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Compass Task List

First Task Ideas

  1. Merging duplicates within the CRM

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

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

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

  5. Gathering client reviews with a pre-approved template 

  6. Exporting contacts into a spreadsheet to easily spot where there are gaps in information

  7. Making sure contacts are up to date to optimize “Likely to Sell” (ongoing)

  8. Reviewing tagging and grouping conventions

  9. Following contacts on Instagram and joining related Facebook groups

  10. Enabling autostart for action plans for new leads

  11. Sending email reminders for collections and Compass invites

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

  13. Preparing contract templates including standard disclosures and addendums

  14. Planning a social media calendar (start by planning one week in advance, provide feedback, and build up from there) 

  15. Documenting Standard Operating Procedures (SOPs) for all business processes

CRM Client Communication

16. Making sure all past clients are on action plans or drip campaigns 

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

18. Creating CMAs for new and past clients

19. Tagging & creating contacts

20. Inputting home anniversary dates

21. Creating mailing lists in the CRM for farming (Just Sold and Just Listed)

22. Creating agent lists for e-blasts (for reverse prospecting, marketing your listing to

      agents, so they endorse clients)

23. Reverse prospecting (when a property is live, agents promote that to clients, and you

      will be notified of who these agents are) 

24. Uploading farming spreadsheets provided by your title company to the CRM and 

      ensuring they are tagged appropriately for targeted newsletters

25. Creating and managing Compass checklists via Business Tracker

Administrative Tasks

26. Property management coordination

27. Taking the minutes for your meetings

28. Sending reminders / keeping you on task

29. Preparing slideshows (PowerPoint or SlideShare presentations)

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

31. Creating a spreadsheet of client-recommended vendors (reaching out to clients via   

      email for recommendations)

32. Making travel arrangements (booking hotels and flights)

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

34. Sending out holiday/birthday cards to clients (click2mail, ClickSend, Postable, etc.)

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

36. Inputting notes from broker tours into your database 

37. Managing Asana, Trello,, and other project management apps

38. Storing receipts for tax write-offs

Listing & Transaction Related Tasks

39. Validating proof of ownership through county appraiser records or tax records 

40. Inputting listing into MLS

41. Creating marketing materials for new listings 

42. Setting up MLS notifications for when a user favorites a property

43. Scheduling inspections and other service providers

44. Tracking feedback from showings

45. Creating branded buyer and seller checklists

46. Building a tracker to monitor all lockbox codes

47. Listing appointment packet creation

48. Sending appointment notes/gifts/ thank you cards

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

50. Daily appointment confirmations/appointment reminders for buyers

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

52. Scheduling delivery of food/beverage to open houses

53. Transaction management (not a recommended first task)

54. Making sure escrow has necessary documents (loan process, appraisal, etc.)

55. Uploading business leases/forms to Business Tracker

56. Uploading required documentation for compliance

57. Tracking contingency dates

58. Emailing weekly seller updates 

Social Media Marketing Tasks

59. Managing a brand kit (folder with logos, style guide, copy guidelines, fonts, brand colors, headshots, etc.)

60. Refining your brand guidelines with this ChatGPT prompt: 

a. 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.

61. Profile management (updating Facebook Business Page,  Instagram, LinkedIn, MLS, Zillow,, Google Business Page, etc.) 

62. Creating content (posts, stories, captions, infographics, guides, newsletters, etc.)

63. Responding to Google reviews, private social media messages, mentions, and comments on posts

64. Gathering client reviews for social media, website, Zillow,, and Google Business Page

65. Building a Google Business Page strategy to improve SEO ranking by consistently uploading

      content to your Google Business Page.

66. Creating Weekly/ Monthly/ Quarterly newsletters

67. Re-purposing newsletters for social media content and blog posts 

68. Writing blog posts

69. Creating a concise IG bio that highlights a unique selling point and call-to-action

70. Optimizing IG link in bio with Linktree 

71. Maintaining and updating your website/liaising with the company in charge of your website

72. Creating visuals for ads (Facebook, Instagram, etc.) 

73. Building a buyer persona in a target market (examine past clients: income, life stage, familial status,

      age, motivation, etc.) 

74. Expanding sphere of influence by joining Facebook groups

75. Designing postcards, fliers, and flipbooks 

76. Creating market snapshots/market reports

77. Monthly market update video blasts

78. Photo/video editing with trending audio 

79. Tik-Tok & Reels script writing and editing (get inspiration from these hooks)

80. Growing an organic following (engaging with other users and posts)

81. Networking and relationship building: actively engage with industry professionals, local businesses,

      and potential clients through networking events, online communities, and social media platforms to

      build valuable relationships and expand your network.

82. Directly reaching out to new followers with a templated message 

83. Surveying followers individually to gauge what content of yours is helpful

84. Researching SEO-driven prompts for social media

85. Uploading podcasts to YouTube and TikTok

86. Researching relevant hashtags (niche to general) 

87. Creating story highlights from archived stories 

88. Adding keyword tags to your YouTube channel


89. Generating 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)

90. Scheduling quarterly check-in calls for long-term buyers or sellers

91. Taking inbound phone calls that are re-routed to your assistant’s number if you cannot answer (need

      to set up VOIP first)

92. Handling customer/client inquiries via phone, email, live chat, etc.

93. Making warm lead follow-up calls (agent to provide a list of leads)

94. Calling past clients and neighborhoods that the agent has sold in for prospecting 

95. Client event coordination (networking events, seminars, virtual or in-person)

96. Creating a spreadsheet with contact information gathered at networking events

97. Building agent-to-agent referral network through affiliations 

98. Creating a tracker/ mailing list of top-producing agents in different cities to get in touch with 

99. Researching and scheduling in-person and virtual networking events

100. Tracking paid leads (keep track of how many times you are contacting a lead)

101. Skip tracing

102. B2B appointment setting (creating a target list of business owners in your niche to connect with to

        cross-promote businesses) 

103. Contacting FSBO and expired listings

104. Converting /tracking generated leads (from signs, website, social media, paid, etc)

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