FOLK CRM TRAINING: MANAGE YOUR CONTACTS WITHOUT THE HEADACHES

We start at the beginning: create your workspace, understand the interface, set up the foundations.

You'll learn to navigate Folk's interface and understand the logic between contacts, groups, and pipelines. It's simple, but understanding the structure from the start saves hours later.

You'll configure your first custom fields to track the info that matters to you (budget, source, priority, whatever you need).

You'll set up your first views and filters to organize your data from day one.

At the end of this module, you have a functional workspace. You know where everything is, how to create contacts, and how to organize them.

No one wants to manually enter 500 contacts. We see how to import massively and enrich automatically.

You'll import contacts from CSV, Gmail, or directly from LinkedIn with the browser extension. We see best practices to avoid duplicates and data chaos.

You'll set up automatic enrichment using tools like Dropcontact to pull company info, job titles, and social profiles without lifting a finger.

You'll organize imported contacts with tags and groups to segment your database from the start.

At the end of this module, your database is populated and enriched. You have clean, segmented contacts ready to work with.

This is where Folk becomes a real CRM. We build pipelines that track your deals from first contact to signed.

You'll create pipelines with stages that match your sales process (not generic templates that don't fit).

You'll configure deal properties: value, probability, expected close date, custom fields for your specific needs.

You'll set up automation rules to move deals automatically based on triggers (email opened, meeting scheduled, etc.).

You'll create multiple pipelines for different use cases: sales, partnerships, hiring, investor relations.

At the end of this module, you have pipelines that reflect how you actually work. You can track every deal at a glance.

Cold outreach, follow-ups, client updates. We see how to send personalized emails at scale.

You'll create mail merge campaigns with variables that pull data from your contacts (name, company, custom fields).

You'll build sequences with automatic follow-ups based on opens and replies. No more 'I forgot to follow up' moments.

You'll track performance: open rates, reply rates, bounces. You'll know what works and what doesn't.

You'll set up templates for recurring emails so you don't write the same thing 100 times.

At the end of this module, you send personalized emails at scale and follow up automatically. Your outreach game is on point.

Folk alone is great. Folk connected to your stack is a superpower. We see how to integrate everything.

You'll connect Folk to Gmail and Google Calendar for automatic contact creation and meeting sync.

You'll set up integrations with Make or Zapier to automate workflows: new contact in Folk → create task in Notion, deal won → update Airtable, etc.

You'll understand Folk's API to build custom integrations if the native options aren't enough.

You'll create webhooks to trigger actions in real-time when something happens in Folk.

At the end of this module, Folk is connected to your entire stack. Data flows automatically, no manual work.

Theory is nice. Practice is better. We apply everything to real scenarios.

You'll build a complete CRM setup for a typical use case: agency managing clients, startup tracking investors, freelancer organizing prospects.

You'll see common mistakes and how to avoid them: duplicate contacts, messy pipelines, sequences that annoy instead of convert.

You'll learn maintenance routines: cleaning your database, archiving old contacts, reviewing pipeline health.

You'll get templates and checklists you can reuse immediately in your own Folk workspace.

At the end of this module, you have a battle-tested Folk setup and the reflexes to maintain it long-term.