Set up, customize, and confidently use your CRM in your territory
(super simple even if you hate tech)
WHAT Sales Reps SAY:
Let’s face it, you’ve thought
“I should be using a CRM…”
“I don’t want something complicated.
“I’m not techy.”
“What if I set it up wrong?”
“What if I waste time instead of saving it?”
So you keep doing what you’ve always done, hoping you won’t forget the next follow-up
That mental load adds up.
It’s no secret top sales reps use a CRM and wouldn’t run their business without one. You shouldn’t either.
It’s no secret top sales reps use a CRM and wouldn’t run their business without one.
You shouldn’t either.
You’re Not Behind. You’re Just Carrying Too Much in Your Head.
Missed follow-ups are costing you thousands. A CRM stops the revenue leak.
Tell me if this sounds familiar…
You’re using multiple notebooks, sticky notes, and your memory to remember all the customer details
You search your inbox to recall what you told a customer
You intend to follow-up, then life happens, the day slips by, and tomorrow turns into never.
You’ve woken up in the middle of the night thinking:
“Oh man… I forgot to send that catalog.”
“They told me to call them back this week and I forgot.”
You’re not careless.
You’re not bad at sales.
You’re doing your best to remember everything, but you are not a robot! That is what a CRM is for.
You know you need a CRM… But It Feels Intimidating
CRM Advantage is a
Done-with-You Experience
CRM account set up and Customized for Your Territory
✔ Customer list cleaned, organized and imported
✔ Simple follow-up and reminder system
✔ Email connected
✔ Mobile app training
✔ 8 Weekly Live training and Q&A
✔ Step-by-step recordings you can revisit
This is done-with-you, not “figure it out yourself.”
What This Is Not:
❌ Not complicated software training
❌ Not a tech course
❌ Not overwhelming
This is a safety net for your sales life.
We mean it, just add up your opportunities you missed in the last 6 months alone,
it is easily in the thousands of dollars!
CRM Advantage Was Built for This Exact Moment…
The moment you simplify your business, stop missing follow ups, and earn bigger commissions with a click of a button.
CRM Advantage is not about becoming “techy.”
It’s about giving your brain a break and proactively selling, so 2026 is your highest commission-earning year.
This program is designed for reps who:
Do not have a CRM yet (or have one that you are not using)
Know you need one, but feel overwhelmed by the idea of getting started
Want someone to set it up for them AND show them how to use it
Just want a simple system they can use not miss even one opportunity
You don’t need prior tech experience: we set up it for you.
You don’t need to spend countless hours how to use it: we show you step-by-step.
You will never get stuck: we will support you along the way.
(Especially helpful if you’re balancing multiple agencies, side lines, or territories, and trying to keep it all straight.)
We got you!
What Changes After CRM Advantage
Instead of relying on memory, scraps of paper, and inbox searches, you’ll:
Know exactly who to follow up with and when
Stop worrying about forgetting important customers
Have one place where everything lives, not in your head
End the day feeling caught up, not anxious
Sleep through the night knowing nothing fell through the cracks
CRM Advantage is the FOUNDATION for your ORGANIZATION with the click of a button for peace of mind, and more sales.
You will never get to the next level without a CRM.
CRM Advantage gives you:
One trusted system
Less stress, more organization
Confidence you didn’t know you were missing
Fool-proof follow-through
Replace chaos with calm And missed opportunities with dollars in your pocket.
Once your CRM is set up and working for you, you’ll be ready to layer in smarter sales strategies.
But first, you need a system that proves it can deliver.
👉 Join CRM Advantage
👉 Set up your CRM with support
👉 Follow up with confidence
Sleep better knowing nothing is forgotten!
This Is Your First Step to the Next Level
Why CRM Advantage Is an Absolute Steal?
What’s the cost of:
Forgetting a follow-up?
Missing a reorder?
Losing a relationship you worked hard to build?
How we do this together…
Step 1: Turn Your Lists Into Clarity
We start by taking what you already have:
Build your clean and complete customer list
Organize customers by importance
Identify who needs follow-up now vs. later
Stop guessing who deserves your attention
You already know your customers.
We simply put that knowledge in one safe place.
Step 2: Set Up Your CRM Without Overwhelm
You don’t do this alone.
We do this step for you:
Set up your CRM step by step
Customize the CRM to the way your work your territory
Import your customer list for you
Set it up in plain language, no tech jargon
Nothing fancy.
Nothing unnecessary.
Just what you need to feel in control.
Step 3: Learn How to Use It in Real Life Every Day
This is where the fear disappears.
You’ll learn with the click of a button:
How to log a call or note in under a minute
How to set reminders so you don’t forget
How to see who opens and clicks on your emails
How to use your CRM on your phone
How to use the system instead of your memory
If you can send an email, you can do this.
Bring-A-Friend Bonus
Sales is hard enough without:
Guessing who you should follow up with
Trying to build systems by yourself
Being the only one doing things differently
That’s why we created the Bring-a-Friend Bonus.
When you enroll with a friend:
You move faster
You stay accountable
You both save 20%
So call or text your sales rep friend who needs a CRM and join CRM Advantage together. Doing it together changes everything.
Click this link to send us an email with your friend’s name and email address that is joining you for CRM Advantage and we will email you the discount code to use at check out!
Still thinking about it?
CRM Advantage is your answer if…
You’re trying to remember follow-ups but things still slip through the cracks.
You’re spinning your wheels because customer details live in your head, your inbox, and random notes.
You don’t know who to call today, who needs a check-in, or who you forgot to follow up with.
You’re overwhelmed trying to keep track of everything on your own.
You don’t have a simple system to manage all your customers and territories.
You’re losing sales from missed reorders and forgotten touchpoints.
Your leads aren’t converting because follow-up isn’t consistent.
Dormant customers quietly fall off your radar.
You’re tired of losing business simply because things get missed.
You lie awake thinking, “I was supposed to call them back,” or “I forgot to send that.”
You need one clear, simple system that tells you exactly what to do next.
Get ready to gain the CRM Advantage! It’s a system that organizes your customers, tracks every touch, and removes the mental load of remembering it all. Follow up with confidence, stay organized, sleep better, and stop leaving money on the table.
Or, keep doing it the hard way…. Relying on memory, sticky notes, and inbox searches, feeling overwhelmed, missing follow-ups, and watching revenue leak away.
The choice is yours.
Stop leaving sales on the table, Enroll now!
Now is the PERFECT Time to Enroll in CRM ADVANTAGE because...
Join us for the 8-Week Group Coaching.
This is where you get things done and really move the needle!
Our next start date is March 2026!
Join us and win in 2026!
Risk Free
100% Risk Free
See Results or I’ll Work with
You Until You Do!
•Show up, put in the work, and follow the process to gain 100% more clarity with your customers in 60 days.
•Complete the program, apply what you’ve learned, and if you don’t see results, I’ll personally work with you until you do.
•This system is tested, proven, and designed for real-world success.
•Your success is my priority—I won’t stop until you win.
Enroll in CRM ADVANTAGE Today!
Enroll Now to get Instant access
Q: Do I need to already have a CRM?
A: No. CRM Advantage is built specifically for reps who don’t have a CRM yet or feel overwhelmed starting one. We help you choose, set up, and use a CRM from scratch.
Q: What if I’m not tech-savvy?
A: That’s exactly who this is for. If you can send an email, you can do this. Everything is taught in plain language with live guidance and recordings.
Q: Will someone actually help me set this up?
A: Yes. This is done-with-you, not DIY. We walk you through customization, we do the set up, and we teach you daily use so your CRM works for your territory.
Q: How much time does this take each week?
A: About 60 minutes for the weekly live session and 30–60 minutes to apply what you learn. By the end, your CRM saves you time instead of adding more.
Q: Will this work if I manage multiple agencies or territories?
A: Yes—especially then. CRM Advantage is designed for reps juggling multiple agencies, side lines, or states so nothing slips through the cracks.
Q: What CRM will I be using?
A: We guide you toward a simple, affordable, rep-friendly CRM of HubSpot that costs you less than 3 coffees a month.
Burning Questions Others asked before enrolling in CRM Advantage?
Check Out the FAQ's
Q: Do I have to use it every day?
A: You’ll want to. Once it’s set up correctly, it becomes your follow-up safety net and daily sales assistant without overwhelm.
Q: What if I miss a session or fall behind?
A: No problem. All sessions are recorded, and you’ll have step-by-step resources to catch up at your own pace.
Q: Will this help me make more money?
A: CRM Advantage prevents missed follow-ups and forgotten opportunities. That alone stops revenue leaks and supports more consistent sales
.
Q: Is this the same as Hybrid Sales Advantage?
A: No. CRM Advantage is the foundation. Hybrid Sales Advantage builds on this system to drive consistent sales using a hybrid approach so you can be on the road less and connect with all your customers.
Q: What happens after the 8 weeks?
A: You’ll have a fully set-up CRM, a clear follow-up system, and the confidence to use it daily on your own.
Q: Who is this not a good fit for?
A: This isn’t for reps looking for advanced sales strategy or complex automation. It is for reps who want a simple system they can trust.