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Real Estate CRM Training

Real Estate CRM Coaching & Training

for Individual Agents


You might have heard it before, the best CRM is the one that you use. And based on the thousands of Agents we have worked with here at Performance Coaching, we know this to be true. 

So often, we find that many Agents are not set up for success in their CRM and not using it in the most effective and efficient way possible. If you are not using your CRM property, how much potential business are you missing out on day after day?

We believe that your job everyday should be simple: to stay in touch with your most important relationships. 

With the CRM Audit and 1-on-1 Strategy Sessions, you have an opportunity to ensure that you are set up properly in your CRM and to be coached on best practices from a CRM Expert.


  • 1 personalized CRM Audit + Opportunity Report
    •  This detailed report will provide you with the overall health of your database, opportunities and gaps that exist, and step-by-step instructions on how to get set up for success.
  • 4 thirty-minute Strategy Sessions with CRM Expert, Caroline Wilkins where we will cover things like:
    • Is your CRM set up for your specific business needs and goals
    • Who should and should not be in your CRM (Archiving is your new best friend)
    • How often to stay in touch and ideas on what to say
    • Likely to Sell strategy
    • The Tags you should have (and the ones you should delete)
    • Email best practices with bulk email and action plans (Caroline will share some of her favorite emails)
    • The 3-4 things you should be doing in your CRM every day

Meet Caroline. Your CRM Advisor and Coach.

Caroline has spent the last decade helping professionals leverage technology to save time and grow their business. She has spent the last 7 years working directly with top producing Agents across the country during her time at BoomTown, Contactually, and Compass. She is passionate about helping Agents manage and organize their relationships in a simple and authentic way and unlocking the potential in their existing relationships.

Caroline lives in Washington, DC with her husband and 2 year old son, Harry.

Caroline Wilkins | CRM Expert & Advisor

Ready to See Results & Stay Accountable?

Complete your purchase below or email [email protected] with any questions.

CRM Audit + Consultation $2,500