LEVEL UP TX
CRM Rollout | Internal Enablement
Compass rolled out major updates to the CRM platform, creating an urgent need to upskill teams across Texas. As the designated CRM Single Point of Accountability (SPOA) for the Level Up initiative, I was responsible for ensuring rapid adoption and proficiency among Customer Success, Marketing, Admin, and Sales Management
HOW I DELIVERED
- Needs Assessment: Identified training gaps and adoption blockers through regular feedback with Texas agents and managers.
- Curriculum Development: Built tailored slide decks, hands-on workshops, and 1:1 coaching templates for multiple learning styles
- Creative Enablement: Applied creative strategies to drive engagement and reinforce adoption, helping Texas rank among top five markets.
- Performance Tracking: Monitored adoption progress and adapted tactics to address lagging teams or resistant users.
- Recognition and Motivation: Championed tech champions, celebrated wins, and created a culture of continuous learning.
BUSINESS IMPACT
- Texas became one of only five markets to achieve the Q4 CRM adoption target.
- Improved agent confidence and platform utilization, directly contributing to tech adoption across the state.
- Recognized by management for leadership, creativity, and drive for results in the face of past rollout challenges.
RECOGNITION
“Chandler finished the year on a strong note, helping to lead our market’s Q4 CRM push and becoming one of only five markets to achieve the target number. His creativity and ability to Learn From Reality in the face of past failures made him a vital part of our success. In particular, he showed a strong drive for results in not accepting coming up short and being supportive yet firm in expecting his team to reach the goal. This demonstrated Chandler’s leadership skills.”
– Direct Manager
CHANDLER WILSON 