An Exclusive Event for Followup CRM Users
Join us for two days of training, insights, and inspiration designed to help your team win more work. From keynotes and hands-on workshops to a poolside reception, everything is built to equip your business for growth.
Attendance is completely FREE for current Followup CRM customers as our way of investing back into your success. Just cover travel and lodging, and we’ll take care of the rest.
Conference Agenda
All session will be in Salon East
THURSDAY
8:00 Breakfast
9:00 Opening Session
- Who Wants to Be a Champion with Gregg Wallick, Founder of Best Roofing and Followup CRM
9:30 Automations Overview + Customer Connect Chats
- Learn best practices and connect with peers to discuss challenges you’re looking to overcome.
10:15 Hands-On Help Desk + Break
10:45 Owning Your Data: Build a Business Above Personnel Changes
- Dive into how continuity, permissions, and documentation protect sales, bids, and reporting through team transitions.
11:30 Saving Hours with the Proposal Generator
- Hear case studies on how companies went from “cobbled docs” to on-brand proposals in minutes – including templates, time saved, and pitfalls to avoid.
12:30 Lunch
- Brief Partner Presentation
1:30 Driving Accountability That Scales: Multi-Office, Divisions & Acquisitions
- Discover practical ways to structure teams, data, and leadership habits to create alignment—without adding complexity.
2:30 Syncing Followup to Financial Software
- See how integrations actually work: what connects, who clicks what, real-life examples, and a clean go-live checklist that eliminates double entry.
3:00 Break + Hands-On Help Desk
3:30 Custom Reports That Run the Business
- Let's explore which dashboards leaders should be opening first and how to use them to drive results.
4:15 Break
5:00 to 7:00 Cocktail Reception at the Hard Rock Tower Pool Deck
FRIDAY
8:00 Breakfast
9:00 Feature Release and 2026 Product Roadmap with Erick Vargas, Co-founder and President of Followup CRM
- See what's new and what's coming next!
10:00 Customer Connect Chats
- Circle up with those around you to discuss what new features you are most excited about and how you would like to see your business implement them this year.
- Followup staff will be available to answer questions and help you find solutions.
11:00 Closing Remarks