Case Study
How we helped one of Compass’ top Wine Country agents expand their business and get more time back in their day.
“I wish I would’ve done this 5 years ago if I did my business would be 10x as big as it is now.”
Steven Cozza, The Cozza Team, Compass
What does Steven Cozza’s virtual assistant work on?
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Client + Lead Management
Client Research + Engagement: Drafted personalized notes/emails and nurtured relationships.
Lead Tracking + Analysis: Monitored lead sources and optimized pipelines.
Appointment Coordination: Scheduled meetings with clients, lenders, and title companies.
Follow-Ups + Communication: Ensured smooth transactions with proactive outreach.
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Administrative + Operational Support
Inbox + Calendar Management: Prioritized emails, scheduled appointments, and ensured timely responses.
Document Organization: Managed contracts, disclosures, and critical client documents.
Data Entry + CRM Maintenance: Updated property listings and organized client databases.
Vendor Coordination: Scheduled and followed up with inspectors and contractors.
Contract + Compliance Assistance: Ensured all documents were completed and submitted on time.
Deadline Management: Tracked key contract deadlines and closing dates.
Liaison Role: Acted as the main point of contact between agents, clients, and vendors.
File Organization + Auditing: Maintained compliance with real estate regulations.
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Marketing + Social Media
Social Media Management: Scheduled content, engaged with followers, and promoted listings.
Email Marketing: Drafted newsletters and client outreach emails.
Listing Coordination: Assisted with property descriptions, uploads, and marketing materials.
Graphic Design Support: Created flyers and postcards for promotions.
Market Trends + Insights: Provided regular updates on local market data to aid decision-making.
Who was hired and what was their role?
To help them scale their operations with the goal of closing 2 extra deals per month, our client was seeking an executive virtual assistant that could help with administrative tasks. ATLAS helped them hire Jane back in 2023.
What is the salary of the individual they hired?
Jane works full time (with benefits) in the client timezone for just $2,240 per month.
What was the candidate’s background before being hired?
Jane has 4 years of experience supporting other agents across the US. She was previously supporting a high producing agent in SoCal managing her marketing and social media. She also had experience generating leads and cold calling prospects to qualify them.
Need to hire someone like this too?
Reach out to ATLAS. We’re an agency that provides dedicated digital services for real estate. Agents and brokerages come to us to help scale their operations with trained and managed remote support.
