Compass Task List
First Task Ideas
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Merging duplicates within the CRM
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Updating CRM with information gathered from social media platforms (birthdays, familial status, anniversaries, etc.)
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Organizing, grouping, and updating contacts via the “Organize” button in Contacts
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Email organization: unsubscribing, creating filters, labels, and saving contacts from the email into the CRM
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Gathering client reviews with a pre-approved template
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Exporting contacts into a spreadsheet to easily spot where there are gaps in information
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Making sure contacts are up to date to optimize “Likely to Sell” (ongoing)
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Reviewing tagging and grouping conventions
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Following contacts on Instagram and joining related Facebook groups
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Enabling autostart for action plans for new leads
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Sending email reminders for collections and Compass invites
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Organizing files in Dropbox or Google Drive (create folders and upload files)
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Preparing contract templates including standard disclosures and addendums
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Planning a social media calendar (start by planning one week in advance, provide feedback, and build up from there)
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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, Monday.com, 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,
Realtor.com, 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, Realtor.com, 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
Prospecting
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)