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Owned by Charles

Compass Coaching

74 members • Free

AI, sales, and personal branding training for small business owners without the overwhelm. 3 Coaches, 3 disciplines, 1 solution.

26 contributions to Compass Coaching
AI Compliance in Regulated Industries - The elephant in the room.
A new course series is being released in the AI Edge classroom and these are ones EVERYONE should want to read, even if they put you to sleep at night. No one wants to learn about compliance, but we all should. Especially if you operate in a regulated sector for business. Moving forward I am going to release several industry specific regulatory course paths that speak about specified industries, starting with Insurance. I just published part 1 of a 7 part course dedicated specifically to AI compliance for insurance professionals. I tried to make them as painless as possible and have posted both text and video course options so you can skim the text or watch the video depending on what works best for you. When I started researching this I quickly realized that even most of the "experts" or power users are sitting outside the bounds of being compliant and they don't even realize it. This may be one of the most boring topics I cover, but it could be the one to save you the most money without question. My plan is to focus on my real estate partners next, but let me know in the comments if there are other industries you are curious about!
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AI Compliance in Regulated Industries - The elephant in the room.
How strong is your lead follow up?
So I read about reAlpha's new mortgage platform this week and it kind of reminded me that sometimes we over think things to our own detriment. Their system auto reassigns leads nobody's responded to, routes new ones by AI text and voice, and cuts document processing time by more than half. That's not marketing fluff, that's the actual transaction getting automated in real time. And it made me think about something I know happens to all of us no matter what industry we are in. I’ve had a warm lead sit in my inbox to long because I was buried in service work. Not because I didn't care, I just didn't have anything watching it for me. That client went with someone else and I found out from a mutual friend, not from the prospect. By the time I reached back out to them, they had moved on and never responded to me. Here's a fix I try to use now, and you don't need a corporate budget to do it. I tag every new lead in my CRM with a follow up deadline, twenty four hours max. If it's still untouched when that timer runs out, it reminds me and at a bare minimum I have some quick replies saved in outlook that I had AI help me draft that keeps me on their radar and gives me more time to follow up. That's it. No fancy voice bot required, just something other than my memory trying to keep up.. So here's my honest question for this group. Right now, today, if a lead came in and you got slammed with calls, is anything catching that for you, or are you the only safety net you've got? What is your process to be sure nothing is slipping through the cracks?
How strong is your lead follow up?
0 likes • 9d
@Megan Koch Hard place to be in. Especially with BIG ticket items! What works for you to stay on top of everything?
Facebook doesn't care how many people liked your post anymore.
Here's a thing worth knowing right now. Facebook doesn't care how many people liked your post anymore. Right now, a private share to Messenger or WhatsApp counts for more than a like and more than a comment. That's not a rumor, that's the actual 2026 signal update. Think about what that means if you're posting three times a week hoping the algorithm notices you. A like costs someone half a second and nothing else. A share means they stopped, thought of a specific person, and sent it to them directly. Facebook is measuring "was this worth handing to a friend," not "did this get a thumbs up while scrolling." So here's the shift. Stop writing posts built to be liked. Start writing ONE post a week built to be sent. Concrete example: instead of a general tip post, write it as something a business owner would forward to their business partner with "we need to fix this." Speak to a pair of people, not a crowd. Ask yourself before you hit publish: would somebody actually DM this to one specific person they know? That one question will change what you post more than any hashtag strategy will.
Facebook doesn't care how many people liked your post anymore.
1 like • 14d
@Megan Koch Real Estate agents have an unfair advantage because unique and interesting homes organically get a TON of interaction. Those posts get massive amounts of shares!
1 like • 14d
@Megan Koch Find unique, high end, interesting homes from across the US. They don't need to be, and really you don't always want them to be local to you. People love to dream. How many times have you seen a 7 figure home shared on socials with people tagged saying "Lets go in half!". You can build a ton of momentum and those shares reach your followers, their followers, and anyone it gets served to in public feeds.
Marketing Minute
Let's talk about why marketing actually fails, because it's almost never the reason people think. It's not that you posted too little. It's not that you picked the "wrong" platform. It's that everything is siloed: ads, blogs, website, content, all handled by different people who never talk to each other. No single voice pulling it together. I call it the silo effect, and once you see it, you can't unsee it. So here's the honest question: how many different people or tools are touching your marketing right now, and is anyone actually connecting them? Drop a number in the comments. I think a few of you are about to surprise yourselves.
2 likes • 22d
@Megan Koch it's harder to fix it than it is to start off on the correct path!
Build your brand guide Part 1
Your AI has no idea who you are. Think about it. Every time you open a fresh chat and ask it to write your bio, or a post, or a service description, it falls back on the flattest, most generic voice it owns. That "we are thrilled to announce" tone? That's not the tool being bad at its job. That's a tool that was never told who it's writing for. New class is up in The AI Edge 🧭 Your Brand Guide Pt. 1 — Why It Matters and What Goes In It What we get into: → Why this matters MORE when it's just you, not less → The five blocks that cover the real work (it's not forty pages) → The one section almost everybody skips — and it's the sharpest tool in the whole document → Why "blue" isn't actually a color → How to hand the finished thing to your Navigator assistant so every draft comes back sounding like you About a ten minute watch. There's a fill-in template with it, so you're not starting at a blank page. So tell me — has AI ever handed you back something that was technically fine but sounded nothing like you? Drop it below. I want to see the worst one.
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Build your brand guide Part 1
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Charles Gordon
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22 points to level up
@charles-gordon-8827
Compass Coaching | Insurance pro helping agents use AI + systems to boost prospecting, retention, and productivity. www.compasscoachingonline.com

Active 1d ago
Joined Sep 2, 2025
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