Steve Shull
1-on-1 CRM Coaching with Caroline Wilkins
If you already have a CRM, but aren’t seeing it transform your business, you’re missing out on deals—and we’re here to change that. Our program makes it effortless to nurture business relationships and streamline your workflow. From optimized setup to daily strategies, we’ll show you and your team how to turn your CRM into an indispensable tool for seamless, goal-driven success. Don’t leave business on the table—let’s make your CRM work for you.
-
Easily nurture business relationships daily.
Set up your CRM for maximum efficiency.
Align your CRM with business goals.
Integrate CRM seamlessly into your daily workflow.
-
Here’s What You'll Get:
Step 1: Discovery Questionnaire
You’ll start by completing a Discovery Questionnaire, which gives us insight into you, your business, and your goals so we can create a customized coaching plan for you.
Step 2: CRM Audit and Opportunity Report
Then, you’ll give us access to your CRM, and we’ll do a deep dive into your contacts, current segmentation and organization, follow up frequency, and more. We’ll identify specific problems to solve and opportunities to maximize the effectiveness of your CRM, which we’ll summarize in a written report.
Step 3: Four 1-hour Strategy Sessions
You’ll work one-on-one with Caroline to execute the recommendations from your CRM Audit. This can include:
Organizing and cleaning up your database
Tailoring your CRM for your specific business needs
Identifying key daily CRM tasks
Creating follow up systems for past clients, referrals, and other contact groups
Creating action plans for specific scenarios (Likely to Sell, Open House, etc.)
Discussing contact frequency and what to say
Exploring email marketing strategy and best practices
…And more!
-
$2,500 for one month
