Add Contacts to the Monthly Neighborhood Nurture SmartPlan

Introduction

The Monthly Neighborhood Nurture SmartPlan is a powerful tool designed to keep your real estate contacts engaged by sending them personalized market updates about their neighborhood. By adding contacts to this SmartPlan, you ensure they receive consistent, relevant, and timely information, which can help build trust and nurture long-term relationships.

Key Features/Instructions

1. Access the SmartPlans Feature

• Log in to your Keller Williams Command account at agent.kw.com
• Click the SmartPlans icon on the left side of the dashboard

2. Select the Monthly Neighborhood Nurture SmartPlan

• From the SmartPlans list, locate the Monthly Neighborhood Nurture SmartPlan
• Click the "Add to SmartPlan" button

3. Add Contacts

• Choose the contacts you wish to add to the SmartPlan (multiple selection available)
• Confirm your selection by clicking "Add to SmartPlan"

4. Schedule the Start Date

Decide when you want the SmartPlan to start sending emails:

• Start All Now: Begin immediately
• Start All on a Following Date: Use the calendar to select a specific start date
• Stagger Over the Next Few Days: Distribute the contacts over several days

5. Confirm and Launch

• Review your selections and click "Confirm" to activate the SmartPlan

Best Practices

• Customize Content: Personalize the introductory email to enhance engagement
• Regular Updates: Periodically review and update your contact list
• Track Engagement: Monitor open rates and engagement levels
• Follow-Up: Reach out personally after a few months

Examples

• An agent adds 50 new leads with staggered start dates over five days
• An agent customizes introductory messages with local events for higher engagement

Frequently Asked Questions

Can I edit the content of the Monthly Neighborhood Nurture SmartPlan? No, content is standardized but you can personalize the introductory message.

What types of updates do contacts receive? Market data including new listings, price changes, and recently sold properties.

How often are emails sent? Monthly, providing regular touchpoints with contacts.

Can I remove contacts once added? Yes, you can remove contacts at any time.

Is there a contact limit? No hard limit, but manage list size for personalized follow-up.

How do I track performance? Use Command's analytics tools for engagement metrics.

What if contacts don't engage? Consider personalized follow-up or content strategy adjustment.

Can I use this for non-local contacts? Best for specific neighborhoods, but adaptable for broader updates.

What about bounced emails? Review and update contact information as needed.

What are the compliance considerations? Ensure all contacts have opted in to receive emails.