CRM Audit + Coaching Sessions

A CRM is the most powerful tool for growing your business, hands down.

You might have one, but are you getting the most out of it?

Most agents and teams aren’t, and they’re missing out on countless deals because of it. You probably are, too—but we’re here to fix that.

The goal of this program is to make it as easy as possible to nurture your business relationships every day. We’ll help you set up your CRM for maximum efficiency and alignment with your business goals. Then, we’ll teach you and your team how to make it a seamless and painless part of your daily workflow.

Step 1: Discovery Questionnaire

You’ll start by completing a Discovery Questionnaire, which gives us insight into you, your business, and your goals so we can create a customized coaching plan for you.

Step 2: CRM Audit and Opportunity Report

Then, you’ll give us access to your CRM, and we’ll do a deep dive into your contacts, current segmentation and organization, follow up frequency, and more. We’ll identify specific problems to solve and opportunities to maximize the effectiveness of your CRM, which we’ll summarize in a written report.

Step 3: Four 1-hour Strategy Sessions

You’ll work one-on-one with Caroline to execute the recommendations from your CRM Audit. This can include:

• Organizing and cleaning up your database

• Tailoring your CRM for your specific business needs 

• Identifying key daily CRM tasks

• Creating follow up systems for past clients, referrals, and other contact groups

• Creating action plans for specific scenarios (Likely to Sell, Open House, etc.)

• Discussing contact frequency and what to say

• Exploring email marketing strategy and best practices

• …and more

Caroline has been an invaluable asset in helping me organize and simplify my CRM. Her expertise and dedication have made a significant impact on my real estate operations. With her guidance, I’ve been able to streamline my client management process, resulting in improved efficiency and better client relationships. Caroline’s attention to detail and proactive approach have truly been a game-changer for my business. I highly recommend her services to any real estate professional looking to enhance their CRM system. – Sheryl Deskin |  St. Louis, MO