YHSGR Lofty CRM · Full Inventory
Smart Plans Inventory
All 67 Smart Plans extracted from the YHSGR Lofty CRM on March 25, 2026. Plan names with a ✓ spec are hyperlinked directly to their Google Drive Functional Specification. Filter, search, and sort the full table below.
67
Total Plans
35
Buyer Plans
27
Seller Plans
46
Specs Available
Showing 67 plans
YHSGR Priority (★)
AI-Driven (⚡)
Retired
🔗 = links to Google Drive Functional Spec
| # | Priority ↕ | Plan Name ↕ | Lead Type ↕ | Duration ↕ | Applied ↕ | Author | Steps | Spec | Maturity |
|---|
Coming Soon — Phase 2 Enhancement
Automation Maturity Ratings
Each Smart Plan will be assigned a Maturity Rating based on a structured evaluation framework. This section will display aggregate maturity scores, distribution charts, and a prioritized improvement roadmap.
1
Initial
Ad hoc, undocumented
2
Documented
Spec exists, not optimized
3
Optimized
Tested, conversion tracked
4
Measured
KPIs tied to business outcomes
5
Continuously Improved
A/B tested, auto-updated
Maturity ratings will be populated in a future session. Each plan in the table above will display its rating (1–5) in the Maturity column.
Source: YHSGR_Smart_Plans_MASTER_INVENTORY_V2.xlsx · Extracted March 25, 2026 · Winn Team Realtors · 4 plans not accessible (individual agent-owned) · Plan name links require Google Drive access