This is the master checklist for Natalie. It maps every Compass One task to a specific COTURE action, email template, or digital guide.
Goal: To be predictive, not reactive. The client should never have to ask "What's next?"
Tag as 'Lead' or 'Active Buyer'. Add to 'COTURE Newsletter' group.
The first touchpoint. Sets the tone of 'Sanctuary'.
Generate a unique link or PDF of the Buyer Guide for this client.
Confirm time and location (Office or Zoom). Send calendar invite.
Includes the 'Buyer Questionnaire' link to gather criteria before we meet.
Create a Compass Collection with 3-5 'Teaser' properties based on initial intake.
IMMEDIATELY after meeting. Recap goals, link to Buyer Guide, and confirm next steps.
Naming Convention: 'Client Name x COTURE'. Invite client.
Every Friday. Curate new listings, remove sold ones. Add comments.
When client requests showings. Create a logical route. Print MLS sheets.
The 'Deep Breath' email. Outlines key dates: Inspection, Appraisal, Closing.
Coordinate General, Radon, Termite. Send 'Inspection Protocol' link for review.
2 weeks before closing. List of providers to call.
Confirm time with client and listing agent.
Coordinate key handoff and closing gift.
Digital packet with local recommendations and home maintenance tips.
Ensure they are settled. Ask for review/referral.