LIVE COURSE
CRM Bootcamp
Every agent has a CRM, but few use it well. Learn to leverage this powerful tool to build a scalable, resilient repeat and referral business.
Starts Monday January 8th at 10:30 AM PST / 1:30 PM EST.
REGISTER HERE
What You'll Learn
A CRM is the most powerful tool for growing your business, hands down—but only if you use it right.
Tackling your CRM can be confusing and overwhelming, and we’re here to change that. This program takes a simple, bite-sized approach to the Compass CRM, including Action Plans, Business Tracker, Bulk Email, Likely to Sell Recommendations, and much more.
Over the course of 10 weeks, you’ll learn exactly what you should be doing every day to nurture your relationships and generate more repeat and referral business.
By the end, you will…
- Have a clean, organized, accurate database
- Know exactly when to reach out to whom and what to say
- Make your CRM a seamless part of your daily workflow
- Get your CRM dashboard to zero in 1 hour a day
- Regain a sense of control over your relationships
- Never let a client or lead slip through the cracks again
What You Get
The bootcamp includes:
- A live 1-hour call each week for 10 weeks
- All calls will be recorded
- Access to Steve & Caroline for questions throughout the class
- Performance Coaching Action Plans & Email Templates
- Participants will have access to Steve’s online portal, Performance Coaching Academy
The 10-Week Schedule
Our schedule is subject to change, but here is a sample of what we will cover.
- Week 1- Mindset of CRM- Building A Repeat and Referral Business
- Week 2- Getting Organized- Who Matters & Who Doesn’t!
- Week 3- The 90-Day Window
- Week 4- Year 1 Sets the Tone
- Week 5 - Caroline’s 1st of the Month Activities: Home Anniversaries & Monthly Newsletter
- Week 6- Let’s Talk Leads!
- Week 7- Managing Your Referral Network & Sphere
- Week 8- Your Daily CRM Time Block & Habits
- Week 9- Tactical Empathy and Communicating in CRM
- Week 10- Beyond the CRM - Building Process into Your Business
Compass Agents: If you have coaching or marketing dollars, you can sign up for this course through the Compass Marketplace.
Meet Your Instructors
Steve Shull
Steve Shull is a former linebacker for the Miami Dolphins, where he played under legendary coach Don Shula and was one of the tri-captains in the 1982 Super Bowl. When an injury forced him to change his game—literally—he pivoted into finance, then real estate, and found his calling when he started coaching other agents. After three decades and over 60,000 hours of one-on-one coaching, he knows more about real estate agents than anybody in the world. That insight has led to a unique approach that takes the fear and the fight out of real estate, allowing agents to build stronger businesses while actually enjoying their lives.
Steve grew up outside of Philadelphia and earned his bachelor’s degree from The College of William and Mary and his MBA from The University of Miami. In 2007, he was one of the founding partners of Teles Properties, where he helped the company open four offices in Beverly Hills, Brentwood, Newport Beach, and Pasadena before leaving in 2012. He has two daughters with his wife, Katerina, and they live in Brentwood, CA.
Caroline Wilkins
CRM Expert
Caroline has spent the last decade helping people leverage technology to grow their businesses. For the last 8 years, she has been working with hundreds of top producing agents and teams across the country on how to leverage CRM to manage and grow their business. She brings experience from her time at BoomTown, Contactually, and Compass.
