Live workshopDigital Marketing training for teams
Marketing Automation, CRM, and Lifecycle Marketing
- Built around your actual work
- Live online, or on-site by request
- Training careers nationwide since 2006
Workshop brief
Marketing Automation, CRM, and Lifecycle Marketing
- Duration
- 1.5 Days (12 hrs; 3 sessions)
- Tuition
- $695.00per participant; team and private pricing by quote
- Delivery
- Live onlineOn-site, in person, by request
- Included
- Certificate of completionFor every participant
You spend to acquire them once, then never speak again.
Most marketing is built entirely around acquisition. You spend to get someone's attention, they buy once, and then the relationship ends because nobody built the part that comes after. Meanwhile the cheapest customer you will ever get is the one you already have.
This workshop builds that missing half. Participants map what actually happens after someone becomes a lead or a customer, then build the automated flows that carry the relationship forward without anyone remembering to send anything.
Working marketers and small teams take this when acquisition is working and retention is not, or when a CRM was bought, half-configured, and quietly abandoned. It runs across three sessions rather than two because building flows takes hands-on time, and it follows naturally from Email Marketing for Beginners.
Content, tools, and examples are built around your own business and marketing before delivery. Most groups train live online, and on-site in-person delivery is available by request. This workshop is available by request only, with a three participant minimum, and sits alongside our other digital marketing workshops.
Why teams book DWC
- Content, datasets, and examples built around your work before delivery
- Live online with a real instructor, or on-site at your location
- Invoicing and purchase order documentation for your organization
What your team gets
This course includes
- Live, instructor led workshop delivered across three 4-hour sessions
- Customer journey mapping for your own business
- Core lifecycle flows built during the workshop
- Lead scoring, segmentation, and a compliance review of your setup
- Digital learning materials and take home reference guides
- Certificate of completion for every participant
Course outline
How the workshop runs
Every session is live with a real instructor, and the exercises are built around your team's work.
The first session is the journey and the data underneath it. Participants map what happens from first contact through repeat purchase, and find the points where people quietly drop out. Then the CRM: what it needs to hold, why most are a mess, and why data hygiene is not an administrative chore but the thing the entire system depends on.
The second session is the flows that drive revenue. Participants build the core sequences: welcome, nurture, abandonment, post-purchase, and win-back. They learn which ones pay for the whole exercise, how many messages is too many, and how to write a sequence that reads as helpful rather than automated.
The third session is scoring, segmentation, and compliance. Participants set up lead scoring so sales attention goes where it pays, segment so messages stay relevant at scale, and work through consent, preferences, and the rules that apply to email and text. They leave with working flows and a clean CRM structure.
Outcomes
What You'll Learn at a Glance
- Map the customer journey and find where people quietly drop out
- Structure a CRM that holds what you actually need
- Build welcome, nurture, abandonment, post-purchase, and win-back flows
- Write a sequence that reads as helpful rather than automated
- Set up lead scoring so attention goes where it pays
- Segment so messages stay relevant as the list grows
- Keep data clean and compliant with consent and preference rules
Duration
Prerequisites
Participants should be comfortable with basic email marketing concepts including lists and sending. Those without that foundation should start with Email Marketing for Beginners.
Format
Online for most groups; on-site delivery by request.
Dates and options
Join a public session or book your teamBook this workshop for your team
Public sessions
Train your team privately
Schedule this workshop for your team, live online or on-site, with content built around your work. Tell us your group size, goals, and target dates.
How team training works
From first call to trained team
- 20,000+Participants trained
- 90%Completion rate
- 1,500+Organizations served
Scope it
A short call about your team, your tools, and what needs to change after the session.
Customize it
Your instructor builds examples, exercises, and datasets around your actual work before delivery.
Deliver it live
Live online for most groups, or on-site at your location, scheduled around your team.
Make it stick
Every participant leaves with reference materials and a certificate of completion.
Pricing
Tuition and ways to buy
$695.00 per participant
Marketing Automation, CRM, and Lifecycle Marketing is available by request only, scheduled around your team.
- $695 per participant, with a three participant minimum
- Private training: request a custom quote. One on one sessions and teams below the three participant minimum are priced case by case
- Larger groups: request a custom quote. We price larger cohorts case by case based on group size, schedule, and delivery format
Request a quote and we will build pricing around your team.
- Per participant
Enroll a few employees at the per-participant rate.
- Private team session
Your group only, built around your data, tools, and schedule.
- Invoice your organization
DWC invoices your company directly and provides purchase order documentation.
- Multi-workshop programs
Combine workshops into a series for a department or a cohort of new managers.
Digital Marketing training
Digital marketing training for teams and small businesses
DWC digital marketing workshops cover the channels that move the needle: SEO, Google Analytics, Google Ads, email, social media, content, conversion rate optimization, marketing automation, and AI in marketing workflows.
They work for in-house marketing teams that need to sharpen one skill and for small business owners who wear every hat. Examples are built around your own site, audience, and goals.
Can you customize this workshop for our team?
Yes. Content, datasets, and examples are built around your actual work before delivery, so participants practice on the files, tools, and situations they deal with every day.
Is the training online or on-site?
Most groups train live online with a real instructor. On-site, in-person delivery is available by request.
Is there a minimum group size?
Most workshops booked for a team have a three participant minimum, and the Tuition section on each workshop page lists its exact terms. One-on-one sessions and smaller groups are priced case by case, and larger groups are quoted based on group size, schedule, and delivery format.
Are these workshops for marketing teams or small business owners?
Both. Marketing teams use them to build depth in a specific channel, and small business owners use them to run their own marketing with confidence.
Can we use our own website and accounts in class?
Content and examples are built around your work before delivery, so participants can practice on your own site, campaigns, and analytics where appropriate.
Do participants receive a certificate?
Yes. Every participant receives a certificate of completion, along with digital learning materials and take-home reference guides.
Can we pay by invoice or purchase order?
Yes. DWC invoices your organization directly and provides purchase order documentation.
Can individual employees join a public session?
When a workshop has public dates, they appear in the Dates section of this page with a registration button. If none are listed, request a quote and we will share your options.
Bring this workshop to your team
Tell us about your group and your goals. A training advisor follows up within one business day with options and pricing.