Agent Info

First Name *

Last Name *

Email *

Expansion Partner Key

Cell Phone *

Kickoff Call Completed By *

Tech Setup Confirmation

Facebook Page + Ad Account Connected to AttractROI? *

Yes

No

Facebook Page Connected to Lofty? *

Yes

No

Payment Method Added & Verified on Ad Account? *

Yes

No

Agent Has Admin Access to Their Facebook Page? *

Yes

No

Not sure

Funnel Details

Target Area (City / Zips / Radius) *

Niche / Market Focus *

Custom Lofty Niche Properties Page URL *

Daily Ad Budget ($) *

Training & Systems

Enrolled in FAST Cap 6-Week Coaching? *

Yes

No

Enrolled in Expert Advisor Bootcamp? *

Yes

No

Logged into Digital President Academy? *

Yes

No

Lofty Login Confirmed (via eXp/Okta Dashboard)? *

Yes

No

Plan & Clarity

Annual Plan Created? *

Yes

No

Clarity on Next Steps? *

Yes

No

Agent's Next 3 Action Items *

Notes / Open Items Blocking Launch