Back At You Office Strategy and Training Sessions

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

  • Date: October 5th, 2026

  • Overview: Your Home Dashboard is more than just a login screen—it’s the engine room of your real estate business. In this webinar, we’ll show you how to transform your dashboard into a high-efficiency hub for managing clients and listings

  • Key Takeaways:

    • One-Click Management: Navigate your business essentials without the clutter.

    • Workflow Optimization: Set up your view to prioritize what matters most.

    • Pro-Tips & Shortcuts: Discover hidden features to work faster and stay ahead of your to-do list.


  • 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.


Put Your Business on Auto Pilot with Contact & Lead Action Plans

  • Date: October 26th, 2026

  • Overview: Consistency is the secret to conversion, but you can’t be everywhere at once. Turn manual follow-ups into automated success in this hands-on workshop focused on Contact and Lead Action Plans.

  • Key Takeaways:

    • Build Together: Create a "ready-to-use" Action Plan live during the class.

    • Master the Mix: Balance automated system emails with personalized follow-up reminders.

    • Optimize Your Funnel: Learn strategic timing to engage leads without overwhelming them.



📅 Upcoming November Sessions

Automating Your Listed-to-Sold Workflow

  • Date: November 2nd, 2026

  • Overview: Stop reinventing the wheel with every new listing! Learn how to leverage Back At You Listing Action Plans to handle task tracking and communication. Save hours of manual work while delivering a high-touch experience your sellers will love.


Establishing Local Expertise with Market Watch

  • Date: November 9th, 2026

  • Overview: Data is the ultimate way to build trust in today’s market. Explore the Market Watch feature to deliver high-level insights without manual research.

  • Key Takeaways:

    • Strategic Customization: Tailor market statistics and trends for specific client neighborhoods.

    • Automated Engagement: Set up recurring, scheduled emails to stay top-of-mind.

    • Brand Elevation: Position yourself as a local market expert using professional, data-driven insights.

    • Conversion Tracking: Identify which contacts are actively engaging with your market reports.


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

Explore our training resources page for upcoming live classes and on-demand recorded sessions: https://training.backatyou.com/#/home