Hi! I'm Caroline Wilkins.
I'm the Operations Director at Performance Coaching, and I teach agents how to leverage their CRM to to manage and grow their business.
Work With Me
"Caroline has an easily digestible, methodical and purpose-driven approach to CRM.
Probably like you, I was overwhelmed with CRM. I anticipated that CRM coaching would only add to my overwhelm, but I’m so glad I did it. She truly is a master. It was a direct and simple process. She broke down everything very clearly. After our coaching sessions, my mindset was already starting to shift about CRM, and it felt good to be getting it in better condition."
Private CRM Coaching
What to Expect
A CRM is the most powerful tool for growing your business, hands down. You might have one, but are you getting the most out of it? Most agents and teams aren’t, and they’re missing out on countless deals because of it. You probably are, too—but we’re here to fix that.
The goal of my coaching is to make it as easy as possible to nurture your business relationships every day. I’ll help you set up your CRM for maximum efficiency and alignment with your business goals. Then, I’ll teach you and your team how to make it a seamless and painless part of your daily workflow.
Topics Covered
You’ll work one-on-one with our CRM expert to execute the recommendations from your CRM Audit. This can include:
- Organizing and cleaning up your database
- Tailoring your CRM for your specific business needs
- Identifying key daily CRM tasks
- Creating follow up systems for past clients, referrals, and other contact groups
- Creating action plans for specific scenarios (Likely to Sell, Open House, etc.)
- Discussing contact frequency and what to say
- Exploring email marketing strategy and best practices
- …and more
Format & Cost
$1,600 per month for one 30-minute Zoom or phone call at a fixed time each week.
There is no contract. I only want to coach you as long as you feel you are getting value out of the process.
FAQ
What's your story?
I've spent the last decade helping people leverage technology to grow their businesses. For the last 8 years, I've been working with hundreds of top-producing agents and teams across the country on how to leverage CRM to manage and grow their business. I bring experience from my time at BoomTown, Contactually, and Compass.
What's the focus of your coaching?
My coaching is laser-focused on getting the most out of your CRM. My mission is to get you to a place where you actually look forward to using it every day, and you can feel the difference it makes in your business. Working your CRM is absolutely essential for building a sustainable, scalable, stress-free business because it allows you to stop chasing deals and focus instead on repeat and referral business.
Who would be a great fit for your coaching?
If you don't yet have a strong daily CRM routine that feels good and produces results, you're a great candidate to work with me. In many cases, my clients have had a CRM for years, but they find it confusing and overwhelming, so they avoid using it. As a result, their relationships fade away and they miss out on countless dollars in repeat and referral business. If that sounds like you, let's talk!
Which of the 6 Building Blocks is your favorite?
CRM, obviously! Many agents dread opening their CRM, but once you learn to use it properly, it can be one of the most fun, satisfying, and productive parts of your day.
What are some books you recommend?
- The Four Agreements by Don Miguel Ruiz
- Real Estate is Not Rocket Science by Steve Shull
How do you like to spend your free time?
I live in Washington, DC with my husband, our two young kids, and our two dogs. I love to spend time with them!
Want to work with Caroline?
Get started by completing the form below. A member of our team will reach out to schedule a consultation.
