Coaching, training and support
Technology engagement. Sales growth. Marketing mix.
I'm your success partner for technology, sales and marketing, working with a whole company, a group or one person. The goal isn't a training session; it's your team actually using the tools and winning more business with them.
Based in Chicago, working with clients anywhere.
Where I coach, train and support
Patient, practical help with anything and everything, whenever you need it.
Technology
I am the personal technology trainer. An engagement artist. New rollouts, tools adaptation and more.
Technology can be a challenge. It is ever changing, takes time to learn and time to manage. I remove the obstacles and open the door for any question, reducing learning curves through guidance.
From initial planning to full deployment, teams are equipped with tools to optimize performance and increase operational efficiency and productivity.
Win more listings
A strong listing presence is a winning strategy for brokerages and agents.
Articulating a unique value proposition that goes beyond great customer service and a family culture is how it happens.
Negotiating commissions can be stressful. Crafting the right conversation with confidence shows clients why they should choose you, and why you are worth your commission.
Build a ‘more than transactional’ business
Running your own business can feel a lot like reactive problem solving all day long.
Business building requires proactive systems to be more efficient and grow. The right tool implementations achieve this when combined with training, engagement and support.
Attract new business
Every business needs a steady way to meet new people and turn interest into work.
We get clear on who you want to reach and what makes you the right choice, then write outreach that sounds like you: calls, email, text, social, events and referral partners.
Then we practice it. Talk tracks, answers to the questions that stall a decision, and a weekly plan, so your team knows what to say and when to say it.
CRM activation
Most businesses have a CRM. Fewer have one that is actually working for them.
We clean up the database, sort your contacts by where they are with you, and build the campaigns, templates and reminders that keep new leads, current customers and past clients hearing from you.
Then I train the daily habits, so the CRM carries the follow-up instead of memory, whatever your industry.
Marketing mix
Three to five consistent marketing activities go a long way. You can achieve this in two ways:
1. Pay for it: advertising, buying leads, a social media manager, high ticket coaching.
2. Spend the time. I take on those projects in your business: understanding company and agent goals, training and support, and crafting consistent marketing mix strategies built on a good CRM.
From a client
“Dana, you are so patient and such a good teacher! Thanks for helping me with anything and everything, no matter when I call.”
Pam L. · Top Agent
Tips & DIY
11 reasons you need a personal technology trainer
Reduce tech frustration, increase productivity, turn your contact network into a retention and referral system, and get training tailored to how you work.
Read the 11 reasonsQ&A
Questions about coaching and training
What coaching, training and support do I offer?
I'm your success partner for technology, sales and marketing, working with a whole company, a group or one person. The goal isn't a training session; it's your team actually using the tools and winning more business with them.
How do I get my team to adopt a new CRM or tech stack after rollout?
Plan the rollout around people, not software. Adoption fails when people get one demo and a login. I handle the rollout from planning through full deployment: setup before launch, training on the system you actually have, and follow-up support while habits form. People learn at different paces, so there's group training plus one-on-one help for those who need it. Think of me as your personal technology trainer, and an engagement artist.
How can agents win more listings?
By articulating a value proposition that goes further than “great service and a family culture,” because everyone says that. Coaching covers building a strong presence, defining what you uniquely offer sellers, and negotiating commission with confidence.
How do I build a business that's more than transactional?
Put systems behind the relationships. The right tools, set up properly and paired with training, keep you in touch with clients before and after the sale, which is where repeat business and referrals come from.
What should a marketing mix include?
Three to five consistent marketing activities you can sustain, paid with money or with time. Consistency beats volume. A well-built CRM is the foundation, because it can drive email, text, social and call follow-up from one contact base.
Is coaching one-on-one or for the whole team?
Either. Company-wide rollouts, small group sessions and one-on-one coaching are all available, and most engagements mix them.
