MamaCRM - Certified Professional Course

Sep 16, 2025

MamaCRM - Certified Professional Course

Host Orestis Michael

Attachments MamaCRM - Certified Professional Course 

Meeting records File 

Summary

Oresti Michael provided an introduction to the certified professional course, covering its structure, certification requirements, and benefits like early access to the Mama CRM platform. He detailed marketing strategy fundamentals, emphasizing the use of AI within the Mama CRM dashboard to streamline strategy documentation and content creation. Oresti Michael also gave an overview of the Mama CRM platform's features, discussed future developments including LinkedIn integration and a crowdfunding campaign, and assigned homework for participants to create a new project with a documented strategy in Mama CRM. Limitra asked for clarification on project differentiation for clients with multiple products or services, which Oresti Michael addressed by explaining that projects should be differentiated based on distinct SWOT analyses and target audiences.

Details

• Course Introduction and Structure Oresti Michael, founder and CEO of Mama CRM, welcomed participants to the certified professional course, outlining its structure to cover marketing strategy, social media management, and CRM over weekly one-hour sessions. The course aims to be easily digestible and engaging, with the first module focusing on marketing strategy and AI to facilitate action plan creation, followed by modules on social media management and CRM.
• Certification Requirements and Benefits To earn certification, participants must complete three modules, pass an easy assignment for each, attend at least one live course, and pass the final Mama CRM certification exam. Benefits include early access to the Mama CRM platform and its affiliate program with up to 40% commission, recognition, referrals from other companies needing experts, and ongoing knowledge and support from Mama CRM.
• Marketing Strategy Fundamentals Oresti Michael explained that Mama CRM views social media marketing as an integral part of a corporate marketing strategy, emphasizing a holistic approach that includes documentation, management tools, and CRM. The course begins with fundamentals like the 4 P's (Product, Price, Place, Promotion) and SWOT analysis (Strengths, Weaknesses, Opportunities, Threats) to identify the marketing strategy, along with customer profile and competition analysis, and business goals.
• Leveraging AI in Strategy Documentation Oresti Michael highlighted that in the "new era," the Mama CRM dashboard and AI significantly streamline the strategy documentation process, contrasting it with traditional manual methods. The system allows users to easily input and refine SWOT analysis, activations, and products, with AI providing suggestions to assist in content creation for social media planning, including ideas for awareness, engagement, and sales.
• Mama CRM Platform Overview Oresti Michael provided a walkthrough of the Mama CRM system, demonstrating features such as workspaces for each company, integrated social media management tools for publishing and monitoring, message and comment management, and real-time insights. The platform includes a social planner that integrates strategy, SWOT analysis, activations, and products, enabling users to create and manage content effectively across different projects or departments.
• Future Developments and Business Plans Oresti Michael shared Mama CRM's future plans, including finalizing LinkedIn integration, resolving bugs, adding notifications, and launching a crowdfunding campaign by the end of the month. The campaign aims to raise 150k to expand the team and enhance support and training, offering significant discounts for early bird monthly, quarterly, and annual packages, with a global target focused on the USA.
• Homework Assignment For the next week, Oresti Michael assigned participants to create a new project within Mama CRM, providing a short, specific, and relevant project summary. The assignment requires them to document the strategy for this project by completing a SWOT analysis, creating three activations (one of each type), and adding one product or service.
• Project Differentiation and Support Resources Limitra asked for clarification on separating projects when a client has many products or services. Oresti Michael explained that projects should be differentiated based on distinct SWOT analyses and target audiences, even if they publish from the same calendar. He also directed participants to the support system within Mama CRM for tutorials, contact information, and bug reporting.

Suggested next steps

• Oresti Michael will finalize the LinkedIn connection and resolve all system bugs.
• Oresti Michael will implement notifications for task assignments and inbox messages.
• Oresti Michael will save, host, and distribute the meeting recording on the Mama CRM support system and make it available in the platform's support tutorials.
• The group will create a new project in Mama CRM by navigating to the 'projects' section, adding a project name, and documenting a concise project summary.
• The group will document the strategy for their newly created project by conducting a SWOT analysis, creating three types of activations, and defining one product or service.