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Sign Up for my First Webinar!

From SoCal Dreamin' to CRM Success

1 

ICYMI: My SoCal Dreamin' Talk

I’ll share practical strategies to help you balance client expectations while delivering the best outcomes, plus key takeaways from the SoCal Dreamin' conference I spoke at in August.

2

What You'll Learn:

  • How saying no can lead to bigger wins

  • Strategies for balancing client requests with expert insights

  • A peek at my cool Salesforce Flow solution for pipeline reporting

  • Highlights from SoCal Dreamin' 2024

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Re: Timing

Date and time have not been solidified, so sign up to stay posted!

Let's get started!

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