Action Plan Templates

Modified on Tue, 16 Jan 2024 at 12:52 PM

TABLE OF CONTENTS


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.



Was this article helpful?

That’s Great!

Thank you for your feedback

Sorry! We couldn't be helpful

Thank you for your feedback

Let us know how can we improve this article!

Select atleast one of the reasons
CAPTCHA verification is required.

Feedback sent

We appreciate your effort and will try to fix the article