Leads are most likely to unsubscribe to drip campaigns and newsletters, not property alerts and market reports.

The purpose of the drip campaign is to supplement the property and market information, not drown your database in noise and “OMG here are four ways to clean your gutters“. These plans are build for real leads, real conversions, and leverages how Lofty Pipelines and Smart Plans are supposed to work in harmony. These are the exact plans I have used in my outbound lead referral business for the past five years; minus the hyperlocal content tweaks of course. I know they work because I use them myself.

• The warmer a lead is, the more you need to manually interact.
• The colder a lead is, the more you need to leverage automation.

Smart Plan Details:

• Smart Plans include email and text templates
• All communication is written for a 5th-6th grade reading comprehension level
• All emails are read under 20 seconds and all texts are read under 8 seconds
• Templates have been optimized to provide information, get responses, and educate leads
  • Buyer Workflow:
    • New Lead: 6 templates in 10 days
    • Nurturing/Cold: 25 templates in 670 days
    • Warm: 5 templates in 84 days
    • Hot: 6 templates in 74 days
  • Seller Workflow:
    • New Lead: 6 templates in 9 days
    • Nurturing/Cold: 13 templated in 305 days
    • Hot: 13 templates in 190 days

Simple Workflow:

• Pipelines used are New Leads, Attempting Contact, Nurturing/Cold, Warm, and Hot
• New Leads are engaged with the qualification Smart Plan. If they respond, they move to Attempting Contact. If they don’t respond, they move to Nurturing/Cold
• At the end of each Pipeline Smart Plan, they cascade back to the next coldest pipeline, which triggers the next Smart Plan
• Hot => Warm => Nurturing/Cold
• At the end of the Cold plan, the Long Term Nurture plan sequence starts

Hands Off Installation:

• Tech Team installs the package once the form is filled out; typically takes a few days at the most
• When you see Smart Plans in the system with “LoftySetup.com” in the name, you are all set
• The Smart Plans are available to toggle on to activate immediately when you are ready
• To ensure the best installation, make sure you have the exact Pipeline names above (they are the Lofty default so this should already be done)

The post Pipeline Automation appeared first on LoftySetup.com.

Smart Plan Rescue

Because your Smart Plans shouldn’t act dumb.

The Problem

Agents like you don’t have a lead problem, you have a follow-up workflow problem.
If your Smart Plans are broken, delayed, or confusing, your leads quietly die in the database. Lofty’s automation is powerful, but only if it’s built correctly.

The Solution

Smart Plan Rescue is a full audit and rebuild of your Lofty Smart Plans and engineered to actually work.
No more guessing why messages didn’t send, why tasks pile up, or why you’re still manually texting “just checking in.”

What You Get

• Complete Smart Plan audit – we review triggers, timing, tags, redundancies, and conflicts

• Rebuild & rewrite of core lead and prospect workflows (New Lead through Appointment Set pipelines)

• Quality Assurance pre-flight checklist + test lead verification

• Optional quarterly tune-up to keep automations running smoothly

What It Means for You

Every lead gets the right message at the right time.

No tech overwhelm. No more “why didn’t that send?” panic.

If your Lofty Smart Plans feel like more work than they save, it’s time for a rescue.

I’ll rebuild your automations so your follow-up runs itself, and your database finally starts converting.

Let’s fix your system, not just patch it.

The post Smart Plan Rescue appeared first on LoftySetup.com.