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 SOI, Past Clients, & Active Clients from your Compass CRM, Phone, or Alternative CRM
Remove duplicates & consolidate tags while providing you guidance on the most high-impact tags
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 for your Likely to Sell & Past Clients, helping you to more easily 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:
0-2,000 contacts: $895
2,001-4,000 contacts: $995
4,001-10,000 contacts: $1,095
10,000+ contacts: $1,195
Geo-farm up to 5,000 homes: +$795
Ready to stop avoiding your CRM and start using it to its full potential?
Click below to register for this offering, and let us take it from here.
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 one additional external CRM
Optional Add‑On: Geo Farm list with up to 5,000 homes for targeted outreach
How We’ll Organize Your Database:
Consolidate into the Compass CRM
Eliminate duplicates to create one clean, accurate database
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
Household members
Contact source
Refine Groups and Tags
Ensure contacts are in the correct Groups
Remove duplicate tags and delete unused tags
Create a recommended, action‑oriented tag list
Set Up for Ongoing Success
Apply Action Plans for Likely to Sell and Past Clients 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 saved filters to quickly identify contacts missing key information and provide ready‑to‑use email templates for outreach
What You’ll Receive:
Contact Cleanup Report – a detailed list of all actions taken to organize your CRM
Archived Contact Report – a summary of contacts removed, including reason for removal (e.g., no valid contact information)
Closed Transaction Tracker – a detailed record of past transactions, paired with insights to help you focus and grow your business
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.
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