Description

Operations Core — Tier 1 provides consistent, reliable administrative support so agents can focus on selling. This subscription includes weekly, concrete actions that keep your business organized and your clients moving through your pipeline.

Monthly Deliverables:

1) CRM & Contact Management

• Up to 50 contacts added or updated per month from leads, referrals, open house sheets, emails, or texts

• 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 (call, nurture, status tags: hot/warm/long-term)

2) Calendar & Task Management (Proactive)

• Appointments entered: showings, listing consults, closings, calls

• Automatic reminders: follow-ups, post-showing check-ins, nurture timing

• Tasks created from agent instructions, CRM cues, or deal timeline

3) File & Document Organization

• Upload and organize: buyer packets, listing docs, signed forms, disclosures

• Maintain standard folder structure: prospects, active clients, closed, vendors

4) Pipeline Tracking (Admin View Only)

• Track buyers, sellers, and prospects

• Update stage when agent provides info

• Status categories: active, pending, closed

5) Weekly Operations Summary
Delivered weekly via email or Slack:

• Contacts added

• Follow-up plans applied

• Appointments scheduled

• Tasks created

• Files uploaded

• Pipeline updates

6) Vendor Scheduling Assistance

• Schedule property photos, inspections, or appraisals

• Reach out, confirm availability, place on calendar, notify agent

• Up to 6 per month