{"type":"video","version":"1.0","html":"<iframe src=\"https://www.loom.com/embed/c4e4eb04f76045fba6943af03cb60d4e\" frameborder=\"0\" width=\"1920\" height=\"1440\" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>","height":1440,"width":1920,"provider_name":"Loom","provider_url":"https://www.loom.com","thumbnail_height":1440,"thumbnail_width":1920,"thumbnail_url":"https://cdn.loom.com/sessions/thumbnails/c4e4eb04f76045fba6943af03cb60d4e-6df1410dd6f20151.gif","duration":197.108,"title":"Step 8: How to - Smart Plan","description":"In this video, I’m going to show you how to attach a smart plan to a lead, which includes automated texts and emails that trigger certain behaviors. We won’t cover how to create smart plans, but if you need help with that, let us know, and we can set up a one-on-one session. To attach a smart plan, click on a lead, go to automation, and select the appropriate plan from company plans, avoiding any with 'AI' in the title. I recommend using the three-year follow-up prospect plan for consistent communication. Remember, you can pause or restart the automation as needed."}