Welcome to Compass!

We’re so excited you’re here!

Please follow the below 5-week checklist to ensure the best possible transition to Compass.

Week 1

First Steps

  • Familiarize yourself with:

Agent Experience Action Items

  1. Attend Day 1 Onboarding

    • Attend your scheduled Onboarding appointment with the necessary documentation, license to transfer (if possible), and technology. You will be given all of the information to be prepared for this appointment during your pre-onboarding discovery call.

    • What’s Covered:

      • Ensure New Hire Paperwork has been completed and all transfer documents are signed

      • Make sure all of your log-ins are set up and you’re able to fully access the Compass platform

      • Review the Events Calendar and additional resources

  2. Schedule a Foundations Class with your Agent Experience Manager (AEM)

    • This is a comprehensive instructional overview of the many amazing tools within the Compass platform (excluding Marketing Center). This is a great time to learn and ask any questions you have! This can be virtual or in-person.

  3. Join your local board and MLS within 30 days of joining Compass

Transactions Action Items

  1. Attend the Mandatory Transactions Orientation Meeting 

    • Transactions Operations onboardings are held bi-weekly on every other Thursday at 11am CST. You can attend this orientation by clicking HERE

  2. Familiarize yourself with the Transactions Page on the Regional Website

    • Find resources such as: 

      • Wire instructions

      • W9 forms

      • Document Waiver Form

Marketing Action Items

  1. Attend a Marketing Orientation

    • This is a vital first step to your marketing journey at Compass. At this orientation, you’ll learn about the marketing team, tools, resources, and training to take your business to the next level.

      • How to Join: your Agent Experience team will reach out to schedule your Marketing Onboarding after you’ve completed your Foundations Class

Week 2

Agent Experience Action Items

  1. Schedule your “I’ve Joined Compass/CRM Session” with your AEM

    • Here’s what we’ll cover in the session:

Transactions Action Items

  1. Meet with your Transaction Coordinator (TC) to answer any questions regarding compliance/Compassphl/CTC services

  2. Familiarize yourself with our Contract to Close (CTC) services

Marketing Action Items

  1. After you attend the Marketing Orientation, you will have the resources to start on the following action items to make sure your digital presence is Compass compliant:

    • Website

    • Signage

    • Email signature

    • Collateral

    • Social media accounts

    • Voicemail

  2. Begin the logo process (if applicable)

    • Email agentexperience@compass.com to get started

  3. Download the Compass fonts

  4. Schedule a lifestyle shoot with an approved photographer

    • More information on this can be found here

Sales Management Items

  1. Attend Compass Core (if available)

    • Compass Core will happen twice a year. Keep an eye out in your email for the next round!

Week 3

Agent Experience Action Items

  1. Ensure Week 1 & 2 tasks are completed

  2. Tool Training: 

    • Compass Search (collections)

    • CRM contact organization review

    • Private Exclusive & Coming Soon Review

    • Bridge Loan/ Concierge High Level Review

    • Outstanding Questions

Marketing Action Items

  1. Now that you’ve attended the Marketing Orientation and have completed the action items in Week 2, it’s time to become a Marketing Center expert! This tool will be a primary resource for your marketing success at Compass. Please complete the action items below:

    1. Create a listing presentation in Marketing Center

    2. Create a buyers guide in Marketing Center

    3. Get familiar with the SOI Marketing Plan

Week 4

Agent Experience Action Items

  1. Have a Week 4 Sync with your AEM

  • Review any roadblocks with the tools, outstanding questions/concerns, etc

Marketing Action Items

  1. Attend specialized training sessions in Compass Academy

  2. Send out your “I’ve Joined Compass” postcard from Marketing Center

Week 5 & Beyond

Agent Experience Action Items

  1. You can also reach out to your dedicated AEM via agentexperience@compass.com, their direct support email, or their direct support phone number for any Compass needs like:

    • Compass tool questions

    • Adding a new team member to the team

    • Getting in touch with other Compass teams

    • Compass program questions"

Marketing Action Items

  1. Congratulations on completing all of the action items from Week 1-4! Now that you’ve attended the Marketing Orientation, Live Virtual Training, and have a firm understanding of Marketing at Compass, it’s time to establish a marketing plan that will help you to accomplish your business goals.

    1. Follow our Compass Annual Marketing Plan (includes action items)

      1. Fill out the Branding Questionnaire to have a benchmark of where you are currently with your marketing.

      2. Use the Marketing Plan Checklist to keep track of your marketing initiatives.

    2. Email marketing@compass.com for if you have any questions

Congratulations!

You’ve completed your Compass onboarding.