Introduction

SmartPlans is an essential tool for real estate professionals looking to streamline their marketing and communication efforts. By automating tasks such as listing checklists, marketing touchpoints, and drip campaigns, SmartPlans enable agents to focus on building relationships and closing deals.

A "smart plan" in KW (Keller Williams) refers to a feature within their "KW Command" platform that allows real estate agents to automate various tasks like sending emails, texts, and setting reminders to nurture leads and clients through pre-set workflows, essentially creating a customized plan for consistent communication and follow-up with their database, all managed within the system. It's a way to streamline marketing and client management through automated sequences.

SmartPlans: Key Features and Functionality

Keller Williams’ SmartPlans offer powerful automation tools designed to help agents stay consistently connected with their database while simplifying task management. Here’s what you can do with SmartPlans:

Customization & Automation

• Custom SmartPlans: Build SmartPlans from scratch to match your goals. Customize each step with emails, calls, texts, tasks, and delays to create a fully personalized experience.
• Automated Workflows: Once a SmartPlan is set, it runs automatically based on your timeline—ensuring consistent follow-up and engagement.
• Drip Campaigns: Use SmartPlans to deliver scheduled sequences of messages over time, helping nurture leads and stay top-of-mind with clients.
• Task Automation: Include automated task reminders for listing checklists, follow-ups, or any action needed to move a deal forward.

SmartPlans Library

• Access Pre-Built Plans: Explore a robust library of proven SmartPlans, including options like the Birthday SmartPlan, Home Anniversary SmartPlan, and Quarterly Call SmartPlan.
• Adapt & Share: Customize these templates to fit your business needs, or publish your own SmartPlans to share with other KW associates.

Managing SmartPlans

• Contact Management: Easily add contacts to SmartPlans individually or in bulk to start the automation process.
• SmartPlan Editing: Update steps, content, timing, or rules at any time—even on active plans.
• Flexible Deployment: Apply SmartPlans to any segment of your database based on behavior, timeline, or relationship stage.