PrimeFlo CRM Academy Training
Comprehensive CRM Training Program
Transform your client management capabilities with our complete training solution, designed to simplify processes and unlock hidden revenue opportunities. This program is built specifically for representatives and CRM specialists at Primerica Financial Advisors, equipping them with proven workflows, automation strategies, and performance dashboards. With hands-on guidance and field-tested strategies, you’ll not only master your CRM but also turn it into a powerful engine for growth and long-term client retention.
Complete System Setup
Ready-to-implement workflow templates and comprehensive CRM configurations give you the tools to eliminate guesswork and streamline operations immediately. Each template is tailored to your unique needs, ensuring relevance and measurable impact from day one. With these systems in place, your team can focus less on administrative headaches and more on driving meaningful client relationships and revenue growth.
Proven Client Outreach
A strategic 5–6 touch follow-up system keeps prospects engaged through every stage of the client journey. With professionally tested scripts, SMS templates, and email sequences, your team can confidently deliver consistent, high-value communication.
Ongoing Support
One-on-one shadowing provides hands-on learning so you can confidently apply new systems in real time. Regular check-ins keep you accountable and ensure steady progress toward your goals. Dedicated troubleshooting means you never need to feel stuck, we’re right there to solve problems and keep your CRM running smoothly.
Some additional curriculum our training covers:
Roles & Responsibilities
Understanding clear roles and responsibilities of Leadership and the CRM Specialist is fundamental to effective CRM management. This section of the training ensures the team can work in sync.
Client Outreach Follow-up System
This section outlines a multi-step and multi-channel follow-up system to engage clients. This system begins with a birthday greeting and includes a sequence of phone calls, texts, emails and a postcard and each step must be completed and logged in the CRM with notes.
Workflow Mgmt. & Handoff
A robust workflow ensures that tasks are completed consistently after specific client events. The "Handoff Processes" section details the activities required after a review, appointment or close.
Booking & Appt. Tracking
Effective meeting management is crucial for maintaining client relationships and ensuring consistent service delivery. This section covers the complete process from initial booking to tracking and follow-up.
Airtable - The Info Hub
The CRM cannot store information that is not client-specific. In this section we cover how to use Airtable to store information needed to execute your role and anything you might need outside of the CRM.
Managing Tasks & Notes
In this portion we look to ensure that there is always a next step scheduled, whether that is a workflow for check-ins, a document request or scheduling another meeting.
