Auto Plan Library
  • 08 Jul 2022
  • 4 Minutes to read
  • Contributors
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Auto Plan Library

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Before downloading any of the plans below, note most of these plans are included by default in new accounts. You can push it back to your account if the plans have been deleted, or if these plans had an update recently and you want the latest version. 



With any of these plans, be sure to follow national & local laws on best practices for how and when to communicate with old web inquiries.
Make These Auto Plans Your Own
Apply these plans to your CRM profile in Brivity and review all the steps before applying to any contacts. Edit and update tasks, emails and texts to make the Auto Plan 'yours' and to communicate with your contacts in your voice.


8 Seller Strategies

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This is a great 9-email Auto Plan for nurturing Sellers with valuable insight, information and best practices - without it sounding like a sales pitch! It showcases you as the expert in your market. Apply this plan to any prospective Seller in your database.



This is 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. 



 

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

 



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

 



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)

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Home Value requests from yoursite.com/homevalue pages. 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. 

 



Home Value Requests (Partial Seller Leads)

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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. 

 



Open House Leads

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

 



High Touch Sphere

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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 postcard once a quarter, and has you set up market report trends to auto email every couple of weeks just to name a few steps.  

 



"Hot" Buying in 1-3 Months

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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 messages, 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

DOWNLOAD HERE

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 messages, and emails of value of that 90 day period. When the plan is completed, you’ll get a task notification. 



"Nurture" Buying in 3-12 Months

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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 messages, and emails of value of that 90 day period. When the plan is completed, you’ll get a task notification. 

 



"Nurture" Selling in 3-12 Months

DOWNLOAD HERE

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 messages, and emails of value of that 90 day period. When the plan is completed, you’ll get a task notification. 

 



"Watch" Buying 12+ Months

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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 messages, and emails of value of that 90 day period. When the plan is completed, you’ll get a task notification. 

 



"Watch" Selling 12+ Months

DOWNLOAD HERE

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 messages, 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

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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! 

 



KWKLY Re-engage Buyer Campaign

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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

DOWNLOAD HERE

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.


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