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Smart Plans Library

Now that we can share smart plans, you'll find an amazing selection of KW created and Agent Created Smart Plans in the KW Command SmartPlans library. Next to each SmartPlan, you'll see the author, the ratings, and how many people are using the SmartPlan.

Table of Contents

Now that we can share smart plans, you’ll find an amazing selection of KW created and Agent Created Smart Plans in the KW Command SmartPlans library. Next to each SmartPlan, you’ll see the author, the ratings, and how many people are using the SmartPlan.

How To Share SmartPlans Tutorial Video

Remember, to send SMS text messages, you’ll need to have Twilio Connected. Otherwise, all SMS Text Messages triggered in a SmartPlan will appear in your tasks to send manually.

66-Day Challenge Facebook Lead Follow Up: Marty Miller

Now that we can share smart plans, you'll find an amazing selection of KW created and Agent Created Smart Plans in the KW Command SmartPlans library.  Next to each SmartPlan, you'll see the author, the ratings, and how many people are using the SmartPlan.

Marty created this SmartPlan to help you follow up with Facebook Leads to improve conversion rates. This plan includes SMS Text Messages, Emails, and Phone Calls.

Marty created this SmartPlan to help you follow up with Facebook Leads improving conversion rates. This plan includes SMS Text Messages, Emails, and Phone Calls.

25 Steps | 26 Day Duration | 12 Touches


5 x 5 x 5: Fred Moore

This SmartPlan offers multiple touches per year including phone calls (task), handwritten notes (task), text messages, and social media touches (task).

This SmartPlan offers multiple touches per year including phone calls (task), handwritten notes (task), text messages, and social media touches (task).

This SmartPlan runs the first time and then loops again 4 times throughout the year.


Ask For Referral Plan 2: Curtis Weathersby

3 Steps | 4 Day Duration | 2 Touches

If you are looking to generate more referrals, this one is for you. It sends a couple of emails asking your database who they know that might need your real estate services.

If you are looking to generate more referrals, this one is for you. It sends a couple of emails asking your database who they know that might need your real estate services.

Post Closing Follow Up Plan: Shannon Dager

13 Steps | 25-Day Duration | 6 Touches

This plan is added at the time of the walk-through and then has steps that help you follow up with the buyer after the closing.

Post Closing Follow Up Plan: Shannon Dager

Facebook Follow-Up Schools and Neighborhood: Nick Baldwin

This text and email funnel works to help convert web leads that are created from a Facebook Ad.

16 Steps | 10 Day Duration | 9 Touches

This funnel works to help convert web leads that are created from a Facebook Ad.

More Agent Smart Plans

  • International Sushi Day: Aaron Hoover
  • Covid19 Buyer Engage Plan: Owen Schwaegerle
  • Check-In – 10 Days: Carol Royse
  • Relevate’s New Lead follow Up: Tyler Shields
  • Call Tomorrow: David Schy
  • New Facebook Lead SmartPlan: Cornelia Faifar
  • Realtor.com Touch: George Castillano
  • New Years Greeting: Jonaton Leon
  • My Seller Reached Follow Up (FSBO): Myrkol Bolden
  • Facebook Listing Lead SmartPlan: Terry King
  • Open House Super Plan: Brian Varvel
  • TCC Spanish Buyer Plan: Luis Rivera Santiago
  • Monthly Nurture Call: Pattie Jackson
  • Recapture Text: Alexandria Rosario
  • Downline (Profit Share): Shannon Dager
  • Facebook Lead Follow Up: Matthew Templeton
  • Buyer: 6-9 Months out of Buying: Nick Baldwin
  • Active Leads Weekly Touches: Pattie Jackson
  • 6-Month Just Looking Nurture: Blake Petska
  • Promote My App Canada: Robert Chatterton
  • Seller Tips 8×8 for Web Leads: Kristine Dugan
  • 8×8 Internet Leads: Brad Corob
  • Stay in Touch Family and Friends: Kelly Cote
  • Facebook Paid Lead Ad Follow Up: Robert Eikenberry
  • Testimonial Request: Lori Ballen

Hire Help

Lori's brothers Jeff and Paul Helvin build KW Command Agent Websites, Smartplans, help with integrations, Run Facebook Ads, and more. Call 702-917-0755 and tell them Lori sent you.
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KW Command Social Posts

Here, you can use a calendar system to schedule your social posts. Right now, we have the ability to post to Facebook and to Twitter. So in order to use this, you’re going to have to make sure your KW Command settings are set up correctly.

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