Lofty Open House: Form Setup & Follow-up Planning

### Open house form and follow-up planning
**12:56 PM - 1:15 PM PDT** | *meeting*

**Microphone:**
Amen. Thank you. I'll create an open house for them. No, I know how to do it, but I'm asking Claude because I had to do some preparation for our meeting. I think the important question is really understanding how it's going to work in terms of follow-ups.

Yeah, I mean, we can keep that. I think that's really the important question here. I need to be able to create forms. So I need to talk to him to see if we can get that sorted. That way I can create a custom form that will let us route them specifically to where we are. But yeah, I need to talk to him about it.

I mean, I'm sorry. No, you're good. I did manage to set him up with an investor's form or whatever, so at least the investment opportunities one is good. But I'm taking a look at Lofty now. I swear, maybe I was just looking at the wrong thing or something, because I thought he was asking us to create this form.

Form, yeah. When you go to the add open house form link... yeah, I'm not quite sure. This is what I'm looking at. It lets you create a custom one, so it already has permissions. Wait, I mean—that's what I'm—no, sorry, it's the questionnaire that he needs.

Oh, okay. In that case, it's right there on top of the forms. Just copy to the questionnaire, but it doesn't let us create a form. How did this one get created? Because you get one per your account, so that one already existed. And yeah, so I need to create one, and then I'd also need Miguel to do something for me.

So actually, I'm going to call Seba. I think it'd be in our best interest because if he's in the office, he can talk to the admin of Lofty and maybe get it set up so he can create a new questionnaire. And then, like, let me just give him a shout. If we use it specifically for that property, then it will route to our database and the email automations will go.

So I'll have the drafts of all the emails written tonight. I'll send them your way so you can take a look. I'm going to figure out what the best way to send these emails will be. Because I'm a little worried about doing it through Lofty after a while—what the fuck happened last time. And I just want to make sure we've got good visibility and observability tooling, so I'm going to make sure we've got all of that in a good spot.

Thank you. Yep, of course, my man. I'll talk to you soon.

**System Audio:**
Oh, why are you flexing on me, bro? I'll create an open house form.

No, I know how to do it. Thank you.

Yeah, I think what we really need to know is how it's going to work in terms of follow-ups. I think that's really the important question here.

So that way I can create a custom form that will let us route them specifically to where we want. Just do sellers, but yeah, I wouldn't need—I guess I need to talk to him about it.

I didn't—no, you're good. I did manage to set him up with an investors form or whatever, so at least with the investment opportunities one, it's good.

So it lets you create a custom one, so it already has permissions. Oh no, no, sorry. It's the questionnaire that he needs to create.

So it's right there at top forms, just come to questionnaire here, but it doesn't let us create it. It's like you get one per your account, so that one already existed. And yeah, so I need to view it, and then I'd also need...

I need Miguel to do something for me. So actually, I'm gonna call Seba. Because I think it would be in our best interest to be in the office and he can talk to the admin of Lofty. He could maybe get it so he could create a new form, a new questionnaire, and then I think we can route the leads to that.

So let me—I wanted to see if you're in the office for talking to Terry, to see if he can give access to that, so we can then set up some forms that you can use.

But open house—no, but look at the messages from my agent.

Let me check. Open house form—perfect. I have completed the form. The thing that I made is information because I deleted the post, so I had to copy the message from Santiago Iglesias, and I forgot to delete the open house and send the message. But yeah, I have to. Thank you.

That's why I put it in the post. I was like, I don't know, I would like to buy that apartment. I would like to live in that area.

Yes, it's nitty. But we are already there, so we shouldn't need to go out.

So tomorrow, if you have a break, I could go in the afternoon. I could even go to PMI if it's necessary, but with that permission he gives you, you can create those questions.

I think you will have to come to show them because they don't know what they're saying. I don't know how to do it, but we can figure it out.

Well then, tomorrow we'll be able to do it in a minute, and we have the ad sets.

Is that okay, Cam? So yeah, we're good. But he said no worries, you know? I told him earlier—per se, without that we can't put out the ads. So he told me, "No worries. Don't even sweat it. Tomorrow I'll meet with Carrie, who's the admin for Lofty, and we'll set everything up."

Mm-hmm. Mm-hmm.

All right, let's do it. That's a good one. Good shit. Thank you. Dale, bye.

### Brief personal phone call