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I will teach you to use your existing podio system effectively
Your Go To CRM Expert specializing on Podio, Zapier, Workflows, Monday
Hi, I’m Maya — a CRM Consultant with 8+ years of experience helping 400+ clients design, build, and scale CRM systems. I specialize in CRM setup, workflow automation, pipelines, reporting, and integra...
About this Gig
Is your Podio system already built, but you don't fully understand how it works?
Many businesses have a Podio system built by a consultant, developer, or former employee, but struggle to use it effectively. I provide personalized training based on your existing Podio setup, helping you and your team understand how everything works.
During our session, I will review your workspace, explain your apps, app relationships, workflows, and day-to-day processes. I'll answer your questions and help you gain confidence using Podio efficiently.
Training can include:
- Workspace navigation
- App structure and relationships
- Task and project management
- Lead and client workflows
- Custom fields and views
- Workflow and automation explanations
- Best practices for daily use
This service is ideal for business owners, managers, and teams who have inherited a Podio system and need help understanding it.
Note: For advanced workflow and automation training, access to Podio Workflow Automation (PWA) flows will be required so I can review and explain the underlying automation logic. Contact me before ordering to discuss your requirements.
Please message me before placing an order
Thanks
Device:
Desktop
•
Laptop
•
Mobile
Operating system:
Windows
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IOS
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Android
My Portfolio
FAQ
Can you train me on a custom Podio system?
Yes. My training is to understand and help you with your existing setup, having said that I can also help you with Podio systems from scratch
What if someone else built our Podio workspace?
That's one of the most common situations I help with. I can review the system and explain how it works.
Do you need access to our Podio account?
In most cases, yes. Temporary access allows me to understand the structure and provide effective training.
Do you need access to PWA?
For complete training involving workflow automation, process logic, triggers, and troubleshooting, access to PWA workflows is highly recommended and will be required.
Can you train multiple team members?
Yes. Team training sessions can be arranged as part of the Standard
