COURSE 5 / SCAN, OPEN, TRY

Your classroom toolkit.

Scan a code from the presentation or open the same link here. Each card tells you what to do next.

Course 5

Open the lesson, slides and teaching notes.

QR code: open Course 5
Open Course 5 ↗

connectea-course-hub.vercel.app/course-5/

Assignment workbook

Check all eight items and compare evidence examples.

QR code: open Assignment workbook
Open Assignment workbook ↗

Course 5 / assignment workbook

All classroom links

Keep this page open during the workshop.

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Open All classroom links ↗

Course 5 / resources

Attio official public website

Attio

Open the recommended CRM and check its current plan.

Attio Academy official public website

Attio Academy

Watch the official lesson on importing into lists.

QR code: open Attio Academy
Open Attio Academy ↗

attio.com / Help / Academy

Attio classroom lab

Follow the 12-minute exercise and download sample data.

QR code: open Attio classroom lab
Open Attio classroom lab ↗

Course 5 / tools / Attio lab

HubSpot CRM official public website

HubSpot CRM

Explore contacts, deals and tasks.

QR code: open HubSpot CRM
Open HubSpot CRM ↗

hubspot.com/products/crm

folk official public website

folk

Explore an agency relationship workflow.

Twenty official public website

Twenty

Explore the open-source CRM alternative.

QR code: open Twenty
Open Twenty ↗

twenty.com

Okra CRM official public website

Okra CRM

Evaluate inbound qualification; confirm access first.

DistroNow demo guide

Read how to run the fictional Leads Finder exercise.

QR code: open DistroNow demo guide
Open DistroNow demo guide ↗

Course 5 / tools / DistroNow demo

Treg documentation

Understand the external-data gateway.

LEGIT AGENTIC official public website

LEGIT AGENTIC

Check your public prototype for agent-readiness issues.

QR code: open LEGIT AGENTIC
Open LEGIT AGENTIC ↗

legit-agentic.vercel.app

Ora official public website

Ora

Explore an additional website-readiness check.

CRM template

Download the blank spreadsheet template.

QR code: open CRM template
Open CRM template ↗

Course 5 / CRM template