5 lessons · Beginner
Wiring CRM & Growth
Turn scattered acquisition into one workflow your team can run.
Skill level
Beginner
Language
English
Duration
~1.25 hours
Format
Self-paced video
Free free · lifetime access
Hosted on learn.xatatech.com ↗ Start free ↗
Overview
Most acquisition problems are pipeline problems.
Leads come in from five directions — email, referrals, social, events, inbound — and nobody owns the thread. Deals get dropped not because of bad salesmanship but because there’s no system holding them together. This course is about building that system.
Five lessons, no code required. You’ll leave with a mapped pipeline, a CRM configured to match it, and a follow-up sequence that runs without you having to remember anything.
Learning outcomes
→ Map your current acquisition flow end to end
→ Identify where leads fall through the cracks
→ Set up a CRM workflow your team will actually use
→ Connect lead sources to a single view
→ Build a lightweight follow-up system that runs without reminders
Who it's for
Built for builders, not spectators.
✓ This is for you if
- You're a founder or operator managing leads across multiple channels
- Your team tracks deals in spreadsheets or scattered inboxes
- You want a CRM setup that works, not one you maintain constantly
- You're ready to systematize what's been working informally
— Probably not for you if
- You're looking for a deep CRM implementation guide for a specific platform
- You run a sales team of 20+ with a dedicated RevOps function
- You want advanced sales forecasting or territory management
- You expect to automate away all human judgment in your pipeline
Required knowledge
No coding required. Basic familiarity with a CRM or spreadsheet pipeline is helpful but not essential.
Tools needed
Access to a CRM (any — even a free tier) or a willingness to set one up during the course.
Time commitment
~1.25 hrs of video + 1–2 hrs to map and adjust your own workflow.
Curriculum
5 lessons across 3 modules
2 lessons free to preview
01Understanding your acquisition flow›
▶13:45Preview
Where leads actually come from (and where they go)
Video
▶15:20Preview
Mapping your pipeline: the honest version
Video · Worksheet
02Building the system›
117:10Locked
Choosing and configuring your CRM for this workflow
Video
214:30Locked
Connecting your lead sources to one view
Video · Exercise
03Running it›
114:15Locked
Follow-up sequences that don't require willpower
Video · Quiz
Assessments
How you prove you've got it
Complete all to earn your certificate
Quiz4 quizzes · auto-graded
Module knowledge checks
Short quizzes after each module. Unlimited attempts — pass at 80%.
Assignment2 assignments
Map & scope a real workflow
Apply the framework to a workflow from your own work or business.
ExerciseHands-on
In-lesson coding exercises
Build and extend the agent as you go, with worked solutions.
Final projectReviewed
Ship your own agent
Submit a working agent. Get written feedback from the instructor.
Materials
What's included
PDFPipeline mapping worksheet
TEMPLATECRM setup checklist
TEXTFull lesson transcripts
SLIDESLesson slide decks (downloadable)
Access & delivery
How the course is delivered
Format
Self-paced — start anytime, learn on your own schedule
Access period
Lifetime access, including all future updates
Devices
Desktop and mobile — pick up where you left off across devices
Downloads
Materials downloadable; video streams from the platform
Updates
Lessons updated as tools change — you keep access to new versions
Support & community
You won't be stuck on your own
Q&A
Instructor Q&A
Ask questions on any lesson. Answered within ~2 business days.
Community
Student discussion
A private community to share work, get unstuck, and compare builds.
Live
Monthly office hours
Optional live sessions to walk through your own workflow.
Certification
Finish strong, get certified
- → Certificate of completion issued on the platform
- → Earned by completing all lessons, quizzes, and the final project
- → Shareable link with a unique verification ID
- → Add it to LinkedIn or your portfolio
- → This is a course certificate, not a formal accreditation
John Soriano · Courses
2026
Certificate of completion
Maria Santos
Wiring CRM & Growth
Issued Jul 2026ID · JS-CERT
Instructor
Pricing
Free — full access
Wiring CRM & Growth
Free
free · lifetime access
- ✓ 5 lessons · ~1.25 hrs of video
- ✓ Pipeline mapping worksheet and CRM setup checklist
- ✓ Lifetime access
FAQ
Common questions
How long do I have to complete the course? ›
It's self-paced with lifetime access — there's no deadline. Most students finish in one to two weeks of casual study.
Do I need to be a strong programmer? ›
No, but you should be comfortable reading JavaScript or Python and understand basic API concepts. The exercises are guided with worked solutions.
Can I watch on mobile? ›
Yes. The platform works on desktop and mobile, and your progress syncs across devices.
Can I download the materials? ›
All worksheets, slides, code, and transcripts are downloadable. Video streams from the platform.
Is there a certificate? ›
Yes — complete all lessons, quizzes, and the final project to earn a shareable certificate with a verification ID.
What if it's not for me? ›
There's a 30-day money-back guarantee. If it's not a fit, email for a full refund — no friction.
Do I get future updates? ›
Yes. As tools and best practices change, lessons get updated and you keep access at no extra cost.
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Enroll
Ready to start?
Preview the free lessons, then enroll on the platform for lifetime access to everything.