There are 4 types of SmartPlans where we see placeholders. They are:
- People Smart plans
- Referral Plans
- Opportunity Plans
- Listing Plans
The goal is that our SmartPlans will be customizable and automated campaigns that can begin sending emails and text messages upon activation.
Let’s start by breaking down what the SmartPlans are today and what is inside of them.
You can click on view steps to see the steps in the plan. You’ll notice the FREE label now which is an early sign that later there will be a way to purchase SmartPlans as well.
All non-automated features will assign a “to-do” in your task dashboard, so be careful about putting too many people on your “to-do” list or you’ll find yourself quickly overwhelmed.
Editing your Smart Plans
- Add a Contact to the SmartPlan
- Share a SmartPlan
- Copy a SmartPlan
- Edit a SmartPlan
- Delete a SmartPlan.
If you hover over one of these icons and are unable to click it, it means it’s not yet available.
Some of the SmartPlan editing features are available and the rest are coming at a later date. We can see what’s coming soon by looking at the placeholders.
Once the actions on the right are active, we will be able to add the following to our custom SmartPlans we create by editing the existing plan “flow”.
I imagine at some point, we will also have a blank plan to build from.
- Create a Task
- Make a Call
- Send a Simple Email
- Send an HTML Email
- Send an SMS Text Message
- Set delay (this will pause the campaign until the next day/date/or action happens
- Add to SmartPlan
- Restart Flow
As for today, we are able to only edit the SMS messages and not much else. So it’s still early with editing SmartPlans. You may notice certain smart plans disabled as they work out hiccups with Twilio and Email.
The other place you can access SmartPlans is within a contact record. Find the SmartPlan Tab after you open a contact record. Click Add to SmartPlan to have the new box with options appear. Click the arrow next to the SmartPlan to see the steps.
As a reminder, until we have an email solution in KW Command, your emails will show up as tasks for you to manually send. The only email sending automatically is the neighborhood nurtures provided you have mail jet activated in your KW Command Settings.
8 X 8 New Contact Engagement
Build relationships and win the real estate agent “mind share” battle with this 8-week plan. It has 15 steps, 8 touches and lasts 50 days total. The goal of this campaign is to get someone to communicate.
Monthly Neighborhood Nurture
- 3 Steps
- 31 Days
- 1 Touch
It repeats every 30 days until you turn it off.
Automation only occurs if you activate it by adding a contact to a smart plan that has SMS text Automation. Connecting to Twilio is safe if you simply want to use the text message system.
Bi-Weekly Neighborhood Nurture
This is the same plan as the monthly nurture but sends the email out twice each month rather than once.
Therefore, you would not add someone to both the bi-weekly and monthly nurture.
The Quarterly Call Plan
The Quarterly Call plan allows you to be reminded quarterly to reach out to your Contacts while logging notes for those interactions.
This plan creates a task for you every 90 days to call that contact.
A general check-in with a recently met Contact to offer your expertise for something real estate-specific. Motivate your messaging around their needs.
This plan immediately adds your contact to the bi-weekly nurture. So if you use this plan, do not add them to any other neighborhood nurture.
After 14 days, it assigns a task for you to call the contact to follow up on the nurture.
Two weeks later, it would send one of the following messages if you have Twilio Activated.
And then it repeats.
Stay top of mind by scheduling regular check-ins with your contacts over the span of six months.
Instead of the bi-weekly neighborhood nurture addition as the Mid-Term Nurture has, this one adds the contact to the long-term neighborhood nurture.
It assigns a phone call task 10 days after sending the neighborhood nurture. 10 days later it assigns a “touch-task”. 10 days after that it sends an SMS text. And then it repeats the process 5 times, every 30 days.
Remember every birthday and celebrate your contacts with this comprehensive birthday reminder.
Open House Follow Up
Reach out to a lead that someone acquired via an Open House.
The Open House Plan has 15 Steps over 3 weeks. The first is a text message thanking them for coming by and following up with a question asking them what they thought of the open house.
Phone Calls and Touch Tasks are added for the following week. Then another text message is sent offering a list of upcoming open houses. During the next week, there is a phone call task assigned.
Then, a text message is sent saying you had a showing cancel and had availability the next day if they would like to look at homes.
There’s another week delay and then they are added to the long-term nurture.
In order to send the automated text messages, you must have Twilio Installed.
- Immediate. Text: Hey Lori, thanks for coming by. What did you think of the open house?
- 1-Day Delay
- Touch Task #3 [To Do Only] – Send a “nice to meet you” email
- 2-day delay
- Task: Make a phone call asking if they would like to see other properties
- 3-day delay
- Text Message: I have a few open houses coming up that I think you’ll be interested in. Would you like me to send you a list?
- 4-day delay
- Task: Make a phone call
- 3-day delay
- Text Message: I just wanted to check in with you and see if you are available tomorrow. I had a showing appointment cancel so I have an opening.
- 4-day delay
- Task: Send an e-mail “Are you still shopping?”
- 3-day delay
- Add to Long Term Nurture
Sending a gift and calling a contact for their Home Anniversary.
This simply assigns a touch-task (send a card type of task), and a phone call to your to-do list.
I suggest Send Out Cards for custom greeting cards.