The 29-Point Lofty Scale Buildout Checklist

Everett Marketing Agency

The exact 29-point checklist we run on every Lofty Scale buildout.

No guesswork. The same step-by-step we use to take an agent's Lofty CRM from empty to fully built, branded, and automated — sent straight to your inbox.

A look at what's inside

  • Profile, notifications & A2P registration
  • Lead routing, AI assistant & smart plans
  • Auto property alerts, market reports & snapshots
  • Custom domain, SEO metadata & site mapping
  • Google & Zillow tool integrations
  • …plus 24 more, including training, onboarding & handoff steps

A boutique digital marketing agency built by realtors, for realtors. Specializing in Lofty CRM buildouts, Google Business Profile optimization, and growth systems for top-producing agents across North America.