Maximize Your Lofty CRM: 3 Killer Lead Gen Strategies

Step-by-Step Tutorial: Maximize Your Lofty CRM with 3 Killer Lead Gen Strategies

1. Introduction to Lofty CRM Features:

   • The video discusses various features of Lofty CRM for real estate agents.
   • Introduces Iris and the channel "Modern Agent" on YouTube for social media help.
   • Highlights the value provided to agents and clients by Lofty CRM.

2. Understanding the Three Key Features of Lofty:

   • Pipeline management for leads and transactions.
   • Website integration with IDX for lead generation.
   • Marketplace for add-ons and features like AI and CMA.
   • Settings walkthrough for optimal CRM setup.

3. Creating Effective Landing Pages:

   • Landing pages are crucial for marketing and lead generation.
   • Access landing page options under Tools in Lofty CRM.
   • Choose features like buyer guides or featured listings for your landing page.
   • Customize the landing page with property details and media like YouTube videos.
   • Consider domain limitations and specific targeting for effective lead capture.

4. Utilizing Mailers for Marketing:

   • Design and send postcards or letters through Lofty CRM.
   • Customize templates with property details, QR codes, and personalized information.
   • Consider targeting specific neighborhoods or demographics for effective marketing.
   • Track responses and engagement for better lead management.

5. Setting Up Open House Forms:

   • Use open house forms on devices like iPads for lead capture.
   • Customize form fields for essential client information.
   • Automate follow-up emails, texts, and campaigns based on form submissions.
   • Ensure compliance with existing agent-client relationships when reaching out.

6. Implementing Automation and Smart Campaigns:

   • Leverage Lofty CRM's automation features for efficient lead nurturing.
   • Set up smart campaigns for automated responses and follow-ups.
   • Segment leads into different stages based on interactions and responses.
   • Fine-tune automation settings for personalized and timely communication.

7. Optimizing Your CRM Workflow:

   • Organize pipelines and automation sequences for a smooth workflow.
   • Implement social media integrations, AI tools, and voiceless voicemail drops.
   • Continuously monitor and adjust your CRM settings for maximum efficiency.
   • Seek help from the Lofty CRM Help Center for detailed guidance and support.

8. Engaging with the Nxt Era Agents Community:

   • Like and subscribe to the Nxt Era Agents YouTube channel for valuable real estate insights.
   • Share feedback and suggestions for future content and improvements.
   • Stay connected with the real estate community for ongoing learning and growth.

By following these steps, you can effectively maximize your use of Lofty CRM and implement killer lead gen strategies to enhance your real estate business.