Steve Shull

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.

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.

Starts Wednesday, September 3rd at 11:30 AM PT / 2:30 PM ET. This class will be taught using the Compass CRM.

What’s Included:

  • 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

Built for agents ready to 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

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. Manage your network with intention.

  • Week 5 (Wed. 10/1) – The Monthly Ritual
    Home anniversaries and monthly newsletters that matter.

  • Week 6 (Wed. 10/8) – Leads & Likely to Sell
    Work smarter, not harder when nurturing future business.

  • Week 7 (Wed. 10/15) – Depth over Width: The "Inch Wide, Mile Deep" CRM Strategy
    Leverage built-in tools to go deeper with your most valuable relationships.

  • Week 8 (Wed. 10/22) – CRM as a Daily Practice
    Create your one-hour power block and make your CRM a habit.

  • Week 9 (Wed. 10/29) – Cultivating Relationships with Steve Shull
    Special guest Steve Shull joins us to go beyond the CRM and into true connection.

  • Week 10 (Wed. 11/5) – Beyond the CRM
    Build process into every part of your business for long-term success.