$2,000.00 USD

The CRM Bootcamp with Caroline Wilkins

Starts Wednesday, September 3rd at 11:30 AM PST / 2:30 PM EST.

Everything starts with CRM. Join Caroline as she simplifies the approach to managing and organizing your database.

We know this is a process that many of you find overwhelming and we are here to change that.

Over the course of 10 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 dashboard 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

Format:

Weekly 60-minute group coaching sessions
Lifetime access to all recordings and CRM demos
CRM templates, filters, tags, and action plans
Access to the Performance Coaching member portal
Access to Caroline for questions throughout the class

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

Questions? Email [email protected]

What People Are Saying:

I've loved the CRM since joining Compass, but now I'm taking the CRM Bootcamp with Caroline Wilkins and I feel like it is putting me on steroids. This class focuses in on how to use it efficiently without getting lost in all of the amazing possibilities.

Thomas Grimshaw

The CRM Bootcamp with Caroline is amazing - I recommend it for anyone - her knowledge and tips for best practice with CRM is AAA+++! Her tips for small changes have made huge differences.

Karen Gould