Lesson 1 of 6

Kit Overview & CRM Connection Verification

Module Progress0/6

Get oriented with your Sales Follow-Up Kit. We'll walk through the full architecture — how the kit monitors your CRM pipeline, detects stage changes, and triggers follow-up sequences through Gmail. You'll verify your CRM and Gmail connections are live and healthy.

What You'll Do in This Lesson

Review the kit architecture diagram: CRM → Trigger Engine → Gmail sequences

Log into the kit dashboard and verify your CRM connection shows 'Connected'

Confirm Gmail API access is authorized and sending test emails

Review the calendar integration for business-hours scheduling

Walk through the default follow-up sequence templates provided at install

Identify 3 pipeline stages where follow-ups currently fall through the cracks

Create a free account to track completed lessons and unlock all content.

Ready to install this kit?

This kit saves 6–8 hrs/week — and that's just the start.

Book a free 30-minute workflow audit and we'll map the best kits for your business.

30-minute call · No obligation

Tools You'll Use

Kit DashboardCRMGmailCalendar

Tips for This Lesson

→Take your time — follow each step carefully
→Save your configuration as you go
→Test with real data when possible

View full kit overview →