The brokerage that doubled its book
An independent Florida brokerage with a strong brand and a paper nervous system. Leads arrived faster than humans could work them; follow-up depended on memory; the pipeline lived in people's heads — and in the owner's evenings.
We rebuilt the machine end to end: automated first response in minutes, 24/7, including weekends. Nurture that works a lead for months without dropping it. A smart-list pipeline the team actually clears daily. Market-report production automated from hours to minutes. Operations documented into playbooks anyone can run.
The book of business doubled — on the same headcount, on the software they already owned.
The metric we're proudest of isn't in the table: an owner's vacation where the phone stayed in the bag, and nothing broke. What it felt like