
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.
Lilly, Founder of StoryAds Media
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:
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.
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.
Part 1 — Gather 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.
Contact Treasure Hunt Checklist
The Master Import Spreadsheet (pre-formatted CSV template)
Field-Mapping Cheat Sheet (all 7 CRMs)
Deduplication Decision Guide
Tagging & Segmentation Blueprint
Gmail Connection Checklist
Outlook Connection Checklist
New-Lead Instant Reply script
Customer Reactivation message (copy-and-paste)
Review Request sequence (copy-and-paste)
Pre-Migration Backup Checklist
Migration Day Run Sheet
Troubleshooting Quick-Fix Guide
30-Day Post-Course Action Plan
“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”

Non-technical Student,


Small Business Owner


Operations Coordinator

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.
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.

Small Business Owner
Find answers to our most frequently asked questions here.
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.
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.
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.
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.
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.
Perfect. Part 2 exists precisely for messy data. The cleanup templates do the heavy lifting; you mostly copy, paste, and check boxes.
No. Module 7 includes a simple chooser to help you pick the right one for your business and budget — including free-plan options.
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.
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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