Course Description

Welcome to Followup Academy! In this course, we’re going to cover all the reporting basics that we highly recommend our champions take advantage of. Leveraging these reports will help you get the most out of our CRM and really help you start to see results. Some of our most successful users attribute much of their company growth to our reporting tools as it’s helped them understand which jobs are worth bidding, which ones aren’t, which salespeople are falling behind, and so much more. Learn how to utilize our reports and test your knowledge by taking our 20-question test at the end to receive your Champion Reporting Basics Certification. You must receive an 80% or higher to earn your certificate. Good luck!

Estimated completion time: 1 hour



Growth Marketer

Courtney Fuller

Courtney Fuller is a Social Media Marketing and PR Professional equipped with over 8 years of experience as a goal-driven, multi-tasking team player. She is a well-rounded social expert with experience in all areas of digital marketing, including social strategy and analytics, reputation management, PPC campaigns, email marketing, copywriting, brand development, and more. Courtney has been the Growth Marketer at Followup CRM since February of 2020, helping with lead generation, brand building, customer delight, and more. She earned a Bachelor of Arts (B.A.) Degree in Communication & Media Studies and Art from Stetson University. When Courtney is not working, you can find her hanging out at the beach, painting, or eating burritos. 

Course curriculum

  • 1

    Champion Reporting Basics

    • Followup Academy Champion Reporting Basics Transcript

    • Champion Reporting Basics Introduction

    • How to Use the Report Card

    • How to Use the Bid Proposal Report

    • How to Use the Captured Contracts Report

    • How to Use the Dead Recap Report

    • How to Use the Excel Export Report

    • How to Use the Contract and Office Type Goals Feature

    • How to Use the Advanced Search

    • Champion Reporting Basics Quiz