Smart Daily Planner Guide
Last updated: February 10, 2026
What Is the Smart Daily Planner?
The Smart Daily Planner uses AI to create a personalized daily schedule based on your goals, current week in the curriculum, and recent activity. It tells you exactly what to do and when to do it.
How It Works
Each morning, the Smart Planner generates a time-blocked schedule that includes:
- Prospecting Block: Your recommended calling time with specific lead sources to target.
- Follow-Up Tasks: CRM reminders and follow-up calls based on your pipeline.
- Learning Block: The next lesson in your curriculum to complete.
- Content Creation: Suggested marketing tasks for the day.
- Admin Time: Paperwork, email, and other necessary tasks.
Customizing Your Planner
You can adjust your available hours, preferred prospecting times, and priority areas in the Planner settings. The AI adapts to your preferences over time.
Tip: Check your Smart Planner first thing every morning. Agents who follow the daily plan consistently close 40% more deals than those who wing it.
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