Auto Plans Library

Never let another lead, sphere, or past client fall through the cracks when you have Auto Plans automating your tasks, emails, and text messages.

People Auto Plans

Ben Kinney's - 10 Days of Pain

This the 10 Days of Pain Ben Kinney’s team uses to follow up with new leads for their website leads.

Pro tip- use this plan to follow up with new leads from any source if you edit the first text message and first email of the plan to reference that source instead of your website! Then just change the title of the plan and apply.

2020 Wealth Building Series

At Ben Kinney Companies, our agents don’t say they are in real estate. Our agents “help people build wealth through real estate.”

Join our Facebook page, Win Make Give and learn about building wealth yourself and how you can share that gift of knowledge with your contacts.

Apply this auto plan to your contacts and be the advisor your contacts reach out to when they begin their path to wealth. 

New Kwkly Leads (Buyers)

Engage prospects standing in front of your listings when they text your KWKLY code to learn more about your listing! This is a ’10 days of pain’ for contacts with only a mobile number.


New FSBO Lead

If you have contact information for a FSBO, use this plan to automate the 10 days of pain for following up and converting area for sale by owner prospects.

Home Value Requests (Full Seller Leads)

Home Value requests from either Brivity Valuations or from yoursite.com/homevalue pages. Either way, a lead will input their address to get an ‘instant value’ for their home. If they also add their email and phone number, we call those Full Leads. If they only input an address, those are partial leads.

Here’s a 10 days of Pain for Full Home Value Leads.

Home Value Requests (Partial Seller Leads)

Home Value requests from either Brivity Valuations or from yoursite.com/homevalue pages. Either way, a lead will input their address to get an ‘instant value’ for their home. If they also add their email and phone number, we call those Full Leads. If they only input an address, those are partial leads.

Here’s a 10 days of pain for Partial Home Value Leads.

 

Open House Leads

Open House leads are a little different than other kinds of leads because you’ve met them. However, this 10 days of pain will re-engage them to convert those leads after your open house.

High Touch Sphere

Forget about building a 33 touch plan! This plan is at least 65 touches depending on how you choose to handle some tasks. This plan reminds you to call once a quarter, send a post card once a quarter, and has you set up market report trends to auto email every couple of weeks just to name a few steps.

 

KWKLY Re-engage Campaign

Do you have KWKLY leads that have been unresponsive or that have gone stale?

Apply this one-step follow up plan to re-engage and convert your old KWKLY leads. 

Seller Re-engage Campaign

Do you have Seller leads that have been unresponsive or that have gone stale?

Apply this one-step follow up plan to re-engage and convert your old seller leads.

 

 

"Hot" Buying in 1-3 Months

Once you’ve discovered that a contact wants to buy in 1-3 months time, apply this plan to follow up!

This will apply tasks, text message, and emails of value of that 90 day period. When the plan is completed, you’ll get a task notification.

"Hot" Selling in 1-3 Months

Once you’ve discovered that a contact wants to sell in 1-3 months time, apply this plan to follow up!

This will apply tasks, text message, and emails of value of that 90 day period. When the plan is completed, you’ll get a task notification.

"Watch" Buying in 3-6 Months

Once you’ve discovered that a contact wants to buy in 3-6 months time, apply this plan to follow up!

This will apply tasks, text message, and emails of value of that 90 day period. When the plan is completed, you’ll get a task notification.

"Watch" Selling in 3-6 Months

Once you’ve discovered that a contact wants to sell in 3-6 months time, apply this plan to follow up!

This will apply tasks, text message, and emails of value of that 90 day period. When the plan is completed, you’ll get a task notification.

"Nurture" Buying 6-12+ Months

Once you’ve discovered that a contact wants to buy in 6-12 months time, apply this plan to follow up!

This will apply tasks, text message, and emails of value of that 90 day period. When the plan is completed, you’ll get a task notification.

"Nurture" Selling 6-12+ Months

Once you’ve discovered that a contact wants to sell in 6-12 months time, apply this plan to follow up!

This will apply tasks, text message, and emails of value of that 90 day period. When the plan is completed, you’ll get a task notification.

Ben Kinney- Re-engage Old Buyer Leads

If  you have old leads in your database and you don’t know how to re-engage them, apply this  Auto Plan and see if they light up in responses!

*Be sure to follow your local laws on best practices for how and when to communicate with old web inquiries.

Transaction Auto Plans

Active Listing Plan

When you're ready with listing paperwork in hand, this plan are some simple steps to keep you up on your transaction for the entire listing time line until the property goes under contract.

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Listing Pended Plan

When your listings have a contract to purchase approved by the buyers and sellers, apply this plan to manage the pending timeline.

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Listing Sold/Closed Plan

Once your Listings close, use this plan to be sure you've reemoved everything from market and transfered everything needed to the buyer and buyer's agent.

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Listing Appointment

Some teams will use Brivity Transactions even before the Listing Appointment has been set. In that case, you can make up details to start the listing transaction or add $0 in fields like the list price or 0 for an MLS number. Then apply this Auto Plan to help manage the steps to nail the listing!

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Listing Extension

If your listing doesn't sell in the time allotted by your listing paperwork, you can extend the listing. Use this Auto Plan to help you aquire te paperwork, restart marketing, and get the sales engine purring again!

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Listing Price Reduction

If you've ever thought of all the steps it takes to reduce price on a property, it's a lot! From getting the paperwork to taking the sign 'Price Reduced' sign rider down two weeks later, you'll want to be sure all the steps and marketing in between are updated. Use this auto plan to be sure you don't miss out on this re-newed opportunity!

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