CRM Ready | Templates, scripts and a weekend course
Ready-to-use Lofty templates, scripts and a weekend setup course
Copy, paste and go. Made by Dave Kadun, a REALTOR® who runs his own business on Lofty.
Knowing what to build isn't the hard part
The free checklist tells you which Smart Plans to build. A lot of people get stuck on what to write in them, what to say to leads, and where to start in Lofty.
The exact words, and a fast start
Three products. Use one, or get all three in the CRM Ready Toolkit.
Smart Plan Template Pack
The free checklist tells you which Smart Plans to build. This pack gives you the exact words.
Script Library
Know what to say, every time.
Lofty in a Weekend
Get the core of Lofty set up in two sittings.
What's included
15 Smart Plans, word for word
Every email and text, the timing, the trigger and the Auto Pause setting. The 10 plans from our free checklist, plus After Showing Follow-Up, Pre-Listing Seller Welcome, Cold Lead Wake-Up, Referral Thank-You and First Year in Your New Home. Canada and US wording. PDF plus a copy-and-paste document.
50 scripts
Short scripts for texts, emails and calls: new online leads, buyers, sellers, your sphere, past clients and open houses. Plus 10 Ask Lofty AI prompts for daily follow-up.
8 short videos, about 2 hours
Sitting 1: your profile, email and calendar, contacts and tags. Sitting 2: a simple pipeline, your first Smart Plan, lead routing and Ask Lofty AI. Watch and click along. No worksheets, no assignments.
Launchpad credit
Want to go deeper later? Your $27 counts toward Lofty Launchpad, our full 45-lesson course, within 30 days.
Pick what you need
USD, one-time, yours to keep.
Smart Plan Template Pack
15 Smart Plans written word for word.
- Canada and US wording
- PDF plus copy-and-paste doc
CRM Ready Toolkit (all three)
Everything below. Save $24.
- Smart Plan Template Pack
- Script Library
- Lofty in a Weekend
Script Library
50 scripts plus 10 Ask Lofty AI prompts.
- Texts, emails and calls
- Leads, buyers, sellers, sphere, past clients, open houses
Lofty in a Weekend
8 follow-along videos, about 2 hours.
- $27 credit toward Launchpad
- No worksheets or assignments
All sales final (digital download). CRM Ready Members get 20% off.
How it works
Choose
One product or the Toolkit.
Get your link
Right after you pay, you'll get an email with a link to the CRM Ready member area.
Copy in and go
Paste the plans and scripts into Lofty, or have us set them up.
Who you'll work with: Dave Kadun
CRM Ready is run by Dave Kadun, a REALTOR® in Alberta and Saskatchewan, Canada, with a growing presence in Florida. These are the plans and words Dave uses in his own business.
Frequently asked questions
Rather have it done for you?
We set up Lofty for agents in Canada and the US. Book a free call and we'll talk it through. Or join the free Q&A on Tuesdays at 12 PM MT.