Description

Operations Plus — Tier 2 is designed for agents whose business is active and growing but who are not ready to hire a full-time assistant. This subscription adds deeper ongoing support, stronger pipeline visibility, and increased operational capacity.

Monthly Deliverables:

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1) CRM & Contact Management

• Up to 125 contacts added or updated per month

• Tagging applied (lead, past client, sphere, vendor)

• Notes added from agent-provided context

• Duplicate checks during entry

• Follow-Up Action Plans Applied to all new leads

• Status categorization (hot/warm/long-term)

• Basic database cleanup during ongoing use

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2) Calendar & Task Management (Proactive)

• Appointments entered:

  • showings

  • listing consults

  • closings

  • calls

• Reminders created automatically:

  • follow-ups

  • post-showing check-ins

  • nurture timing

• Tasks created from:

  • agent instructions

  • CRM triggers

  • pipeline movement

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3) File & Document Organization

• Upload and organize:

  • buyer packets

  • listing docs

  • signed forms

  • disclosures

  • vendor docs

• Maintain structured folders:

  • prospects

  • active clients

  • pending

  • closed

  • vendors

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4) Pipeline Tracking & Visibility

• Maintain buyer, seller, and prospect pipeline tracker

• Update status when agent provides updates

• Monitor for stalled activity and surface reminders

• Provide structured weekly visibility into business activity

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5) Weekly Operations Summary

Delivered weekly via email or Slack:

• Contacts added

• Follow-up plans applied

• Appointments scheduled

• Tasks created

• Files uploaded

• Pipeline movement

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6) Vendor Scheduling & Coordination

• Schedule:

  • property photos

  • inspections

  • appraisals

  • staging consults

• Confirm availability

• Calendar placement

• Confirmation messaging to agent

Cap: up to 12 scheduling requests/month

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7) Process Consistency Support

• Maintain recurring checklists

• Reinforce repeatable workflows

• Help ensure consistent follow-through on admin processes