Side Task List

Merging and removing duplicates within your CRM Platform
Updating CRM with information from social media platforms (birthdays, familial status, anniversaries, etc.)
Organizing, grouping, and updating contacts
Email organization: unsubscribing, creating filters, labels, and saving contacts from email into your CRM
Gathering client reviews with a pre-approved template
Exporting contacts into a spreadsheet to identify information gaps
Reviewing tagging and grouping conventions
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
Creating CMAs for new and past clients
Inputting home anniversary dates
Uploading farming spreadsheets provided by your title company to the CRM and ensuring they are tagged appropriately for targeted newsletters
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 projects utilizing Asana, Trello, Monday.com, and other project management apps
Storing and organizing 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

Planning a social media calendar (start by planning one week in advance, provide feedback, and build up from there)
Following contacts on Instagram and joining related Facebook groups
Creating mailing lists in the CRM for farming (Just Sold and Just Listed)
Creating agent lists for e-blasts
Preparing slideshows (PowerPoint or SlideShare presentations)
Sending out holiday/birthday cards to clients (click2mail, ClickSend, Postable, etc.)
Managing a brand kit (folder with logos, style guide, copy guidelines, fonts, brand colors, headshots, etc.)
Refining your brand guidelines with this ChatGPT prompt: Extract the brand tone and voice from [your website or Instagram URL] and create a brand guidelines document to ensure future content follows those guidelines.
Profile management (updating Facebook Business Page, Instagram, LinkedIn, MLS, Zillow, Realtor.com, Google Business Page, etc.)
Creating content (posts, stories, captions, infographics, guides, newsletters, etc.)
Responding to Google reviews, private social media messages, mentions, and comments on posts
Gathering client reviews for social media, website, Zillow, Realtor.com, and Google Business Page
Building a Google Business Page strategy to improve SEO ranking by consistently uploading content
Creating Weekly/Monthly/Quarterly newsletters
Re-purposing newsletters for social media content and blog posts
Writing blog posts
Creating a concise IG bio that highlights a unique selling point and call-to-action
Optimizing IG link in bio with Linktree
Maintaining and updating your website/liaising with the company in charge of your website
Building a buyer persona in a target market (examine past clients: income, life stage, familial status, age, motivation, etc.)
Expanding sphere of influence by joining Facebook groups
Designing postcards, flyers, and flipbooks
Creating market snapshots/market reports
Monthly market update video blasts
Photo/video editing with trending audio
Growing an organic following (engaging with other users and posts)
Directly reaching out to new followers with a templated message
Surveying followers individually to gauge what content of yours is helpful
Uploading podcasts to YouTube and TikTok
Researching relevant hashtags (niche to general)
Creating story highlights from archived stories
Adding keyword tags to your YouTube channel
Creating marketing materials for new listings
Creating branded buyer and seller checklists

Delete/merge duplicate contacts
Create and/or consolidate tags
Review historic transactions & update tags
Add properties
Upload deals
Contact past clients for updated contact information
Update CRM with information gathered from social media platforms (birthdays, familial status, anniversaries, etc.)
Create/import contacts
Create email templates
Create action plans
Organize by stage, tag or custom fields
Bulk update contacts
Create smart lists, tasks, and deals
Create automations
Maintain contact database and track potential leads
Email management
Calendar management
Set up task management system
Send reminders/keep you on task
Manage vendor list (painters, roofers, plumbers, mortgage lenders, etc)
Schedule management (appointments, showings, inspections, tours, open houses, calls)
Client communication
Schedule inspections and other service providers
Daily appointment confirmations/appointment reminders for buyers
Schedule quarterly check-in calls for long-term buyers or sellers
Create/send open house emails
Cold calling
Generate a call list of the least contacted contacts so your assistant can assign you 1-2 people daily to call or text. (Assistant to track notes in CRM)
Handle customer/client inquiries via phone, email, live chat, etc.
Make warm lead follow-up calls (agent to provide a list of leads)
Call past clients and neighborhoods that the agent has sold in for prospecting
Client event coordination (networking events, seminars, virtual or in-person)
Track paid leads (keep track of how many times you are contacting a lead)
B2B appointment setting (creating a target list of business owners in your niche to connect with to cross-promote businesses)
Contact FSBO and expired listings

Active Pipe

Set up drip campaigns
Create campaigns
Implement targeted email marketing campaigns and newsletters

MoxiWorks

Create CMAs
Create and share buyer and listing presentations

Luxury Presence

Create a property website
Seller and home buyer presentations
Listing feeds
Draft and publish blog posts
Creatives/graphics for blog posts
Update and maintain branded website content
Edit existing page
Add/remove an associate
Modify an agent bio page
Create a custom property
Create a sales presentation (buyer and seller)
Create a single property website
Create listing feeds
Export list of leads
Look at lead activity in the dashboard
Create listing appointment packet
Take inbound phone calls that are re-routed to your assistant’s number if you cannot answer (need to set up dialler first)
Add client testimonials

Marq

Create templates
Social media posts
Create print-ready, branded marketing collateral
Order signage
Create marketing materials for new listings
Create branded buyer and seller checklists
Content and caption creation
Graphic design
Create visuals for ads
Create brochures, postcards, newsletters, flyers, flipbooks, etc. Manage a brand kit (folder with logos, style guide, copy guidelines, fonts, brand colors, headshots, etc.)