Reawakening a $50M
dormant pipeline.
A mid-market residential brokerage in a major US metro, ~30 producing agents, years of accumulated CRM contacts that no one had time to work. Anonymized at the customer's request.
A pipeline the size of an entire year of revenue, untouched.
The brokerage estimated tens of millions in latent transaction value sitting inside their CRM — past clients, lapsed leads, sphere contacts who had moved on. Every agent knew the database was valuable. No one had a repeatable way to work it without cannibalizing time from active deals.
Past attempts had been manual: a junior team member assigned to call lists, third-party drip platforms, periodic mass emails. Reply rates were poor and brand-inconsistent, and the agents stopped trusting the program after a few quarters.
Segment, personalize, route to the right human.
We scoped a two-week pilot. Specialist agents enriched and segmented the CRM by recency, transaction type, and likely life-stage signals. A drafting specialist produced agent-specific outreach in each agent's voice — not a brokerage-wide template — anchored to a real piece of local market data.
Replies routed back through an Approvals Inbox so each agent saw their own conversation thread before any second touch went out. The system never sent a second message without explicit human review.
Reply rates that mapped to listing appointments.
Within the first 30 days, the program generated reply rates 5–8x the brokerage's prior cold-list benchmark, and produced the first batch of listing appointments traceable directly to the loop.
The brokerage now runs the program on a continuous cadence, with new contacts auto-added on a 90-day touch schedule and re-engagement waves triggered by market events.