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Smart Planner

Your Day,
Optimized by AI.

The Smart Planner analyzes your pipeline, prioritizes tasks, and builds a time-blocked daily plan so you always know what to do next.

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AI-Generated
Daily Plans

Every morning, the Smart Planner looks at your pipeline, upcoming appointments, overdue follow-ups, and lead activity to build a prioritized daily schedule. It knows which leads are hot and which tasks actually move the needle.

  • Auto-prioritizes tasks by deal value and urgency
  • Time-blocks prospecting, follow-up, and admin
  • Surfaces hot leads that need immediate attention
  • Adjusts in real-time as new leads and events come in
📅 Today’s Plan — Tuesday
8:30 AM
Follow up with Sarah M. — viewed 3 listings last night
Call
9:00 AM
Prospecting block — 12 expired leads queued
AI Suggested
10:30 AM
Listing appointment — 412 Oak St
Meeting
1:00 PM
Send CMA to David R. — due today
Task
2:30 PM
Sphere check-ins — 5 past clients due
AI Suggested

Pipeline-Aware
Suggestions

The planner doesn't just list your tasks — it suggests revenue-generating activities based on where your deals stand. Low on new leads? It schedules prospecting. Deal going cold? It flags the follow-up.

  • Suggests prospecting when pipeline is thin
  • Flags stale deals and overdue follow-ups
  • Recommends sphere outreach based on relationship age
  • Balances income-producing vs. admin tasks
💡 Smart Insight
Your pipeline has 3 deals in the “Under Contract” stage but only 1 new lead this week. I've added a 90-minute prospecting block to this morning's plan to keep your funnel healthy.
⚠️ Attention Needed
Mark T. hasn’t been contacted in 9 days and has a $385K listing appointment pending. Recommend calling before noon.
✓ On Track
You’ve completed 4 of 6 tasks today. Two follow-up calls remain — both scheduled for this afternoon.

Habits &
Accountability

Track your daily activities, build streaks, and see how your effort translates to closings. The Smart Planner gamifies your day so you stay consistent and accountable.

  • Daily task completion tracking with streaks
  • Weekly and monthly activity scorecards
  • Effort-to-closing correlation reports
  • Integrates with Leaderboard and Gamification
🔥 This Week
34
Calls Made
12
Appointments Set
92%
Task Completion
7-day
Streak
FAQ

Smart Planner Questions

Yes. It syncs with Google Calendar and Outlook so your existing appointments are respected. The AI plans around your meetings, showings, and personal commitments automatically.

Absolutely. The AI builds the plan but you're in control. Drag tasks to reorder, add your own items, snooze suggestions, or set preferred time blocks for prospecting, admin, and follow-up.

Yes. Every CloseDaily plan includes the Smart Planner. CRM Agent plans get basic task management; Dominate and Power Agent plans unlock AI-generated plans, pipeline-aware suggestions, and activity scoring.

Ready to Win Every Day?

Start your free 7-day trial. The Smart Planner starts building your plan on day one.

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