G5 Training - Bill Good Marketing

G5 Training

G5 Bootcamp

An In-Depth LIVE Tutorial of the Industry's Newest CRM

G5 is both familiar and new. With cutting edge technology (Powered by NexJ), G5 helps you streamline your practice, improve your prospecting efforts, and boost client retention. This is more than just a CRM. Leveraging our 40 years of system-building, we have created a platform like no other.

Join us for a LIVE training the day before AdvisorCon October 20, 2021

What will you get out of

G5 Bootcamp?

During this one-day training class, you’ll learn how to customize your G5 CRM to:

• Track sales opportunities unique for your business

• Summarize all of the critical info you need to access daily on your personalized “Dashboard”, saving you time and highlighting key sales opportunities to help you stay focused on your business, rather than in the business

• Completely systemize and manage your client marketing through the SLM in G5

• And more!

Countdown to

G5 Training

We are so sorry you missed it! Please reach out for access to the recordings.


Please keep in mind that the times listed below are in accordance with Eastern Standard Time (EST).

Be sure to make changes to your schedule accordingly.

October 20, 2021

10:00 AM - 10:10 AM

Welcome & Orientation 

10:10 AM - 10:45 AM

G5 Basics: Households & Contacts

  • How to Improve Your Client Satisfaction with The Power Of The Contact Module
  • How to Create Contacts, Households & Businesses Within G5

10:45 AM - 11:00 AM


11:00 AM - 12:00 PM

Managing Client Service in G5
  • Making the Service Level Manager Work for You
  • How to Create the Perfect Appointment / Activity Within G5
  • A Guide to Utilizing Activity Plans (Speed Buttons) to Automate your Processes

12:00 PM - 1:00 PM


1:00 PM - 1:45 PM

Managing Your Day and Messaging

  • How to Correctly Use the G5 Calendar
  • What Task Management Looks Like in G5
  • How to Manage Your Documents Efficiently with the Document Manager
  • The Ultimate Guide to Messaging within G5

1:45 PM - 2:00 PM


2:00 PM - 2:45 PM

Managing Your Opportunities and Office Processes

  • The Blueprint to Setup and Utilize Opportunities
  • Setting up Birthday Processes to Develop Client Relationships With Ease
  • G5 Customization- Categories & Custom Fields 

2:45 PM - 3:00 PM


3:00 PM - 4:00 PM

Customizing G5 & Reports

  • How to Customize Activity Plans to Fit the Needs of Your Practice
  • A Comprehensive Guide to Building Custom Reports with G5

Zoho Register Test

To access our white papers, downloads, and updates to test zoho

This information will be used by Bill Good Marketing for the purposes of extending access to white papers, case studies, and for internal marketing purposes.  For additional information please see our full Privacy Policy

Registration Success!

You can now download documents, case studies, and white papers, as well as access webinars and other restricted content on our site. Look for the download buttons to download your files or the webinar recordings.


Please Login below to access our white papers, downloads,
conference recordings and more.


Below to access our webinars, white papers, downloads, and updates.


To access any of the white papers, downloads, and updates.