As the year wraps up, it’s the perfect time to clean up, organize, and refresh your KW Command CRM so you can start the new year strong. A well-maintained database doesn’t just help you stay organized — it ensures you’re set up for consistent lead generation, better follow-up, and more closed deals in 2026!

Let’s walk through a few simple (but powerful) steps to whip your Command system into shape.

Step 1: Audit Your Contacts

Start by identifying which contacts are missing key information like phone numbers, emails, or SmartPlans. These missing pieces prevent you from communicating effectively or automating your follow-up.

Go to your Contacts Dashboard: KW Command Contacts

Quick Tips:

• Filter contacts missing a phone or email.

• Update missing details from your phone, notes, or social media connections.

• Add tags like “Needs Email” or “Needs SmartPlan” for easy tracking.

Step 2: Check and Update Your Tags

Tags are the backbone of your database. They allow you to organize your contacts by source, status, or relationship — making it easier to send personalized messages.

Manage your tags here: KW Command Contact Tags

Ideas for Useful Tags:

• Past Client

• Referral Partner

• Open House Visitor

• Renter → Buyer Pipeline

• 2025 Nurture

Pro Tip: Keep your tag list clean! Remove duplicates or overly specific tags that don’t serve your business goals.

Step 3: Review Your Email Lists & Campaigns

Consistency is key — but only if your lists are accurate. Check your email recipients and ensure you’re sending campaigns to the right audiences.

Review your lists: KW Command Email Lists

Review your campaigns: KW Command Email Campaigns

End-of-Year Ideas:

• Send a “Happy Holidays” or “Thank You” email to your sphere.

• Share your market recap or upcoming 2026 forecast.

• Create a New Year Goals survey to spark engagement.

Step 4: Automate Your Follow-Up with SmartPlans

If you’re not using SmartPlans, you’re missing out on one of Command’s most powerful automation tools. SmartPlans keep you connected with your database — automatically sending texts, emails, and task reminders.

Explore and activate SmartPlans here: KW Command SmartPlans

Suggested SmartPlans:

• Monthly Neighborhood Nurture

• Quarterly Client Check-In

• New Lead Text + Email Follow-Up

• Birthday & Home Anniversary Touches

If you don’t have any set up yet — this is your sign to create one today!

Step 5: Complete Your Tasks

Don’t let small follow-ups slip through the cracks. Finish out the year strong by clearing your to-do list in Command.

Review your open tasks: KW Command Tasks

Check for:

• Uncompleted lead follow-ups

• Contact import cleanups

• Pipeline updates

A clean task list = a clear head going into January.

Ready to Take Action?

Use these direct links to make your End-of-Year Command Cleanup quick and easy:

ActionCommand LinkManage Tasks - Open Tasks

Manage Contacts - Contacts Dashboard

Manage Contact Tags - Contact Tags

Manage Email Lists - Email Recipients

Manage Email Campaigns - Email Campaigns

Manage SmartPlans - SmartPlans

Your CRM is the heart of your real estate business. The more accurate, organized, and intentional it is, the more money you’ll make next year. Don’t start 2026 playing catch-up start with clarity, focus, and a Command database ready to produce!