Automation Architect | Lofty Smart Plan Foundation | LoftySetup.com
Lofty Automation Architect

Your Plans Exist.
Are They Actually Working?

Most agents assume their Smart Plans are running. Most of the time, they are not. Wrong triggers. Broken conditions. Plans that were built but never actually fire. Automation Architect fixes the wiring without touching your content.

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Why This Matters

A Smart Plan That Doesn't Fire
Is Just a Document.

Smart Plans only work when the architecture behind them is built correctly. The trigger has to be right. The conditions have to match. The pipeline logic has to be set up so the right lead gets the right plan at the right time.

Most agents set up their plans and assume everything is running. They import content, activate a plan, and move on. What they do not realize is that broken trigger logic, missing conditions, and incorrect cascade settings mean their leads are either getting nothing or getting the wrong thing entirely.

The content is not the problem. The wiring is. That is exactly what Automation Architect is built to fix.
Who This Is For

Which One of These
Sounds Like You?

Profile One

The Migrator

You came from another CRM. Follow Up Boss, Sierra, kvCORE, something else. You had plans that worked there. You brought them into Lofty, either by importing or copying the content over manually.

But Lofty's logic system is different. The trigger structure, pipeline conditions, and cascade behavior do not work the same way your old CRM did. Things are not firing the way you expected. Leads are slipping. You are not sure what is broken or where to start looking.

Your content is fine. The translation into Lofty's architecture is the problem. That is what we fix.

Profile Two

The Builder

You wrote your own content. Maybe you used Chatty G, maybe you wrote it yourself. Either way, you have your plans. You got them into Lofty.

But somewhere between writing the content and having a fully deployed automation workflow, something went wrong. The triggers are incomplete. The conditions are not set correctly. The plan exists in your library but it is not actually running the way you intended.

You did the hard part. Now let us make it work.

Profile Three

The Planner

You know what you want to build. You have a clear picture of the plans you need, how you want them to trigger, what should happen when a lead reaches each stage, and what the plan should do when it ends. You just do not have the content written yet.

Rather than wait until everything is ready, you want the architecture built first. The triggers configured. The conditions set. The cascades structured. So when your content is ready, it is a copy and paste away from going live.

You think ahead. We build ahead. That is the Planner model.

The Service

We Build the Engine.
You Own the Content.

Automation Architect is a deployment service, not a content service. We do not write your Smart Plan copy. We do not edit it, rewrite it, or suggest changes to it. That is your lane.

Our lane is everything that makes the content actually deliver correctly inside Lofty.

⚡

Trigger Configuration

We set the exact conditions that cause each plan to fire. Pipeline stage, lead source, tag assignments, behavioral triggers. If the plan should start when a lead hits a specific stage, we make sure that is exactly when it starts.

🔀

Pipeline Logic and Conditions

Lofty's condition system controls which leads qualify for which plans. We build those conditions so your plans are reaching the right contacts and skipping the ones they should not touch.

🔗

Cascade Structure

When a plan ends, something should happen. A tag gets applied, a lead moves to a new pipeline stage, a new plan kicks off, or a task gets created for follow up. We define those outcomes so nothing falls off the edge when a plan completes.

🗂️

Database Organization

In many cases, the automation cannot work correctly until the database is organized to support it. We assess your pipeline structure and provide an audit report so you can make sure leads are positioned correctly before the architecture goes live. When you organize your database to the recommendations and you are ready to go, activate the Smart Plans and they will run as designed from the start.

Deliverables

Here Is Exactly
What You Get.

Every Automation Architect engagement includes:

  • ✓ Full review of your existing Smart Plan structure and trigger setup
  • ✓ Configuration of all triggers and conditions for each plan submitted
  • ✓ Cascade sequencing built so your entire follow up system flows together instead of leaving wide cracks for leads to fall through
  • ✓ Pipeline logic set so the right leads receive the right plans
  • ✓ Database organization review to support the automation

What is not included: Writing, editing, or modifying Smart Plan content. That stays entirely with you.

Already Have the Automation Package?

The Automation Package includes done-for-you Smart Plan content written and installed by us. Automation Architect is for agents who already have their own content and need the deployment handled correctly. They are two separate services built for two different situations.

Automation Architect is also a natural extension for agents who want to bring additional custom plans into their system after their initial setup is complete.

Investment

Simple Pricing.
No Surprises.

One service. One price. Everything needed to make your automation actually run the way it was meant to.

One-Time Service
Automation Architect
For agents who have their content and need the architecture built and deployed correctly in Lofty.
$297
One time. No recurring commitment required.
  • ✓ Full trigger and condition configuration
  • ✓ Cascade sequencing and pipeline logic
  • ✓ Database organization audit report
  • ✓ Your content deployed correctly from the start
  • ✓ No content writing included or required from us
Get Started
Architect Maintenance
Optional. For agents who want ongoing architecture support as their business evolves.
$99
/mo
Cancel any time before your next billing cycle. No contracts.
  • ✓ Adjustments to existing trigger and condition setup
  • ✓ Cascade and routing updates as your system grows
  • ✓ Pipeline logic updates for new lead sources or team changes
  • ✓ Keeps your architecture current without starting over
  • ✓ Automation Architect is required before maintenance can be purchased.
Add Maintenance

Not sure if Architect Maintenance is right for you? If your setup is stable and your plans are running correctly, you may not need it. If you are running a team, adding lead sources, or regularly building new plan types, having ongoing architecture support at a flat monthly rate is worth it. Most solo agents will not need it. Most teams will.

Common Questions

Good Questions.
Straight Answers.

Not if you are a Planner. If you know what plans you want built and can provide the structure, timing, and trigger logic, we can build the architecture first and drop the content in when it is ready. If you are a Migrator or Builder, yes, your content should be in hand before we start.
That depends on the scope of what you submit. Reach out before ordering if you have a large number of plans and we will make sure we are aligned on what is included before you pay.
No. Content is entirely your responsibility. If your copy needs work, that is a separate conversation. Automation Architect is strictly a deployment and architecture service.
Yes. The Automation Package includes done-for-you Smart Plan content written and installed by us. Automation Architect is for agents who already have their own content and need the deployment handled correctly. They are two separate services built for two different situations.
We will do a basic assessment as part of the engagement. If the database structure needs work before the automation can run correctly, we will provide an audit report identifying what needs to happen so you can get things positioned correctly before the architecture goes live.
Adjustments to existing automation architecture as your business changes. Adding new trigger configurations, updating conditions, restructuring cascades, updating routing rules. It does not cover new content creation. Think of it as keeping the engine tuned as your operation grows.
Ready to Make It Work?

Your Content Is Ready.
Now Let's Make It Work.

Whether you are fixing a broken system, deploying plans you already built, or laying the groundwork before your content is even written, Automation Architect gives you the technical layer that makes your follow up actually run.

Get Started — $297 Ask a Question First