Welcome to Compass!
We’re so excited you’re here!
A real estate company with a purpose. Our mission is to help people find their place in the world, and we are so happy you have found yours at Compass.
Please follow the below 5-week checklist to ensure the best possible transition to Compass.
Week 1
First Steps
Familiarize yourself with:
Our regional website: chicagolandcompass.com | password: findyourplace
hint: you’re on it right now!
Compass Tech Startup - review the Tech Support Page for information and resources
Your Personal Compass Google Calendar
Chicago Agent Calendar
This is where you can view regional trainings and events
Your Agent Experience Manager will help you get set up with both!
Reserving Conference Rooms in our offices
Review the Compass Tools Page to understand the resources available to you on the Compass Platform and beyond.
Schedule Meeting With Your Dedicated Agent Experience Manager
What’s Covered:
Platform Training
Agent Page
Review of Google Calendars
Attend a Marketing Orientation
Held every 1st and 3rd Thursday of every month! To join, navigate to your Chicago Agent Calendar.
Schedule Headshot
Check out the Marketing Mastery Institute | password: dreambig
The Marketing Mastery Institute is a marketing-designed curriculum that takes fundamental marketing principles and relates them to real-world use cases. Through strategic and thought-provoking prompts, you’ll apply what you learn in class and put them into practice to help build your business.
Transactions Action Items
Schedule Transactions Orientation
Schedule a Orientation HERE
Familiarize yourself with the Transactions Page on the Regional Website
Find resources such as:
Wire instructions
W9 forms
Document Waiver Form
Week 2
Agent Experience Action Items
Schedule your “I’ve Joined Compass/CRM Session” with your AEM
Here’s what we’ll cover in the session:
How to Organize contacts and import into the CRM
Send/Share “I've Joined Compass” Announcement (social/email)
Ensure Direct Deposit sign up completed
Review any outstanding tasks from Week 1
Transactions Action Items
Familiarize yourself with our Contract to Close (CTC) services
Marketing Action Items
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
Begin the logo process
Email agentexperience@compass.com to get started
Download the Compass fonts
Schedule a lifestyle shoot with an approved photographer
Sales Management Items
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
Ensure Week 1 & 2 tasks are completed
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
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:
Create a listing presentation in Marketing Center
Create a buyers guide in Marketing Center
Get familiar with the SOI Marketing Plan
Week 4
Agent Experience Action Items
Have a Week 4 Sync with your AEM
Review any roadblocks with the tools, outstanding questions/concerns, etc
Marketing Action Items
Send out your “I’ve Joined Compass” postcard from Marketing Center
Week 5 & Beyond
Agent Experience Action Items
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
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 to accomplish your business goals.
Follow our Compass Annual Marketing Plan (includes action items)
Fill out the Branding Questionnaire to have a benchmark of where you are currently with your marketing.
Use the Marketing Plan Checklist to keep track of your marketing initiatives.
Email marketing@compass.com if you have any questions
Training Schedule
Check out the Chicago Agent Calendar to join!
Marketing Onboardings
1st and 3rd Tuesday of the month 2pm
New Principal to Compass? Join the Marketing Team to learn more about our Compass Marketing offerings and the resources available to you including How We Support You, The Compass Brand, Marketing Your Brand and Listings, Additional Marketing Support, and Resources. All wrapped up with a Marketing Center Demo. Hope to see you there!
Transactions Overview
Tuesdays at 11AM and Wednesdays at 1PM
Schedule a meeting with our Transactions team HERE.
Meet with the Listings and Transactions team to go over the Compass Listings and Transactions process.
Ask Marketing Anything
Mondays 1-2pm | Wednesday 10-11am
Looking for some advice on your marketing projects? Join Compass’s marketing team on Mondays and Wednesdays to speak with a Marketing Advisor to help with your specific needs! They’ll be online to provide feedback, give tips and tricks, and answer any questions you may have for your project.
Transitioning Your License
IDFPR and MLS
License transfers with IDFPR and MRED (MLS board) transfers are completed online by our team. Once all the paperwork is approved by appropriate parties, you will be back up on MLS within a couple of hours and officially sponsored by Compass on IDFPR. Please contact agentexperience@compass.com with any questions or concerns.