Action Plan Templates

TABLE OF CONTENTS

• Summary
• Prospecting Action Plans
  • 1st Home Buyers
  • Investor
  • Downsizers
  • Upsizers
  • 12 Months Since Appraisal
• Listing Action Plans
  • Open Home Welcome
  • Website Enquiry Response
• Settlement Action Plans
  • Home Purchase Anniversary
• Property Management Action Plans
  • Rental Enquiry Response
• Generic Action Plans
  • Birthdays

Summary

Action Plan templates are created by the @realty head office and are made available to Agents.

You can duplicate the Action Plan Templates by clicking on the yellow duplicate button.

The template name will have Copy of in it, however you can edit the name and the Activities within the Action Plan

Learn more about Action Plan Activities HERE

Below is a list of available Action Plan Templates that can be duplicated and customised to provide you with better business efficiencies and lead generation opportunities.

Prospecting Action Plans

1st Home Buyers

This is a 6 month email drip campaign for 1st home buyers. The Action Plan will trigger when the tag 1st home buyer is added to the Contact Record.

Investor

This is a 6 month email drip campaign for Investor buyers. The Action Plan will trigger when the tag Investor is added to the Contact Record.

Downsizers

This is a 6 month email drip campaign for Downsizing buyers. The Action Plan will trigger when the tag Downsizer is added to the Contact Record.

Upsizers

This is a 6 month email drip campaign for Upsizing buyers. The Action Plan will trigger when the tag Upsizer is added to the Contact Record.

12 Months Since Appraisal

This Action Plan will trigger when an Appraisal Record is created. The first Activity is to WAIT for 12 months, then an email and SMS is sent to the Owner(s) of the Property.

Listing Action Plans

Open Home Welcome

This will send an email & SMS to Open Home Inspection Attendees once they complete the check in and they are marked as Attended.

Website Enquiry Response

This will send an email to Contacts that enquire on Residential For Sale listings.

Settlement Action Plans

Home Purchase Anniversary

This Action Plan will trigger every year based on the Purchased Special Date. This Special Date is automatically created against the Buyer Contact Record when the Offer is marked as Settled. 

This is a great way for you to stay in touch with your sellers so that you are always front of mind in case they have a need to sell again in the future.

Property Management Action Plans

Rental Enquiry Response

This will trigger when an enquiry record is created for a Residential For Lease listing, the Action Plan will send an email which contains the Application link.

Generic Action Plans

Birthdays

This Action Plan will trigger every year based on the Birthday Special Date for that Contact Record.