Lead Generation & CRM Management
Build and maintain a healthy pipeline — research, list-building, outreach sequencing, and clean CRM hygiene.
- 5–6 hours
- 5 modules + final exam
- 75% passing score
- NFT certificate
Syllabus & modules
- 1 Prospect Research
Finding and qualifying the right leads.
- 2 List Building
Sourcing and structuring clean lead lists.
- 3 Outreach Sequencing
Personalized, compliant outreach cadences.
- 4 CRM Management
Stages, properties, and pipeline hygiene.
- 5 Reporting
Conversion tracking and pipeline health.
- Final Exam
Prospecting practical + CRM pipeline exam
What’s tested
- Building a qualified lead list from a target profile
- Setting up a clean CRM pipeline with correct stages
- Drafting a personalized outreach sequence
Format & passing criteria
Practical Task, Timed Quiz. Estimated 5–6 hours of work across 5 modules.
You must score at least 75% to pass and trigger certificate issuance.
One free retake after 7 days.
Valid 2 years · renewal assessment available. Renewal assessments keep your certificate current so employers always see an up-to-date credential.
Score bands
Your certificate records not just a pass, but how well you passed. Higher bands rank you ahead of other certified VAs.
Meets the professional standard for the role.
Strong, consistent performance across all modules.
Top-tier mastery — surfaced first to employers.