What This Session Is About
On February 5, join Menno (Ultimate Efficiency) and Derek (CRM Specialist) for a practical, real-world session focused on helping you understand how CRMs and systems should actually be set up — so they save time, support your team, and enable growth instead of slowing you down.
This is not a sales demo.
It’s not platform-specific fluff.
And it’s not about adding more tools.
It’s about building foundations that work in the real world.
Why You Should Attend
Your business is more manual than it should be
Your CRM looks good on paper but isn’t fully trusted or used
You’re doing too much yourself because systems don’t hold up
You want to grow but feel held back by messy processes
…this session will give you clarity.
You’ll learn how to:
Think about CRMs as a business support system, not just software
Prepare properly before fixing or implementing a CRM
Avoid the most common mistakes that turn CRMs into expensive admin tools
Use systems to support teams, VAs, and growth — not micromanagement
Identify what to simplify, fix, or focus on next
Whether you already have a CRM or are planning for one, this session will help you make better decisions — and avoid wasted time and money.
Event Details
Date: February 5, 2026
Time: 9:30 AM Sydney Time
Format: Live Virtual Masterclass (Zoom)
Replay: Available for all registrants
Duration: 2 hours
Cost: $30 AUD
What You’ll Learn
Discover the hidden pitfalls that kill CRM adoption.
Why so many CRMs fail after they’ve been set up
See your CRM as a growth engine, not a tool.
How to think about a CRM as a business support system, not just software
Identify the processes that need automation first.
What needs to be prepared before implementing or fixing a CRM
Unlock a system that keeps everyone on the same page.
If systems, CRMs, or scaling have been on your mind, this session will give you clarity and direction.
Meet Your Hosts!!
Menno Tabbernal — Founder, Ultimate Efficiency VA Service
Menno is the founder of Ultimate Efficiency, a virtual assistant agency that helps business owners reclaim time and grow their businesses through the right combination of people, systems, and structure.
He works closely with business owners who are capable but stretched thin — helping them build processes, implement virtual assistants effectively, and create systems that deliver real ROI, not just delegation.
Menno’s focus is on practical efficiency: ensuring businesses are set up in a way that supports growth, reduces overwhelm, and allows owners to work on the business rather than constantly in it.
Derek – CRM Specialist
Derek is a CRM expert with 6 years of hands-on experience working deeply with CRM systems and business processes.
He has worked with Real estate businesses, telemarketing, logistic, import and export, equipment rental and funding companies, catering services company, Cleaning service businesses, NGOs, Multi-company businesses, Training institutes, Digital marketing agencies, Private rentals businesses, Healthcare businesses, Tech startups, etc., helping them design, clean up, and implement CRM systems that people actually use day to day — not just systems that look good on paper.
Derek specializes in:
- CRM preparation and structure
- Understanding how CRMs fit into real business workflows
- Helping businesses avoid the common mistakes that turn CRMs into expensive admin tools
During this session, Derek will be sharing practical insights into how CRMs should be approached, prepared, and implemented to genuinely support business growth
Why Attend Live?
Attending live means:
- You get full context, not just highlights
- You can ask questions in real time
- You’ll hear practical examples and nuance that don’t always translate into replays
- If systems, CRMs, or scaling have been on your mind, this session will give you clarity and direction.