30 Day Challenge
Transform from CRM Novice to Power User in Just 30 Days
Join hundreds of real estate professionals mastering Engage CRM with daily 5-minute challenges. No overwhelm. No confusion. Just results.
- Daily video lessons (2-3 minutes each)
- Simple tasks (5-10 minutes to complete)
- Real results (more closings, less busywork)
- Community support every step of the way
How the 30-Day CRM Challenge Works
Four simple steps to CRM mastery
Sign Up & Start Immediately
Register today and get instant access to Day 1. No waiting. No complicated setup. Start your transformation right now.
Daily Email + Quick Video
Every morning, get a short email with a 2-3 minute video lesson. Learn one focused skill at a time.
Complete Your 5-Minute Task
Apply what you learned with a simple daily task. Build your CRM mastery one day at a time.
Track Progress & Earn Rewards
Mark tasks complete, earn badges, climb the leaderboard, and qualify for prizes.
Sound Familiar?
- Your CRM is full of contacts... but you have no follow-up system
- You know automation could save time... but you're not sure where to start
- You invested in technology... but you're still manually tracking everything
- You want to use your CRM like the pros... but the learning curve feels overwhelming
What if you could master your CRM in just 5-10 minutes per day—without the stress, confusion, or endless hours of training videos?
Your 30-Day Roadmap to CRM Mastery
From foundation to advanced automation—here's exactly what you'll learn
Week 1: Foundation & Setup
Get comfortable navigating and personalizing your CRM
What You'll Master:
- Complete CRM dashboard tour and navigation
- Profile setup and personalization
- Contact import strategies (without the mess)
- Custom fields for your specific business
- Organization systems using tags
- Pipeline visualization and customization
Week 2: Lead Management & Organization
Master contact management and lead tracking
What You'll Master:
- Dynamic smart lists that update automatically
- Lead source tracking and attribution
- Automated lead scoring and prioritization
- Professional contact note-taking
- Activity logging and tracking
- Mobile CRM mastery
Week 3: Automation & Efficiency
Set up systems that work while you sleep
What You'll Master:
- Reusable email templates
- Automated drip campaigns
- Task automation (never forget follow-ups)
- Smart campaign segmentation
- Advanced workflows
- Tool integrations
Week 4: Advanced Features & Optimization
Become a true CRM power user
What You'll Master:
- Analytics and reporting dashboard
- Pipeline optimization strategies
- Advanced filtering and power search
- Broadcast email mastery
- Lead Reveal deep dive
- Team collaboration features
- Speed hacks and shortcuts
- Your 90-day optimization roadmap
Earn Badges, Climb the Leaderboard & Win Prizes
Stay motivated with rewards at every milestone
Unlock Achievement Badges
Earn 20+ unique badges as you master each skill:
- → Daily completion badges
- → Weekly milestone badges
- → Skill mastery badges
- → Special achievement badges
Every badge unlocked = one step closer to CRM mastery (and bragging rights).
Climb the Leaderboard
Compete with fellow agents (friendly competition):
- → Daily points for task completion
- → Bonus points for early completion
- → Extra points for sharing your wins
- → Weekly leaderboard resets
Top performers each week win valuable prizes!
Win Valuable Prizes
Weekly Drawings:
- Week 1: $100 advertising credit
- Week 2: Free website audit ($300 value)
- Week 3: 1-hour strategy session
- Week 4: 3-month CRM upgrade
Meet Your Challenge Guide
Hi, I'm Kristie!
I'm the Digital Marketing Director at ConsulNet Computing and founder of Success Real Estate Marketing, where I've spent over 20 years helping real estate professionals leverage technology to grow their businesses.
Here's what I know: Most agents invest in a CRM but only use about 20% of its capabilities. Not because they're lazy—but because they're overwhelmed by where to start.
I created this challenge after watching hundreds of agents struggle with the same learning curve. The solution? Break it down into bite-sized daily wins.
Over the past 25 years, I've trained thousands of agents on digital marketing and CRM systems. I've seen what works, what doesn't, and exactly how to go from "barely using it" to "can't live without it."
My Promise to You:
No fluff. No overwhelming training sessions. Just practical, daily actions that transform how you use your CRM—and ultimately, how you run your business.
Ready to master your CRM together?
START YOUR CHALLENGE →Frequently Asked Questions
No problem! Life happens. You can catch up anytime—all previous day's content remains accessible. However, to maintain momentum and qualify for the grand prize, we recommend completing at least 25 of the 30 challenges within 35 days. The best results come from daily consistency, but we've built in flexibility.
The challenge is designed specifically for Engage CRM users to maximize the platform's features. However, if you're considering Engage CRM, you can sign up for a free trial at the same time you join the challenge—it's the perfect way to learn as you set up!
Each daily video is 2-3 minutes, and the task itself takes 5-10 minutes. Total daily commitment: 7-13 minutes. That's less time than scrolling social media! Most participants complete their daily challenge during their morning coffee.
Absolutely! Even experienced users discover features and automations they didn't know existed. Week 1 might be review for you, but Weeks 3-4 dive into advanced automation and optimization that even power users find valuable. Plus, you might qualify for prizes and badges!
Yes! Team participation is encouraged. Many brokerages and teams go through the challenge together, which creates accountability and allows for shared learning. Contact us about team enrollment options and volume pricing.
You can reply to any daily email with questions, and our support team responds within 24 hours (usually much faster). We also offer optional 15-minute troubleshooting calls throughout the challenge if you need hands-on help.
You can start immediately upon registration! You'll get Day 1 instantly, and then receive one new challenge email each day for 30 days. We also run special "cohort launches" on the first Monday of each month if you prefer the community aspect of starting with a group.
Next Cohort Start: February 3, 2025
Yes! The 30-Day CRM Challenge is completely free. There's no catch, no credit card required, no obligation. We created this because we believe that when agents master their CRM, everyone wins—you close more deals, we keep happy customers.
You'll have permanent access to all challenge content for reference. We'll also invite you to our advanced CRM training (optional, paid) and ongoing monthly CRM power user sessions (free for Engage CRM subscribers). Plus, you'll get your completion certificate and badge for your email signature!
That's exactly who we designed this for! The videos are simple, step-by-step tutorials with zero technical jargon. If you can follow along with a recipe or IKEA instructions, you can master this challenge. We start with the absolute basics and build gradually.
Still have questions?
Email us at support@successwebsite.com