COMMCORP-APPROVED TRAINING · MASSACHUSETTS
CRM Foundations & Customer Growth
Give every lead a next step. Give your team a CRM they can use.
Train your staff to capture leads, follow up with customers and build retention programs using your CRM. Eligible Massachusetts businesses and nonprofits can receive up to $7,000 in reimbursement through CommCorp.
Ask about eligibility, funding or dates. This is an inquiry, not an enrollment.
- Up to $7,000
- available in reimbursement for eligible organizations
- Up to 10 staff
- in each training group
- Hands-on
- CRM skills your team can put to work
What your team learns
Turn customer data into daily action
- 01
Score your CRM data
Assess your data quality and customer relationship cycle with a diagnostic framework.
- 02
Map the customer lifecycle
Trace every stage from lead capture through retention and expansion.
- 03
Build a working lead funnel
Connect each lead's source and stage back to the customer record.
- 04
Design a retention program
Ground loyalty work in customer lifetime value and retention economics.
- 05
Report on what matters
Build CRM reports and a scorecard for sales, retention and AI readiness.
IS THIS FOR YOUR TEAM?
Start with your people
For the staff who manage customer relationships, sales, marketing, fundraising and the data behind them.
- You're a Massachusetts small business or nonprofit.
- Participants are Massachusetts-employed W-2 staff of the organization receiving the grant.
- You can plan training dates at least one month ahead.
CommCorp determines funding approval. Send an inquiry if you're unsure about eligibility.
Ask about eligibility
Designed and taught by CAMI Studio
Founded by Laura Camila, CAMI builds marketing systems with community, language and accessibility in mind. Our clients include the NFL Player Care Foundation, ALPFA and We Are ALX.
Bring your business development, sales, marketing, customer service, fundraising or operations team.
TRAINING + REIMBURSEMENT
Plan the training. Prepare the funding.
- Step 1
Schedule your dates
Pick training dates with CAMI Studio at least one month ahead.
- Step 2
Gather funding documents
We help you prepare a Certificate of Compliance from the MA Department of Unemployment Assistance, a Certificate of Good Standing from the MA Department of Revenue, and a completed W-9.
- Step 3
Apply through CommCorp
We work with you to submit everything CommCorp needs to approve the reimbursement.
- Step 4
Accept your award
E-sign the funding award and enroll your MA-employed W-2 staff for the agreed dates.
- Step 5
Get reimbursed
Send proof of payment and your attendee roster to CommCorp to schedule your reimbursement of up to $7,000.
Training costs $1,000 per participant, or $7,000 for a full group of ten. Payment is made to CAMI Studio; reimbursement follows CommCorp approval and documentation.
Funding is provided through the Commonwealth Corporation Workforce Training Fund Program, Express Program.
Before you reach out
Is the training free upfront?
Training is payable to CAMI Studio. Eligible organizations can receive reimbursement of up to $7,000 through CommCorp after approval and submission of proof of payment and the attendee roster.
Can we train fewer than ten people?
Yes. The price is $1,000 per participant, with a discounted $7,000 rate for a full group of ten. Ask Alec about your group size and available funding.
What if we're still figuring out our CRM?
Tell us what your team uses and where you need help. Alec can discuss the course with you before you decide to enroll.
Does this form reserve a training date?
No. Sending an inquiry lets us discuss eligibility, funding and dates with you before enrollment.
YOUR NEXT STEP
Let's get your team moving
Tell Alec about your team. He can help you explore eligibility, understand the funding steps or plan training dates.
alec@cami.studio