Lofty Agent Blueprint

1. Start Here

   3 lessons

   1. Intro & Onboarding
   2. Our Lofty Vision
   3. Getting Support

2. Becoming a Lofty Agent

   3 lessons

   1. Charting Your Course
   2. Millionaire Real Estate Mindset
   3. Leads vs. Referrals

3. Preparing The Machine

   5 lessons

   1. The Art of War
   2. Automation
   3. Delegation
   4. Organic Youtube Strategy To Get Listings
   5. Email Newsletters

4. Lofty CRM

   14 lessons

   1. Preparing The Machine
   2. Lofty CRM Intro
   3. Lofty CRM Walkthrough
   4. Creating Message Templates | High-level CRM
   5. Sending Mass Messages | Highlevel CRM
   6. Dialer Setup | Highlevel CRM
   7. Importing Leads | Highlevel CRM
   8. Editing Automations | Highlevel CRM
   9. Calendar & Booking Appointments | Highlevel CRM
   10. Creating a user | Highlevel CRM
   11. Creating Leads | Highlevel CRM
   12. Conducting Live Transfers | Highlevel CRM
   13. Review Call Recordings | HighLevel CRM
   14. Editing Your Signature | Highlevel CRM

5. Meta Ads

   14 lessons

   1. Setting up accounts
   2. Choosing your weapon
   3. Homes list campaign
   4. Individual listing campaign
   5. New/ Pre-Construction Campaign
   6. Seller campaign
   7. Mortgage Ads
   8. Setting up the ads
   9. Integrations
   10. KPIs and auditing
   11. Editing Ads
   12. Editing Ads Connection
   13. Facebook Advertising Restricted
   14. Generate Free Leads Using Facebook Marketplace

6. Appointment Setting

   8 lessons

   1. 14/30 Touch Call Plan - New Leads
   2. Call Process Overview
   3. Intro Process - Advanced
   4. Setting Process – Training w/ Carlos
   5. Appointment Setting Script – Seller Leads
   6. [Archived] Lead conversion training
   7. Listing Presentation Templates
   8. Appointment Setting Script

7. Inside Sales Agent

   8 lessons

   1. Employees = Everything
   2. Vision, mission and principles
   3. Prep work
   4. The interview
   5. Accountability and improvement
   6. QA Behaviors - Grading ISA Calls
   7. How to use Wise.com
   8. How to use Screenshot Monitor

8. FAQ

   4 lessons

   1. Editing KvCore Smart Campaigns
   2. Download Calls From Ring Central
   3. Creating Calendly
   4. Using Wise