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Technology

SaaS, CRM & Operations

Practical setup of the business tools teams use every day to plan, sell and deliver.

Planned lessons (10)

These are sample cards showing the launch scope. Lessons appear here once written and approved.

SaaS, CRM & OperationsDraft — in review

monday.com Boards and Workflows

boardscolumnsviews
Duration
15 / 30 min
Level
Beginner
Sources
3 sources
Verified
Not yet verified
SaaS, CRM & OperationsDraft — in review

monday.com API and Automations

GraphQLwebhookslimits
Duration
15 / 30 min
Level
Intermediate
Sources
3 sources
Verified
Not yet verified
Prerequisite:
Lessons 15 and 21
SaaS, CRM & OperationsDraft — in review

Notion Pages and Databases

database structurerelations
Duration
15 / 30 min
Level
Beginner
Sources
4 sources
Verified
Not yet verified
SaaS, CRM & OperationsDraft — in review

Notion API and Knowledge Systems

integration tokenssync
Duration
15 / 30 min
Level
Intermediate
Sources
4 sources
Verified
Not yet verified
Prerequisite:
Lessons 15 and 23
SaaS, CRM & OperationsDraft — in review

Calendly Scheduling Basics

event typesroutingteams
Duration
15 / 30 min
Level
Beginner
Sources
3 sources
Verified
Not yet verified
SaaS, CRM & OperationsDraft — in review

Calendly Webhooks and Integrations

eventsauthCRM sync
Duration
15 / 30 min
Level
Intermediate
Sources
4 sources
Verified
Not yet verified
Prerequisite:
Lessons 15, 16, 17, and 25
SaaS, CRM & OperationsDraft — in review

HubSpot CRM Fundamentals

contactsdealslifecycle
Duration
15 / 30 min
Level
Beginner
Sources
4 sources
Verified
Not yet verified
SaaS, CRM & OperationsDraft — in review

GoHighLevel Funnels and Workflows

pipelinestriggersmessaging
Duration
15 / 30 min
Level
Beginner–Intermediate
Sources
4 sources
Verified
Not yet verified
Prerequisite:
Lessons 11 and 27
SaaS, CRM & OperationsDraft — in review

Airtable as a Business Database

basesviewsautomations
Duration
15 / 30 min
Level
Beginner
Sources
5 sources
Verified
Not yet verified
SaaS, CRM & OperationsDraft — in review

Jira and Agile Project Delivery

issuessprintsworkflows
Duration
15 / 30 min
Level
Beginner
Sources
4 sources
Verified
Not yet verified