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
Agenda
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
BREAK
11:00 AM - 12:00 PM
- 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
LUNCH
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
BREAK
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
BREAK
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