$2,500.00 USD

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CRM Audit & 1-on-1 Strategy Sessions

Your job everyday should be simple: to stay in touch with your most important relationships. 

With the CRM Audit and 1-on-1 Strategy Sessions, you have an opportunity to ensure that you are set up properly in your CRM and to be coached on best practices from a CRM Expert.


  • 1 personalized CRM Audit + Opportunity Report
  • 4 thirty-minute Strategy Sessions with CRM Expert, Caroline Wilkins

You will receive an email from Caroline after purchase within 1-2 business days with next steps.