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CRM Mastery Bootcamp
Your agenda, recorded sessions, and weekly homework overview
Each session in our CRM Bootcamp is designed to build stronger habits through simple, actionable exercises. These assignments will help you clean, organize, and activate your database — preparing you to run automated campaigns, celebrate client milestones, and track meaningful insights. Complete each day’s task to become fully CRM Ready by the end of the series.
October 17 | 10 AM
Setting up your database: Organize, tag & clean up your contacts
Post-Training Homework:
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Audit your contacts to remove duplicates or spam.
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Apply at least 3 tags to segment your database (e.g., Sphere, Active Buyer, Past Client).
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(Optional) Create a Smart List of your active opportunities.
October 21 | 10 AM
Optimizing your contact profile: Build complete profiles & reminders
Post-Training Homework:
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Add a touch reminder or task for at least five contacts per day.
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Complete or update contact details (email, phone, tags) for ten profiles.
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Add one birthday or anniversary date to automate celebrations.
DISCOVER EASY-TO-FOLLOW GUIDES FOR YOUR SUCCESS
Want to dive deeper into mastering your CRM and marketing through Rechat? Use the following links to Rechat’s dedicated guides and trainings designed to help you build stronger relationship, automate your workflow, and elevate your business.
01
People Center
Rechat’s People Center is your all-in-one hub for managing relationships, tracking leads, automating follow-ups, and growing your real estate business. Whether you're staying in touch with past clients, nurturing current prospects, or assigning leads across your team, the People Center brings structure and strategy to every client interaction.
02
Smart Tagging
Using tags and lists across your CRM will help you manage your contacts in an organized fashion and assist with sending out marketing pieces to targeted audiences.
03
MARKETING LISTINGS
The Marketing Center is your all-in-one hub for managing and executing marketing campaigns across multiple channels. Whether you’re looking to promote a listing, engage your clients with personalized emails, or track the performance of your email campaigns, the Marketing Center has the tools you need to boost your brand and grow your business.
04
LISTING MARKETING
Successfully marketing a listing is crucial for attracting the right buyers and generating interest, and Rechat’s Listing Marketing Dashboard simplifies your process.