A Coaching Tip from Your Region!
Hello SW Region Leaders and Associates, SmartPlans Are Your Secret Weapon — If You Use Them Right!Let’s get real — most agents don’t have a consistent system for staying in touch with their database. And when that happens, you’re leaving repeat business, referrals, and new opportunities on the table.In study after study, clients say they would work with their agent again, but they never heard from them after the deal closed.We’re here to change that. Enter SmartPlans — not just a tool, but a leverage system to build stronger relationships and grow your pipeline.Here’s how top agents are using SmartPlans today:  Stay Top of Mind With Your SphereSet up SmartPlans for birthdays, home anniversaries, holiday greetings, and check-ins. These small, automated touches keep relationships warm and referrals flowing — no extra time required.  Automate Your Lead Follow-UpWhen you get a lead — whether it’s from an open house, Facebook ad, or landing page — speed to lead is everything. SmartPlans let you follow up instantly and consistently.  Pro tip: You can even set it up so the SmartPlan launches automatically the moment a lead hits your database. No manual assigning, no missed opportunities. Never Miss a Follow-Up AgainSmartPlans don’t just send emails and texts — they schedule calls and tasks for you too. You’ll know exactly who to reach out to and when, without second-guessing your next move.  Personalize Your PlansMake SmartPlans work your way. Customize your messages, your timing, and your calls to action to match your voice and audience — whether you work with investors, first-time buyers, or downsizers. SmartPlans = Better Conversations + More Closings You don’t need more leads — you need better follow-up. SmartPlans give you a system that works while you’re working.  Want to take action now?Review your database this weekTag every lead based on source or client typeAssign SmartPlans to new contacts right away (automate when you can!)If you’re not sure where to start, or you want help picking the right SmartPlan for your business — reach out to us.Let’s work smarter, not just harder.  If you liked this, hit reply—we’d love to hear your thoughts! |