Problem Solved:

Coldwell Banker, led by Jason Waugh, faced significant time management challenges as their team struggled to balance core real estate activities—buying, selling, and auditing properties—with the overwhelming administrative burden of lead qualification, appointment scheduling, and follow-ups. These inefficiencies led to missed opportunities, delayed responses to client inquiries, and a sluggish sales pipeline, limiting the team’s ability to scale and meet market demand effectively.

Solutions:

We deployed an AI Calling Agent tailored specifically to Coldwell Banker’s needs, automating repetitive administrative tasks and freeing up valuable time for their agents to focus on high-value activities.

Key Functionalities:

• 4,500+ calls per month to both potential and existing clients, qualifying leads and scheduling appointments.
• Automated appointment scheduling, cutting manual time by 85%.
• Personalized property recommendations based on client preferences, budgets, and needs.
• Real-time follow-ups on all leads, ensuring no opportunity went unaddressed.
• 24/7 availability to handle inquiries and schedule tours outside of business hours, ensuring no client had to wait.

Results and Achievements:

• Time Savings: Freed up 1,500+ hours per month, enabling agents to focus on high-value tasks such as property sales, audits, and client negotiations.
• Sales Growth: Increased sales by 25% within 3 months, generating an additional $36 million in revenue.
• Efficiency Gains: Reduced average response time from 48 hours to under 15 minutes, significantly improving service speed and client satisfaction.
• Lead Conversion: Improved lead qualification rates by 35%, converting 1 in 3 leads into sales.
• Customer Retention: Enhanced client experience with personalized interactions, resulting in a 25% increase in repeat business.