LIVE 8-WEEK COURSE
The CRM Bootcamp with Caroline Wilkins
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 Wednesday February 5th at 11:30 AM PST / 2:30 PM EST. Can't make it live? Sign up to get the recordings straight to your inbox!
This class will be taught using the Compass CRM.
ENROLL NOW
You hate using your CRM...but what if it could save you time and make you money?
Most agents use their CRM as a dumping ground for contact information.
You collect hundreds, even thousands of names...
You send an occasional mass email blast...
It doesn't generate any business...
So you go looking for more new contacts.
This vicious circle will keep you stuck chasing strangers for the rest of your life.
Your CRM is the key to getting out of this trap.
What You'll Learn
Over the course of 8 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 relationship slip through the cracks again
What You Get
The bootcamp includes:
- A live 1-hour call each week for 8 weeks
- 4 Office Hour sessions with Caroline outside of class to ask questions
- Lifetime access to call recordings
- Access to Caroline for questions throughout the class
- Performance Coaching Action Plans & Email Templates
- Access to our online portal to view all recordings and resources
The 8-Week Schedule
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Week 1 (Wed. 2/5) | Getting Organized: Set the foundation for a simple yet impactful CRM.
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Week 2 (Wed. 2/12) | Past Client Deep Dive Part 1: Know exactly when to reach out and what to say.
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Week 3 (Wed. 2/19) | Past Client Deep Dive Part 2: Year 1 sets the tone- the power of the year post closing.
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Week 4 (Wed. 2/26) | Managing Your Referral Network & Sphere of Influence: Learn how to manage your referral network and generate more referrals from your database.
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Week 5 (Wed. 3/5) | Caroline’s 1st of the Month Activities: Home Anniversaries & Monthly Newsletter
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Week 6 (Wed. 3/12) | Leads & Likely to Sell: Work smarter and not harder when it comes to nurturing new relationships.
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Week 7 (Wed. 3/19) | Inch Wide, Mile Deep: Leverage built-in tools and features to take your CRM to the next level.
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Week 8 (Wed. 3/26) | Daily Habits: Make your CRM an effortless part of your daily workflow.
Is The CRM Bootcamp right for me?
This is not just a course about the technical how-to of your Compass CRM platform. It's about how to nurture long-term relationships so you can STOP chasing strangers who don't value you and START serving repeat and referral clients who trust you. That trust is worth a fortune—it's the difference between being a discount agent and a full fee agent. If you want the business to come to you...if you want to charge a full fee...you can't do it without working your CRM every day.
BOTTOM LINE
If you're committed to building a repeat and referral business, this class is for you.
What do clients say about Performance Coaching?
Who teaches The CRM Bootcamp?
This program is led by Caroline Wilkins, our resident CRM expert and Director of Operations here at Performance Coaching.
Caroline has spent the last decade helping people leverage technology to grow their businesses. Before joining Performance Coaching, she worked with BoomTown, Contactually, and Compass to help hundreds of top producing agents and teams leverage CRM to increase productivity and raise repeat and referral rates.
Over 4,000 agents have participated in Caroline’s CRM Bootcamp.
Fill your repeat and referral pipeline
And start building a business that works FOR you. Can't make it to the live sessions? Sign up to get the recordings sent straight to your inbox!
Want to pay with Performance Coaching credits? Reach out to our team for assistance.
Taken this class previously, and want to take again? Reach out to our team for a special discount code!
