Steve Shull

Everything starts with CRM.

Join Caroline Wilkins as she simplifies the approach to managing and organizing your database. We know this process can feel overwhelming, but this 8-week course is designed to help you take control and confidently manage this essential part of your business.

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 Caroline’s CRM Bootcamp.

    • Have a clean, organized, accurate database

    • Know exactly when to reach out and what to say

    • Make your CRM a seamless part of your daily workflow

    • Get your CRM dashboard to zero in 1 hour a day

    • Regain a sense of control over your relationships

    • Never let a relationship slip through the cracks again

  • Here’s What You'll Get:

    This popular class has been taken by over 4,000 Compass Agents!

    Every agent has a CRM, but few use it well. Learn to leverage this powerful tool to build a scalable, resilient repeat and referral business.

    Over the course of 8 weeks, we will take a bite-sized approach and dive into the Compass CRM, Action Plans, Saved Filters, Bulk Email, Likely to Sell Recommendations, and much more! 

    You have so much potential business sitting in your current database- we will show you how to manage your existing relationships to generate more repeat and referral business. 

    Is The CRM Bootcamp right for me?

    This is not just a course about the technical how-to of your Compass 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 fortune—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 repeat and referral business, this class is for you.

    Format:

    • Starts Wednesday, February 5th at 11:30 AM PST / 2:30 PM EST.

    • 1-hour call, each week for 8 weeks

    • 4, 1 hour office hour sessions with Caroline

    • This class will be taught using the Compass CRM.

    • All calls will be recorded

    The 8-Week Schedule

    • Week 1 (Wed. 2/5) | Getting Organized: Set the foundation for a simple yet impactful CRM.

    • Week 2 (Wed. 2/12) | Past Client Deep Dive Part 1: Know exactly when to reach out and what to say.

    • Week 3 (Wed. 2/19) |Past Client Deep Dive Part 2: Year 1 sets the tone- the power of the year post-closing.

    • Week 4 (Wed. 2/26) | Managing Your Referral Network & Sphere of Influence: Learn how to manage your referral network and generate more referrals from your database.

    • Week 5 (Wed. 3/5)| Caroline’s 1st of the Month Activities: Home Anniversaries & Monthly Newsletter

    • Week 6 (Wed. 3/12)| Leads & Likely to Sell: Work smarter and not harder when it comes to nurturing new relationships.

    • Week 7 (Wed. 3/19) | Inch Wide, Mile Deep: Leverage built-in tools and features to take your CRM to the next level. 

    • Week 8 (Wed. 3/26) | Daily Habits: Make your CRM an effortless part of your daily workflow.

    Questions?: support@performancecoaching.com

  • $2,000 for an 8-week LIVE course.