Free Short Course

Automating Lead Management

In this free short course you will learn how to leverage CRM, Zapier and AI to optimise and automate lead management.

The contents of this short course have been compiled from a talk that was presented by Kelly Goss at Accountex London 2024 (where the audience were accountants and bookkeepers). Even if you're not in that field, you will learn some valuable tips.

Course Lessons

Learn from a Certified Expert and author

Kelly Goss

Kelly founded Solvaa, a no-code digital automation consultancy in 2016, and is the author of Automate It with Zapier (1st ed) and Automate It with Zapier & Generative AI (2nd ed).  She is a digital process improvement specialist, Zapier Certified Expert, Pipedrive Certified Partner, SmartSuite Certified Partner and Xero Certified Advisor. Kelly regularly speaks at conferences and events. As a passionate advocate of digital automation and continuous improvement, she helps businesses streamline and automate their repetitive tasks to achieve their productivity goals and save money. 

Based in West Sussex, England, Kelly is a self-taught artist, a lover of travel and adventure, animals, urban art and street food.
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Frequently asked questions

Who is this course for?

This course is for accountants, bookkeepers, business owners, operators, marketing and sales teams who want to learn the fundamentals of how to use a CRM, automation and AI to optimise lead management.

Is there a pre-requisite for this course?

Yes! A curious brain, the zeal to learn! Other than that, no prior knowledge or experience is needed with CRM, AI and automation tools.

Will a certification of completion be provided?

You will receive a certificate of completion once you have completed the course.
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