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Every new lead answered in under five minutes

Portal leads qualified, scored and routed to the right agent's calendar, with the CRM updated before the first call.

Industry

Real estate

Timeline

4 weeks to launch

Case study cover: the workflow and its headline metric (illustration)

4 min

lead response time

3 h 10 min

 → 

4 min

6%

leads lost to no reply

22%

 → 

6%

−7 h

admin per agent per week

9 h

 → 

2 h

Illustrative case study for a fictional client. Figures show how this layout presents results; they are not real outcomes. Results vary.

The problem

Larkstone Realty gets leads from three property portals and its own site. Agents answered them between viewings, so the average first reply took over three hours — and 22% of leads never got one. The CRM was updated on Fridays, from memory.

What we built

Every new lead now gets a reply within minutes asking the three questions the agents always ask. A plain scoring rule sends serious buyers to the right agent’s calendar; the agent confirms the viewing with one tap, and the CRM is updated at each step.

The workflow

Hover or focus a step. The amber step is where a person signs off.

Larkstone Realty · workflow (illustrative)

  1. A lead arrives from a portal or the website.
  2. The agent asks three questions and reads the answers, then a rule scores the lead.
  3. Serious buyers go to an agent's calendar; others get listings by email.
  4. The agent confirms the proposed viewing slot before the invite goes out.
  5. The viewing is booked and the CRM record updated with the conversation.

01

Before

  • Leads read on phones between viewings

  • No reply at all for one lead in five

  • CRM updated weekly from memory

02

After

  • First reply in about four minutes, day or night

  • Viewings proposed from the agent’s real calendar

  • CRM updated automatically at every step

Trend after launch

Median first-reply time in minutes (illustrative)

4W1W2W3W4W5W6W7W8

Stack (named as text only)

Property portal email feeds, website form, HubSpot, Google Calendar, Twilio SMS, Make, a hosted LLM for reading free-text messages

"We used to lose weekend leads to Monday. Now every one gets an answer and a viewing slot within minutes."

Owen Hartley

 · 

Managing Broker, Larkstone Realty

 · demo testimonial

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