Compass Task List

Merging duplicates within the CRM

Updating CRM with information from social media platforms (birthdays, familial status, anniversaries, etc.)

Organizing, grouping, and updating contacts via the “Organize” button in Contacts

Email organization: unsubscribing, creating filters, labels, and saving contacts from email into the CRM

Gathering client reviews with a pre-approved template

Exporting contacts into a spreadsheet to identify information gaps

Ensuring contacts are up-to-date to optimize "Likely to Sell" (ongoing)

Reviewing tagging and grouping conventions

Enabling autostart for action plans for new leads

Sending email reminders for collections and Compass invites

Organizing files in Dropbox or Google Drive (create folders and upload files)

Documenting Standard Operating Procedures (SOPs) for all business processes

Ensuring all past clients are on action plans or drip campaigns

Monitoring "Likely to Sell" and ensuring contacts are on action plans

Scheduling reminders on the client’s calendar to call Likely to Sell contact.

Creating CMAs for new and past clients

Tagging & creating contacts

Inputting home anniversary dates

Uploading farming spreadsheets provided by your title company to the CRM and ensuring they are tagged appropriately for targeted newsletters

Creating and managing Compass checklists via Business Tracker

Property management coordination

Taking minutes for your meetings

Managing your vendor list (painters, roofers, plumbers, mortgage lenders, etc.)

Making travel arrangements (booking hotels and flights)

Managing personal life and personal errands (purchasing gifts for loved ones/family members online), managing and organizing online files (Google Drive, Dropbox, etc.)

Schedule management (appointments, showings, inspections, tours, open houses, calls)

Inputting notes from broker tours into your database

Managing Asana, Trello, Monday.com, and other project management apps

Storing receipts for tax write-offs

Validating proof of ownership through county appraiser records or tax records

Inputting listings into MLS

Setting up MLS notifications for when a user favorites a property

Scheduling inspections and other service providers

Tracking feedback from showings

Building a tracker to monitor all lockbox codes

Listing appointment packet creation

Sending appointment notes/gifts/thank-you cards

Assembling buyer consultation materials (buyer questionnaires, market pamphlets of the neighborhood)

Daily appointment confirmations/appointment reminders for buyers

Creating an open house event and open house sign-in form with a QR code

Emailing weekly seller updates