The CRM Bootcamp with Caroline Wilkins
Follow Up Boss Edition
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.
Starts Tuesday September 16th at 12:00 PM PST / 3:00 PM EST. Can't make it live? Sign up to get the recordings straight to your inbox!
This class will be taught using Follow Up Boss.
ENROLL NOW for $1000
Your CRM is the most POWERFUL business building tool in your arsenal...let's make the most of it.
"Caroline has an easily digestible, methodical and purpose-driven approach to CRM. Probably like you, I was overwhelmed with CRM. I anticipated that CRM coaching would only add to my overwhelm, but I’m so glad I did it. She truly is a master. It was a direct and simple process. She broke down everything very clearly. After our coaching sessions, my mindset was already starting to shift about CRM, and it felt good to be getting it in better condition."
Jeff Landau | Thousand Oaks, CA
Who It's For
Follow Up Boss users who want to leverage the full power of their CRM. Over the course of 5 weeks, you’ll learn exactly what you should be doing every day to nurture your relationships and generate more repeat and referral business.
By the end, you will…
- Have a clean, organized, accurate database
- Know exactly when to reach out to whom and what to say
- Make your CRM a seamless part of your daily workflow
- Get your CRM tasks to zero in 1 hour a day
- Confidence, clarity, and control in your client relationships
- Peace of mind knowing no one is falling through the cracks
What You'll Learn
We'll teach you to use Follow Up Boss with ease and confidence, so you can nurture the relationships that drive business growth.
Settings
Customize Follow Up Boss for your and your business
Navigation
Know exactly where to find the features and tools you need
Stages and Tags
Keep your contacts organized effortlessly
Smart Lists
Automatically track the most important people
Deal Tracking
Keep clear, consistent records of buyers, sellers, and referrals
Action Plans
Automatically remind yourself to follow up at the right times
Reporting
Track your numbers and hold yourself accountable for staying in touch
Daily Routines
Know exactly what to do when you open your CRM every day
What's Included
The bootcamp includes:
- Weekly 60-minute group coaching sessions for 5 weeeks
- Lifetime access to all recordings and CRM demos
- Caroline's Stage and Smart List Recommendations
- Caroline's Just Closed Buyer & Seller Action Plan
- Access to the Performance Coaching member portal
- Access to Caroline for questions throughout the class
Tuesdays at 3:00 PM EDT / 12:00 PM PDT
Week 1 (9/16): Overview of Follow Up Boss & Getting Organized: Setting the foundation for a simple yet impactful CRM.
Week 2 (9/23): Daily Workflow: Make your CRM an effortless part of your daily workflow. smart lists = your to do list.
Week 3 (9/30): Past Client & Referral Management: Build a repeat/referral engine with consistent, human touch points.
Week 4 (10/7): Communicating in Follow Up Boss: Email templates, action plans, calling texting- we'll cover it all.
Week 5 (10/14): Reporting & Pipeline Management: Leverage your CRM to keep yourself organized and accountable.
Who teaches The CRM Bootcamp?
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.
Ready to Build a Business that lasts?
Questions? Email us at [email protected].
Want to pay with Performance Coaching credits? Reach out to our team for assistance.
Enroll for $1000