Wondering exactly what you can outsource to an Atlas Assistant?
We’ve worked with hundreds of Compass agents and know exactly what tasks add the most value to you and your business.
Scroll down to see every single task we’ve ever helped an agent with.
But don’t get overwhelmed, we’re here to keep things simple for you.
Let’s hop on a call, chat about what you need help with, and tailor a task list for your VA to tackle.
Operations Support:
Other tasks:
Basic Invoice & Billing Management: Out at lunch with clients? Take a photo of the bill and your VA will log it for you.
Calendar Management: Coordinate meetings, showings, inspections, and appointments.
Appointment Setting & Scheduling: Book and confirm calls, listing appointments, and vendor meetings.
Vendor Coordination: Liaise with stagers, photographers, escrow officers, and contractors to keep timelines on track.
Transaction Coordination Support: Assist your TC through close.
Travel & Event Arrangements: Book travel and accommodations for conferences or client visits.
Reporting & Analytics: Provide summaries of weekly activity, leads, and marketing performance
Most common task:
Email Mangement
Organize your inbox, flag important messages, and draft responses.
Inbox Zero: Get your inbox down to zero, yes, really!
Leveraging the Compass Platform:
Atlas VAs help agents make full use of Compass technology for streamlined operations and smarter business growth.
Other tasks:
Compass CRM Optimization: Keep your Compass database organized and segmented.
Compass Action Plans: Build automated workflows for lead nurture and client follow-up.
Compass Likely to Sell: Identify potential sellers within your sphere for outreach. Email likely to sell leads to touch base, offer a valuation, or create and send a CMA.
Compass Collections: Set up and manaage collections to keep these up to date.
Compass One: Set up clients with personalized property alerts and saved searches. Set up past clients and give them access to their dashboard.
Compass Marketing Center: Produce cohesive, on-brand marketing materials.
Compass Insights: Monitor listing performance, traffic, and engagement metrics.
Most common task:
Compass Marketing Center
Create brochures, flyers, postcards, and digital ads using Compass templates.
Contacts & CRM Management:
Your database is your most valuable asset. Atlas VAs keep it clean, organized, and ready to nurture.
Other tasks:
Database Hygiene: Update client details, remove duplicates, and complete missing information.
Lead Entry & Tracking: Add new leads from open houses, online inquiries, and digital campaigns.
Lead Qualification: Categorize leads by motivation, budget, and readiness to act.
Lead Nurture Support: Trigger automated workflows, schedule follow-ups, and track communication.
Pipeline Reporting: Generate reports to monitor lead flow, conversion rates, and activity.
Most common task:
CRM Mangement
Maintain and update records in Compass CRM, Follow Up Boss, or other systems.
Most common task:
Contact Tagging
Contact Tagging & Segmentation: Organize contacts by lead type, lifecycle stage, or source for targeted outreach.
Listing support:
From preparation to launch, Atlas VAs ensure every listing is managed efficiently and presented at its best.
Other tasks:
Listing Preparation: Coordinate staging, photography, videography, and floor plans.
MLS Entry: Input property data, upload photography, and verify listing accuracy.
Compass Marketing Center: Create brochures, flyers, postcards, and digital ads using Compass templates.
Compass Collections: Build curated Collections for buyers and organize property presentations.
CMA Preparation: Research comparable sales and package findings in branded reports.
Listing Presentation Design: Create professional and visually polished listing presentations.
Open House Coordination: Schedule events, promote listings, and prepare printed materials.
Listing Marketing: Manage copywriting, photography coordination, and ad campaigns.
Compass Insights Reporting: Track engagement, listing performance, and campaign analytics
Most common task:
Listing Preparation
Coordinate staging, photography, signage, etc.
Create property marketing materials.
Add the listing to the MLS.
Marketing & Brand Growth:
Strengthen your digital presence, attract more clients, and elevate your personal brand.
Other tasks:
Content Creation: Design branded graphics, listing flyers, and marketing collateral.
Website Management: Keep your website up to date.
Blog & Copywriting: Write SEO-friendly posts about market trends and community highlights.
Event Planning: Coordinate client events, open houses, and networking mixers.
Postcard Campaigns: Design and mail farming, Just Listed, and Just Sold postcards.
AI Optimization: Improve visibility through keywords and smart copy refinement.
Most common task:
Social Media Management
Plan, post, and engage across Instagram, Facebook, YouTube, TikTok, and LinkedIn.
Most common task:
Email Marketing
Create monthly newsletters, market updates, and listing email campaigns.
Client Engagement & Lead Gen:
Maintain meaningful connections and create consistent opportunities for new business.
Other tasks:
Lead Generation: Identify and compile potential buyers and sellers from online and local sources.
Market & Neighborhood Research: Gather demographic, pricing, and trend data for outreach.
Email Correspondence: Send follow-ups, client updates, and nurture messages.
Gift Coordination: Source and send gifts for closings, holidays, and referrals.
Cold Calling & Prospecting: Contact expired listings, contact lists, and database leads to book appointments.
Client Research: Conduct an online search for clients/potential clients to personalize interactions and build rapport.
Testimonial & Review Management: Request, collect, and publish reviews on Google, Zillow, and social platforms.
Most common task:
Client Anniversary & Birthday Outreach
Reach out to your past clients and your database to wish them a happy home-aversary and birthday.
Ready to stop doing it all yourself?
