Your contacts, finally in one place.
I'll set up your CRM, import your contacts and build a simple follow-up routine, so you can get back to selling. No tech headaches, no weekend lost to tutorials.
Done-for-You CRM Setup
For real estate agents
Feeling Overwhelmed by Your Contacts and Follow-Up?
Let's simplify it. I'm Carrie, a marketing and technology coach with 20+ years of experience, and I set up simple CRMs for real estate agents. You bring the mess (phone contacts, old spreadsheets, sticky notes), I'll bring the patience. I'll set up your CRM, import your contacts, sort your leads and walk you through it on Zoom so you know where everything lives.
What's included
I set up your CRM, import your contacts, and show you how to use it on Zoom. Everything happens virtually. You'll need to be able to log into your CRM and share your screen. If you need other accommodations, just request a phone call in the booking form. I truly look forward to meeting you!
CRM SETUP
Your CRM, built and ready to use. I set up your pipeline, tags and stages so you can see every lead at a glance.
CONTACT IMPORT
Phone contacts, spreadsheets and old lists, cleaned up and imported so nothing gets lost.
LEAD SORTING
Your leads sorted into buyers, sellers, past clients and your sphere, so you know who to call first.
FOLLOW-UP ROUTINE
A simple weekly follow-up routine and reminders, so no lead slips through the cracks.
TRANSACTION TRACKING
A clean way to track your deals from first conversation to closing.
ZOOM WALKTHROUGH
A live walkthrough so you know exactly where everything lives and how to use it.
Why have me set up your CRM?
Most agents don't need a fancier CRM. They need one that's set up right and simple enough to use every day. After 20 years in marketing and 5 years working with real estate agents, I know what to set up and what to skip. You focus on your clients. I'll handle the setup.
How your setup works
Simple steps, and I do the heavy lifting.
Book your setup, then tell me which CRM you use (BoldTrail, Follow Up Boss, or another) and what you want it to do for you.
Send me your contacts however they live today: phone, spreadsheet, or notes. I'll tell you exactly what I need.
I build your pipeline, import and sort your contacts, and set up your follow-up routine.
We meet on Zoom and I walk you through everything, so you feel confident using your CRM.
You'll have notes on how your setup works, and you can reach out with questions after we finish.
A CRM that's organized, a follow-up routine you can actually keep, and a clear picture of who to talk to next. No tech headaches.
About your setup specialist
Hi, I'm Carrie Pierce. I've worked in marketing for over 20 years, including 5 years with real estate agents. I set up simple CRMs and follow-up systems so agents can spend less time on technology and more time with clients. I also create downloadable business tools, so if you'd rather do it yourself, check out my shop linked above.
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