Free Consultation

ONLINE COURSE

CRM Bootcamp

 

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.

Dates for next session TBA

JOIN THE WAITLIST

ONLINE COURSE

CRM Bootcamp

 

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.

Dates for next session TBA

JOIN THE WAITLIST

"Steve Shull's coaching on the importance of CRM with an incredible CRM guidance from Caroline Long are truly amazing! It's really an eye opener to really understand the importance and power of a CRM, how to set it up, makes sense of it, keep up with it, and work daily from it. Its really a game-changer!"

Yelena Laudati
San Francisco, CA

"Steve Shull's coaching on the importance of CRM with an incredible CRM guidance from Caroline Long are truly amazing! It's really an eye opener to really understand the importance and power of a CRM, how to set it up, makes sense of it, keep up with it, and work daily from it. Its really a game-changer!"

Yelena Laudati
San Francisco, CA

What You'll Learn

 

Everything starts with CRM. 

Join Steve as he simplifies the approach to managing and organizing your database. We know this is a process that many of you find overwhelming, and we are here to change that. Over the course of 10 weeks, we will take a bite-sized approach and dive into the Compass CRM, Action Plans, Business Tracker, Bulk Email, Likely to Sell Recommendations, and much more!

You have so much potential business sitting in your current database, and this course will teach you how to turn it into more repeat and referral business. You’ll learn how to identify your most important relationships and what to do every day to nurture them—including the 7 magic words you should include in every conversation. (We also promise to have some fun along the way!) 

Steve will be joined by CRM expert Caroline Wilkins, who will share her many tips and tricks for using the Compass CRM.

This popular class has been taken by over 4,000 agents! At the end of the 10 weeks, you will:

  • Know who belongs and does not belong in your CRM
  • Feel more organized and in control of your database and relationships
  • Have a daily plan and routine in your CRM [how to get your Dashboard down to zero!]

What You Get

 

The bootcamp includes:

  • A live 1-hour call each week for 10 weeks
  • All calls will be recorded
  • Participants will have access to Steve’s online portal, Performance Coaching Academy
Join the waitlist

Compass Agents: If you have coaching or marketing dollars, you can sign up for this course through the Compass Marketplace.

"The CRM Masterclass with Steve and Caroline is outstanding. Caroline does an excellent job of explaining how to use it daily and have it work for you. She has created so many useful shortcuts and its super user friendly. Thank you!"

Karen Fairty
San Francisco Bay Area, CA

"The CRM Masterclass with Steve and Caroline is outstanding. Caroline does an excellent job of explaining how to use it daily and have it work for you. She has created so many useful shortcuts and its super user friendly. Thank you!"

Karen Fairty
San Francisco Bay Area, CA

Meet Your Instructors

Steve Shull

Lead Coach
Founder & CEO of Performance Coaching
 

Steve Shull is a former linebacker for the Miami Dolphins, where he played under legendary coach Don Shula and was one of the tri-captains in the 1982 Super Bowl. When an injury forced him to change his game—literally—he pivoted into finance, then real estate, and found his calling when he started coaching other agents. After three decades and over 60,000 hours of one-on-one coaching, he knows more about real estate agents than anybody in the world. That insight has led to a unique approach that takes the fear and the fight out of real estate, allowing agents to build stronger businesses while actually enjoying their lives.

Steve grew up outside of Philadelphia and earned his bachelor’s degree from The College of William and Mary and his MBA from The University of Miami. In 2007, he was one of the founding partners of Teles Properties, where he helped the company open four offices in Beverly Hills, Brentwood, Newport Beach, and Pasadena before leaving in 2012. He has two daughters with his wife, Katerina, and they live in Brentwood, CA.

Caroline Wilkins

CRM Expert

Caroline has spent the last decade helping people leverage technology to grow their businesses. For the last 8 years, she has been working with hundreds of 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.

Fill your repeat and referral pipeline.

Join the waitlist to be notified when the next live session is announced.

Fill your repeat and referral pipeline.

Join the waitlist to be notified when the next live session is announced.