The Prospecting Track

Welcome to Prospecting Mastery

In this session, you’ll establish the foundation for becoming a consistent, confident prospector by aligning your mindset, systems, and identity with the habits of top agents.

We’ll break down why prospecting matters at Compass, how it fuels your long-term business growth, and how to shift from fear into flow so reaching out feels natural instead of stressful.

You’ll also learn how to structure your goals, build simple daily systems using frameworks found in multiple seminal works, and reframe rejection so it stops derailing your confidence.

By the end, you’ll feel grounded, motivated, and ready to build a prospecting practice you actually enjoy showing up for each day.

In this session, you’ll learn how to organize your Compass CRM so it becomes the engine that powers your business. We’ll walk through how to clean your database, categorize contacts, track your pipeline, and measure the metrics that matter.

You’ll learn how to balance automation with personal touch, when to rely on technology, and when your voice makes the impact.

By the end, you’ll have a clean, structured CRM system that supports consistent outreach, clearer follow-up, and better long-term conversion.

In this session, you’ll build your personalized prospecting plan so you always know exactly what to do each week to generate business.

We’ll break down the menu of prospecting channels, how to design your weekly outreach calendar, and how to evaluate cost vs. ROI so you’re investing your time where it pays off most. You’ll also learn how to craft messaging that feels authentic, opens conversations, and leads naturally to opportunities.

By the end, you’ll have a complete prospecting roadmap tailored to your business, your style, and your goals.

In this session, we’ll take your plan from theory to consistent, daily execution.

You’ll learn how to build a repeatable daily routine, track your efforts using a weekly scorecard, and stay accountable through simple implementation checklists. We’ll also walk through how to adjust your plan based on results, energy, and seasonality so you maintain momentum without burning out.

By the end, you’ll leave with a simple, structured system for making prospecting a natural part of your business rhythm.

In this session, you’ll learn how to use Compass One as a powerful prospecting platform.

We’ll walk through lead-capture workflows, analytics dashboards, automations, and the tools that help you stay organized and proactive.

You’ll learn how to track conversations, identify next steps, and set up systems that streamline your communication while keeping everything personalized.

By the end, you’ll feel confident using Compass One to stay on top of your pipeline and level up your prospecting efficiency.

In this session, we’ll show you how to identify and convert Likely-to-Sell homeowners using data-driven insights.

You’ll learn how to use targeted outreach scripts that feel natural, and how to build nurture sequences that guide them from curiosity to action. We’ll also break down the key steps that help you convert Likely-to-Sell leads into listing appointments.

By the end, you’ll have a complete strategy for attracting high-probability sellers with confidence.

In this session, we’ll show you how to build a pipeline of future sellers using soft-touch outreach that sparks curiosity without pressure.

You’ll learn the psychology behind the “latent seller,” the messaging that opens doors without feeling salesy, and how to set up trigger alerts so you can follow up at the perfect moment. We’ll also teach you how to transition these homeowners from long-term nurture to active clients.

By the end, you’ll have a simple, effective system for generating off-market opportunities and future listings.

In this session, you’ll learn how to build a powerful national referral network using the Compass ecosystem.

We’ll cover how to position your value, initiate agent-to-agent connections, create reciprocity, and track referrals so nothing slips through the cracks. You’ll also learn how to leverage Compass’s national footprint to generate ongoing inbound and outbound opportunities.

By the end, you’ll have a repeatable referral-building strategy that expands your business far beyond your local market.

In this session, we’ll walk you through how to design, host, and convert from high-ROI events that grow your sphere and generate leads organically. You’ll learn why events work so well, which event types to choose based on your market, and how to plan them on a simple timeline.

We’ll also teach you how to leverage event attendance, conversations, and follow-up funnels to convert casual interactions into real opportunities.

By the end, you’ll have a complete system for running events that feel fun, elevated, and authentically you—while still producing real business.

In this session, you’ll learn how to transform your email marketing from generic newsletters into high-engagement communication that nurtures and converts.

We’ll walk you through writing with curiosity, value, and voice so your emails stand out and get replies. You’ll also learn how to build sequences, interpret analytics, and use a 90-day implementation plan to stay consistent.

By the end, you’ll know exactly how to use email as a powerful relationship-building and lead-generating tool.

In this session, we’ll bring all of your channels, tools, and systems together into your personalized Prospecting Playbook.

You’ll learn how to integrate everything into a clear plan you can follow for the next 30, 60, and 90 days. We’ll walk through real Compass success stories, provide implementation structure, and help you finalize your next steps so you’re set up for long-term consistency.

By the end, you’ll have a complete playbook that feels simple, achievable, and built for your unique business.

In this final session, we’ll bring everything together with a full recap of the systems, strategies, and frameworks you’ve learned throughout the Prospecting Track.

You’ll have dedicated time for Q&A, real-world scenarios, and personalized guidance to ensure you feel confident prospecting.

We’ll also walk you through the next steps in your development, including how to select your next track and, for those completing a full year, how to renew into our Advanced Success Track.

By the end, you’ll leave with clarity on your progress, confidence in your systems, and a clear path forward for your continued growth.