2023 Planning: Business Growth

Business Continuity

1. Platform Maintenance, Simplification&Stability

2. CRM Re-architect

 

Platform Adoption

1. Team Collaboration

2. Performance Tracker

3. Core CRM Simplification &Enhancement

Revenue Growth

1. Expand Compass Leads

2. Automated Agent-to-Agent Referrals

3. OriginPoint and Leads Integration

2023 Planning: Business Growth

Marketing Center

1. Fully Take Ownership

2. Optimizing Marketing Center emails

 

Digital Ads + Video

1. Align with Compass

Golden Path

2. Fix Budgeting &Reconciliation Process

3. Improve Facebook & Google account implementation

4. Decommissioning Video Intelligence

CRM

1. CRM Re-architect

&Enforcery Decomposition

2. CRM 1-click Unsubscribe

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