Program

Turnkey Agent OS — Davidson & Associates
Davidson & Associates · Real Estate Built for Agents. Driven by Results.
Introducing

Turnkey Agent OS

A complete, done-for-you operating system for real estate agents — everything you need to attract, convert, and close, already built.

300+ Deliverables
Ready to Deploy

Most agents spend months — sometimes years — building the systems, emails, and workflows that a high-performing business requires. With the Turnkey Agent OS, you get all of it on day one. Eighteen smart plans. Two complete transaction checklists. Dozens of custom email templates. Full client care sequences for buyers and sellers. Everything is pre-built, customized to your brand, and ready to run inside Lofty.

18
Smart Plans

Automated nurture campaigns covering every lead type — buyers, sellers, FSBOs, tenants, and more.

261
Transaction Tasks

172 seller tasks + 89 buyer tasks across every stage, so nothing slips through the cracks.

50+
Email Templates

Automated Lofty emails plus full client care sequences, all written and ready to customize.

01

Smart Plans

18 Automated Campaigns
Context Investors
Seller Activation
Open House
Buyer Activation
Buyer Win Back
Context Bridge Online
Seller Nurture Campaign
12 months
Buyer Guide Opt-In Campaign
12 months
Credit Repair Campaign
1 year
Holiday Campaign
Buyer Re-Engagement Campaign
12 months
FSBO Expired Campaign
12 months
Buyer Nurture Campaign
12 months
Seller Guide Opt-In Campaign
12 months
Seller Re-Engagement Campaign
12 months
Sphere Campaign
4 months
Buyer Open House Campaign
12 months
Tenant Rental Campaign
12 months
02

Transaction Checklists

261 Total Tasks

Sellers 172 tasks

  • Pre-Listing
  • Active
  • Sold
  • Pending
  • Canceled

Buyers 89 tasks

  • Intake
  • Pre-Contract
  • Pending
  • Closed
03

Email Templates

All Lofty Automated + Smart Plan Emails
04

Client Care Sequences

Buying · Selling · Misc

Buying

7 Touchpoints
  • Buyer Welcome Kit
  • Congrats, Timeline & New Escrow
  • Signing Day Is Approaching
  • Timeline & Next Steps
  • Buyer Inspection Scheduled
  • Inspection Reports Attached
  • 45-Day Check-In

Selling

11 Touchpoints
  • Basic Welcome Email
  • Next Steps in the Sale
  • Pre-Listing Survey
  • Seller Inspection Scheduled
  • Inspection Reports Attached
  • Seller's Home Warranty
  • ShowingTime & Open House Info
  • Listing Is Live
  • Listing Analytics
  • Accepted Offer
  • Signing Day Is Approaching

Misc

10 Touchpoints
  • Testimonial Request
  • Inspection Scheduled
  • Pre-Listing Email
  • HUD Document
  • Estimated Seller Statement
  • Final Walk-Through Reminder
  • Open House Feedback
  • Lawn Scenarios Request
  • Listing Photo Schedule
  • New Escrow
Ready to plug in and go?

Your Business.
Already Built.

Stop building systems from scratch. The Turnkey Agent OS gives you a fully operational real estate business — so you can focus on what actually makes you money.

Connect with Davidson & Associates Schedule a walkthrough today

Pricing

Turnkey Agent OS — Pricing
Turnkey Agent OS · Davidson & Associates Investment Guide
Pricing & Packages

Everything
You Need.
One Investment.

Simple, transparent pricing. No hidden fees, no ongoing platform costs. Just a fully built business, ready to run.

Start Here
The Turnkey Agent OS
$997 one-time

Your complete, done-for-you real estate operating system — built, loaded, and trained. Everything is ready on day one.

  • 18 Smart Plan campaigns
  • 261 transaction checklist tasks
  • Buyer & seller email sequences
  • Full client care touchpoints
  • All automated Lofty emails
  • Training included
  • Buyer & seller welcome kits
  • Built inside your Lofty account
Add-On Services
Optional
Load Into Gmail
Ask Us

Want your email templates living directly in Gmail for quick access? We can load everything into your inbox — ready to send with one click.

  • All templates loaded into Gmail
  • Organized and labeled
  • Available as an add-on to any package

Custom Smart
Plan Builds

Have a campaign idea that doesn't exist yet? We'll build it from scratch — scoped to your concept, your audience, and your timeline.

"You just tell me your idea — I'll bring it to life."

$150
Up to 8-Touch Campaign

Perfect for short-burst campaigns — a quick nurture sequence, a single event follow-up, or a targeted outreach push.

Includes 2 rounds of edits
$500
Up to 36-Touch Campaign

Full long-form campaign for sustained nurture — ideal for a new niche, a new lead source, or a 6–12 month relationship builder.

Includes 2 rounds of edits
Good to Know
Revisions Brand Voice Customization includes 1 round of revisions. Custom Smart Plans include 2 rounds.
What You Need An active Lofty CRM account. The Turnkey Agent OS is built directly inside your platform.
Getting Started Customization begins with a consultation call so we can capture your voice before a single word is written.