Lofty CRM Consulting with Barkley

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3-Session Package

Three 1-hour live Zoom sessions with Barkley
Great for hands-on mapping of workflows, launching automations, and personalization of custom follow-up systems
Flexible scheduling (use sessions as needed)

Total Savings($133/hr. vs $159/hr.)

$399

Terms and Conditions

Usage Period: All purchased consulting sessions must be used within 6 months of purchase unless otherwise agreed upon in writing by emailing Barkley at [email protected] within 14 calendar days from the expiration date of 6 months after the initial consultation.

Refunds: If sessions are not scheduled and used within 6 months, they will be forfeited. No refunds will be issued.

Rescheduling Policy: Sessions may be rescheduled with at least 24 hours’ notice. No-shows or cancellations within 24 hours will be considered a completed session.

Recording: Sessions may be recorded upon request for your personal use. Blaiz Marketing / Barkley Romero is not responsible for technical issues with third-party recording software.

Consulting Scope: Consulting provides guidance, strategy, and expert solutions for Lofty CRM. Implementation of advice, compliance with MLS or brokerage rules, and maintenance of third-party accounts (Google, Outlook, domain registrars, etc.) are the agent’s responsibility.

Confidentiality: All discussions are kept confidential. Any sensitive information shared (logins, client data, etc.) should be provided securely. Blaiz Marketing is not liable for data breaches caused by third-party systems outside our control.