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Monday As A Customer Relationship Management (Peninsula)

May 11 @ 6:00 pm - 8:00 pm

Duration: Once a week for 3 weeks

In this 3-class series we are going to take a look at Monday as a CRM.

A good CRM involves tracking all communications and nurture relationships with leads and clients. And do I all in an easy and efficient way.  Not only will you save time as you will impress your clients! Just imagine… All the data from your sales leads and customers, all in one place. All communications (including calls, meetings, text messages), documents, estimates, purchases, accessible at the press of a few buttons.

We’ll also discuss client onboarding: introducing new clients to your products and services, such as an APP you have developed or a new scooter! 

  • Introducing Monday’s CRM board
  • Collecting new leads with forms
  • Integrating with Gmail
  • Automating tasks
  • Introducing chart widgets and board updates
  • An example of Clients Onboarding


  • Your business has reached a certain level of maturity that justifies your need to streamline customer relationships.


  • You are very early in your business but anticipate the growth of your clients’ database and an efficient need to manage future leads and sales  
  • ————————————————————————————————————–There is a new way to register! You can now register using your client profile. By setting up a client profile, you will not have to fill out the same personal information for each workshop you register for, making it faster and easier in the long run! a)  If you already have a Client Portal Profile, click the Register button below.
    • In the Client Portal, go to the Calendar tab (top left) and select this class, click enroll, answer the questions, and submit! You will receive a confirmation email with the Zoom link.

    b) If you don’t have a Client Portal profile, create one at this link. Make sure to use the same email address you have used in the past with Renaissance. You may change it later, but this allows our system to recognize you. 

    If you already have an intake form on file, you’ll see the Calendar tab in the top left.

    If you do not, you will need to fill one out before you can see the Calendar tab. It may also ask you to update your information.  The user interface isn’t perfect, so make sure to scroll up and keep clicking “Continue” or “Sign” in order to complete the forms. If you have any problem during this, please contact Amanda Anthony at amanda@rencenter.org.

    Once the Calendar tab is visible, you can register by going to your profile’s calendar tab and select this class, hit enroll, answer the questions and submit! You will receive a confirmation email with the Zoom link.

register here


May 11
6:00 pm - 8:00 pm
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Teresa Perez