Summit Realty responded 60% faster and doubled listing conversions
A boutique brokerage was following up on leads days late. We rebuilt their CRM workflows and AI lead routing, and agents got 20 hours a week back.
60%
Faster lead response time
2x
Listing conversions from the database
+38%
Web-to-lead conversion rate
20+ hrs
Saved per agent per week
The Challenge
Summit's agents were juggling 5+ tools, manually following up on leads (often days late), and losing listings to faster brokerages. Their database of 12,000 contacts was sitting dormant — generating zero revenue.
The Solution
We consolidated their tech stack into Follow Up Boss, built automated nurture sequences for buyer and seller leads, deployed an AI lead-scoring system that prioritizes hot prospects, and integrated IDX property search into their website with instant lead routing.
The Implementation
Four weeks total. Week 1–2: Tech stack consolidation and data import. Week 3: Automation buildout. Week 4: Training, testing, and rollout. Agents were operational on day 1 with full documentation and a 2-hour live training session.
The Results
- 60%Faster lead response time
- 2xListing conversions from the database
- +38%Web-to-lead conversion rate
- 20+ hrsSaved per agent per week
“Our agents went from chasing leads to closing them. The automation paid for itself in the first month.”
Jennifer Walsh
Broker, Summit Realty
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