Starts Tuesday, November 19th at 11:00 AM PST / 2:00 PM EST

In this 4-week course, agents will learn exactly what you should be doing every day to nurture your relationships and generate more repeat and referral business.

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 program takes a simple, bite-sized approach to unearthing the power of your CRM.

By the end of this course, you will be able to easily identify your most important relationships and know exactly what you should be doing, each and every day to nurture and grow your business.

You have so much potential sitting in your current database- we will show you how to turn it into business.

The Agenda:

Week 1: Getting Organized

• Setting the foundation for a simple, yet impactful CRM.
  • Who Matters & Who Doesn’t
  • Quick and easy ways to clean up your CRM!
  • Understanding Groups and Tags
  • Understanding Pending Review and Ungrouped contacts

• Week 2: Staying in Touch
  • Knowing when to reach out and what to say.
    • Past Client Deep Dive
    • The 90 Day Window
    • Year One Sets the Tone
• Week 3: Inch Wide, Mile Deep
  • Taking the CRM to the next level.
    • Tracking Referrals
    • Saved Filters
    • The Power of Collections
    • Likely to Sell & Recently Active Contacts
• Week 4: Daily Habits in CRM
  • Making your CRM a part of your daily workflow
    • Introduction to Time Blocking
    • CRM Time Block
    • Agent Home Prompts
    • A Day in the Life (featuring Los Gatos Agent, David Lewis)

The Schedule: 

•  Tuesday, November 19th 2-3 PM EST
•  Tuesday, November 26th 2-3 PM EST
•  Wednesday, December 4th 2-3 PM EST
•  Tuesday, December 10 th 2-3 PM EST

Format:

• 1- hour Zoom call each week.
• Recordings will be available to all registrants.

Once purchased, you will receive a calendar invite with Zoom information.

Questions? Email [email protected]