Ready to turn your database into your most powerful business tool? The Compass CRM Cleanup Program is a white-glove service designed to help you delegate the task of organizing and optimizing your most valuable contacts, your Sphere of Influence, Active Clients, and Past Clients. Our team will clean, categorize, and streamline your CRM, making it easier for you to engage, nurture, and convert relationships. The result: less clutter, more meaningful conversations, and stronger client connections. During your time with us, we will accomplish the following:

Import and organize your SOI, Past Clients, & Active Clients from your Compass CRM, Phone, or Alternative CRM
Consolidate tags and provide you guidance on high-impact tags
Identify contacts with missing information and provide outreach templates to more easily gather important dates like birthdays and home anniversaries
Set up Action Plans for Likely to Sell & Past Clients, helping you to more easily stay connected and grow your business
Configure platform settings, including access, sharing & notifications, to allow for simple collaboration across your team.

Pricing: $1,095 for up to 10,000 contacts

**Spots are limited at 100 customers per month due to our high-touch service model. Please sign up to reserve your spot now!**

Fill out the form below to sign-up and submit your payment. Once complete, one of our Account Managers will reach out to schedule our first meeting

If you have any questions or would like to learn more about the program before signing-up, please email crmcleanup@compass.com

Do you have an Assistant or Director of Operations who will be involved in this project to assist you? If so, please include their name and Compass email below:

Authorization for Virtual Assistant (VA) Access

By granting a Virtual Assistant (“VA”) access to your Compass CRM, you, acknowledge and agree to the following:By granting a Virtual Assistant (“VA”) access to your Compass CRM, you, acknowledge and agree to the following:

1. Scope of Access and Assumption of RiskYou authorize your designated VA to access your account and act on your behalf. This "impersonation" allows the VA to perform 2all actions as you within the platform. You understand that granting this access carries inherent risks. You voluntarily and entirely assume all risks associated with your VA's activity, including potential data entry errors, unprofessional communication, breaches of client confidentiality (including copying of client data), and legal or compliance violations.

2. Agent ResponsibilityAll actions taken by the VA in your account are considered actions taken by you.By proceeding, you confirm that you have read, understood, and agreed to the following, and you accept all associated risks and responsibilities.