Back At You Office Strategy and Training Sessions
Welcome to your Back At You Quarterly Strategy Sessions! Designed to help you maximize efficiency, automate your pipeline, and position your real estate business for growth, these live strategy sessions and webinars cover everything from dashboard basics to advanced CRM automation.
Note: Classes are subject to change.
Please register using the links below to secure your spot and receive session updates
📅 Upcoming October Sessions
Mastering Your Back At You Office Home Dashboard
Navigating Your Back At You CRM
Date: October 19th, 2026
Overview: Your database is the foundation of your business. Move beyond basic contact storage and build a system that works for you. This session provides a complete overview of the Back At You CRM, showing you how to organize your pipeline, streamline communication, and make follow-ups flawless.
📅 Upcoming November Sessions
Automating Your Listed-to-Sold Workflow
Establishing Local Expertise with Market Watch
Driving Consistent Growth Through Email Automation
Date: November 16th, 2026
Overview: Explore the power of Back At You Drip Email Campaigns to easily stay connected with your sphere. Learn how to utilize pre-built campaigns for immediate outreach and engineer custom sequences to nurture long-term leads.
📅 Upcoming December Sessions (2-Part Series)
Overhaul your database and build a high-performance sales engine to launch a successful 2027 with this two-part intensive series.
Level Up Your CRM for 2027 – Part 1
Date: December 7th, 2026
Focus (The Foundation – Tools & Tech Audit): Go "under the hood" to explore native CRM organization tools. Audit your data and set up an essential structural foundation so you can move quickly without losing crucial details.
Goal: A clean, organized workspace that saves hours of manual entry every week.
Level Up Your CRM for 2027 – Part 2
Date: December 14th, 2026
Focus (The Action & The Fortune – Converting Pipeline & Unlocking Past Clients): Bridge the gap between "contacts" and "closings". Map out automated workflows for new leads and live-build a "Stay-in-Touch" Action Plan for past clients.
Goal: Automated Action Plans that respond instantly to new inbox leads while turning past client connections into a predictable referral engine.
📅 Additional Training Resources
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