SmartPlans Take the Guesswork Out of Client Communication

July 9, 2019

Every person has a limit to the number of choices they can make in a day before decision fatigue settles in. Command, Keller Williams’ end-to-end operational system, has been built to provide agents with seamless support by automating the functionary aspects of your business so you can focus on cultivating deeper relationships with your clients.  

Nowhere is that automation more crystallized than through the use of SmartPlans, a workflow management tool that empowers you to automate listing checklists, marketing touchpoints, drip campaigns, and more so you can take the guesswork out of client communications with clients and leads.

 “SmartPlans is revolutionary because it humanizes an automated marketing process,” says agent Chad Andrus of the Platinum Houston market center. “This is key, because clients want meaningful communication from their agents in the moments that matter. The era of mass ‘set it and forget it’ communication is over.” 

Automate the Functionary

With SmartPlans, you can automate each of your touches, including checklists, drip campaigns, marketing, and more. Pre-built plans in the app library give you a place to start, so you can get up and running quickly.

“The technology shines because it allows agents and teams to run in a system that works for them.”

And because you are the expert of your business, elements within each SmartPlan are editable allowing you to:

  • Rename. Change out our names and descriptions with what will prompt you into action.
  • Customize. Insert your favorite tried-and-true scripts or one-liners. 
  • Add Detail Tokens. Make your messages more personal, with reference tags that draw unique details from a contact’s profile to auto-populate your message.

Once edited, the updates will extend to every contact and lead on the SmartPlan. This level of customization is key to ensuring your messaging remains consistent as your business tactics change over time.

The personalization doesn’t stop here. Now, you will be able to create fully customizable SmartPlans with decision trees. Meaning, that the app will automate your marketing plan based on certain conditions that are meant, whether lead source, client history, neighborhood, interests, or any other factors you choose.

For example, if you send an email to a client and they don’t open it, SmartPlans will be able to automatically use a decision tree to send the client a text as well to ask if they prefer text communications from you instead.

You can also make tasks, set delays, rearrange the steps and flow of a plan and start a second plan when the first concludes or set the first plan to repeat, and have the ability to publish the customized SmartPlans for other agents to download.

In addition, Teams in SmartPlans finally brings full visibility to all members of your team. Rainmakers can have confidence in knowing that they control all the SmartPlans communication for their database while giving their agents the freedom to market from the team’s approved list of plans. The new Designated Agents feature allows the team to specify the sender of each message and to whom the important tasks should be assigned.

 “I love how SmartPlans automates and customizes communication to engage a response.”

-Chad Andrus

Designed By Agents, For Agents

Like the other applications within Command, SmartPlans was designed in Labs “by agents, for agents” to ensure the technology is intuitive to use. Applying SmartPlans couldn’t be easier, thanks to feedback and insights agents have provided. As of September 30, 3.5 million consumers are on SmartPlans, and the number continues to grow.

At the end of the day, the ultimate goal of SmartPlans is to provide an intelligent solution that gives the agent more time to focus on the client experience and to integrate seamlessly with the other applications offered within Command.

“Command has all the tools you use in one integrated platform, all with easy-to-follow dashboards that give you the state of your business at a glance.”

“And unlike any other system, Command understands our needs as Keller Williams agents and our language. It is built for the way we do business,” says Andrus.

To get started:

  • Upload your contacts into Command and input as many details as possible. SmartPlans will not work until your contacts are in the system.
  • Use customized tagging and grouping. The more organized your contacts are, the easier it’ll be to segment and assign the most appropriate and relevant SmartPlans to each contact.
  • Assign a SmartPlan to your contacts. As activities within a SmartPlan get set off, the contact record will update in real time. This means you’ll be able to see which SmartPlan a contact/lead received and what the last touch was the minute you click into their record.
Explore SmartPlans

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