Get Every Contact You’ve Ever Collected Into One CRM —

In One Weekend,

or One Afternoon

The step-by-step course that takes your contacts out of your phone, your inbox, your

spreadsheets, and that shoebox of business cards — and puts them into a CRM that follows up for you

automatically. Join the next 2-Day Live Weekend Intensive and do it with Lilly, or go self-paced and do it

on your own schedule. Same course, same price. No tech skills required. No IT guy. No lost data.

CLICK BELOW TO WATCH FIRST!

Lilly, Founder of StoryAds Media

Right now, your contacts are everywhere — and nowhere.

Some are in your phone. Some are in Gmail. A few hundred are trapped in an old spreadsheet you’re

afraid to open. And the rest? Business cards in a drawer, names scribbled on invoices, people who

messaged you once and never heard back.

Every one of those names is a customer you already earned. And every day they sit scattered, three

things happen:

Follow-ups get forgotten. The lead who was “definitely going to call back” never does —

because you never reminded them.

Repeat business slips away. Your best customers hear from your competitors more often than

they hear from you.

You stay the bottleneck. Nothing gets sent unless you remember to send it.

You’ve probably even signed up for a CRM before. Then you opened it, saw the import screen, felt your

stomach drop, and closed the tab.

That’s not a you problem. That’s a missing-instructions problem. And it ends today.

Imagine it’s Sunday at 4 PM.

Every contact you’ve ever collected — phone, Gmail, Outlook, iPhone, Android, spreadsheets, even

paper — is sitting in one organized CRM. Tagged. Searchable. Backed up. Your email is connected. And

your first automation is live, sending a warm follow-up to every new lead the moment they come in —

even while you sleep.


That’s not a someday project.

That’s one guided weekend with Lilly — or one self-paced afternoon with

the guide open next to you.

Never lose a contact again. Everything in one place, safe and deduplicated.

Follow-up that runs while you sleep. Your first automations live by end of day

Works with the CRM you already chose — GoHighLevel, HubSpot, Salesforce, Zoho, Pipedrive,

Keap, or ActiveCampaign.

Built for real businesses — restaurants, medical practices, insurance, real estate, law firms,

contractors, churches, coaches, agencies, and freelancers.

Choose How You Take It —

Same Course, Same Price: $97

Option A — The 2-Day Live Weekend Intensive. The full course, taught live by Lilly over one Saturday

and Sunday, do-it-with-me style. Saturday you gather and clean every contact you own; Sunday you

import, connect your email, and switch on your first automations — with Lilly on screen, doing it

alongside you and answering questions as they come up. Includes the full designer workbook, all 14

templates, and 30-day access to the complete replay. We cap each cohort at [X] seats so every question

gets answered. Next cohort: [COHORT DATE].

Option B — The Self-Paced Course. The same curriculum as ~30 short click-by-click video lessons, plus

the workbook and all 14 templates. Start today, work at your own speed, and finish the whole migration

in one focused afternoon.

Not sure which is you? If you finish things when someone’s in the room, take the weekend. If you finish

things at 10 PM in your own time, go self-paced.

Either way, it’s $97 — flat.

What’s Inside

A premium 35–50 page designer workbook, the full curriculum (live over one weekend, or ~30 short

video lessons), and 14 plug-and-play templates — organized into 4 parts and 13 modules.

  • Part 1Gather Everything (Modules 1–3)
    Find and export every contact you own: iPhone, Android, Gmail, Outlook, old spreadsheets, and paper. Includes the “Contact Treasure Hunt” checklist so nothinggets missed.

  • Part 2 — Clean & Prepare (Modules 4–6)
    Turn messy exports into one clean, import-ready file. Deduplicate, fix formatting, and tag contacts by type — customers, leads, vendors, VIPs — using our pre-built spreadsheet template.

  • Part 3 — Import & Connect (Modules 7–10)
    Click-by-click import walkthroughs for GoHighLevel, HubSpot, Salesforce, Zoho, Pipedrive, Keap, and ActiveCampaign — plus connecting Gmail or Outlook so every email is logged automatically.

  • Part 4 — Automate & Grow (Modules 11–13)
    Launch your first three automations: the instant new-leadreply, the reactivation message that wakes up old customers, and the review request that builds your reputation on autopilot.

14 Bonus Templates & Checklists — Included Free

  1. Contact Treasure Hunt Checklist

  2. The Master Import Spreadsheet (pre-formatted CSV template)

  3. Field-Mapping Cheat Sheet (all 7 CRMs)

  4. Deduplication Decision Guide

  5. Tagging & Segmentation Blueprint

  6. Gmail Connection Checklist

  7. Outlook Connection Checklist

  8. New-Lead Instant Reply script

  9. Customer Reactivation message (copy-and-paste)

  10. Review Request sequence (copy-and-paste)

  11. Pre-Migration Backup Checklist

  12. Migration Day Run Sheet

  13. Troubleshooting Quick-Fix Guide

  14. 30-Day Post-Course Action Plan

What Students Are Saying

“I’m 58 and not acomputer person — I finished in an afternoon”

“imported 2,400 contacts in one Saturday”

“the reactivation message booked 11 appointments in the first week”

Sophia

Non-technical Student,

Mia

Small Business Owner

Ava

Operations Coordinator

Our 30-Day “One Afternoon” Guarantee

Go through the course — live or self-paced. Follow the steps. If you haven’t migrated your contacts and

connected your email within 30 days — or you simply don’t feel it was worth every penny — email us

and we’ll refund you in full. No forms, no phone call, no hard feelings. You keep the templates.

A Note from Lilly

I’ve personally migrated dozens of small businesses onto CRMs — restaurants, law firms, insurance

agencies, churches. And every single one started the same way: a capable, hardworking owner convinced they were “not technical enough” for this.

They were wrong every time. The steps aren’t hard.

They’ve just never been written down in order, in plain English, for people who have a business to run.

So I wrote them down. All of them. And now, one weekend a month, I teach them live — with you doing every step alongside me. Give me one weekend — or give the guide one afternoon.

You’ll have every contact in one place and follow-up running on autopilot — and you’ll wonder why anyone ever paid a consultant thousands for this.

— Lilly, Founder, StoryAds Media

Small Business Owner

STILL NOT SURE?

Frequently Asked Questions

Find answers to our most frequently asked questions here.

I’m not technical at all. Will this really work for me?

Yes — that’s exactly who it’s built for. Every step is click-by-click, on screen, in plain English. If you can attach a file to an email, you can do this. And if you’d rather have a person in the room, the Live Weekend Intensive means Lilly is on screen with you the whole way.

What’s the difference between the Live Weekend and the self-paced course?

Same curriculum, same workbook, same 14 templates, same $97. The Live Weekend Intensive is taught live over one Saturday and Sunday, do-it-with-me style, with your questions answered as they come up — and you get 30-day access to the full replay. The self-paced course is ~30 short videos you can start today and finish on your own schedule.

What if I can’t make part of the live weekend?

Every session is recorded, and your seat includes 30 days of replay access. Miss a Saturday morning?

Catch it that evening and rejoin live on Sunday.

Which CRMs does it cover?

GoHighLevel, HubSpot, Salesforce, Zoho, Pipedrive, Keap, and ActiveCampaign — with dedicated import walkthroughs for each. The gathering, cleaning, and automation principles work in virtually any CRM.

How long does it actually take?

Live: one weekend — Saturday and Sunday sessions, and you finish withthe migration done. Self-paced: most students finish in 3–4 focused hours — one afternoon — working alongside the videos.

What if my contacts are a total mess — duplicates, old spreadsheets, paper cards?

Perfect. Part 2 exists precisely for messy data. The cleanup templates do the heavy lifting; you mostly copy, paste, and check boxes.

Do I need to already have a CRM?

No. Module 7 includes a simple chooser to help you pick the right one for your business and budget — including free-plan options.

Is this a subscription?

No. One payment of $97, whichever format you choose. Self-paced buyers get lifetime access with free updates; live-weekend buyers get their cohort plus 30 days of replay, and keep the workbook and templates forever.

Your contacts are your business.

Stop leaving them scattered.

One weekend from now — or one afternoon from now —

everything can be in one place: organized, safe, and following up automatically.

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