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 August 6th at 11:30 AM PST / 2:30 PM EST. 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. 8/6) | Getting Organized: Set the foundation for a simple yet impactful CRM.

  • Week 2 (Wed. 8/13) | Past Client Deep Dive Part 1: Know exactly when to reach out and what to say.

~ no class on Wed. 8/20 ~

  • Week 3 (Wed. 8/27) | Past Client Deep Dive Part 2: Year 1 sets the tone- the power of the year post closing.

  • Week 4 (Wed. 9/3) | 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. 9/10) | The Monthly Ritual: Home Anniversaries & Monthly Newsletter

  • Week 6 (Wed. 9/17) | Leads & Likely to Sell: Work smarter and not harder when it comes to nurturing future relationships. 

  • Week 7 (Wed. 9/24) | 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. 10/1) | CRM as a Daily Practice – Your One Hour Power Block: Make your CRM an effortless part of your daily workflow.

  • Week 9 (Wed. 10/8) | 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 10/15) | Beyond the CRM: Building process into every part of your business.