This is where SAM 2.0’s Routines - a complete redesign of how we think about, engage with, and utilize automations for repetitive tasks, streamline workflows, and help you focus on what matters most: building relationships and closing deals.
The Challenge
Without efficient systems in place, it’s easy for critical tasks to slip through the cracks. Missing follow-ups or losing track of client touchpoints can lead to missed opportunities and hindered growth.
The Solution: SAM’s Routines
SAM 2.0’s Routines are your personal assistant, taking care of key daily tasks and ensuring everything runs smoothly. Whether it’s following up after a showing or nurturing new leads, Routines handle it all with precision.
How It Works
1. Create Your Routine:
- Navigate to the Routines section in SAM and click “Create.”
- Choose the 'Key Date' you want to automate - like a follow-up after showings.
2. Set Triggers:
- Define when the routine begins. Triggers could include specific dates, client actions, or system updates (e.g., logging a showing).
3. Define Actions:
- Add steps to your Routine, such as:
- Sending a personalized email or SMS.
- Scheduling a follow-up call.
- Logging notes in your client database.
4. Activate and Automate:
Once activated, SAM takes over, running the routine automatically. You can also review or tweak messages for personalization.
What Sets SAM Apart
Unlike traditional task managers, SAM’s Routines are powered by AI:
Smart Optimization: SAM identifies patterns and suggests improvements. For example, if follow-ups aren’t yielding responses, SAM can recommend alternative actions.
Dynamic Adaptation: Routines adjust based on changing priorities, ensuring critical tasks are always handled first.
Real-Life Applications
Welcome New Leads: Automate a “nice to meet you” email as soon as a new lead enters your system.
Birthday Greetings: Schedule a birthday routine that sends personalized emails, texts, or reminders to make a call.
Post-Closing Check-Ins: Set up a follow-up workflow to check in with clients 30, 60, or 90 days after a transaction.
Why It Matters
Well-timed automations do more than save time - they enhance the client experience. By ensuring every interaction is consistent and timely, you build trust and loyalty, setting yourself apart from competitors.
See It in Action
Experience the transformative power of SAM’s Routines and focus on what matters most? Build Routines for the tasks that bog you down most and start reclaiming your time for what truly matters. Start your free trial of SAM 2.0 today and experience the power of well-timed automations!
