SMALL TEAMS
GET BOOKED CALENDAR LEADS
FOR YOUR WHOLE COMPASS TEAM
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We rebuild your website, deploy AI agents, and run ads. We then route qualified appointments to the right agent automatically.
Why Teams Choose This:
When you’re 2-10 agents, leads don’t fail because demand isn’t there. They fail because:
response time varies
routing is inconsistent
follow-up depends on who’s free
CRMs get messy
We standardize the entire experience so your team stays booked.
Our Process for Small Teams
1) New website build
Fast edits, correct tags, tracking-ready, IDX integrated, inquiry automation installed.
2) Brand assets (as required)
Team-wide consistency for site, ads, and content.
3) Calendar + appointment flow
Bookings go to the right calendar: agent, ISA, or team intake.
4) AI agent(s) on the website
Immediate help via chat icon, answers questions, captures details, and escalates serious inquiries.
5) Dedicated phone number(s) for your team (EIN required)
AI answers calls, qualifies, and routes hot leads to your team.
6) Automation testing + optimization
We validate the full journey end-to-end.
7) We launch Google + Meta ads
Scaling starts only after measurement is correct.
8) New leads stay in our CRM
This keeps your Compass CRM clean and your team focused.
9) Qualified prospects/clients get pushed into your CRM
We implement tagging/grouping so Action Plans run seamlessly across the team.
10) Daily content through Compass Marketing Center
One-click approvals, consistent presence, no posting chaos.
End result:
predictable booked buyer/seller appointments across the team: on autopilot.
What You Get
Team-level routing + calendar assignment
AI chat + AI phone answering with escalation rules
Ads + landing conversion system
Clean pipeline strategy (our CRM → qualify → Compass CRM)
Compass CRM governance: tags, groups, Action Plans
Daily content production via Marketing Center
Your Agents Should Be Closing, Not Chasing.
Compass is a registered trademark of Compass, Inc. Dovetail Collective is an independent provider and not affiliated with Compass.