A common problem among agents is not knowing what to say for follow-up, when to reach out, or even who to reach out to. Our Automation package solves all those problems. When leads enter the system, the Lofty AI Assistant qualifies them, and then tags them based on the conversation. From there the leads are automatically sorted into simple pipelines and nurtured with our exclusive LoftySetup.com Smart Plans to help you stay in touch until the leads convert. The AI Assistant engages with all the behavior opportunities so nobody slips through the cracks! It will even set appointments for you! Extensive testing and over four years in the real world have built one of the most celebrated follow-up systems for the Lofty CRM. These are the same Smart Plans I use to run my outbound lead referral business and they are only available here exclusively to Lofty CRM platform users.
This setup is designed for agents who are looking for automated Smart Plans to help them convert online leads to appointments set. This setup uses the AI Assistant to initially scrub the leads, then sort them into Hot, Warm, Nurturing/Cold, and Attempting Contact pipelines based on the tag assigned by the AI Assistant. Once in the appropriate Pipeline, the nurturing via text and email starts. As the lead interacts with the system they are automatically sorted among the Pipelines based on their behavior and communication. This setup takes the guesswork out of who is raising their hand and who is kicking tires. This helps to sort your next opportunities of potential appointments so you can convert internet leads faster and more efficiently.
Pipeline Timing is set as Hot: 0-3 Months, Warm: 4-6 Months, Cold: 7+ Months
*This package is designed to use the Lofty AI Assistant chatbot. You must turn it on from the Lofty Marketplace if you do not currently use it. If you do not wish to use it, you must manually triage from the New Leads pipeline into the Attempting Contact and then the Hot/Warm/Cold pipelines. The Automation package will work in either case.
Automation Package Overview
