WORKFORCE TRAINING FUND PROGRAM APPROVED · 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. At $1,000 per person, the training can be fully reimbursed for eligible Massachusetts businesses and nonprofits through CommCorp's Express Program.

Ask about eligibility, funding or dates. This is an inquiry, not an enrollment.

$1,000 p/p
Fully reimbursable for eligible organizations
Cohorts of 10
Get a discounted group rate
Hands-on
CRM skills your team can put to work

What your team learns

Turn customer data into daily action

  1. 01

    Score your CRM data

    Assess your data quality and customer relationship cycle with a diagnostic framework.

  2. 02

    Map the customer lifecycle

    Trace every stage from lead capture through retention and expansion.

  3. 03

    Build a working lead funnel

    Connect each lead's source and stage back to the customer record.

  4. 04

    Design a retention program

    Ground loyalty work in customer lifetime value and retention economics.

  5. 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, or read the Express Program details on CommCorp.

This funding is for Massachusetts organizations. Outside Massachusetts? Reach out and we'll put together a custom quote!

Ask about eligibility
Laura Camila smiling, wearing clear glasses and a black top, with her arms crossed

Designed and taught by CAMI Studio

Founded by Laura Camila, CAMI builds marketing systems with community, language and accessibility in mind. 

Bring your business development, sales, marketing, customer service, fundraising or operations team.

TRAINING + REIMBURSEMENT

Plan the training. Prepare the funding.

  1. 1

    Schedule your dates

    Pick training dates with CAMI Studio at least one month ahead.

  2. 2

    Gather funding documents

    We help you prepare a Certificate of Compliance, a COGS, and a completed W-9.

  3. 3

    Apply through CommCorp

    We work with you to submit everything CommCorp needs to approve the reimbursement.

  4. 4

    Accept your award

    E-sign the funding award and enroll your MA-employed W-2 staff for the agreed dates.

  5. 5

    Get reimbursed

    Send proof of payment and your attendee roster to CommCorp to schedule your reimbursement.

Get help with next steps

Training costs $1,000 per participant, with a discount for cohorts of ten. The Express Program reimburses up to $3,000 per person and up to $30,000 per organization each year, so the cost is fully covered once Commonwealth Corporation approves it.

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. At $1,000 per person, eligible organizations can be fully reimbursed 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 discount for cohorts of ten. Ask us 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. We can talk through 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 us about your team. We can help you explore eligibility, understand the funding steps or plan training dates.

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What would you like help with?