About this Event
Where Did That Lead Go? Build a Simple CRM That Actually Works
Stop losing leads, forgetting follow-ups, and searching through texts, emails, spreadsheets, and phone contacts to remember who you need to contact.
Join Women Unlimited for Class Three of The Business Support Series with Kayla Holloway, a hands-on workshop designed to introduce entrepreneurs to CRM systems and HubSpot in a simple, practical way.
A CRM—Customer Relationship Management system—helps you organize your contacts, track conversations, manage potential customers, and know exactly who needs your attention next. During this class, we’ll break down how CRMs work and show you how to build a basic system you can actually use in your business.
You’ll learn how to:
Understand what a CRM actually is and how it can help your business
Recognize when spreadsheets and phone contacts are no longer enough
Organize your contacts in one place
Understand the difference between contacts, companies, and deals
Create simple lead stages
Add notes and follow-up dates
Track conversations with potential customers
Create simple forms to capture leads
Set reminders so opportunities don’t fall through the cracks
Use basic email marketing tools
Quickly identify who you need to contact and follow up with today
Hands-On Activity
We’ll build a basic CRM together, giving you a practical system for organizing leads, managing relationships, and staying on top of follow-ups.
No advanced technical experience is required. This class is designed for business owners who want a better way to manage their growing network and turn more conversations into opportunities.
Thursday, October 15, 2026
12:00 PM – 1:00 PM
322 El Paso Street
Your next customer shouldn’t get lost in your contacts. Build a system that helps you follow up, stay organized, and turn leads into real business.
Event venue & nearby stays
322 El Paso St, 322 El Paso Street, San Antonio, United States
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