Chirag Shah expert mentor and private coach, Stephen Litman, wants your CRM to work for you. During this VIP day with Stephen, he will virtually help you clean up, organize and tag your entire contact list and move it into your CRM so that you can finally reap the benefits of this powerful Compass tool. Plus, he will use your newly polished CRM to set up his proven prospecting mechanisms to help create even more potential business opportunities.
After the session you will walk away with:
- HANDS-ON CRM ORGANIZATION
- Sort and segment based on the lifetime value of client
- Tag and organize in CRM
- Complete Core Four google sheet, identifying your top four lead gen sources
- Create written brand offering for each client segment and lead gen source type
- TACKLE BOX/ACTIVITY FORECASTER SHEET
- Completed and put into checklists in Compass CRM
- FULLY BAKED-OUT EVENT CALENDAR
- Event calendar mapped out with specific instructions on how to stage events
- Early agent at Compass, turned Compass SGM
- Graduated from The George Washington University with a business degree
- Worked directly with Tony Robbins as a national trainer and speaker.
- Stephen has coached and trained thousands of leading companies and Fortune 500 executives in the areas of maximizing performance.
- MBA candidate of UCLA’s Anderson Business School
- Stephen believes in constant and never ending improvement and cannot wait to collaborate with you on how to enhance your already stellar unique offering to the world.
Price: $6,000 (for 8 hours virtually)
Refund & Cancellation Policy: Cancellations must occur no earlier than 1 week from your scheduled meeting time. No refunds will be given after the VIP day has occurred.