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AI BUSINESS ACADEMY
Keep Track of Customer Requests
Give every customer request an owner, a next step and a respectful follow-up plan.
WHY THIS PROGRAM
Build a skill. Leave with a deliverable.
Give every customer request an owner, a next step and a respectful follow-up plan.
Who it’s for
Owners and small teams organizing customer requests
What you’ll work toward
- Create distinct request records with clear next steps
- Draft one unsent follow-up with contact checks and stop rules
- Test request quality and map fields for an optional CRM import
Your practical deliverable
A fictional request pipeline, unsent follow-up, three-case sandbox log and CRM field map
Program details
- Format
- Guided practice · private review edition
- Duration
- Confirmed after curriculum review
- Prerequisites
- AI Foundations first. No CRM subscription is required for Academy practice.
- Instructor
- Verified instructor information will be provided before enrollment.
- Completion
- Required lessons, passing knowledge assessment, and an instructor-approved practical assignment.
Completion records document course completion. They are not accredited certifications or agency approval.