Do you have an effective Client Relationship Management (CRM) system?
Most agents treat their CRM like a static address book and leave thousands in referrals on the table. But a CRM is only as powerful as the way you use it.
Whether you're on Follow Up Boss, Bold Trails, LionDesk, HubSpot, or something else, this session will give you a framework that'll work with any CRM system.
And if you don't yet have a CRM, you'll get a checklist of the right questions to ask vendors so you can choose one with confidence.
Join us online Wednesday July 22 at 10 am as Darci LaRocque of Agent Tech Mastery leads an engaging session that covers:
- How to turn a quiet database into a steady stream of predictable referrals
- Automated communication routines that keep you top-of-mind
- The real power of drip campaigns — and how to set them up the right way
- How to categorize your sphere of influence for smarter, more personal outreach
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