New National Employee Workshops
February 2025
Other Employee Resources
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[Updated Version Coming Soon!]
Materials/Schedule for onboarding a new AEM or AEC in your market.
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[Updated Version Coming Soon!]
Materials/Schedule for onboarding a new MA or MC in your market.
January 2025
December 2024
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Katy Clarke led a training session on the Updated Commission and Compliance Experience coming to Business Tracker in early January and previewed Client Dashboard launching in February.
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Jenna Force led a deep dive into the Marketing Best Practices Playbook focusing on the Luxury Division best practices and regional examples of best in class work.
November 2024
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Natalie Clifford led a dive deep into the Marketing Best Practices Playbook. This session focused on all things OOH, partnerships and sponsorships.
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Gina Lipari led a deep dive into the Marketing Best Practices Playbook. We heard how to use print marketing, advertising and email campaigns so agents can efficiently target their farm.
October 2024
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The SML team and Barrie Edelsberg hosted a follow-up session to the REignite Virtual Marketing Summit. We heard from MAs who have put their summit learnings to use with their agents and regional ops teams, focusing on Customer Service, Storytelling and more.
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The SML team dives deeper into the Marketing Best Practices Playbook, focusing on all things events, pop bys and gifting, so you can best work with your agents on pre-planning for the holidays!
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The Product Marketing team demos an in-depth training session on Compass Reverse Prospecting, our latest tool designed to help agents gather critical pre-market feedback and connect with buyers faster. They cover key features, including leveraging buyer insights and using streamlined outreach tools to instantly connect with other Compass agents.
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Learn how to elevate your agent's online presence and optimize their digital footprint. In this advanced training session, Senior Marketing Advisor, Dane Wilson, will delve into enhancing Compass Agent Pages, leveraging Google Business, and implementing effective SEO tactics to boost agent visibility and attract more clients.
September 2024
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The SML team dives deeper into the Marketing Best Practices Playbook. This session focuses on all things digital ads so you can best work with your agents on strategic suggestions and tactics.
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The SML team dives deeper into the Marketing Best Practices Playbook. This session focuses on Social Media best practices – covering Facebook, Instagram, LinkedIn, TikTok/Reels, and YouTube. By using insights from our Marketing Best Practices playbook, you'll learn how to gently audit your agent's current accounts to improve their performance and implement suggestions and marketing tactics that other agents nationwide are doing well for improved marketing results.
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The Product Marketing team shares the quick wins released in the CRM since the Team Collaboration launch in June.
They also demo our newest upcoming feature, Compass Pixel, which will allow agents to integrate any third-party website directly to the Compass CRM for full lead ingestion, tracking and real time insights on their personally owned websites.
July 2024
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The Strategic Marketing Leads introduce the NEW Marketing Best Practices Playbook. This Playbook covers best practices for 17 different marketing channels, with examples of agents doing amazing work.
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Xpressdocs joins us to review the new Listing Presentation pitch book covers, and highlight how agents in other regions use Xpressdocs.
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During this session, the Luxury Presence team reviews their services and plans, showcasing their new AI Nurture Tool, as well as diving into agent case studies so you can share success stories with your agents!
June 2024
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Agent Experience and Marketing teams join the All-Hands together for updates -- with special guest Robert Reffkin! Followed by breakout sessions for the Marketing and AE orgs:
Agent Experience -- Hosted by Lindsay Stout & Tiffany Idle
Marketing -- Hosted by Natalie Flexer & Lauren Kilberg
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Compass Boutique is better than ever! Agents can now shop a wider variety of branded merchandise and purchase personalized products with their agent logo. This training on the new site demos the ordering process so you can share the news with your agents and show them how to get started!
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During this session, we introduce the new property brand system. During this time we'll walk through the packages offered and answer any FAQs. In addition, we'll be reviewing the paid logo process, as well as a few updates.
May 2024
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The Product Marketing team presents new enhancements for teams coming to the Compass CRM.
You'll learn what the features are, how to demo these features and how to prepare to talk about these updates with team leads.
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The product team walks through the new Compass AI Prompt Library, designed to provide helpful and professional support for crafting engaging marketing materials, property descriptions, and more. They show best practices so you can efficiently partner with your agents, as well as highlight how regional SPOAs will be empowered to manage prompts for your market.
April 2024
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Our In-house creative team walks through the newly refreshed Listing Presentation designs! During this time, they highlight the updated narrative, design and customization functions.
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The Xpressdocs team hosts a training centered around mailing lists. During this session the team reviews the different ways lists can be pulled to target specific neighborhoods, streets and zip codes.
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Roman Valiouline, SVP and Head of Product walks us through the 2024 Product Roadmap, as well as highlight what's to come for Q2.
March 2024
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Learn more about the new Marketing Budget (agent-facing) & Incentive Center (staff-facing) tools! In the session, we do a product demo of both tools, cover FAQs and share more about upcoming product enhancements to make the tools even better.
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Strategic Marketing Leads, Ariel Mantilla, Kimberlyn Kelly and Micaela Mone deep dive on root causes of stagnant listings in order to identify opportunities to revitalize the marketing approach. They walk through what questions to ask to create targeted plans for buyer profiles, touch on Sales Manager recommendations, and chat through high-impact marketing and advertising solutions.
February 2024
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With the Spring market ahead, we're zoning in on elevating agent strategy. Strategic Marketing Leads, Barrie Edelsberg, Gina Lipari and Natalie Clifford, offer insights into expanding your thinking beyond an agent’s initial request, and emphasizing the significance of providing top-notch white-glove service to our clients.
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During this session, we reviewed our new Digital Ad Design Collection and Agent-Facing Catalog! We hope that this extensive menu of 800+ new templates will help you save time and give you the opportunity to encourage your agents to run a campaign in preparation for the spring market.
January 2024
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During this session, we reviewed our new Digital Ad Design Collection and Agent-Facing Catalog! We hope that this extensive menu of 800+ new templates will help you save time and give you the opportunity to encourage your agents to run a campaign in preparation for the spring market.
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In this 2.0 training, Senior Marketing Advisor, Chris Gickgoes beyond the basics and tackles common scenarios MAs face when working in Indesign.
Covered in this session:
Align Tool
Grouping
Anchoring
Multiple Text Boxes
Collapsing Text Boxes
+ Keyboard shortcuts and tips -
Jacqueline Rocamora Seja, Sr. Creative Resourcing Associate, kicks off the New Year sharing best practices on Workfront. In this training, she reviewed the basics, with an additional focus on the Mini Queue, Zendesk Content Swaps, and the Paid Logo Offering.
2023 Workshops
December 2023
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Meredith Spinelli and Glenn Conradt give an overview of the new Google Drive 2.0. They provide a walk-through of the new system and its organization, and help answer any questions.
After, join Rachna Patel as she provides a refresher on The Compass Library / Brandfolder, and shares helpful tips and tricks to keep your region's library organized.
November 2023
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Are you new to InDesign or simply looking for a refresher on this essential software? Join accomplished Senior Designer, Lillian Park, on November 14th at 1:30 PM EST for an informative session. Lillian will guide you through the most effective ways for Marketing Advisors to utilize InDesign efficiently during content swaps.
Don't miss this opportunity to boost your InDesign skills and streamline your marketing efforts.
October 2023
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Join Dave Crosby (Chief Data Officer) and Karl Silcox (Chief of Staff - Data & Analytics) to learn more about the Compass Data & Analytics organization and strategy. They'll chat through the upcoming Agent Data Management initiative and the migration from Salesforce to Agent at a Glance (A3G) for AE.
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Join Strategic Marketing Leads Barrie Edelsberg, Natalie Clifford and Gina Lipari to learn more about the first-ever Strategic Marketing Report. We will do a deep dive of some top agent strategies with their respective MAs, discuss best practices to share with agents and allow time for questions.
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Laura Crossin and Jahnna Silberberg from the In-House Creative Team will walk you through the multi-channel creative campaign launching in October. This robust suite will arm agents with customizable content they can use to convey the Compass Advantage and the unique value they bring to clients. They will also provide guidance on how to best adapt the creative for your agents to help them win business!
September 2023
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Senior Demand Gen Manager for Strategic Growth, Priya Patel, presents demand gen strategies & best practices for real estate.
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Learn about website design for agents from Agent Image, title sponsor of the 2023 Compass Retreat!
August 2023
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Emma Danz and Nensy Auzina discuss H1 results and upcoming initiatives from the Centralized Onboarding team!
June 2023
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Alan Lee (Sales Manager in Pasadena- LA) & Dennis Wong (Associate Sales Manager in Long Island) provide a deep dive into Real Estate transactions and how to understand the mindset of an Agent. Patrick Carlisle joins duriRecordingng the second half of the call to review expert insights on the current state of the real estate market from a national perspective.
Presentation Deck & Recording -
Please join Evan Pitonzo, Content Manager, for a look at the future of our National KB. His team has been hard at work migrating Confluence National KB content into the newly created National KB in Zendesk Guide. You will learn about the benefits and how to use Zendesk Guide. Plus you'll have a look at the launch timeline/important things to know, etc.
Presentation Deck & RecordingContent Form for National KB (if new articles or major changes are needed to an article)
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Hear from Matt Spangler, our former Chief Marketing Officer and new coach for the Coaching at Compass team. As many of you know, Matt created the Compass brand 10 years ago and worked with the team since then to position it as one of the most admired brands in the real estate industry. Matt now serves as an advisor to startup founders and executives across multiple disciplines. This session he will discuss how you can use the Compass brand to your advantage and help overcome common agent objections.
Presentation Deck & Recording -
Richard Simonelli, VP of Investor Relations, will be providing Q1 investor insights this Friday June 2nd at 1pm ET exclusively for our AE & Marketing teams. See how the work you’re doing is having a big impact on our financial performance.
[Recording by Request Only]
Reach out to Marianne Naseiro if needed -
Hear from Roman Valiouline (Head of Product) and Shay Artzi (Head of Engineering) on our P&E roadmap and AI. Plus learn more about the automation that exists in our tech today and how to navigate Marketing Center with real-time agent requests.
Presentation Deck (Automation & MC)
Presentation Deck (P&E Roadmap)
Recording
May 2023
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This is a workshop on NEW time saving workflows.
Including a demo on the NEW Content Swaps in Zendesk pilot which allows MAs & AEs to directly route content swap projects to design through Zendesk.
And the updated Mini Queue process to minimize the communication obstacles that you experience with the current process. Instead of creating a task within a monthly regional Workfront project, you will create a “mini custom project” for each request so that all files and conversation threads are in one place.
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Explain luxury offerings as they relate to MAs supporting luxury pitches/listings. There will be a step-by-step walk through of practical application of luxury offerings all framed from the perspective of an MA, supporting agents at all levels
Presentation Deck & Recording
One Sheet: Supporting Lifecycle of a Luxury Listing -
A combined All Hands meeting with both the Agent Experience and Marketing Org with breakouts sessions for separate org updates.
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A session on creative engagement strategies to reach agents you can never get ahold of & a live demo of the new demo accounts for AEs.
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The In-House National Design team gathered and streamlined the best of our Print Ad resources in one centralized toolkit to help you with agent content swaps! Includes a walk you through the system, replete with new designs and a helpful refresher on print ad best practices.
Print Ad Template Library
April 2023
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Matthew Palanza (Biz Ops), Alexis Cullinane (I&I), and Chelsea Clark (New England MM) walk through how employees can manage customer marketing budgets in Knack.
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Associate Design Director, Erin Dooney and Associate Production Design Manager, James Georgeff present a deep dive into Compass branding and the full capabilities of Flexible Template Editor! This workshop will cover all your questions pertaining to Compass brand elements, accoutrements and patterns. Plus a features walkthrough of how FTE can be beneficial for agent collateral.
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National Design provides tips and tricks for best-in-class creative briefs. They will also showcase the updated comprehensive creative brief form in Workfront that gives CR and Design all of the necessary details upfront, saving marketers time.
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Dylan McGuire, Strategic Operations Manager, walks you through the ins and outs of ChatGPT and Copywriting AI. This comes on the heels of many successful Skye Michiels ChatGPT training sessions with the AE org (via Coaching@Compass) and for our agents (via 6amers). We hope it provides you with valuable insights you can share with your customers on how to infuse ChatGPT into the Compass platform.