Brokerages

Email Automation for Compass Agents

You've got Compass's tech stack at your fingertips - the CRM, the marketing tools, the listings platform. But here's what probably happens when a lead comes in: you get the notification, maybe send a quick text, and tell yourself you'll follow up tomorrow. Then tomorrow turns into next week, and that lead goes cold. Compass gives you amazing tools for managing active clients and marketing listings. But let's be honest - their CRM wasn't built to automatically nurture leads over weeks and months. You're still doing most of your follow-up manually, which means some people slip through the cracks. That's not a Compass problem - it's just not what their platform was designed to solve. This is where agents are adding AgentSequence on top of their existing Compass setup. You keep using everything Compass provides, but now your leads get consistent follow-up emails without you having to remember to send them. It's like having an assistant who never forgets to follow up, working alongside all the tools you already know and use.

8 emails
42 days
Pre-written & ready

The Challenge with Compass Follow-Up

Compass CRM doesn't send automatic follow-ups

You can log activities and track leads in Compass, but it won't automatically email them for you. You're still manually reaching out to each lead, and it's easy to forget someone when you're busy with closing clients.

No email sequences for different lead types

A Zillow lead needs different follow-up than someone from an open house. Compass doesn't have built-in email sequences that automatically adjust based on where the lead came from or what they're looking for.

Lead follow-up stops when you get busy

When you're in contract negotiations or showing houses all weekend, your lead follow-up basically stops. The leads sitting in your Compass CRM aren't hearing from you, and some will move on to other agents.

Keep Compass, Add Automatic Email Follow-up

Here's how it works: you keep using Compass for everything you already do - managing clients, accessing marketing materials, tracking your pipeline. When you get a new lead, you add them to AgentSequence and we handle the email follow-up automatically. You can still log all your activities in Compass and use their reporting. AgentSequence just handles the email nurturing part that Compass doesn't do. So a new buyer lead gets welcome emails, market updates, and helpful home buying tips sent automatically over 6 weeks. You focus on the leads who respond and want to talk. You're not switching platforms or learning new systems. You're just adding consistent email follow-up to your existing workflow. The emails come from your address and sound like you wrote them, but they send automatically whether you're in closings all day or on vacation.

Recommended Campaign: Compass Buyer Lead Nurture

8 professionally written emails over 42 days — ready to deploy in under 5 minutes.

Preview the Email Sequence

Day 0
Email 1

About that home search you started

Hi Sarah, I saw you were looking at homes online. I'm here to help make this process easier for you......

Day 3
Email 2

3 things buyers wish they knew earlier

Most buyers don't realize how much pre-approval affects their offer strength. Here's what lenders actually......

Day 7
Email 3

New listings in Westfield (under $450k)

I noticed you were interested in the Westfield area. Three new homes just hit the market in your price......

+ more emails in the full sequence

Frequently Asked Questions

Not at all. You keep using Compass exactly like you do now. AgentSequence just sends emails automatically - you can still log everything in Compass.
Yes, you can attach Compass flyers, market reports, or any other materials to your AgentSequence emails. We don't replace your marketing tools.
Replies come straight to your regular email inbox. You handle the conversation like normal and can log it in Compass if you want.
You can if you want, but most agents just add new leads to AgentSequence going forward. Your existing Compass data stays put.

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