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10 Lofty Smart Plans Every Agent Needs

A free, plain-language checklist from Dave and Jennifer Kadun. Set up the follow-up that runs while you sell, so no lead falls through the cracks.

What's inside

  • 6 quick checks to do before you build any Smart Plan
  • The 10 plans we think every agent should have, from New Lead Welcome to Under Contract to Closing
  • The trigger, who it applies to, and Auto Pause settings for each plan
  • Sample steps and timings you can change to fit your market
  • A quick test for every plan, so you know it works before it goes live