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.
Preliminary Agenda
subject to change
THURSDAY
8:00 Breakfast
8:45 to 9:00 Welcome
9 to 9:45 Opening Session with Gregg Wallick, Founder of Best Roofing and Followup CRM
10:00 to 10:45 Customer Interview: Why Award-Winning Contractors Choose Followup
10:45 to 11:15 Coffee Break + Hands-On Help Desk
11:15 to 11:45 Owning Your Data: Build a Business Above Personnel Changes
- Diving into continuity, permissions, and documentation so turnover doesn’t stall sales, bids, or reporting.
12 to 12:30 Saving Hours with the Proposal Generator
- Hear case studies on how companies went from “cobbled docs” to on-brand proposals in minutes. See their templates, time saved, and pitfalls to avoid.
12:30 to 1:30 Lunch
- Brief Partner Presentation
1:30 to 2:15 Driving Accountability That Scales: Multi-Office, Divisions & Acquisitions
- Practical ways to structure teams, data, and leadership habits to create alignment—without adding complexity.
2:30 to 3:00 Connecting Followup to Financial Software
- See how integrations actually work: what syncs, who clicks what, real-life examples, and a clean go-live checklist that eliminates double entry.
3:00 to3:30 Coffee Break + Hands-On Help Desk
3:30 to 4:15 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 to 5:00 Break
5:00 to 7:00 Cocktail Reception at the Hard Rock Tower Pool Deck
FRIDAY
8:00 to 9:00 Breakfast
9:00 to 10:00 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 to 11:00 Workshop Live: Office Hours IRL
- Followup staff will be available to answer questions and help you find solutions.
- Pick one metric, one automation, and one process to implement—leave with owners and dates.
11:00 to 11:15 Closing Remarks