The Agent CRM Playbook
Most agents don’t fail because of lack of leads, they fail because of lack of systems.
Scale Smarter. Simplify Everything. Never Miss a Follow-Up Again.
This CRM course is a step-by-step playbook designed specifically for real estate agents who want to scale without burnout, simplify their business, and turn follow-up into an automated growth engine.
Inside, you’ll get plug-and-play email templates, proven call & text scripts, automated workflows, and real-world follow-up strategies that top producers use to convert more conversations into closings without living inside their CRM.
What you'll learn
Done-For-You Email Templates
Nurture leads, revive cold contacts, follow up after appointments, and stay top-of-mind automatically.
Call, Text & DM Scripts That Convert
Know exactly what to say at every stage new leads, nurtures, past clients, and referrals.
Simple, Scalable Workflows
Automations that handle follow-up for you so nothing slips through the cracks.
CRM Setup Made Easy
No tech overwhelm. Just clean structure, clear pipelines, and systems that work.
Follow-Up Strategies That Scale
Learn how to work fewer hours while creating more consistent income.
CRM Setup Made Easy
No tech overwhelm. Just clean structure, clear pipelines, and systems that work.
Follow-Up Strategies That Scale
Learn how to work fewer hours while creating more consistent income.
What happens when your follow-up finally works for you.
What happens when your follow-up finally works for you.
No more sticky notes. No more forgotten leads. No more wondering who to call next.
This is how you scale smarter, simplify your business, and build a follow-up machine that runs in the background so you can focus on closing deals.
Who This Course Is For
Solo agents who want leverage without hiring a big team
Agents drowning in leads but missing follow-ups
Producers ready to stop “winging it” and start running a real business
Anyone who wants their CRM to work for them, not the other way around
