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Templates Made Easy -
Adaptive Email & SMS Messaging Using AI

In the fast-paced world of real estate, communication is critical. But crafting personalized, professional messages for every client can be time-consuming and exhausting. 

SAM 2.0’s Templates feature changes the game, enabling you to create consistent, adaptive email and SMS messages tailored to your clients’ preferences with the power of AI.

The Problem
Have you ever faced these challenges?

- Writing the same message repeatedly, yet trying to make it feel personal each time.
- Struggling to keep communication consistent and professional across hundreds of clients.
- Worrying that your messages lack the ✨ personal touch✨ to truly resonate.

SAM’s Templates feature solves these issues by using AI to personalize and adapt pre-made messages for every recipient, helping you save time while maintaining authenticity.

What is the Templates Feature?
Templates in SAM are pre-built email and SMS messages designed to simplify and streamline your communication. They adjust dynamically based on the recipient’s preferences, history, and context, ensuring every message feels personal and relevant. 

What this means is each person can receive a message specifically written to them, even when it was sent automatically from a pre-written message - AND you had 1,000 going out at once. (Wild right?)

Here’s how it works:
1. Select a Template: Choose from a library of customizable options, like “Post-Showing Follow-Up” or “New Listing Announcement.”

2. Customize with AI: SAM pulls information from your Contact and Property Databases—like client names, property details, and personal notes—to personalize the message.

3. Choose Your Format: Decide whether to send the message via email, SMS, or both. SAM optimizes the content for the medium.

4. Send or Schedule: Deliver the message instantly or schedule it for the perfect moment.

What Makes It Different?
Unlike basic template systems, SAM’s Templates are powered by AI, offering features such as:

- Dynamic Formatting: Messages adapt based on the recipient’s preferred communication style (e.g., SMS vs. email).
- Contextual Relevance: Include key details like property information, recent interactions, and client preferences effortlessly.
- Analytics and Insights: Track open rates, click-throughs, and other metrics to refine your communication strategy.

Why It Matters
With SAM’s Templates, you’re not just saving time - you’re building stronger client relationships. 

Whether it’s a personalized follow-up or a mass market update, SAM ensures every message feels thoughtful, professional, and tailored to the recipient.

Want to See It in Action?
Start your free trial of SAM 2.0 today and discover how Templates can transform your communication strategy and strengthen client relationships.

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About the Systems Accelerator Manager (SAM)

SAM is an AI-powered tool designed to help real estate agents and teams run and grow their business with less effort.

It places generative AI at the heart of your business operations, combining custom contact management, workflow automations, and smart databases for contact, properties, transactions, and listings. SAM eliminates the time-consuming process of building systems, letting you focus on what matters most - strengthening client relationships and closing deals.

With SAM, you can generate resources, manage leads, and stay on top of client communication without being buried in manual tasks. At Workflow Secrets, we believe that freeing your time with AI doesn’t just improve business, it gives you more time for the things that matter most - friends, family, and hobbies.

As we reach for this goal, SAM will continue to evolve, helping agents spend less time managing software and systems behind a screen, and more time getting conversational support - working in the background to prepare, learn, build, and execute - while you deliver a world class client experience, every time.

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