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)