CRMs and Communication Process Maps – FREE template and video

Customer Relationship Management (CRM) systems and processes downloads – No email address required


Learn about systems and processes to manage your customer communication

This free download includes:

  • A handout on CRMs and communication process maps
  • An instructional video on CRMs and communication process maps
  • A communication process map template
  • A communication process map sample.

Topics covered include:

  • What is a CRM?
  • Auto responders and options available?
  • What is segmentation?
  • Tracking and analytics
  • Setting up a communication/email process and automation.

Download your handouts below. By accessing these resources you agree to our Terms of Use.

CRMs and Communication Process Maps_slides   Communication process maps_sample   Communication process maps_template

You can also watch the instructional video below.

The above handouts are an excerpt from one of our HOWTO Market My Small Business Course modules. HOWTOMARKETINGTM is an In Just 5 sister brand, wholly owned by the same company, and specialises in self-paced, online marketing courses for small business owners.

It is a taster of just some of the fantastic tools, handouts, templates, samples and instructional videos you can access by signing up for our self-paced online courses. Find out more about our course here. 



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Kylie Fennell

I love creating and curating content, strategies and resources that will make your day. I’m a Writer, Marketer, Business Advisor and Trainer with 20 years of industry experience. I'm also a passionate home cook. By far though, my biggest role to date has been (and continues to be) Small Business Owner and Mother.