JOIN US LIVE
A CRM WORKSHOP FOR COMPASS AGENTS
LEARN HOW TO
BUILD A PROFITABLE CRM SYSTEM
AND GROW YOUR BUSINESS FASTER!
Join CRM Refresh Strategist, Stephen Litman for a short, high-impact session packed with simple, proven strategies you can put to work immediately.
REGISTER YOUR DETAILS BELOW:
→ WORKSHOP BONUS: Free ‘Duplicate Cleanup’ for All Live Attendees.
Join us for the full workshop and book a follow-up consultation and your duplicate cleanup is on us.
COMPASS CLIENTS WHO WE’VE HELPED
PLUS MANY MORE…
WHO THIS IS FOR?
This free virtual workshop is made for Compass agents who know they could be doing more with their CRM—but aren’t sure where to start.
If any of this sounds familiar, you’re in the right place:
01. TOP PRODUCING AGENTS
…who are closing deals consistently, but know they could be leveraging their database better to nurture more referrals, repeat clients, and high-value leads on autopilot.
02. NEWER AGENTS WHO WANT TO BUILD SMART FROM DAY ONE
…who don’t want to wait until things get overwhelming before putting a system in place. You want to follow up like a pro—even if you’re just getting started.
03. TEAMS & AGENTS WITH SUPPORT STAFF
…who need systems their entire team can use, manage, and actually stick to—so nothing falls through the cracks and everyone knows what to do, when.
04. AGENTS WHO FEEL OVERWHELMED BY TECH
…who know automation could help, but have no idea where to begin. You want someone to simplify it, set it up, and explain it in plain English.
05. AGENTS WHOSE CRM IS A DIGITAL JUNK DRAWER
…who are sitting on a goldmine of contacts—but have no idea who’s ready to buy, who needs a follow-up, or who to prioritize. You’re ready for clarity and a clean slate.
06. AGENTS WHO KNOW THEY'RE LEAVING MONEY ON THE TABLE
…because their follow-up is inconsistent, reactive, or just plain non-existent. You want a repeatable rhythm that helps you reconnect, convert, and close more deals.
MEET YOUR SPECALIST:
STEPHEN LITMAN
Stephen Litman is the founder of CRM Refresh—and someone who’s walked in your shoes.
With a background in sales and real estate, Stephen knows firsthand how hard it can be to manage a fast-moving pipeline and stay top of mind with past and potential clients. That’s exactly why he built CRM Refresh: to help Compass agents like you bring order to the chaos, follow up with confidence, and finally make your CRM work for you—not the other way around.
Stephen’s team has worked with hundreds of Compass agents across the country, delivering custom contact tagging, automated follow-ups, and CRM cleanup systems that save time and spark conversations.
His mission? To help you stop ignoring your CRM—and start turning it into a referral-driving, client-winning powerhouse.
Are you ready to get started?
What Compass Agents are Saying…
Eric Layne
Compass Agent
The Eric Layne Group
Charlotte, NC Real Estate Agents
Kendall Hood
Compass Agent
The Kendall Hood Collection,
Compass 30A Real Estate
Thomas & Laura
Compass Agents
E+E Group
Blue Ridge Mountains Real Estate
Eric Layne
Compass Agent
The Eric Layne Group
Charlotte, NC Real Estate Agents
Kendall Hood
Compass Agent
The Kendall Hood Collection,
Compass 30A Real Estate
Thomas & Laura
Compass Agents
E+E Group
Blue Ridge Mountains Real Estate
LEARN HOW TO
BUILD A PROFITABLE CRM SYSTEM
AND GROW YOUR BUSINESS FASTER!
Join CRM Refresh Strategist, Stephen Litman for a short, high-impact session packed with simple, proven strategies you can put to work immediately.
→ WORKSHOP BONUS: Free ‘Duplicate Cleanup’ for All Live Attendees.
Join us for the full workshop and book a follow-up consultation and your duplicate cleanup is on us.
NEXT WORKSHOP STARTS IN:
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