"Using CRMs To Strengthen Human Connection In The Digital Age"
My Workshops
I am dedicated to offering value-added workshops packed with practical insights that can enhance your business efficiency through technology. Explore the upcoming and past workshops With past workshops, you can access replays at your convenience. Each session is designed to provide actionable tips and strategies to drive your success. Don’t miss out—sign up now to transform the way you work 👇
Stop Losing Money You Already Earned
Unlock the hidden leaks draining your bottom line and align your operations with the growth you’ve already earned. You’ll learn how to spot the silent profit drains hiding in your CRM and workflows, so no lead is missed, no follow-up falls through the cracks, and every system supports your revenue instead of costing it. Whether you suspect your tech stack is quietly eating away at your earnings or you’re tired of relying on memory to run your business, this session delivers the clarity and practical framework you need to take control. Packed with actionable strategies for human-centered workflow design, ecosystem audits, and capital-ready positioning, this workshop is designed to empower you to stop losing money, streamline your operations, and build a predictable, sustainable business. Don’t miss the chance to protect what you’ve already worked for. Register now to turn your systems into your strongest revenue asset.
Strategies For Networking Success:
M.I.N.T. Method
Unlock the secrets to building meaningful connections and scaling your business with ease. In this workshop, you’ll discover actionable techniques to forge authentic relationships while mastering simple systems to stay organized and focused. Whether you're feeling overwhelmed by tech or unsure how to make your networking efforts truly impactful, this session provides the clarity you need to thrive. Packed with innovative strategies and practical tools, this workshop is designed to empower you to streamline your processes, deepen client connections, and position yourself as a leader in your field.
Don’t miss the chance to elevate your approach.
The Follow Up Advantage
This workshop shows professionals how to build a follow‑up framework that captures conversations, tracks commitments, and ensures no lead, referral, or connection slips through the cracks. You’ll learn how to use your CRM to stay top‑of‑mind, nurture relationships with intention, and create a repeatable process that transforms casual interactions into meaningful business opportunities. By the end, you’ll walk away with practical strategies to strengthen your network, increase conversions, and bonus resources to help you put these systems into action.
From Chaos to Clarity
Bring order to your business by transforming scattered systems into a streamlined CRM framework that eliminates confusion and creates consistency.
This workshop shows professionals how to simplify their tech stack, capture and nurture leads more effectively, and implement automation that saves time while strengthening client relationships. By the end, you’ll walk away with practical strategies to replace chaos with clarity and bonus resources to help you put these systems into action.
CRM to CYA
Safeguard your business and speed up your cash flow with smart systems that track, automate, and get things done without the chaos.
This workshop helps professionals turn scattered data into a reliable CRM that tracks key interactions, supports clean handoffs, and builds a paper trail that protects your business. You’ll learn how to automate reminders, log communications, and streamline the process of getting paid—one of the most critical systems for any business owner. Stay to the end for bonus resources to help you implement what you’ve learned.
From Lead To Loyalty
Turn leads into loyal clients with systems that grow revenue and deepen relationships.
This workshop shows professionals how to automate lead capture, track key metrics, and boost retention—while building CRM workflows that support consistent cash flow and long-term trust. Stay to the end for bonus resources and personalized coaching.
Building a Resilient Business
This workshop helps purpose-driven professionals strengthen their business by embracing adaptability, managing risk, and deepening relationships. You’ll learn how to pivot with confidence, plan proactively, and stay grounded through uncertainty—while gaining practical tools to grow in any economy. Stay to the end for bonus resources and personalized coaching.
Time Management & Systems For Success
This workshop teaches professionals how to boost productivity by mastering time management and implementing scalable systems. Attendees learn to prioritize tasks, delegate effectively, and eliminate distractions while gaining practical tools to work smarter. The session emphasizes identifying high-impact activities and shifting from reactive to proactive workflows. Bonus resources and personalized coaching are offered to participants who stay through the end.
Networking Strategies & Systems For Success
Unlock the secrets to building meaningful connections and scaling your business with ease. In this workshop, Networking Strategies and Systems for Success, you’ll discover actionable techniques to forge authentic relationships while mastering simple systems to stay organized and focused. Whether you're feeling overwhelmed by tech or unsure how to make your networking efforts truly impactful, this session provides the clarity you need to thrive. Packed with innovative strategies and practical tools, this workshop is designed to empower you to streamline your processes, deepen client connections, and position yourself as a leader in your field. Don’t miss the chance to elevate your approach—access the replay now and start creating the success you deserve.
Engagement Scoring For Business Success
I am a dedicated advocate of data-driven decision-making. Whether it's optimizing your health or steering your business towards success, data plays a pivotal role. That's why I'm passionate about my roles at a health tech company and a CRM company, both of which are committed to harnessing data to empower customers with well-informed choices.
Preserve Human Touch In The Digital Age
Join me for this dynamic workshop where we explore the networking business process. Discover how to leverage cutting-edge CRM technology to automate time-consuming tasks while preserving the essential human touch in your interactions. Don't miss out—sign up now to transform your networking strategy!
Testimonial
John Harris
Brandon ranks among the finest individuals I’ve encountered in my professional circle. He communicates well, is authentic, and understands business. His expertise in CRM consulting significantly benefits business professionals. New business ideas have emerged from my conversations with him, and I’m already witnessing favorable results.
Joni Johnson
In a world that often feels fake, I don't care how much you know, until I know how much you care. Brandon is a relationship‑driven CRM consultant who GENUINELY CARES about providing value to the people in his network. I’ve seen firsthand how he combines his passion for meaningful connections with strategic thinking to support the success of others. I highly recommend Brandon!
Get In Touch
Assistance Hours:
Mon – Friday 7:00am – 4:00pm
Saturday & Sunday – CLOSED
Phone Number:
626-374-2757
