Master Shape, fast.
Live weekly webinars, on-demand video training, and step-by-step guides — everything you need to get the most out of Shape.
Live Weekly Training
Join our Essentials class every Monday for a live walkthrough and real-time Q&A.
Watch Anytime
On-demand sessions across sales, marketing, and admin — on your schedule.
Guides & Videos
Step-by-step guides and short videos to help you learn, troubleshoot, and grow.
Free live training, every single week.
Every Monday we host a live Essentials session — a guided walkthrough with real-time Q&A. It’s the perfect starting point the week you sign up, and the easiest way to get new hires up to speed as your team grows.
- ✓ Live every week — hop on whenever you need it
- ✓ Built for brand-new users getting started
- ✓ Onboard new team members as you grow
LIVE
Every Monday
Watch full training sessions anytime.
Three free, self-paced courses. Start with Essentials, then work through Sales & Marketing and Administration.
Essentials
The recommended first step. Get set up and comfortable navigating Shape.
- Configure your user profile
- Sync Outlook or Gmail
- Set up email signatures
- Contact management basics
- Voice dictation
- Webphone controls
Sales & Marketing
Go deeper on automation and lead engagement to work smarter.
- Email & text automation
- Drip campaigns
- Lead distribution & prioritization
- Landing pages & Lead Engine
- Marketing templates
- Reporting basics
Administration
Advanced admin controls, custom workflows, and reporting.
- Lead Engine deep dive
- Building views & automation
- Record & milestone tracking
- Custom reports & Power BI
- Advanced email topics
- Integrations: API & Zapier