$1,000.00 USD

The 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.

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- starting August 1st.

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

What People Are Saying:

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