The Pipeline Automation package is ideal for agents who want solid, proven follow up Smart Plan automation place but don’t need the complexity of full automation. You just want some balance here. This is exactly what you need. The Pipeline Automation package isn’t a huge list of drip campaigns just to say “look at all this content you get“. That’s garbage and doesn’t work.
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
- Buyer Workflow:
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)
