COACHING PACKAGE
The CRM & Process Coaching Package
With our CRM & Process Coaching Package, you have the ability to work with two of our expert coaches at Performance Coaching. Your first few sessions will be with our CRM expert, Caroline Wilkins then you will work with our Process expert, Susie Adamson.
With our expert team, will build a solid foundation in CRM and learn best practices to managing your relationships, and then you will learn how to build structure and process into every aspect of your business.
ENROLL NOW
Meet Your Coaches
What You'll Get
Weekly calls for 6 weeks
Part 1 | CRM Coaching with Caroline [3 Calls]
- CRM Audit + Opportunity Report
- This detailed report will provide you with the overall health of your database, opportunities and gaps that exist, and step-by-step instructions on how to get set up for success.
-
Setting up your CRM custom to your business needs and goals
- Making sure the right people are in your CRM (and advice on who to remove)
-
Review of important Groups- Active, Leads, Past Clients, and Sphere of Influence
- Recommended Tags and Likely to Sell strategy
-
Receive Performance Coaching action plans and email templates
-
Review recommended daily routine in CRM (the 3-4 things you should be doing in your CRM every day)
Part 2 | Systems & Operations Coaching with Susie [3 Calls]
-
Operations Audit
- In this initial session, we will discuss your current systems and processes, identify opportunities and gaps, and review our step-by-step plan for establishing an operation for greater efficiency and growth.
- Setting up your team drive, calendar, and other systems
- Creating/refining transaction checklists (with exclusive access to Susie’s checklist templates)
- Adding email templates to checklists
- Setting up and using your Business Tracker
- Using your task list for your daily marching orders
- Using action plans
- Knowing the best uses for Bulk emails vs Marketing emails
- Identifying admin/ops responsibilities
- Establishing clear, efficient onboarding of admin(s)
Not sure if it's right for you? Email us or book a free consultation to get all your questions answered.
