9% of your Database will Need help, Will you help them?
Be honest...
How many times have you opened your CRM and thought: “Where do I even start?”
You’re not lazy. You’re not unorganized.
You’re just stuck in a sea of names with no clear plan.
At Chelsea Phillips Group, we hear this all the time from smart, motivated agents:
“I’ve got the leads... I just don’t know who to call — or what to say.”
That’s where Lofty comes in.
And more importantly, that’s where we come in.
The Truth About CRMs (and Why Agents Avoid Them)
Most CRMs feel like a digital junk drawer.
Leads. Notes. Tags. Campaigns. Chaos.
Here’s the problem:
- You’re trying to close deals by guessing who to call
- You’re sending generic emails no one reads
- And when a hot lead finally shows up? You’re too scattered to follow up fast
How We Use Lofty to Turn Chaos Into Closings
We teach agents how to actually use Lofty — not just store names in it.
You’ll learn how to:
- Build Smart Lists that tell you who’s ready, warm, or worth checking in on
- Create Follow-Up Rules that send reminders before leads go cold
- Use Tags + Notes like a pro, so your conversations feel personal — not robotic
No more guessing. No more “Who should I call today?”
Just open Lofty and work the list.
Try These 2 CRM Fixes This Week
1. Build a Smart List Called “Hottest Leads”
Filter for people who opened your last email, clicked a link, or haven’t been followed up with in 5+ days. Boom — instant call list.
2. Write 3 Personal Follow-Up Templates
Not canned spam. Real messages you’d actually send. Save them as templates. When it’s time to follow up, you’ll be ready.
Bottom Line
You don’t need more leads.
You need more clarity on what to do with them.
Lofty isn’t magic — but when you use it right, it feels like it is.
At Chelsea Phillips Group, we don’t just hand you tools.
We show you exactly how to use them to build trust, stay top of mind, and close deals without losing your mind.
Need help setting this up?
Reach out — this is what we train on, every week.
