LIVE 10-WEEK COURSE

The CRM Bootcamp with Caroline Wilkins

Every agent has a CRM, but few use it well. Learn to leverage this powerful tool to build a scalable, resilient repeat and referral business.

Starts Wednesday September 3rd at 11:30 AM PST / 2:30 PM EST. Can't make it live? Sign up to get the recordings straight to your inbox!

This class will be taught using the Compass CRM.

ENROLL NOW

This isn’t a tech class. It’s a relationship revolution.

You don’t need more leads.

You need deeper relationships.
You don’t need more tools.
You need to actually use the one you already have.

The CRM Bootcamp isn’t about managing contacts—it’s about mastering connection.

In this 10-week coaching experience, you’ll finally learn how to turn your CRM into the most powerful, purposeful, and personal business-building tool you’ve ever had.

Built for Agents Who Are Ready to Stop Chasing and Start Cultivating

Whether your CRM is a mess or you’re already using it daily, this course is designed to:

✔ Organize your database with intention

✔ Create a rhythm of real, meaningful touchpoints

✔ Build trust, loyalty, and long-term referrals

What You'll Learn

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

What's Included

The bootcamp includes:

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

Sign me up!

What You Get

A live 1-hour call each week for 8 weeks at 2:30 PM EST on the following dates
4 Office Hour sessions with Caroline outside of class to ask questions
All calls will be recorded
Access Caroline for questions throughout the class
Performance Coaching Action Plans & Email Templates
Participants will have access to our online portal, Performance Coaching Academy to access all call recordings and resources.

The 10-Week Schedule

Week 1 (Wed. 9/3) | Getting Organized: Set the foundation for a simple yet impactful CRM.
Week 2 (Wed. 9/10) | Past Client Deep Dive Part 1: Know exactly when to reach out and what to say.
Week 3 (Wed. 9/17) | Past Client Deep Dive Part 2: Year 1 sets the tone- the power of the year post closing.
Week 4 (Wed. 9/24) | Building Your Referral Network (Track It. Nurture It. Celebrate It.): Learn how to manage your referral network and generate more referrals from your database.
Week 5 (Wed. 10/1) | The Monthly Ritual: Home Anniversaries & Monthly Newsletter
Week 6 (Wed. 10/8) | Leads & Likely to Sell: Work smarter and not harder when it comes to nurturing future relationships.
Week 7 (Wed. 10/15) | Depth over Width - The 'Inch Wide, Mile Deep' CRM Strategt: Leverage built-in tools and features to take your CRM to the next level.
Week 8 (Wed. 10/22) | CRM as a Daily Practice – Your One Hour Power Block: Make your CRM an effortless part of your daily workflow.
Week 9 (Wed. 10/29) | Cultivating Relationships with Steve Shull: Special guest, Steve Shull, joins us to discuss what is really means to cultivating relationships beyond your CRM.
Week 10 (Wed 11/5) | Beyond the CRM: Building process into every part of your business.

Kim Wolle

⭐⭐⭐⭐⭐

The CRM Bootcamp 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. I will be back for more!

Who teaches The CRM Bootcamp?

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 CRM Bootcamp.

Ready to Build a Business That lasts?

Enroll for $2000

Compass Agents - Click HERE to Enroll

Want to pay with Performance Coaching credits? Reach out to our team for assistance.

Taken this class previously, and want to take again? Reach out to our team for a special discount code!