Description

Operations Partner — Tier 3 provides robust, ongoing administrative support that begins to resemble a dedicated operations assistant — without the cost of a hire. Designed for high-activity agents who need reliable backend execution every week.

Monthly Deliverables:

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1) CRM & Contact Management

• Up to 250 contacts added or updated per month

• Tagging applied across database segments

• 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

• Ongoing database cleanup during use

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2) Calendar & Task Management (Proactive & Ongoing)

• Appointments entered:

  • showings

  • listing consults

  • closings

  • client calls

• Reminders created automatically:

  • follow-ups

  • nurture timing

  • task deadlines

• Tasks created from:

  • agent messages

  • CRM cues

  • deal movement

  • recurring processes

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3) File & Document Organization

• Upload and organize:

  • buyer docs

  • listing docs

  • disclosures

  • vendor materials

  • signed paperwork

• Maintain structured digital filing across:

  • prospects

  • active clients

  • pending

  • closed

  • vendors

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4) Pipeline Tracking & Active Oversight

• Maintain detailed buyer and seller pipeline

• Track status movement across stages

• Surface stalled deals or inactive prospects

• Provide operational visibility into current workload

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5) Weekly Operations Summary

Delivered weekly via email or Slack:

• CRM updates

• Follow-up plans applied

• Appointments scheduled

• Tasks created

• Files uploaded

• Pipeline movement and highlights

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6) Vendor Scheduling & Coordination

• Schedule:

  • property photos

  • inspections

  • appraisals

  • staging

  • vendor appointments

• Confirm availability

• Calendar placement

• Confirmation messaging

Up to 25 scheduling requests/month

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7) Workflow & Operations Reinforcement

• Maintain recurring admin workflows

• Reinforce consistency in processes

• Support operational rhythm of the business