You started this business to guide families through some of the biggest transitions of their lives. But as your business grows, disconnected systems, missed follow-ups, unclear schedules, and incomplete billing can make it harder to serve clients well and protect your profitability.

Every inquiry that is not followed up on is potential revenue lost. Every hour, mile, or expense that is not recorded reduces the value of the work your team has already completed. Every evening spent piecing together project details is time taken away from growing your business or living your life.

NASMM 360 brings your entire operation together, from the first inquiry through the final invoice. The NASMM 360 Boot Camp will help you create a more consistent intake process, manage projects more efficiently, keep your team working from the same information, and capture every dollar your business earns.

Over three live, 90-minute working sessions, you will turn NASMM 360 into a working system for your business using your own leads, projects, team activity, and financial data. You will not just learn what the software can do. You will build the processes that help you respond faster, manage projects more efficiently, capture more billable work, and make better decisions with greater confidence.

You will leave with more than knowledge. You will leave with a clearer sales pipeline, a more organized project workflow, more accurate billing, and better insight into where your business is making money and where revenue may be slipping away. Most importantly, you will leave with a stronger, more efficient, and more profitable way to run your business.

Join us December 1, December 8 & December 15 at 5:00 pm ET

Three Days • One Complete System

Day One: Capture Every Opportunity. Every lead tracked, every follow-up handled, every inquiry moving toward a booked project.

Day Two: Control Every Project. One repeatable workflow from estimate to completion, with your whole team on the same page.

Day Three: Protect Every Dollar. Every hour and expense captured, billed, and measured, with dashboards that show what your business is really earning.

Who this is for: new NASMM 360 subscribers getting set up, current users ready to put more of the system to work, and team members joining an established account.

Owners: bring the people who handle your intake, scheduling, and billing. The system sticks when the whole team builds it together.

How Each Session Works

Every session follows the same 90-minute structure:

A guided, hands-on walkthrough inside NASMM 360
Real Senior Move Management scenarios rather than generic demo data
Dedicated live Q&A time to work through your specific questions and situations
A short implementation assignment so the work continues between sessions
A full session recording delivered to every registrant, whether or not you attended live

Day One: Capture Every Opportunity

LEADS + INTAKE

More leads do not automatically create more revenue. A consistent follow-up process does.

When inquiries are scattered across emails, notebooks, spreadsheets, and individual team members, opportunities are easily delayed or forgotten. Day One helps you build a reliable intake system that keeps every lead visible, every follow-up moving, and every prospective client progressing toward a booked project.

You will learn how to:

Capture and track every inquiry in one place
Create complete client and contact records
Schedule follow-up tasks and communications
Track referral sources and lead activity
Move opportunities through a clear sales pipeline
Create a consistent intake process your entire team can follow

Why it matters: Faster follow-up improves the client experience, strengthens referral relationships, and increases the likelihood that an inquiry becomes a paying project.

You will leave with: A working intake pipeline and a follow-up system designed to help your team respond consistently, convert more leads, and prevent revenue opportunities from slipping through the cracks.

Before Day Two: Enter your five most recent inquiries as leads so the next session begins with your actual business, not sample data.

Day Two: Control Every Project

OPERATIONS

Profitability depends on more than staying busy. It depends on completing projects efficiently, using staff wisely, and capturing the full value of the work being performed.

When project details live in different places, schedules become harder to manage, responsibilities are unclear, and important services may never make it onto the final invoice. Day Two helps you create a repeatable operational workflow that connects the estimate, schedule, team, tasks, and project activity.

You will learn how to:

Build clear estimates and project scopes
Convert approved estimates into active projects
Schedule team members, services, and appointments
Coordinate calendars and project details
Assign tasks and clarify responsibilities
Track time, mileage, expenses, and project progress
Keep your entire team working from the same information

Why it matters: A centralized workflow reduces duplicated effort, scheduling confusion, missed tasks, and unrecorded work. It also gives owners and managers greater visibility into staffing needs, project progress, and potential problems before they affect the client or the bottom line.

You will leave with: A live project built from estimate through scheduling, along with a workflow that can be repeated to improve efficiency, accountability, and profitability on every job.

Before Day Three: Log time and at least one expense on your active project so the billing and reporting session uses your own numbers.

Day Three: Protect Every Dollar

BILLING + BUSINESS INTELLIGENCE

Revenue is not earned simply because the work was completed. It must also be documented, invoiced, collected, and measured.

Missed hours, forgotten mileage, unbilled purchases, and delayed invoices quietly reduce profitability. Day Three helps you connect project activity directly to billing so you can protect the revenue you have already earned and better understand which services and projects are driving your business forward.

You will learn how to:

Turn project activity into accurate invoices
Capture billable time, mileage, purchases, and expenses
Connect financial information with QuickBooks Online
Review dashboards and business reports
Measure project revenue and profitability
Identify unbilled work, operational gaps, and revenue opportunities
Use real business data to guide staffing, pricing, and growth decisions

Why it matters: Accurate tracking leads to more complete invoices, faster billing, better cash flow, and fewer dollars left behind. Clear reporting also helps you understand what is profitable, where resources are being lost, and which opportunities deserve greater investment.

You will leave with: Clean invoices generated from actual project activity and a dashboard view that shows what your business is earning, where revenue may be leaking, and how to make more informed decisions.

Frequently Asked Questions

Do I have to attend all three days?

No. Sessions are available à la carte, and each one stands on its own. That said, the three days are built as a sequence that follows a client from inquiry to invoice, and the between-session assignments carry your real data forward from one day to the next. The full Boot Camp is where the compounding happens.

What if I can’t attend live?

Register anyway. Every registrant receives the full session recording, so you can follow the walkthrough on your own schedule and bring questions to a later session and to one-on-one support.

Do I need to be a NASMM 360 subscriber already?

Yes, you need to have an active NASMM 360 VIP account to register for the Boot Camp. Each session is hands-on and you will be building in your own system. If you are still deciding, the Boot Camp is also a practical way to see exactly how the platform would run your business before you commit.

Can more than one person from my company attend?

Yes, and it is encouraged. The system works best when the people who handle intake, scheduling, and billing all work from the same information. After the first full Boot Camp registration at $399, additional seats from the same company are just $79 each.

I'm brand new and haven't set anything up. Is this too advanced for me?

No. Day One starts at the beginning: capturing your first lead and building your first client record. Come with your login ready and one real inquiry to enter, and the sessions will take you from there.

What happens after the Boot Camp?

A one-on-one consultation is included in your registration fee. We can cover setup and configuration, workflow mapping, team roles and permissions, time tracking and billing, reporting, and follow-up systems.

REGISTER FOR THE NASMM 360 BOOT CAMP!

Registration Options

Full Boot Camp Participant (December 1, 8, 15) ($399.00)
Partipants will receive a pre-boot camp overview, three full 90 minute sessions, and one hour of one-on-one support. Participants will also receive recordings of all three (3) sessions.
Staff Participant ($79.00)
Purchase an extra "seat" for a team member you would like to participate. (one rate for 1-3 sessions)
Session 1 Only - December 1 ($149.00)
Purchase Session 1 Only. You'll receive the recording of this session.
Session 2 Only - December 8 ($149.00)
Purchase Session 2 Only. You'll also receive the recording of this session.
Session 3 Only - December 15 ($149.00)
Purchase Session 3 Only. You'll also receive the recording of this session.

YOUR INFORMATION

Name

Mobile Phone Number

Yes, it's okay to send me text messages including order confirmations, updates, event reminders, and event information. Message frequency varies. Message and data rates may apply. Reply HELP for help, STOP to cancel. View our terms of service & privacy policy.

Address

Organization

Running Total

$0.00

Coupon Code

Total

$0.00

BILLING INFORMATION

Name

I am representing an organization

Credit Card

Visa
Mastercard
American Express
Discover

Address

Mobile Phone Number

Event Registration Software by RegFox

Three Days • Three Focused Sessions • One Smarter Way to Work.

REGISTER FOR THE NASMM 360 BOOT CAMP!

YOUR INFORMATION

BILLING INFORMATION