CRM Bootcamp
Follow Up Boss Edition
You asked for it, and here it is! In this hands-on training for Follow Up Boss users, you'll learn step-by-step practices to save time, eliminate confusion, and stay in touch consistently...so you can truly maximize your repeat and referral business.
4 weekly sessions starting August 1st @ 1:30 PM EDT / 10:30 AM PDT
Your CRM is the most POWERFUL business building tool in your arsenal...let's make the most of it.
"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."
Jeff Landau | Thousand Oaks, CA
"Rica has been very helpful in pushing me forward in multiple aspects of my business. She has helped me get my CRM organized, get strategic about time blocking and daily work as well as client engagement activities such as client event planning for the year. I am grateful for Rica's expertise and perspective and would recommend her to anyone looking to grow their business."
Nicole Jacobs | Dana Point, CA
Who It's For
Follow Up Boss users who want to leverage the full power of their CRM—and make it fast, easy, and fun.
Wonder to set it up so that your CRM tells you who to contact every day?As a Follow Up Boss user, do you…
- Avoid going into your CRM because it's such a mess?
- Feel overwhelmed by all the features and tools in your CRM?
- Wonder what you're supposed to be doing with your CRM every day?
- Find yourself doing the same manual CRM tasks over and over?
- Have to search on Google and YouTube for how to do things in your CRM?
- Wish your CRM would tell you who to contact every day?
It's time to turn that confusion and stress into CRM mastery.
What You'll Learn
We'll teach you to use Follow Up Boss with ease and confidence, so you can nurture the relationships that drive business growth.
Settings
Customize Follow Up Boss for your and your business
Navigation
Know exactly where to find the features and tools you need
Stages and Tags
Keep your contacts organized effortlessly
Smart Lists
Automatically track the most important people
Deal Tracking
Keep clear, consistent records of buyers, sellers, and referrals
Action Plans
Automatically remind yourself to follow up at the right times
Reporting
Track your numbers and hold yourself accountable for staying in touch
Daily Routines
Know exactly what to do when you open your CRM every day
What to Expect
The bootcamp includes a 90-minute live call each week for 4 weeks (60 minutes of instruction and 30 minutes of Q&A). You'll have lifetime access to the call recordings.
Thursdays at 10:30 AM PST / 1:30 PM EST on Zoom
Week 1 (8/1): Overview of Follow Up Boss & Getting Organized
Week 2 (8/8): Daily Habits & Creating Smart Lists
Week 3 (8/15): Buyer & Seller Transaction Process
Week 4 (8/22): Knowing Your Numbers
Meet Your Instructors
Caroline Wilkins
Caroline has spent the last decade helping people leverage technology to grow their businesses. She has worked with hundreds of top-producing agents and teams across the country on leveraging CRM to manage and grow their business. She brings experience from her time at BoomTown, Contactually, and Compass.
Rica Ruiz
Rica is a full-time, practicing real estate broker who is uniquely adept at helping agents bring order to the chaos of their businesses, especially through Process Management and CRM. She has over 15 years of experience as a real estate agent in the Bay Area.
Master your most POWERFUL business building tool
Questions? Email us at [email protected].
Join the Bootcamp for $1000
