Jumpstart Your CRM with Caroline Wilkins
A CRM is the most powerful tool for growing your business, hands downā€”but only if you use it right. Tackling your CRM can be confusing and overwhelming. Weā€™re here to change that. This program takes a simple, bite-sized approach to unleashing the power of your CRM.
This class will be taught using the Compass CRM.
Can't make it live? Sign up to get the recordings straight to your inbox!
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.
Jumpstart Your CRM will show you how.
Your CRM is so much more than a database. It's a powerful tool for building long-term relationships that lead to repeat and referral business. Use it right, and it will bring clients to your doorā€”clients who are ready and willing to pay your full fee.
By the end of this course, you will...
- Know how many real contacts you have and which are most important
- Know exactly when to reach out and what to say
- Use built-in automations to make outreach faster and easier
- Make CRM an effortless part of your daily workflow
All so you can regain a sense of control over your relationships and never let a client or lead slip through the cracks again.
What You Get
This program includes 4 one-hour group coaching calls, plus lifetime access to the recordings. The calls will be from 2 - 3 PM ET on the following dates.
Week 1 (Tue. 11/19)
Getting Organized: Set the foundation for a simple yet impactful CRM.
Week 2 (Tue. 11/26)
Staying in Touch: Know exactly when to reach out and what to say.
Week 3 (Wed. 12/4)
Inch Wide, Mile Deep: Leverage built-in tools and features to take your CRM to the next level.
Week 4 (Tue. 12/10)
Daily Habits: Make your CRM an effortless part of your daily workflow.
Is Jumpstart Your CRM right for me?
This is not just a course about the technical how-to of your 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 fortuneā€”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 full fee, repeat and referral business, this is for you.
What do clients say about Performance Coaching?
Who teaches Jumpstart Your CRM?
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 Carolineā€™s 10-week CRM Bootcamp. This 4-week class will showcase the most important concepts from the 10-week class.
Can't make it live? Sign up to get the recordings straight to your inbox!
Want to pay with Performance Coaching credits? Email us at [email protected].
