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Email Automation for Luxury Realtors

Seamless Client Nurturing Across 3 Years

LIV Sotheby’s Colorado Case Study

LIV Sotheby’s International Realty partnered with Real Estate Digital Pros to transform their client engagement strategy by building one of the most advanced automation ecosystems in the real estate industry. Leveraging Lofty (CRM), we developed a sophisticated, multi-year automation framework with 100+ steps of emails and triggers, spanning a 3-year timeline ensuring consistent, personalized, and timely communication with buyers and sellers in Colorado’s luxury real estate market.

 

As one of Colorado’s most trusted names in real estate, LIV Sotheby’s sought to align their digital strategy with their reputation for world-class service, while reducing manual workloads for their agents and maintaining brand consistency across every interaction.

Behind the Scenes

The Goal

The objective was clear:

  • Create a seamless, scalable client communication system that reflects Sotheby’s premium standard.

  • Enhance long-term client nurturing, ensuring that no lead falls through the cracks.

  • Support agents with a data-driven, automated workflow that saves time while boosting engagement.
    By extending touchpoints over a 3-year journey, our aim was to foster deeper client relationships, improve follow-up consistency, and reinforce LIV Sotheby’s position as the premier luxury brokerage in Colorado.

500%

Increase to website traffic

The Method

We implemented a comprehensive CRM automation strategy inside Lofty:

  • Workflow Architecture – Designed 100+ automated steps, covering the entire client lifecycle—from first inquiry to long-term relationship management.

  • Segmentation & Personalization – Built smart triggers to deliver the right message to the right client, based on behavior, property interest, and timeline.

  • Multi-Year Timeline – Crafted an automation roadmap that nurtures leads and past clients across 36 months, ensuring LIV Sotheby’s remains top-of-mind.

  • Consistent Brand Messaging – Every touchpoint reflected Sotheby’s hallmark of luxury, including embedded Bomb Bomb videos.

2x Growth

Increase to website leads

Digital Marketing Success

With automation now at the core of their client strategy, LIV Sotheby’s has achieved:

  • 100+ Steps in Automation – A robust system that scales client engagement without overwhelming agents.

  • 3-Year Timeline – Long-term nurturing ensures clients remain engaged and connected to the brand.

  • Consistency Across Communications – Every client receives the same high-level, timely, and personalized experience.

  • Agent Efficiency Boost – Reduced manual follow-ups, allowing agents to focus on relationship building and closing deals.

    This transformation has positioned LIV Sotheby’s to maintain its leadership in Colorado’s competitive luxury market while embracing the innovation required in today’s digital-first real estate landscape.