Dot Loop CRM Training

My team needs hands-on, practical guidance so every user can jump into Dot Loop with confidence and complete day-to-day work without hesitation. The training must cover the whole workflow—from creating and managing loops, through secure e-signing, to setting up workflow automations that match our pipeline.

Beyond those essentials, the sessions should also touch on general navigation, initial setup tips, helpful integrations, and quick troubleshooting techniques; in short, everything required to “know how to use it and perform tasks.” Live screen-sharing, step-by-step demonstrations, and real file examples are expected so we can put lessons into practice immediately.

Deliverables
1. Two or more interactive training sessions (recorded for later reference)
2. A concise cheat-sheet or process map summarising key steps
3. One follow-up Q&A slot after we have practiced independently

Please outline how you would structure the sessions, the tools you prefer for live instruction, and the timeline you recommend.