Keller Williams Legacy
August 28, 2023
Case Study

“I was found sitting on thousands of leads and there was no way to qualify these leads without wasting a lot of time.”

Dan Armstrong

We spoke with Dan Armstrong, a Team Leader for Keller Williams Legacy in San Antonio, Texas who was faced with a growing amount of cold leads and overwhelmed agents. Dan spoke to us about overcoming the struggles his team faced and how they now balance the continuous re-engagement of old leads and engagement of new leads.

The Challenge

“We were getting a lot of leads and a lot of agents were discouraged because the leads weren’t ready to buy or sell and they weren’t engaging with the agents, so we were having a lot of turnover. When agents got overwhelmed and couldn’t keep up with the leads they would turnover. I was sitting on thousands of leads and there was no way to qualify these leads without wasting a lot of time,” Dan said.

The Solution

With his new AI Assistant being able to engage leads in under 5 minutes and also re-engage cold leads, the solution was perfect for Dan and his team. After connecting the assistant to Zillow to engage incoming leads and sending over a list of 2,500 cold leads for the assistant to re-engage, a weight was lifted off his shoulders. “Onboarding was very easy and very quick and we had no hiccups whatsoever. Right off the bat the assistant connected with a lead and closed them,” Dan said.

The Results

2,500

leads followed up

After connecting the assistant to Zillow to engage incoming leads and sending over a list of 2,500 cold leads for the assistant to re-engage, a weight was lifted off his shoulders.

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