
Your Compass Assistant is
Fully-Trained in the Compass System
and can assist you with the following tasks:
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CRM Maintenance
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Removing duplicate contacts
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Organizing contacts
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Adding notes to contacts
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Updating mailing list
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Email
Marketing
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Creating email newsletters via Marketing Center
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Managing newsletter sender list
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Managing content for email newsletters
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Brochure & Flyer Design
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Client printable brochures
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Creating printable flyers and one-sheets
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Share designs with the Compass platform
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Client
Communication
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Communicate with clients in Collections
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Create and edit email templates via Messages
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Client Prospecting & Lead Generation
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Managing agents' pipeline in Business Tracker
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Create and send digital ads via Marketing Center
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Create social media content via Marketing Center
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Task
Management
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Create and manage agent tasks
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Manage drip campaigns via Action Plans
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Create and manage Compass checklists via Business Tracker
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.