Settings and activity
3 results found
-
16 votes
An error occurred while saving the comment Marcus Miller supported this idea ·
-
42 votes
Marcus Miller supported this idea ·
-
187 votes
Marcus Miller supported this idea ·
3 results found
I believe KW Command would benefit from a true funnel system—an automated, intelligent follow-up process that guides leads based on their behaviors and responses.
Here's the vision:
When someone signs up for a homebuyer class (or hits any lead trigger), it kicks off a customized SmartPlan-style funnel. Based on their responses (for example: “Are you currently working with a lender? Yes or No”), they automatically branch off into the appropriate next steps. Each step could trigger a specific email, text, call reminder, or tag, depending on how they engage.
Why this matters:
It saves agents time
It ensures leads don’t slip through the cracks
It creates a consistent client experience
It turns leads into warm conversations faster
It reduces the need for outside CRMs and keeps us inside KW Command
What we need:
A more flexible, logic-based system inside SmartPlans that allows for conditional logic (if/then), behavior tracking, and branching automations—essentially, a true funnel builder within Command.