Turn your database into your biggest business asset.
Our concierge-style service takes the hassle out of organizing your contacts— no stress, no guesswork.
We’ll deliver a fully optimized CRM that works for you, so you can focus on what you do best: building relationships, staying top of mind, and closing more deals.
WHAT WE’LL DO FOR YOU:
Import and organize your contacts from your Compass CRM, Phone, or Alternative CRM
Clean duplicate contacts & tags while providing you guidance on the most high-impact approach
Identify contacts with missing information and provide you with outreach templates to more easily gather important dates like birthdays and home anniversaries
Set up Action Plans to help you stay connected and grow your business
Configure platform settings, including access, sharing, & notifications, to allow for simple collaboration across your team
WHAT IT COSTS:
Pricing is based on the number of contacts in your database to ensure the level of support aligns with the size and complexity of the project. See the breakdown below for details:
0-10,000 contacts: $950
10,000+ contacts: $1,150
Ready to stop avoiding your CRM and start using it to its full potential?
SCOPE OF SERVICES:
We’ll Organize and Import:
Key Contact Groups: Sphere of Influence (SOI), Past Clients, Active Clients, and Ungrouped Contacts
Data Sources: Compass CRM, phone contacts, and external files
How We’ll Organize Your Database:
1. Consolidate into the Compass CRM
Eliminate duplicates to create one clean, accurate database
2. Identify & Complete Missing Information
We’ll review each contact, flag missing details, and update where information is provided:
Name, email, phone, and address
Birthdays and home anniversaries
Contact source
3. Refine Groups and Tags
Ensure contacts are in the correct Groups
Identify most important tags and develop strategic approach
Create a recommended, action‑oriented tag list
4. Set Up for Ongoing Success
Apply Action Plans to help you stay connected and generate opportunities
Load Compass One Buyer and Seller Timeline Templates
Adjust CRM settings for appropriate visibility, sharing, and notifications for you and your team
Create a selection of saved filters to quickly and easily access key contact lists
What You’ll Receive:
Contact Cleanup Report – a detailed list of all actions taken to organize your CRM
Closed Transaction Tracker – a detailed record of past transactions, paired with insights to help you focus and grow your business
Phone Contact List - a cleaned file of all provided phone contacts for your review
All sales made through Coaching Marketplace are final and non-refundable.
You are solely responsible for evaluating a Coach's or vendor's qualifications and suitability for your needs, as well as for your decision to purchase a program or service. Any disputes arising from your relationship with a Coach or vendor or purchase of a Coaching program or services from a third party vendor must be handled directly between you and the Coach or vendor. Compass expressly disclaims any liability related to such disputes or your interactions with Coaches and third party vendors.
Compass collects and processes your personal information when facilitating the purchase of a coaching session or vendor service. Your personal information is collected by Compass, and shared with the selected Coach or vendor only for the fulfillment of this service. Compass is not responsible for how affiliated Coaches or vendors handle or use your personal information and we encourage you to review their respective privacy policy. To learn more about how we process your data, or to better understand your rights, please review our Privacy Policy in our Privacy Center (https://www.compass.com/legal/trust-center/)
Authorization for Virtual Assistant (VA) Access
By granting a Virtual Assistant (“VA”) access to your Compass CRM, you, acknowledge and agree to the following:
1. Scope of Access and Assumption of Risk
You authorize your designated VA to access your account and act on your behalf. This "impersonation" allows the VA to perform all actions as you within the platform. You understand that granting this access carries inherent risks. You voluntarily and entirely assume all risks associated with your VA's activity, including potential data entry errors, unprofessional communication, breaches of client confidentiality (including copying of client data), and legal or compliance violations.
2. Agent Responsibility
All actions taken by the VA in your account are considered actions taken by you.
By proceeding, you confirm that you have read, understood, and agreed to the following, and you accept all associated risks and responsibilities.