Automate CRM Nudges

Automate CRM Nudges is an intermediate, hands-on course for professionals who want to reduce churn and improve reply rates through smarter CRM automation. Rather than relying on fixed schedules, you will learn how to design workflows that respond to real customer behavior using AI-predicted health signals and engagement data. Throughout the course, you will build practical skills to configure health-based triggers, design three-touch CRM sequences, and apply clear entry and exit logic so automation feels timely, relevant, and human. You will also learn how to analyze 30-day engagement funnels, interpret stage-level drop-offs, and make focused improvements such as refining subject lines, shortening copy, and adjusting timing to raise reply rates. By the end of the course, you will be able to confidently design, validate, and optimize CRM workflows that prevent churn and improve customer engagement. This course is designed for learners who already have experience working with a CRM platform and are familiar with basic email campaigns, workflows, and engagement metrics. Prior hands-on exposure to CRM tools will help you apply the concepts quickly and get the most value from the activities

• Design, implement, and optimize CRM workflows to reduce churn and increase engagement
• Develop workflows responsive to customer behavior using health signals and AI predictions
• Analyze engagement data to improve communication and response rates
• Create three-touch CRM sequences with clear entry and exit logic
• Apply improvements to subject lines, messaging, and timing to boost replies

• Basic familiarity with CRM platforms and email campaigns
• Willingness to engage in practical exercises