Your Compass Assistant is
Fully-Trained in the Compass System
and can assist you with the following tasks:
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Administrative Tasks
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Maintaining agent’s CRM
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Managing agent’s pipeline in Business Tracker
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Creating buyer and seller checklists
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Monitoring Likely to Sell
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Creating and managing agent tasks
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Managing agent’s inbox and calendar
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Marketing & Social Media
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Creating print and regular content via marketing Center
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Managing social media accounts
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Editing photo and video content
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Designing newsletters, brochures, flyers, postcards, and flip books
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Managing newsletter recipient lists
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Managing drip campaigns via Action Plans
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Client Communication
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Prospecting of agent’s client database via phone call, text or email
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Creating CMAs for the past clients
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Communicating with client in Collections
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Creating and editing email templates via Messages
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Scheduling open houses and showings
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Coordinating with third-party service providers
The Compass Virtual Assistant Match Program includes the following:
✓ All of our Remote Staff will have:
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4 Year College Degree
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2 Years Minimum Work Experience
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Professional Real Estate Experience
✓ All Compensation & Benefits included
✓ Fully Trained in the Compass System
✓ Fully Vetted:
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Background Checks
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Employment Verification
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Skill Assessments
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DISC Personality Test
✓ Customer Success Manager
✓ Virtual Assistant Rates
✓ HR Manager + Account Manager
NOTE: 10x10 Funds are eligible for this program!
Submit your invoice for the 10x10 reimbursement by using this form and selecting ClearDesk as the Coaching/VA Vendor. Please note, that only 10x10 members are eligible for Compass reimbursement.
Getting Started with your Compass Assistant
2
Onboarding
Questionnaire
After submitting your payment, you will be prompted to complete a quick onboarding questionnaire to help us understand your expectations for how your Compass Assistant can help you.
3
Schedule onboarding
& Kick-off
Meet your Compass Assistant! After completing your onboarding questionnaire, you will be prompted to schedule an onboarding call. During this call, we will review the best practices for getting started with your Compass Assistant. Additionally, you will schedule a kick-off call to meet your Compass Assistant and align your goals, create a schedule, and set expectations.
