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Lead Management & CRM Architecture Upskilling Track
Lead Management & CRM Architecture Upskilling Track

Lead Management & CRM Architecture Upskilling Track

$199.00

An unorganized CRM filled with untagged contacts, missing phone numbers, and untouched leads is a graveyard of lost commissions. Built around Millionaire Real Estate Agent (MREA) best practices, this 3-hour 1-on-1 intensive turns your virtual assistant into a dedicated Lead Nurture Manager.

Your assistant will learn how to structure database architecture, set up automated multi-touch nurture plans, and maintain strict CRM hygiene across platforms like Follow Up Boss, KW Command, and standard CRMs.

What Your VA Will Master:

• Organizing systematic weekly call lists and structured lead rotation.
• Configuring automated email, text, and task triggers so no lead drops off.
• Managing active opportunity stages from first contact through contract execution.

What’s Included:

• 3-Hour Live Interactive 1-on-1 Training Session
• Plug-and-Play CRM SOPs, Tagging Schemas, and Pipeline Trackers
• 30-Day Risk-Free Sandbox Practice File Access
• Graded Assessment & Certificate of Competency
• 2x 15-Minute On-Demand Coaching Calls (Valid for 60 Days)
• 30 Days of Direct Chat Support with Master Trainers

Enroll your VA now!

Pillar Point Academy | Lead. Manage. Scale.