Real Estate Industry
If you're a real estate agent, broker, or agency owner, you’re constantly on the go. From showing homes to managing listings and staying top of mind with clients, your time is your most valuable resource. But when your systems aren’t set up to support your workflow, things can slip through the cracks.
One busy agent came to us feeling overwhelmed and disorganized. They were using Salesforce, but only scratching the surface of what it could do. Leads weren’t being followed up with consistently, there was no system in place to track closed deals, and former clients were falling off the radar. That’s where we came in.
What Wasn’t Working
The agent had the right tools but needed support putting them to use in a way that saved time and created more consistent opportunities. Here’s what needed attention:
Salesforce wasn’t being used to its full potential
The agent had invested in Salesforce, but without integrations or automation, it felt more like a digital Rolodex than a growth tool. Valuable features were going unused, and there was no visibility into past performance or revenue.No automated follow-up or outreach system
Leads were coming in, but follow-up was inconsistent. Without automation or a plan for ongoing outreach, warm leads cooled off quickly, and dormant prospects were left behind.No tracking for closed business
Without logging past deals or revenue, the agent had no clear picture of who they’d helped, what had worked, or when to follow up for future opportunities or referrals.
How ABCO Advisors Helped
We jumped in to help the agent get organized, streamline their CRM, and set up smart systems that worked behind the scenes—so they could spend more time selling and less time sorting through spreadsheets.
Here’s what we tackled:
Optimized Salesforce for lead automation and follow-up
We set up Salesforce to automatically pull in new leads and kick off follow-up sequences right away. This meant no more worrying about remembering to reach out—every lead was nurtured from the start.Added past closed business with custom fields for smarter follow-up
We helped the agent enter their closed deals from the past year and built custom fields to track important details like closing dates, property types, and buyer preferences. This made it easy to schedule personalized follow-ups and identify repeat business or referral opportunities.Launched regular email outreach for past clients and prospects
To stay top of mind with past clients and dormant leads, we created a simple, branded email outreach system. Now, the agent has regular check-ins going out automatically, keeping relationships warm without lifting a finger.
The Result: More Time, Less Stress, and Better Follow-Up
With these changes in place, the agent had a CRM that worked for them, not the other way around. New leads were being nurtured, past clients were staying connected, and future opportunities were no longer slipping through the cracks.
At ABCO Advisors, we believe that small changes can lead to big wins, especially in real estate, where relationships matter most. If your CRM feels more like a burden than a tool, or you're ready to bring more structure to your outreach, we’re here to help you make it happen.