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ON-DEMAND VIEDO COURSE FOR COMPASS AGENTS

Jumpstart Your CRM

A CRM is the most powerful tool for growing your business, hands down—but only if you use it right. Tackling your CRM can be confusing and overwhelming. We’re here to change that.

This on-demand video course takes a simple, bite-sized approach to unleashing the power of your CRM.

This course is taught using the Compass CRM and platform.

Purchase Now | $599

Learn how to turn your CRM into the most powerful, purposeful, and personal business-building tool you’ve ever had.

What This Course Is

Jumpstart Your CRM is an on-demand training experience designed to help you stop avoiding your CRM and start using it as a relationship-building tool—not a digital filing cabinet.

This isn’t about:

  • Fancy tech

  • Perfect data

  • Becoming someone you’re not

It’s about building simple, repeatable habits that compound over time.

What You’ll Learn

By the end of this course, you will:

  • Organize your CRM around real relationships, not random contacts

  • Know exactly who to reach out to and when

  • Build sustainable follow-up rhythms that don’t feel salesy

  • Create past client systems that support repeat and referral business

  • Stop reacting and start acting strategically in your business

This course meets you where you are—and gives you a clear path forward.

Purchase Now | $599

What You'll Get

Inside the course, you’ll get:

 ✔ 25 bite-sized, on-demand CRM training videos

 ✔ Caroline’s ready-to-use email templates

 ✔ A “Just Closed” follow-up action plan for both Buyers and Sellers

 ✔ Access to a live monthly coaching and Q&A call

Live Monthly Coaching Call

Your learning doesn’t stop with the videos.

As a participant, you’ll also receive access to a monthly live coaching and Q&A session with Caroline designed to help you:

  • Turn training into action

  • Get real-time answers to CRM questions

  • Stay consistent and accountable

  • Check out new features and tools

  • Troubleshoot challenges as they come up

  • Review newly released features

Held monthly on the last Tuesday of the month. Course participants will receive an invitation upon purchase of course.

 

Next Monthly Call: Tuesday, February 24th at 11 AM PT / 2 PM ET

Watch a Sample

This class is broken into easy-to-watch segments so that you can follow along at your own pace.

 

Browse Lesson Plan

This course is divided into four modules, each containing a library of short, bite-sized videos designed for easy, flexible learning.

Who teaches Jumpstart Your CRM?

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 5,000 agents have participated in Caroline’s 10-week CRM Bootcamp. This video course is an evolution of the live class.

Kim Wolle

⭐⭐⭐⭐⭐

This course was a total game changer. The class is jam-packed with usable systems and processes. I was underutilizing the amazing platform Compass offers in so many ways, but this class gave me the needed pathways to make it work for me so I can continue to grow my business. The coach, Caroline, was incredibly tuned in, detailed, understanding, and knowledgeable.

FAQs

Enroll in Jumpstart Your CRM

Simple systems. Real relationships. Long-term growth.

Purchase Now | $599