ADMIN: Creating Agent Action Plans
👥 Agent Action Plans
Agent Action Plans are powerful tools designed specifically for Agent Onboarding and Agent Retention. These allow you to automate the process of welcoming new agents and ensuring existing agents remain engaged with the brokerage.
Note: Only Admin and Staff are able to create, use, and see these specific Action Plans. 🔐
🏗️ How to Create an Agent Action Plan
Select the Settings icon ⚙️ in the upper right-hand corner.
Select Company-wide Action Plans under the General section. This opens your dashboard where you can view all existing plans under the Admin tab.
Select the + New ➕ button in the upper right-hand corner.
Name the Action Plan (e.g., Agent Onboarding Action Plan).
Select Agents under the Action Plan Type dropdown menu.
Press Save 💾. You will be taken to the individual Action Plan’s dashboard to begin adding items.
➕ Adding Action Plan Items
To add your first item, select the + button in the upper right of the item box. You can choose from several types of items:
📩 Automatic System Email: Set up automated welcome messages or resource links.
📞 Schedule a Follow Up Request: Create reminders for staff to check in with the agent.
📣 Add to Campaign: Automatically enroll the agent into internal company email campaigns.
💡 Pro Tip: Use the Repeat function for Follow Up Items—such as a monthly "Check-In Call"—to ensure you are consistently supporting agent retention! 🔁
🔗 Attaching the Plan
Once created, you can easily attach an Action Plan to an agent via your Company Roster, or by setting a Default Agent Action Plan by office location.