
COMPASS TASK LIST
CRM MAINTENANCE
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Tagging & creating contacts
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Inputting buyer & seller anniversary dates
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Removing duplicates
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Reviewing contacts and data mining
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Creating mailing lists in CRM for farming
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Updating contact information with information gathered from social media platforms (birthdays, familial status, etc.)
MARKETING
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Geographic farming
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Creating blogs
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Listing presentations
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Buyer consultation materials
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Website maintenance and updates
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Creating ads
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Creating market snapshots
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Social media tasks (updating information/photos, setting up social media calendar, creating posts)
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Adding tags to YouTube channel
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Uploading Podcast to YouTube
CLIENT COMMUNICATION
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Creating CMAs
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Cleaning up collections
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Creating agent lists for e-blasts
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Connecting with contacts via social media (Instagram/Facebook friends and LinkedIn connection)
CLIENT PROSPECTING & LEAD GENERATION
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Prospecting calls
TASK MANAGEMENT
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Cleaning up business tracker
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Creating checklists
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Creating action plans
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Creating workflow spreadsheets
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Uploading contacts and documents to google drive
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Creating express documents
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Uploading leases/forms to business tracker
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Creating spreadsheet with contact information gathered at networking events
BROCHURE & FLYER DESIGN
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Creating postcards for market reports
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Creating flyers
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Creating monthly newsletters
