master their CRM to manage their pipeline smarter and close deals faster.
Marketing Managers
Tired of the marketing-to-sales handoff breaking down and eager to align around shared CRM data that actually reflects the customer journey.
Operations Managers
Responsible for tools, process, and team efficiency — and ready to turn the company CRM into a system everyone uses the same way.
Questions
Frequently asked
Your teacher
A note from your teacher
Freddy Foster
If you've ever opened your CRM dashboard and thought, "I know there's something useful in here, but I'm not sure what" — you're not alone, and you're not behind. Most sales teams and business owners are using maybe 20% of what their CRM is capable of. The rest sits there: underused fields, ignored automations, dashboards nobody checks, and follow-up sequences that were supposed to be built last quarter.
I built this school because that gap is entirely fixable — and the fix is less complicated than most people think. You don't need a RevOps team or a Salesforce consultant on retainer. You need a clear system, built right from the start, that matches how your business actually sells.
Here's what I've seen over and over: the businesses that win with their CRM aren't necessarily the ones with the most features turned on. They're the ones that set it up deliberately, keep their data clean, automate the repetitive stuff, and train their teams to actually use it the same way. That consistency is what turns a contact list into a pipeline — and a pipeline into predictable revenue.
This school covers everything from initial platform configuration to cross-functional strategy, but it's never abstract. Every topic is grounded in real pipeline scenarios — the kind of decisions you're actually facing, like what to do when a deal goes cold, how to segment your list before a campaign, or how to present a revenue forecast your leadership will trust.
I won't waste your time with theory that doesn't translate to your business. Every lesson in this curriculum is something you can act on immediately — whether you're setting up your first CRM, cleaning up a messy one, or trying to get a 10-person sales team to finally log their activity consistently.
If you're ready to stop managing your CRM reactively and start using it as the growth tool it's supposed to be, this is where that shift happens. Let's build something that actually works.
— Freddy Foster
Start your journey today
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- 6 modules, 26 lessons
- AI-adaptive lessons tuned to your level
- Quizzes & checkpoints to lock in progress
- Your own AI learning coach
- Learn on any device, at your pace
- Full access for as long as you're subscribed