Gain Momentum Academy

Learn the workflow by doing the work

Follow practical guides for building a repeatable client-growth process. Each guide explains the outcome, prerequisites, steps, recovery path and the next place to go.

Explore the demo Talk to the team

Complete onboarding

Configure your workspace and reach the first meaningful action.

Getting Started · 8 min · Beginner

Understand the Dashboard

Use the Dashboard as your daily operating centre.

Getting Started · 5 min · Beginner

Connect LinkedIn securely

Connect or reconnect LinkedIn through the secure hosted flow.

Integrations · 6 min · Beginner

Define your ideal client profile

Turn your best-customer evidence into repeatable targeting criteria.

Prospecting · 10 min · Beginner

Find and save prospects

Discover suitable companies and save prospects without duplicates.

Prospecting · 8 min · Intermediate

Create your first campaign

Create a safe outreach campaign with a clear business objective.

Outreach · 10 min · Intermediate

Enrol prospects safely

Add qualified prospects and validate sending readiness before launch.

Outreach · 7 min · Intermediate

Manage replies

Triage conversations and create the right next Action.

Inbox and Conversations · 6 min · Beginner

Convert a positive reply into an opportunity

Create a CRM opportunity and follow-up from a qualified conversation.

CRM and Pipeline · 5 min · Intermediate

Use the CRM and pipeline

Manage contacts and progress opportunities with clear outcomes.

CRM and Pipeline · 8 min · Beginner

Create and complete Actions

Use the Action queue for follow-ups and weekly commitments.

Actions and Accountability · 5 min · Beginner

Record a meeting outcome

Capture what happened and create the correct follow-up.

Meetings and Calendar · 5 min · Beginner

Complete the Weekly Review

Review progress, blockers and next-week commitments.

Actions and Accountability · 10 min · Beginner

Understand reports

Read outcome metrics and use them to decide what changes next.

Reporting · 7 min · Beginner

Manage user roles and permissions

Review users and assign the minimum access they need.

Team and Administration · 6 min · Intermediate

Reconnect a failed integration

Recover a disconnected provider without duplicating processing.

Integrations · 6 min · Intermediate

Manage billing and subscription details

Review plan access, invoices, payment details and recovery states.

Billing and Plans · 5 min · Beginner

Ready to try it in a workspace?

Use the interactive demo, or sign in to continue your private Academy progress.

Explore the demo Open my workspace