Address
304 North Cardinal St.
Dorchester Center, MA 02124
Work Hours
Monday to Friday: 7AM - 7PM
Weekend: 10AM - 5PM
Lofty 1on1 Coaching
Lofty 1-on-1 Coaching
Turn your CRM + IDX into a lead-conversion machine.
Live coaching from Lofty power-users who’ve fixed the same automations, pixels, and tag chaos you’re fighting.
We’ve Been There.
The frustration of Lofty setup is real—and fixable.
“I spent $3K on Facebook ads but my Smart Plans never triggered. I felt like an idiot.”
“My team kept asking why leads weren’t showing up. I didn’t have an answer.”
“I knew Lofty was powerful—I just didn’t know how to unlock it.”
Smart Plans firing wrong?
We’ve fixed that. Live walkthroughs of trigger logic, timing, and tag dependencies.
Pixel events missing in Ads Manager?
We’ll walk you through it live. No more guessing what’s broken.
Team leads lost in tag hell?
Let’s clean it up together. One session, one system, total clarity.
What You’ll Get
Not generic advice—specific fixes for your Lofty setup.
Audit & Align
See where your Lofty setup is leaking. We’ll review your tags, Smart Plans, pixels, and automation logic together.
Live Fix
We log in with you and rebuild it right. No more waiting for support tickets—you get answers in real-time.
Follow-Up Blueprint
Automations + tracking you can trust. Leave with a documented system your team can replicate.
Built by Lofty power users — not generic coaches.
Choose Your Coaching Plan
Every package includes live screen-sharing, CRM audit, and follow-up documentation.
Solo Agent
Clean, Confident Setup.
Perfect for individual agents who need their Lofty CRM dialed in. We’ll audit your tags, fix your Smart Plans, and ensure your pixels fire correctly.
“Stop guessing. Start closing.”
Team Lead
Your Playbook for Team Clarity.
Built for team leaders managing multiple agents. We’ll create standardized workflows, clean up tag chaos, and build systems your team can actually follow.
“Every tag clean by Friday.”
Enterprise Growth
Structure at Scale.
For brokerages and multi-market operations. Comprehensive CRM architecture, automation blueprints, and team training. Monthly retainer options available.
“Your entire CRM audit this quarter—spots fill fast.”
Schedule Your Admin Audit →
We onboard 4 new teams per month to keep quality high.
Where It Pays Off
A properly configured Lofty system touches every stage of your client journey.
Discovery
Your site finally captures real visitors with proper tracking and lead capture.
Consideration
Tags and alerts that feel human—timely, relevant, not spammy.
Decision
Smart Plans hit on time every time, nurturing leads to conversion.
Advocacy
Repeat clients + referrals through automation that stays engaged.
Before / After
The difference between chaos and clarity is one coaching session.
Chaos
- ❌ Tags duplicated and contradictory
- ❌ Smart Plans never fire
- ❌ Pixel events missing in Ads Manager
- ❌ Team confused about lead routing
Clarity
- ✅ Clean tag hierarchy with documentation
- ✅ Automations fire exactly on schedule
- ✅ All conversion events tracked correctly
- ✅ Team trained with repeatable process
Real Lofty Users. Real Wins.
“Our automations finally work the way Lofty promised. We went from constantly troubleshooting to actually using the CRM to close deals. Worth every penny.”
Phoenix, AZ
“We closed 3 leads the first week after fixing our tags. The coaching session paid for itself in 5 days. Now our entire team knows exactly what to do.”
Tampa, FL
“I was ready to switch CRMs because I thought Lofty was broken. Turns out, I just needed someone who actually knew how to set it up. Game changer.”
Austin, TX
Limited coaching slots each month. We keep quality high by keeping capacity intentional.
Ready to stop hacking your stack and start owning it?
Lofty 1-on-1 Coaching turns your CRM from busywork into a growth engine.
New coaching slots open on the 1st of each month — they go fast.