Free Webinar

AI / CRM TRAINING THAT ADD AI TO YOUR BUSINESS


The prompts and instructions we provide can be used to create specialized agentic tools and uses in programs such as Claude, Co-Pilot, Gemini, Perplexity, etc. The model is the commodity; the prompt setup is the differentiator!

EACH WEEK​​​​​​​
Live, step-by-step AI/CRM training designed to help you build better systems and run your business with confidence. On the 1st and 3rd Wednesday, we focus on CRM and AI setup: Prompts, Agentic Tools, CRM Workflows, and Automation. The AI/CRM workshop is for any buisiness leader, using any CRM tool that wants to better understand how to use CRM functionality and AI Tools together.

On the 2nd and 4th Wednesday, we focus on insurance agency processes including: lead generation, lead follow-up, new sales, customer service, customer retention, scripts, templates, and tools.

We also connect agentic functionality to insurannce agency processes.

The Wednesday workshops are for insurance agencies and business owners who want to better utilize modern tools and technology, and insurance agencies that want proven processes that actually work.

Wednesdays at 12:00 PM Central

Webinar Presenters

  • Billy R Williams

    Presenter

What You Will Learn In The Workshop Series

  • Step-by-Step CRM and AI Setup That Makes Sense​​​​​​​
    Learn how to correctly setup and use Various AI Tools, Text and Voice Chatbots, Missed-Call Text Back follow up, Workflow Automation, Autoresponder Campaigns, Video Creation, AI Marketing Tools and Campaigns, and more without tech overwhelm.​​​​​​​


  • THE DATA SUPER CENTER CRM

    ​​​​​​​Our amazing AI tool powered by the GoHighLevel Platform, will show you how one well designed tool, the right AI Prompts, the right workflows, and the right templates can handle 95% of the inbound and outbound marketing in your business.

  • Insurance Agency Best Practices

    Consistency is the mainstay of a great insurance agency. We will share our time-tested best practice processes that produce over a billion dollars in new and renewal insurance premiums each year. 

  • Insurance Agency Workflows and Pipelines

    Regardless of the Agency Management System and CRM combination you have in your agency, you will walk away from this training workshop with ready to implement tasks and steps.

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