Case Study: Real Estate Agency
Big 3 Wins
40% Increase in revenue
Increased visibility
Saved 10 hours per week by leveraging automation
Business Overview
Company: The Zion Group is a Residential and Commercial Real Estate Brokerage based in San Diego, California.
Target Market: Individuals, families and investors interested in purchasing residential and commercial real estate
Services: Real Estate, business loans, and business sales and valuations
The Problem
Lacked visibility into the sales pipeline (didn't know which stage each client was in at at glance)
Leads were falling through the cracks due to lack of follow-up and proactive communication
A lot of time was spent on switching between applications and searching for client information
What We Did
We followed our 4-part DRIP framework when working with Zion to help them streamline and systematize to scale.
Discovery
During the discovery phase, we identified current processes and challenges, gaps, opportunities for improvement, and overall operational and business goals. The primary goal was to understand Zion's biggest pain points.
Redesign
We then mapped out a sales and client onboarding process that aligned with the business goals identified. Then we developed a work plan for implementation.
Implementation
Implementation included the following high-level tasks:
01 Configuration: We configured Keap, cleaned contacts and tags, created custom fields, and setup native integrations.
02 Lead Capture & Data Collection: We integrated existing website contact forms with Keap so every time a new lead was captured from the website a new deal was created in the sales pipeline.
03 Simple Automation: We implemented simple automation to improve initial lead response times and ongoing communication throughout the sales process. This included implementing lead capture forms, automated emails, and automated tasks.
04 Centralization & Integration: We eliminated applications and software that provided duplicate functionality. This reduced the need to log in to multiple applications to complete one process, improved visibility into the business as data was now centralized and integrated, and cut costs as we were able to leverage all of Keap's features.
Perfect
Lastly, we worked with Zion to perfect the processes, automation and integration we setup to ensure it was working as planned.
Tools We Used
We used Keap - Our secret to simple yet super powerful automation that takes your operations, sales and marketing to the next level.
Specific features used:
- Sales pipeline deals
- Lead form
- Internal forms
- Appointments
- Invoicing
- Easy automation
- Advanced automation (campaign builder)
- Reports
Native integrations used:
- Quickbooks online
- Google
- Zoom
Client Wins
40% Increase in revenue in less than 12 months
Increased visibility into sales pipeline and operations
Saved 10 hours per week by leveraging automation
Improved initial response time and communication throughout the sales process
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About Us
We help service-based business owners implement the foundational systems needed to operate more efficiently, grow profitably, and build a team that can operate without them. We are a Sales & Marketing Automation Agency based in Southern California proudly powering small businesses coast to coast. To learn how we can help you operate more efficiently and increase profitability, schedule a consultation today.
