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 Sphere
Set 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-Up
When 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 Again
SmartPlans 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 Plans
Make 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 week
• Tag every lead based on source or client type
• Assign 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!

Hello SW Region Leaders and Associates,

Let’s be real—staying consistent on Instagram can be tough when you don’t know what to post. That’s why we’re sharing this FREE content plan to help you show up and stand out on social without the stress.

 The 30-Day Instagram Reels Challenge
Created by Tessabella Jelten and BAM, this challenge includes:

 30 real estate-specific Reel ideas
 A content plan that’s easy to follow
 Post prompts that work for Instagram and Facebook

Every idea is crafted to help you:
 Showcase your local expertise
 Build trust with your audience
 Turn viewers into potential leads

This resource is perfect if you’re looking to gain momentum heading into July—without spending hours wondering what to post.

 Download the full PDF guide here:
 30-Day Reels Challenge PDF

 Or view it online:
 nowbam.com/30-days-of-instagram-reels-for-real-estate-agents

Let this guide spark your next month of content—so you can show up consistently, confidently, and on-brand.

 If you liked this, hit reply—we’d love to hear your thoughts!

Hello SW Region Leaders and Associates,

Back-to-school season is here! 🎒📚 As families gear up for a new school year, it’s the perfect time to reconnect with your VIPs, database, and local community in a fun and creative way.

Just like we did with the Easter Bunny Coloring Contest 🐰, we’re bringing you another simple, high-impact idea: a Back-to-School Coloring Contest! This is a fantastic opportunity to spread joy, build relationships, and make your brand stand out—especially with local families.

This time, it’s all about coloring a school bag! 🎒

How to Host Your Own Back-to-School Coloring Contest
Step 1: Choose a Fun, School-Themed Coloring Page
We’ve included a sample “school bag” coloring sheet (see below) to get you started. Feel free to add your own logo, contest details, or personal branding! Keep it simple and fun so kids of all ages can join in.

Step 2: Offer Exciting Prizes
Make it exciting for families with easy-to-give (and local!) prizes:

🏆 Grand Prize: $50 gift card to a school supply store or fun kids’ bookstore
🥈 2nd Place: $25 gift card to a local ice cream shop 🍦
🥉 3rd Place: $10 gift card for a back-to-school treat 🍩

🎁 Bonus: Give every participant a small prize to show appreciation!

Step 3: Set Up Easy Submission Guidelines
Make it easy for families to send in their masterpieces:

📬 Drop off at your office
📸 Email a photo
📆 Set a clear deadline—e.g., August 10th!

Step 4: Spread the Word!
Promote your contest on your:

Social media pages 📱
Community Facebook groups 👨‍👩‍👧‍👦
Email list and local school newsletters 📰
You can even partner with a local business for prize donations or cross-promotion!

Sample Contest Rules:
Age Range: 2–13 years old
Submission Deadline: August 10th (or choose your own!)
Winners Announced: Share winners on social media to boost engagement
Participation Prizes: Optional—but highly recommended to make every kid feel like a winner!
Why You Should Host a Coloring Contest:
🎨 Build Local Relationships – Strengthen ties with your sphere and local families
📣 Stand Out – Keep your brand top of mind in a fun and positive way
👨‍👩‍👧‍👦 Create Connection – Foster goodwill in your market and database

How to Get Started:
✅ Pick a deadline and prize structure
✅ Use the sample coloring page or design your own
✅ Promote widely and collect submissions
✅ Celebrate the winners and post their art proudly!

We hope this idea inspires you to bring some back-to-school excitement to your community! 🖍️🎉

Let’s make this school year start off with creativity, connection, and color!

👉 If you plan to host one, hit reply—we’d love to cheer you on and see what you come up with!

Hello SW Region Leaders and Associates,

🎉 Get Ready for Our REGIONAL RALLY!
📆 June 18 | 🕚 11:00 AM PST

We’re bringing the heat with KWU Master Faculty Tammi Juengst, co-coach of Never Ending Referrals! Tammi will break down how to master the DTD2 system to turn your database into a referral machine. 🔁💼

✨ PLUS — just by attending, you’ll be entered to win a $100 Amazon Gift Card!

✅ What’s In It For You:
🔥 Coaching insights that drive results
🧠 Market strategies to stay ahead
🏆 Regional updates & Top Producer shoutouts
💥 Big KW energy to recharge your business

🎯 Don’t miss your chance to learn, grow, and WIN!

Register Now
🏡 Rally the Region — make sure your whole Market Center is in!

Hello SW Region Leaders and Associates,

🎉 Get Ready for Our REGIONAL RALLY!
📆 June 18 | 🕚 11:00 AM PST

We’re bringing the heat with KWU Master Faculty Tammi Juengst, co-coach of Never Ending Referrals! Tammi will break down how to master the DTD2 system to turn your database into a referral machine. 🔁💼

✨ PLUS — just by attending, you’ll be entered to win a $100 Amazon Gift Card!

✅ What’s In It For You:
🔥 Coaching insights that drive results
🧠 Market strategies to stay ahead
🏆 Regional updates & Top Producer shoutouts
💥 Big KW energy to recharge your business

🎯 Don’t miss your chance to learn, grow, and WIN!

Register Now
🏡 Rally the Region — make sure your whole Market Center is in!

Hello SW Region Leaders and Associates,

As we close out the month, here’s a powerful coaching insight to carry into June:

“A great agent doesn’t just open doors—they open minds to possibility.”

Many potential homebuyers—especially renters and first-timers—don’t realize how achievable homeownership can be. That’s where you come in.

Here’s a valuable resource to support those important conversations:

 MGIC Consumer Calculators

Help your clients crunch the numbers and explore their buying power with tools that are:

• Simple and first-time-buyer friendly
• Realistic—mortgage insurance is included in the estimates
• Mobile-friendly and accessible in English and Spanish

Featured Tool: Buy Now vs. Wait Calculator

Show renters and first-time buyers the potential cost of waiting—and why buying now could be the smarter financial move.

Use this tool to start meaningful conversations and guide your clients toward confident, informed decisions.

Explore the Calculators Here

Now that you have this information,

What will you do with it?!

Superstars!

There’s still time to end the year STRONG!

Questions for you:

Have you looked at your GPS lately?

What hard truth about your business have you been avoiding?

What does the data in your business tell you right now? (We are spending alot of time on this with our agents!)

Are you adapting to reality or resisting it?

What’s one reality-based action you can take TODAY that will improve your business and your finances?

“You’re a lot closer to changing your life than you think. You’re one more meeting, one more relationship, one more decision, one more action, or one more thought from leading the life you deserve.” – Ed Mylett

Rooting for you,

Hello SW Region Leaders and Associates,

Tagging isn’t just about labeling people as buyers or sellers. It’s about organizing your database so you can build better relationships, market more effectively, and leverage SmartPlans with precision.

 What Makes a Great Tag?

• Think Beyond the Basics: Use tags to capture personal details—interests, careers, life stages, or client behavior.
  • Examples: “Investor” • “Dog Owner” • “VIP” • “Holiday Card” • “AZ Sports Fan”
• Shorter Is Better: Instead of long phrases like “Loan Buyer from New York,” break it into:
  •  “Buyer” • “Loan” • “Out of State”
• Custom Tags = Custom Service: Make your clients feel known. Tags can help you match people for referrals, events, or personalized touches.

 Why It Matters:

• Filter SmartPlans & Marketing:
  Send messages that matter. Don’t blast your database—target it with value.
• Organize with Purpose:
  Group contacts into categories like “Vendors,” “Referral Partners,” “Open House Attendees,” or “Luxury Buyers.”
• Keep It Clean:
  Too many tags? It gets messy fast. Review your tags quarterly. Be consistent with naming—avoid duplicates like “VIP” and “V.I.P.”

 Weekly Challenge:
Pick 25 people in your Command database and ask:

• Do they have the right tags?
• Can I segment them better?
• What do I know about them that I haven’t captured yet?

Smart tagging = smart marketing = better results.

 Take Action Today!
Start tagging your database smarter, and watch how it transforms your connections, marketing, and results. Let’s get to work and make every interaction count!

 If you liked this, hit reply—we’d love to hear your thoughts!

🚀 Want More Referrals? Try This.

Here’s something the Southwest Region recently picked up from the team at Giftology—and it’s too good not to share. It’s simple, it’s timeless, and it works. If you’re in a relationship-based business (and let’s be honest, we all are), these two tools will increase your referrals and make you easier to talk about:
👉 3-way texts and clarity conversations.

1️⃣ The 3-Way Text
When you know two people in your network should meet, don’t overthink it. Just connect them. The 3-way text is the fastest, most trust-building move you can make. You say something kind about each person, give context for the intro, and suggest a next step. That’s it.

Example:

“Hey Rachel and Dan—I wanted to connect you two. Rachel’s an amazing interior designer who’s been transforming high-end listings for our team. Dan owns a boutique staging company and has worked wonders in the same space. Thought it might be worth a quick chat to compare notes and explore collab ideas.”

That’s 90 seconds of effort that can spark thousands of dollars in opportunity—or at the very least, goodwill you can’t buy.

2️⃣ Clarity Conversations
If you’ve ever stumbled when someone asks what you do, you’re not alone. That’s why Clarity Conversations—another standout from the Giftology framework—are so powerful. They’re intentional, two-way conversations that clarify who you are, what you offer, and what kind of referrals you’re actually looking for.

Example:
After sitting down with a financial advisor recently, I asked, “If I were to refer someone to you, what would I actually say?” That led to a 15-minute conversation where we boiled down his offer into one clear sentence, identified three ideal referral types, and even uncovered a few natural shoulder industries we hadn’t considered before. Now, I can talk about his business like I’m part of it—and that’s the whole point.

Everyone’s out here trying to automate connection. But the real wins still come from genuine conversations and thoughtful introductions. Shoutout to the team at Giftology for continuing to lead with practical tools that actually move the needle.

These are the kinds of things that keep you top of mind—and worth referring to.

🔗 Click Here to Learn More About Relationship Marketing
😊 If you liked this, hit reply—we’d love to hear your thoughts!