Streak Classes:
Live with experts

In this recurring class (offered multiple times each week) we'll walk you through how to import from spreadsheets, CRMs, or lead lists and get set up the right way. Pick the date and time that work best for you!

Now that you've imported your data into your first pipeline and are thinking "what now?!". In this class we'll walk you through the 7 features our teams find most valuable at this stage.

We'll chat about how you can use the newly updated (!) Streak exporter to get your pipeline data, your team's tasks and interactions, and more out of Streak with custom filters and specific date ranges.

In this class we'll walk you through how you can use Zapier and Docusign to add document management and e-signature processing to the suite of Streak features.

Save time, never miss a follow up, and close those deals - let’s learn how to automate your outreach and track your responses in Streak!

In this class we'll teach you how you can easily use Zapier in order to create a simple round robin assignment process in your pipeline.

We'll walk you through how to create a mass email that pulls variables from your pipelines to compose and send hyper-customized emails in bulk.

Let's cover the basics! If you're just starting out with Streak, we'll cover the first few things to get your process off the ground in this session.

In this class we'll cover how to automate your process & pipeline so you never miss following up on a deal again. Tasks, Saved Views, Native Automations and much more!

We’ll show you how Streak’s AI tools can analyze your inbox, build your workflows, fill in missing details, and tell you exactly what’s happening in your pipeline.

Master Streak (and Gmail) without touching your mouse. In this fast-paced session, we’ll cover our favorite keyboard shortcuts, hidden CMD + K tricks, and time-saving moves from real Streak power users - so you can navigate, update, and move around your inbox faster than ever.

In this live session, we’ll show you how to build dashboards in Streak using your 2025 pipeline data so you can review performance, identify trends, and plan smarter for the year ahead.