--- title: Master Your CRM — Live Webinar · May 14, 2026 --- MT Modern Tactics [Reserve your seat ](https://www.xencreate.com/claude-design-lp#register) Live webinar · May 14, 2026 # The CRM tips your team keeps *missing*. A 60-minute working session for marketers who already use a modern CRM — and know, deep down, they're only using 30% of it. We'll walk through the hidden features, underused automations, and newest workflow tricks shipped in the last two quarters. Date Thursday, May 14 · 2026 Time 11:00 AM PT / 2:00 PM ET Duration 60 min + live Q&A Format Zoom · Replay included 24 Days 06 Hours 42 Minutes 18 Seconds Reserve your seat ### Save my seat Free. Replay emailed after. No spam — unsubscribe anytime. Full name* Please enter your name. Work email* Please enter a valid work email. Company* Required. Job title* Required. Phone (optional) Please enter a valid phone number. A question for the speakers (optional) Reserve my seat By registering you agree to our [Privacy Policy](https://www.xencreate.com/claude-design-lp#). We'll send a calendar invite and one reminder — that's it. ### You're in, friend. We sent a confirmation to you. See you on May 14. [ Google ](https://www.xencreate.com/claude-design-lp#) [ Apple / Outlook ](https://www.xencreate.com/claude-design-lp#) [ Outlook web ](https://www.xencreate.com/claude-design-lp#) Can't make it live? You'll get the replay in your inbox within 24 hours. Smart lists that *actually* update themselves · Lead scoring *beyond* email opens · Workflow branches you didn't know existed · Reporting dashboards in *five* minutes · Attribution that survives a cookie-less world · Smart lists that *actually* update themselves · Lead scoring *beyond* email opens · Workflow branches you didn't know existed · Reporting dashboards in *five* minutes · Attribution that survives a cookie-less world · § 01 / Agenda What we'll cover ## Sixty minutes of tactics your team can ship on Monday. 00:00 – 00:08 The 10 features hiding in plain sight A rapid tour of the capabilities most teams miss in their first year. Including the one under *Settings → Tools* that no one clicks. 01 00:08 – 00:22 Smarter segmentation with active lists How to build lists that maintain themselves, and the five filter combinations we reach for every week. 02 00:22 – 00:38 Workflows that do three jobs at once Branch logic, internal notifications, and lifecycle staging — in a single connected flow. Live demo, from scratch. 03 00:38 – 00:48 Reporting that answers the question your VP actually asked Custom report builder, funnel snapshots, and the attribution view we built for a $40M pipeline. 04 00:48 – 01:00 Live Q&A with the panel Bring the question your team has been arguing about. We'll answer in order of submission. 05 § 02 / Panel Your hosts ## Two operators who've run this play at scale. speaker portrait ### Priya Raman Head of RevOps · Folio Labs Built the marketing automation stack at Folio from scratch. Previously led lifecycle at two Series-B SaaS companies. Writes a Friday newsletter on small, useful things operators do. RevOps Lifecycle B2B SaaS speaker portrait ### Daniel Oyelaran Senior Consultant · Forecast & Co. Spent the last seven years deploying and repairing marketing clouds for mid-market teams. Has strong and occasionally controversial opinions about list hygiene. Automation Reporting Mid-market § 03 / Reviews From previous sessions ## 4,200 marketers have sat through this deck. Here's what they said. "I genuinely took nine screenshots. We implemented the workflow trick on Monday and it saved our SDRs about three hours a week. Immediately." MK Maren Kowalski Demand gen · Parallel "The reporting section alone was worth the hour. I've been fighting with dashboards for two years and Priya just drew the answer on a whiteboard." JT James Thorne Head of marketing · Lattice Co. "Refreshingly no-pitch. Just two practitioners sharing real configs, with Q&A that went thirty minutes over. I'd pay for a recording." SA Sofía Alarcón Marketing ops · Northwind § 04 / Partners Brought to you by ## Independent. Tool-agnostic. Backed by the community. Folio Labs NORTH / STAR Parallel Kettle&Co Forecast & Co. lattice OAKMONT Northwind Harbor_UI Pinecrest MERIDIAN Loftware § 05 / FAQ Before you register ## Quick answers. Is this really free? + Yes. We run two of these sessions a year to give back to the operator community. There's no pitch and no gated upsell. Your registration email is used only for the reminder and the replay — we unsubscribe you automatically a week after the event. Will I get a replay if I can't attend live? + Yes. Every registrant gets a replay link within 24 hours, along with the raw slides and the workflow templates shown on screen. You do *not* have to attend live to get these. Is this specific to one CRM vendor? + The demos use a modern marketing CRM (you'll recognize it) but the concepts translate directly to any tool with workflows, active lists, and a custom report builder. We're vendor-agnostic by training and by taste. Can I ask a live question? + Absolutely — submit one in the registration form and we'll prioritize pre-submitted questions in the Q&A. There's also a live chat during the session. What if I'm brand new to marketing automation? + You'll still get value — but this session assumes you've shipped at least one active list and one workflow. If you haven't, start with our free [90-minute fundamentals](https://www.xencreate.com/claude-design-lp#) and come back to this one after. #### Tweaks Theme Warm Cool Mono Hero layout Split + form Centered Form density Compact (2-col) Stacked