What’s Included in a Lofty CRM Jump Start Setup?

If you’ve been thinking about getting started with Lofty but aren’t sure how to hit the ground running, you’re not alone.  Most agents who come to us have the same question: “What exactly happens after I sign up?”

That’s exactly what our CRM Jump Start service is designed to answer.  Here’s a straightforward breakdown of what we do and why it matters.

First, a Quick Word on Why Setup Matters

Lofty is an incredibly powerful platform — but like any sophisticated tool, it needs to be configured correctly to deliver results.  We’ve seen agents sign up, log in, and then spend weeks watching tutorial videos trying to figure it out on their own.  In the meantime, leads are coming in and going nowhere.

A proper Jump Start eliminates that learning curve and gets your system working from day one.

Here’s What We Cover

•        Account setup and preferences.  We configure your account settings, lead routing preferences, and notification rules so everything flows the way you want it to.

•        Data migration.  Got contacts in a spreadsheet, another CRM, or scattered across a few places?  We bring them all into Lofty cleanly and without duplicates.

•        Custom email templates.  First impressions matter.  We build professional, branded email templates that look great and sound like you.

•        Automated engagement sequences.  We set up initial Smart Plans to keep your leads warm automatically — so your pipeline stays active even when you’re out showing homes.

•        One-on-one training.  We close out every Jump Start with a private session to walk you through exactly how to use the platform day-to-day.

Who Is This For?

Any Lofty user — whether you signed up through Reezy or directly through Lofty.  You don’t need to be a Reezy subscriber to take advantage of the Jump Start service.  If you’re on Lofty and want to make sure you’re getting the most out of it, we’re here to help.

The Bottom Line

At $399, the Jump Start is a one-time investment that pays for itself quickly when your leads are actually being followed up with automatically instead of sitting idle.  If you’d like to talk it through, feel free to grab a time on my calendar and we can figure out together whether it’s the right fit for you.