Get Lofty
Working for You — Fast
Whether you just joined Lofty or need a reset, our 1-on-1 onboarding helps you build a system you actually understand. Together, we'll organize your CRM, set up automations, and walk through every part of your workflow — live, inside your own account.
Personalized setup. Real accountability. No more guessing.
Who It's Designed For
Who Lofty 1-on-1 Coaching &
Onboarding Is For
New Lofty Users
We'll walk through your Lofty setup step-by-step — from lead connection to automation setup. You'll understand how it all works and leave confident running it yourself.
Overwhelmed Agents
If your CRM feels cluttered or confusing, we'll help you clean it up, fix what's not working, and rebuild your workflows so Lofty supports your business — not slows it down.
Teams & Admins
We'll help you create repeatable workflows, templates, and automations your whole team can follow — keeping everyone organized, efficient, and on the same page.
Personalized setup and coaching that grows with your business.
START MY ONBOARDING
Why Personalized Lofty Coaching Works
Get Hands-On Guidance Built Around Your Lofty Setup
When you're ready to go beyond tutorials, Lofty 1-on-1 Coaching gives you a personal expert who understands your market, workflow, and goals. Together, we'll refine your CRM, streamline your automations, and simplify your processes — turning Lofty into a system that works the way you do.
START COACHINGYour Lofty setup. Your strategy. Done right, from day one.
What You Get
2 hours of dedicated coaching with Katie Van Nes, Lofty Certified Success Partner
Private Strategy Sessions
Refine your lead routing strategy
Rebuild Smart Plans to sound human
Design follow-ups that convert
Turn activity into outcomes
Complete Onboarding
Full Lofty CRM setup & configuration
Automation workflow implementation
Lead capture optimization
Pipeline management best practices
Core Focus Areas
What You'll Work On in Lofty 1-on-1 Coaching
Every session is customized to how you run your business. We'll focus on the parts of Lofty that actually move the needle — cleaning up your CRM, automating smarter, optimizing your IDX site, and keeping you accountable as you implement what you learn. The goal is simple: make Lofty feel like it was built around your workflow, not the other way around.
CRM & Lead Organization
Streamline your database, tag strategy, and pipeline views so nothing falls through the cracks — finally get clarity on what's working and where to focus next.
Automation & Smart Follow-Up
Build campaigns that nurture without nagging. Learn how to automate the right way — with human-style timing and Lofty tools that handle the heavy lifting for you.
IDX Website Optimization
Turn your Lofty IDX site into a lead engine by aligning your layout, calls-to-action, and lead capture tools with your real conversion goals.
Action Plans & Task Templates
Turn your daily chaos into a consistent rhythm with personalized workflow setups.
Accountability & Progress Tracking
Stay consistent with guided check-ins, structured feedback, and repeatable systems that keep you improving week after week. You'll always know what to do next — and why it matters.
Real-Time Q&A + Weekend Workshops
Get ongoing access to expert answers and group learning that reinforces your progress.
Learn faster, implement smarter, and get your Lofty system working like a pro.
START COACHINGHow Coaching Works
Accountability & Implementation Support
Every session turns into action. You'll leave with a clear checklist, recordings when needed, and follow-ups that keep momentum. We build inside your Lofty account together—then verify it's working with real leads and real conversations.
Kickoff & Lofty Audit
We map your pipelines, tags, lead sources, and current automations. You'll get a prioritized build plan aligned to your market and goals.
- Account review + quick wins
- Prioritized roadmap for 30–60 days
- Baseline metrics we'll track
Build Together, Live
Screen-share sessions where we configure Lofty with you: pipelines, Smart Plans, routing rules, and follow-up logic that fits how you work.
- Hands-on configuration in your account
- Reusable templates & naming standards
- QA with test leads before going live
Implement, Measure, Iterate
You'll leave each call with a short action list. We review performance, remove friction, and tighten messaging until results are consistent.
- Session recap + recording (when applicable)
- Measurable weekly targets
- Ongoing refinement with real lead data
No long-term contract. Sessions are tailored to your Lofty account and goals.
Results That Stick
What You'll Walk Away With
By the end of your first month, you won't just "know more"—you'll have a working Lofty system you can run with confidence. Clear structure, smarter automation, and a daily rhythm that saves time while raising conversion.
Clean, Queryable CRM
Tags, sources, and pipelines organized so you can segment quickly, prioritize correctly, and never lose the thread.
Conversion-Ready IDX
Practical fixes to forms, CTAs, and lead capture—plus the mapping that ties website behavior back to your CRM.
Smart Automations & Follow-Up
Human-sounding Smart Plans, stop rules, and triggered nurture that keep leads warm without nagging.
Lead Scoring & Multi-Channel Rhythm
A clear plan for who gets contacted, when, and how—SMS, email, and tasking routed with real-time notifications.
Performance Dashboard & ROI Loops
Saved views and simple metrics that tell you what's working, what isn't, and where to invest your next hour.
Contact-to-Close Playbook
Documented workflows, templates, and naming standards so you—and your team—can repeat results on demand.
Build skills you'll keep—and a Lofty setup that keeps working.
Start Coaching with an ExpertDone-For-You Real Estate Systems & Coaching
The same experts who lead Lofty Master Class also implement full-service solutions for agents and teams ready to scale faster. From complete Lofty CRM builds to IDX optimization, SEO content, and PPC management — we build what we teach, so it works in the real world.
1-on-1 Coaching — Real Strategy For Real Agents
Private, tactical sessions that refine lead routing, rebuild Smart Plans to sound human, and design follow-ups that move prospects from nurture to contract. Activity becomes outcomes.
Recurring Coaching Subscriptions
Regular weekly or bi-weekly coaching calls available on subscription for ongoing, consistent goal-achieving strategy. Stay accountable and keep making progress with scheduled support.
Team & Brokerage Pricing
This is the same price for teams or brokerages for Lofty Onboarding & Setup Calls. Team or brokerage owners can invite their team or office members to join the private space where our call recordings will be hosted for their group, including admin.
Website Builds — Organic Foundation
Practical, trustworthy resources that answer real questions and flow straight into Lofty capture. Education becomes your most persuasive form of marketing.
Complete Website Setup
Full Lofty website build with IDX optimization, SEO foundation, and conversion-focused design—built by experts who teach what they build.
CRM Integration & Strategy
Seamless connection between your website and Lofty CRM with proper lead routing, Smart Plans, and automated follow-up sequences.
Includes Mastery Group Access
Plus 2 hours of personalized coaching & onboarding to ensure you can manage and optimize your new website independently.
Trust Engine Articles — Authority That Works While You Sleep
Build SEO and brand recognition while increasing time on site and conversion rates—effectively reducing your cost per contact through organic authority.
Strategic Content Creation
3 articles/blog posts per week + 3 Social Studio posts per week with AI-generated images—all optimized for E-E-A-T and local SEO.
Landing Page Content Suite
Area pages, relocation guides, and community guides built as conversion-optimized landing pages with clean topical hierarchy.
Compound Visibility Growth
Locally grounded, helpful content that satisfies search intent and builds natural link paths—visibility that compounds while you close deals.
Social Media Marketing — Visibility With Intent
Platform-native campaigns connecting Lofty lead forms, CRM segments, and retargeting audiences into one continuous story — from awareness to appointment.
SEO + UX Design — Built For Humans, Loved By Google
Technical precision woven into experience design: metadata that clarifies, speed that reassures, pathways that keep people reading — and rankings that quietly rise.
Pay-Per-Click — Ads That Work Harder Than You Do
Lofty-integrated Google and Meta campaigns that filter noise and focus on qualified intent — geo-targeting, disciplined negatives, and landing flows tuned for conversion, not confusion.
Relocation & City Guides — Local Proof That Wins Trust
What life actually feels like: schools, commutes, weekends, neighborhoods. Structured for entity recognition and local discovery so your market finds you before they know your name.
Buyer & Seller Guides — Confidence Before Contact
Practical, trustworthy resources that answer real questions and flow straight into Lofty capture. Education becomes your most persuasive form of marketing.
Digital PR & Link Building — Reputation That Compounds
Earned coverage and backlinks on credible publications that strengthen your whole Lofty ecosystem — authority signals that boost crawl frequency, reinforce entity trust, and help rankings stick.
Why Work With Katie Van Nes?
Certified Success Partner
Official Lofty Certified Success Partner with deep platform expertise and real-world experience.
Real Estate COO
Brings operational expertise from running successful real estate teams and businesses.
Hands-On Support
Practical, tactical guidance you can implement immediately—not just theory, but real solutions.
What Members Think About Lofty Master Class
Ready to Transform Your Business?
Book your 2-hour personal coaching session with Katie Van Nes today.