Our Services
At PrimeFlo CRM Academy, we help Primerica Advisors and their teams transform their CRM into a profit-generating system. Every training and consulting service is built on proven workflows, data-driven strategies, and hands-on implementation. Whether you’re managing a regional office or leading a team of advisors, our programs are designed to make your CRM work harder, so you don’t have to.
Basic Virtual
Self-Paced Video Training
Our foundational course for those ready to take control of their CRM on their own schedule.
What’s Included:
4 pre-recorded video sessions covering every phase of CRM optimization
Downloadable templates, workflows, and automation guides
Lifetime access to course materials and updates
Best For: Individuals or small teams wanting a low-cost, high-impact starting point.
Outcome: A fully structured CRM system that improves follow-ups, annual reviews, and client retention—without needing live support.
Price: $850 & $500 per additional seat.
Custom/Team Training
Basic Plus Virtual
This is a hybrid training (Video + Live Q&A)
A guided approach that combines the flexibility of self-paced learning with the accountability of live interaction.
What’s Included:
Access to all 4 recorded course sessions
Two 1-hour live Q&A sessions with a PrimeFlo CRM Specialist
One session after Course 2
One session after Course 4
Personalized guidance and clarification on your workflows
Best For: Teams who want support, feedback, and help implementing what they’ve learned.
Outcome: Deeper confidence and faster implementation through direct interaction with an expert.
Price: $1500 and $700 per additional seat.
Premium Virtual
This is our live virtual training
A fully interactive training experience led personally by Emma Goad, CEO and Head CRM Specialist Trainer.
What’s Included:
Four live, instructor-led sessions with full audience participation
Real-time walkthroughs of workflows, automations, and dashboards
Open Q&A and implementation guidance in each session
Access to recordings and all accompanying materials
Best For: Teams that want direct engagement, accountability, and live coaching from the source.
Outcome: Hands-on mastery of CRM systems, strategies, and leadership tools tailored to your exact business structure.
Price: $3250 (includes up to 5 attendees) other options available on request.
This is our in-person team training (Enterprise Level)
The highest level of engagement for organizations that want a complete on-site transformation.
What’s Included:
In-person delivery of all PrimeFlo CRM Academy training modules
On-site workflow review and system alignment
Team implementation sessions with live feedback and coaching
Post-training support and recap materials
Investment: Training fee + travel expenses.
Best For: Regional or enterprise teams seeking unified CRM operations and high-performance adoption across all levels.
Outcome: Full-system adoption, culture-wide consistency, and measurable performance lift across your organization.
Price: Custom Options with fees plus travel expenses.
