Day 2

Video Lesson

Lesson Notes

Project Management

• Introduction to project management tools
• Task assignment and tracking
• Collaboration with clients and team members

Portfolio

Please send the screenshot of the following (or YT link of the CRM task video):

• Workflow in Trello
• Workflow in Asana
• Setup in Slack

MVA Online Submission

• Email Subject: MVA Online – Project Management
• Send it to: courses@surgedigital.agency

MVA In-Person Submission

• Email Subject: MVA Week 1: (Portfolio Name)
  Ex. MVA Week 1 – Administrative Tasks
• Send it to: training@thesurgemarketplace.com

If you’re enrolled in the specific Surge Training Centers, please submit your portfolios as follows:
– GENSAN: gensan@surgefreelancingmarketplace.com
– BULACAN: bulacan@surgefreelancingmarketplace.com
– TAGUM: tagum@surgefreelancingmarketplace.com
– DIGOS: digos@surgefreelancingmarketplace.com
– BAGUIO: baguio@surgefreelancingmarketplace.com

Video Lesson

Lesson Notes

CRM Management

• Customer relationship management basics
• Managing client databases
• CRM software overview

Portfolio

Please send the screenshot of the following:

• Add leads (at least 5 from your lead gen)
• Add contacts (at least 2)
• Add an event in the calendar
• Create an email sequence for leads (draft) – optional

MVA Online Submission

• Email Subject: MVA Online – CRM Management
• Send it to: courses@surgedigital.agency

MVA In-Person Submission

• Email Subject: MVA Week 1: (Portfolio Name)
  Ex. MVA Week 1 – Administrative Tasks
• Send it to: training@thesurgemarketplace.com

If you’re enrolled in the specific Surge Training Centers, please submit your portfolios as follows:
– GENSAN: gensan@surgefreelancingmarketplace.com
– BULACAN: bulacan@surgefreelancingmarketplace.com
– TAGUM: tagum@surgefreelancingmarketplace.com
– DIGOS: digos@surgefreelancingmarketplace.com
– BAGUIO: baguio@surgefreelancingmarketplace.com