Steve Shull

Jumpstart Your CRM with Caroline Wilkins

As a Compass Agent, you have access to one of the best CRMs to help you organize and nurture your most important relationships. Are you set up for success in your CRM? Are you using this tool effectively and efficiently every day?

In this 4-week course, agents will learn exactly what you should be doing every day to nurture your relationships and generate more repeat and referral business.

  • Week 1: Getting Organized

    • Understand how to set up an impactful CRM.

    • Identify key contacts and clean up your CRM.

    • Use Groups and Tags effectively.

    • Manage Pending Review and Ungrouped contacts.

    Week 2: Staying in Touch

    • When and how to reach out to contacts.

    • Conduct a deep dive on past clients.

    • Utilize the 90 Day Window and set the tone in Year One.

    Week 3: Inch Wide, Mile Deep

    • Advance your CRM skills.

    • Track referrals and use Saved Filters.

    • Harness the Power of Collections.

    • Identify Likely to Sell and Recently Active Contacts.

    Week 4: Daily Habits in CRM

    • Integrate CRM into your daily routine.

    • Practice Time Blocking for CRM tasks.

    • Use Agent Home Prompts.

    • Learn from a day in the life of Los Gatos Agent, David Lewis.

  • Here’s What You'll Get:

    • Weekly one-hour Zoom calls

    • All session recordings

    • 12 weeks of Daily Accountability Calls starting Jan 6th 2025.

    Schedule:

    • Tuesday, November 19th 2:30-3:30 PM EST

    • Tuesday, November 26th 2:30-3:30 PM EST

    • Tuesday, December 4th 2:30-3:30 PM EST

    • Tuesday, December 10th 2:30-3:30 PM EST

    Meet Your Coach: Caroline Wilkins

    Caroline has spent the last decade helping people leverage technology to grow their businesses. For the last 9 years, she’s been working with top-producing agents and teams across the country on how to leverage CRM to manage and grow their business. She brings experience from her time at BoomTown, Contactually, and Compass. 

    Over 4,000 Compass Agents have participated in Caroline’s 10 Week CRM Bootcamp. This 4 week class will showcase the most important concepts from the 10 week class.

  • $599 for four weeks