Tanis Fritz
Background Information
Tanis Fritz is a dedicated real estate agent serving West Vancouver, with a focus on providing exceptional service to her clients. Balancing the demands of property management, client communications, marketing, and administrative work was becoming increasingly challenging. Tanis needed a reliable partner to handle these tasks and ensure her business operations ran smoothly while she focused on her clients and property sales.
Client Challenges
Tanis faced the following challenges in managing her real estate business:
- Posting content regularly across multiple platforms (Instagram, Facebook, LinkedIn, Google Business Page).
- Managing Instagram engagement to connect with potential leads.
- Monitoring and maintaining her top 3 ranking among West Vancouver realtors.
- Reviewing activity and ensuring her profile remained up to date.
- Leveraging Sotheby’s International Realty Canada resources like Design Vault, Listrac, and See Spark Marketing Library for high-quality content creation.
- Keeping Bio updated for social media.
- Transitioning from Dropbox to Google Drive for efficient file management.
- Maintaining client records in Ixact CRM (e.g., birthdays, listings, stock emails).
- Managing contracts, strata documents, and compliance paperwork.
- Scheduling property tours and coordinating with lawyers and notaries.
- Managing SkySlope uploads for contract documents.
- Conducting zoning checks and calculations for building sizes.
- Organizing strata documents and Fintrac compliance paperwork.
Our Tailored Solution
Infinity provided a structured, multi-faceted support package to address Tanis’s needs:
- Created a content calendar for consistent posting on Instagram, Facebook, LinkedIn, and Google Business Page.
- Designed and executed Facebook/Instagram ad campaigns for property listings and personal branding.
- Updated Bio links to align with active campaigns and featured listings.
- Handled Instagram engagement to foster client connections.
- Regularly reviewed activity to maintain Tanis’s top 3 realtor ranking in West Vancouver.
- Ensured profile accuracy and coordinated with the team to optimize it for local SEO.
- Utilized Design Vault, Listrac, and See Spark Marketing Library to create “just listed” and “just sold” posts and content.
- Accessed training videos to implement best practices and maintain brand alignment.
- Transferred data from Dropbox to Google Drive for streamlined file management.
- Maintained and updated client data in Ixact CRM, including monthly birthday reminders and listing details.
- Prepared real estate review PDFs and stock email templates for clients.
- Handled personalized communication for clients, including “SOLD” letters and moving guides with helpful referrals.
- Scheduled property tours and managed contract uploads in SkySlope.
- Conducted zoning calculations, Fintrac documentation, and strata document organization.
- Coordinated with lawyers and notaries for seamless transaction processing.
Quantitative Outcomes
Conclusion
Infinity’s tailored support for Tanis Fritz encompassed all aspects of her business, from social media management to real estate-specific operations. By handling the execution of these tasks, we enabled Tanis to focus on what she does best—delivering outstanding service to her clients.
Ready to Elevate Your Business?
Are administrative tasks and presentation demands holding you back? Let Infinity handle them for you. Contact us today for expert virtual assistant solutions that empower you to focus on what matters most!
