ADMIN: Creating Agent Action Plans

Only Admin and Staff are able to create and use and see these Action Plans.

These are great to utilize for Agent Onboarding as well as Agent Retention. 

To create an Agent Action Plan 

1. Select the Settings icon in the upper right hand corner of ClientBAY.
   
2. Select Company-wide Action Plans under the General section. This will open up your Action Plan Dashboard where you can see all of the Action Plans that have been created under the Admin tab.
   
3. Select the +New button in the upper right hand corner.
   
4. Name the Action Plan (i.e. Agent Onboarding Action Plan) and then select Agents under the Action Plan Type drop down menu.
   
5. Press Save in the upper right hand corner. This will create your Action Plan for you and take you to that individual Action Plan’s dashboard where you can easily start adding those Action Plan items that you want to take place.

To add your first Action Plan item, select the + button in the upper right of the item box. This will bring up your Create Action Plan Item window. 

There are several types of Action Plan Items that you can add:

• Automatic System Email

• Schedule a Follow Up Request
  

• Add to Campaign
  

TIP: Use the Repeat function if it is a Follow Up Item (perhaps a monthly Check In call to see how the agent is doing).

Once you have your Agent Action Plan created, you can easily attach it to an Agent within your Company Roster or by setting a Default Agent Action plan by office.

To learn more about attaching Agent Action Plans to Agents, click here

Here is an example of an Agent Onboarding Action Plan:

• Related Articles

• Admin Session: ClientBAY Marketing and Action Plans

  Back At You Admin Session 2: ClientBAY Marketing and Action Plans Congratulations on completing your Second Manager Session. Here is the checklist of items that we suggest you start on: Marketing Build out any Company Content Build out any Contact ...

• ADMIN: Attaching Agent Action Plans to Agents

  There are a couple of ways you can attach Agent Action Plans to your Agents. The first way is through your User Management Tab. When you are on your User Management Dashboard, select the Agent that you want to attach the Action Plan to. Select the ...

• Creating An Action Plan

  In your ClientBAY platform, you can create Action Plans that you can attach to your contacts/leads and listings. Action Plans are a series of events, automated emails, follow-up requests, etc., that will help you keep track of everything you need to ...

• ADMIN: Listing Action Plans

  You can create Listing Action Plans for your Agents to utilize on their listings. A great example of one of these would be a New Listing Action Plan so your agents have a path to follow whenever they get a new listing. To create a Listings Action ...

• ADMIN: Contact and Lead Action Plans

  A Contact and Leads Action Plan is an Action Plan that you can attach to Contacts and Leads. Action Plans are a series of events, automated emails, follow-up requests, etc., that will help your agents keep track of everything they need to do for a ...