top of page
5e2df85086f4175ce0268ef5_2173a40c8c236a23fe17f26e74bb4f9c.png
cleardesklogo_full_transparent.png

CLIENT HUB

COMPASS TASK LIST

CRM MAINTENANCE

  • Tagging & creating contacts

  • Inputting buyer & seller anniversary dates

  • Removing duplicates

  • Reviewing contacts and data mining 

  • Creating mailing lists in CRM for farming

  • Updating contact information with information gathered from social media platforms (birthdays, familial status, etc.)

MARKETING

  • Geographic farming

  • Creating blogs

  • Listing presentations

  • Buyer consultation materials 

  • Website maintenance and updates

  • Creating ads

  • Creating market snapshots

  • Social media tasks (updating information/photos, setting up social media calendar, creating posts)

  • Adding tags to YouTube channel

  • Uploading Podcast to YouTube

CLIENT COMMUNICATION

  • Creating CMAs

  • Cleaning up collections

  • Creating agent lists for e-blasts

  • Connecting with contacts via social media (Instagram/Facebook friends and LinkedIn connection)

CLIENT PROSPECTING & LEAD GENERATION

  • Prospecting calls

TASK MANAGEMENT

  • Cleaning up business tracker

  • Creating checklists

  • Creating action plans

  • Creating workflow spreadsheets

  • Uploading contacts and documents to google drive 

  • Creating express documents

  • Uploading leases/forms to business tracker 

  • Creating spreadsheet with contact information gathered at networking events

BROCHURE & FLYER DESIGN

  • Creating postcards for market reports

  • Creating flyers

  • Creating monthly newsletters

different-01.png
bottom of page