The Drivetrain (Lofty Pipeline Setup)
Lofty CRM pipeline setup that keeps leads moving.
The 8-stage pipeline I build inside Lofty for agents and teams. Clear stages, the right Smart Plan on each one, and automatic moves so no lead sits in your CRM collecting dust.
The 8-stage Lofty pipeline, start to finish.
Most Lofty accounts I open have the default pipeline plus a few stages somebody added and never used. Leads land in New Lead and just sit there. In this video I walk through the exact pipeline I set up for my own business and for my clients: what each stage means, how long a lead should be there, and how Smart Plans move people from left to right without you dragging cards around all day.
Eight stages. Each one has a job.
New Lead
Every new lead lands here. Lofty locks this stage, so the work happens in the Smart Plan that fires the moment they come in. Call them right away.
Attempting Contact
You called and they didn't pick up. They stay here on a buyer or seller plan until you get them on the phone and find out their timeline.
Cold
A real person on a long timeline. Light, steady touches so you're the agent they remember when they're ready.
Warm
Getting closer. More check-ins, market updates that fit what they're looking for, and a reason to keep talking.
Hot
Ready to move. Tasks for you, fast follow-up, and an alert if they go quiet so nobody slips through.
Active Contract
They signed a buyer broker or listing agreement. Lofty calls this Showing. I rename it, because a signed client and a signed house aren't the same thing.
Pending
Now there's a contract on a house. Keep your client in the loop all the way to the closing table.
Closed
Not the end. A 30-day touch plan reminds you to call, text or grab coffee, so past clients keep sending referrals.
Leads move left to right. If someone goes quiet, they move back a stage instead of getting deleted. Leads you could never reach go to Long-Term Nurture with years of touches already lined up.
A pipeline that runs itself.
Smart Plans on every stage
Separate buyer and seller plans for each stage, triggered by pipeline change. Buyers and sellers move on different timelines, so they get different messages.
Automatic step-downs
If a Hot lead goes quiet and nobody acts, the system moves them back to Warm, then Cold, then Long-Term Nurture. Nothing sits.
Long-Term Nurture
Leads you could never reach get years of touches instead of getting deleted. Some of them come back ready to buy.
Reactivation plan
Anyone who hasn't been touched in 4 months gets a friendly "what's new?" check-in, automatically.
Optional agent pipeline
Great for recruiting brokerages, or for a list of local agents your title company can pull for you.
Cleanup of what's there
Dead stages removed, stuck leads sorted into the right bucket, and plans tied to your Automation Engine if you have one.
Lofty pipeline FAQ
What pipeline stages come with Lofty by default?
Most accounts come with stages like New Lead, Attempted Contact, Cold, Nurture, Warm, Hot and Showing. They're a fine starting point, but they don't tell you how long a lead should be there or what should happen next. That's what the 8-stage setup fixes.
Can I edit the New Lead stage in Lofty?
No. Lofty locks New Lead, so you can't rename or move it. Put your first buyer and seller Smart Plans on it instead so every new lead gets touched the minute they come in.
How do I change my pipeline stages in Lofty?
Open your pipeline in the CRM and click the small gear icon. Drag the bars to reorder stages, click a name to rename it, or use the trash icon to remove it.
How do Smart Plans connect to the pipeline?
Set the Smart Plan trigger to Pipeline Change and pick the stage. When a lead moves into that stage, the plan starts on its own. Give each stage its own buyer plan and seller plan.
How many pipelines should I have?
As many as actually serve a purpose. If leads are sitting in a pipeline and nothing is happening to them, that pipeline either needs a job or needs to go. An agent pipeline is one extra that's worth having for a lot of people.
Can you set this up for me?
Yes. Pipeline setup is part of every Lofty Buildout and Tune-Up. If you're not sure what your account needs, start with the free Lofty Health Check.
Included in every Lofty build.
Pipeline setup isn't sold by itself. It comes with every Lofty Buildout, and it's part of the Tune-Up when we fix an account that's already running.
READY WHEN YOU ARE
Stop letting leads sit. Get them moving.
Take the free Lofty Health Check or book a quick call, and I'll show you exactly where leads are getting stuck in your pipeline.
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.