Caroline Wilkins

Jumpstart Your CRM

(Video Course)

Learn how to turn your CRM into the most powerful, purposeful, and personal business-building tool you’ve ever had.

Jumpstart Your CRM is an on-demand video course designed to help real estate agents turn their CRM into a simple, powerful relationship engine. Instead of guessing who to follow up with or letting important connections slip through the cracks, you’ll learn how to organize your database, stay consistently in touch, and build a repeat and referral business with clarity and confidence.

Through 25 bite-sized lessons, you’ll be guided through proven CRM frameworks, a one-hour daily routine, and practical systems that eliminate overwhelm and decision fatigue. The course also includes ready-to-use email templates, action plans, and access to a monthly live coaching and Q&A call led by Caroline Wilkins.

This course is built for agents who want consistency, focus, and long-term growth—without chasing leads or working harder than necessary.

Available now!

What This Program Is Really About

Jumpstart Your CRM is an on-demand training experience designed to help you stop avoiding your CRM and start using it as a relationship-building tool—not a digital filing cabinet.

This isn’t about:

  • Fancy tech

  • Perfect data

  • Becoming someone you’re not

It’s about building simple, repeatable habits that compound over time.

What You’ll Learn:

By the end of this course, you will:

  • Organize your CRM around real relationships, not random contacts

  • Know exactly who to reach out to and when

  • Build sustainable follow-up rhythms that don’t feel salesy

  • Create past client systems that support repeat and referral business

  • Stop reacting and start acting strategically in your business

This course meets you where you are—and gives you a clear path forward.

Who teaches “Jumpstart Your CRM”?

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 10-week CRM Bootcamp. This video course is an evolution of the live class.

What You’ll Get

 ✔ 25 bite-sized, on-demand CRM training videos

 ✔ Caroline’s ready-to-use email templates

 ✔ A “Just Closed” follow-up action plan for both Buyers and Sellers

 ✔ Access to a live monthly coaching and Q&A call

Live Monthly Coaching Call

Your learning doesn’t stop with the videos.

As a participant, you’ll also receive access to a monthly live coaching and Q&A session with Caroline designed to help you:

  • Turn training into action

  • Get real-time answers to CRM questions

  • Stay consistent and accountable

  • Check out new features and tools

  • Troubleshoot challenges as they come up

  • Review newly released features

Held monthly on the last Tuesday of the month. Course participants will receive an invitation upon purchase of course.