Live 3-Day TD3 CRM Masterclass
EXCLUSIVE AUTOMATE &
DOMINATE
3 DAY CRM MASTERCLASS
Over three cozy, live sessions, we’ll help you set up a clear, stress‑free TD3 style CRM system so you never lose track of a lead, a follow‑up, or a customer again—without feeling “too techy”. Perfect for solo founders, small teams, and everyday service businesses.
3 live, 75‑minute sessions with Q&A
Learn how to automate your business using CRM systems so you can:
Build automated pipelines
Capture leads automatically
Automate client communication
Turn your business into a machine
Reserve your free spot
Imagine if your business could…
• Capture leads automatically
• Send follow ups automatically
• Assign tasks to your team
• Track your clients
• Run payroll splits
• Send invoices automatically
That’s exactly what CRM automation does.
And in this FREE 3-Day Masterclass, I’m going to show you how.
During the training we will be giving away:
• Canva eBook templates
• AI Class Seats
• $100 TD3 Customs gift cards
• CRM setup packages
• 3 months VIP Telegram access
Ideal audience:
Tax professionals
Credit repair companies
Coaches & consultants
Service-based entrepreneurs
Digital product sellers
We respect your inbox. You’ll only receive updates related to the TD3 CRM Masterclass.
Next cohort: Starts in just a few days. Limited seats to keep things personal.
Give me 3 days to show you!
3 evenings, one clear system
Masterclass schedule
Each session is live, interactive, and recorded. Join from your laptop, tablet, or even your phone—with drink of you choice & a notebook!
Time: 8PM CST/ 9PM EST (your local time will be shared in the confirmation email).
Day 1 · CRM Foundations
• What a CRM actually does
• Setting up dashboards
• Lead capture systems
• Digial products/payments
Day 2 – Automation Systems
• Automated client intake
• Email + SMS automation
• Workflow building
• Funnels & Websites
Day 3 – Scaling With CRM
• Pipeline setup
• Client portals
• Course building
• Lead capture systems
• Automation basics
What you’ll walk away with
A calm, clear CRM that keeps every relationship in focus.
This masterclass is built for non‑technical humans. No cluttered dashboards, no jargon—just a modern, tidy system that fits the way you already talk to leads and customers.
A plug‑and‑play CRM pipeline that shows exactly where every lead stands.
Follow‑up reminders that happen automatically (without feeling robotic).
Email + SMS touchpoint examples you can steal for your own outreach.
A simple daily routine to keep your CRM clean in under 10 minutes.
Is this for you?
- You’re juggling leads in email, DMs, and spreadsheets.
- You worry you’re forgetting to follow up with “warm maybes”.
- You want a system that’s easy to maintain on busy days.
- You care about relationships, not just “closing deals”.
By the end of Day 3, you’ll be logging in to a CRM that feels like a friendly command center—not a chore.
Built by a team that lives and breathes simple systems.
The TD3 CRM Agency team has implemented hundreds of easy‑to‑maintain CRM systems for creators, coaches, Tax offices, and growing consumer brands. We’ve seen every flavor of chaos… and we love turning it into calm.
- Plain‑language teaching, step‑by‑step screenshares.
- Live Q&A in every session so you can get unstuck.
- Examples tailored to individuals and tiny teams.
You’ll leave feeling confident enough to maintain your system on your own—or with light help from your VA.
Ready when you are
Join the next TD3 CRM 3‑day masterclass.
Set aside three evenings now, and your future self will thank you every time you open your CRM dashboard.
- Free to join—limited cohort size for real interaction.
- Perfect for individuals, side‑hustlers, and tiny teams.
- Includes templates, replays, and gentle accountability.
Save your seat now
Share a few details so we can send your personal access link and reminders.
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Questions, answered
FAQ about the CRM 3‑day masterclass.
If you’re still wondering whether this is a fit, these might help. And if not, you can always reply to any email we send—we actually read them.
How much does the masterclass cost?
This cohort of the TD3 CRM 3‑day masterclass is free. Our goal is to help as many individuals and small consumer businesses as possible build a calm CRM foundation. We may offer deeper paid implementations later, but this program stands on its own.
Do I need to be “tech savvy” to keep up?
No. If you can open your browser and join a Zoom, you’re in the right place. We’ll share screens, go slowly, and give you a simple checklist after each session. You can always watch the replay, pause, and follow along at your own pace.
Is this only for agencies or also for individuals?
It’s very much for individuals. Freelancers, solo founders, side‑hustlers, and tiny teams of 2–5 people get the most from this format. Many of our examples are from consumer-focused businesses like Tax Offices, shops, and personal brands.
What if I can’t attend one of the days live?
No problem. We’ll send replays for all three days that stay available for at least 7 days after the final session. You’ll still be able to complete the full system with the worksheets and templates we share. If Replay is purchased.
Will this work if I already have a CRM?
Yes. You can either clean up your existing CRM instance following our structure, or use the masterclass to decide whether a fresh start makes more sense. The principles we teach—simple pipelines, humane automation, and a daily ritual—are portable.