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  1. 16 votes

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    in the backlog  ·  3 comments  ·  Command » Websites  ·  Admin →
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    Marcus Miller commented  · 

    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.

    Marcus Miller supported this idea  · 
  2. 42 votes

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    Marcus Miller supported this idea  · 
  3. 187 votes

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    Marcus Miller supported this idea  ·