In this expert-led group mentoring session series, you will have the chance to work in a facilitated setting with industry experts to understand the tools through which you can develop positioning, tech tools, marketing and finance strategies.
For this virtual 1-hour mentoring session you will learn how to use CRM tools for critical customer onboarding and billing purposes. Client management platforms like CRMs connect all the data from your sales leads and customers, all in one place. A CRM consolidates all communications (form fills, calls, emails, texts and meetings and meetings), documents, quotes, purchases, and tasks associated with each lead and client.
Date and Time
Wed, June 8, 2022 – 1:00 PM – 2:00 PM EDT
This event is online!
Ramona is a CPA and Certified Financial Planner (CFP®) with over 20 years of experience as an accounting and finance professional. She has a track record of successfully devising and deploying innovative strategies that enhance operational and financial performance. She is the founder and CEO of FiBrick, an accounting and fractional CFO services firm based in NYC, and the author of Simple Choices Big Rewards in Money. Ramona was named a Notable Woman in Accounting and Consulting by Crain’s, is on the Board of Directors of the NYSSCPAs and has been featured on Bloomberg and The Wall Street Journal.
Through the many services and workshops her firm provides, Ramona enjoys and takes pride in her innate ability to bring people together to build community, and empowering business owners to build scalable businesses. Read her full bio.
About the Organizers
If you have questions about this WE Connect Mentor Session or would like additional information about WE NYC, please e-mail email@example.com or visit we.nyc.