Get your contact list in shape before the holiday rush. (done)

No pitch. No pressure. You'll leave with one clear next step, even if we never work together.

If you're just getting started, we'll put together a plan for discovering and organizing leads that could kickstart your business.

If you've been in busines for a while, you probably need help getting organized and knowing where to start.

I'll help you get clear on where your customers might be coming from, and how you can improve that process.

All meetings are held virtually via Zoom. You must be able to log into the platform you wish to use and be willing to share your screen. If further accomodations are needed we can discuss them over the phone. Just request a phone call in the booking form. I truly look forward to meeting you!

Why lists get messy in November and December

Leads come in from every direction during the holidays, and duplicates pile up fast.

Follow-ups slip when your list is messy.

Cleaning it in January is harder than doing a little now.

What happens on the call

We look at how your CRM is set up today or discuss systems you can use to keep track of your business contacts.

We find the one or two changes that will help most before year-end.

You get a short written summary you can keep, whether or not you book more help.

Who it's for

Coaches, consultants, and service business owners with a growing client list

Real estate teams and agents who want a cleaner pipeline going into the holidays.

FAQ

Is the call really free?

Yes. 15 minutes, no charge, no obligation.

What CRMs do you work with?

Several, including BoldTrail, Follow Up Boss, Wise Agent, and GoHighLevel. If yours isn't listed, tell me when you book.

Do I need to send my contacts before the call?

No. Please don't send any contact records. We only need to talk through your setup.

A LITTLE ABOUT ME

Hi, I'm Carrie Pierce. I have worked in marketing for 20 years as a designer, educator, and technology specialist. I have spent the last 5 years working with real estate agents to define their businesses, set up marketing channels, and increase business. I have done for you services and also technology coaching if you want to learn your CRM and marketing suites. If you don't have anything set up, we can work together to create a system that brings clients to you, creating more predictability in your business. I also create downloadable business tools. So, if you prefer orgaizing and posting on your own, check out my shop linked above.

Ready for a cleaner list before the holidays?

Not legal, tax, or financial advice.