Streamlining Success: How I Boosted Coastal Realty’s Bookings by 40% with Make.com
I helped Coastal Realty automate client follow-ups and scheduling with Make.com, saving 15 hours weekly and increasing tour bookings by 40%. See how I turned their workflow into a growth engine!
Miami, Florida, USA
2017
Real Estate
$3 million
Small (15 employees)
Challenge
Coastal Realty Group faced inefficiencies in manually handling client follow-ups and scheduling property tours, which caused significant delays and errors. This outdated approach led to missed opportunities, frustrated clients, and overwhelmed agents. The lack of an automated system made it hard to track leads effectively, impacting their ability to grow. My task was to streamline their process, save time, and enhance client satisfaction with a modern solution.
Results
With automation, Coastal Realty Group saw a 40% rise in tour bookings and saved 15 hours weekly on admin tasks. Client response times dropped by 50%, and satisfaction scores soared from 3.5 to 4.8 stars. The efficient workflows and seamless scheduling system led to a 30% increase in closed deals within the first six months of implementation.
40%
rise in tour bookings
50%
faster client responses
30%
more closed deals
Process
Discovery & Planning: I, Emmanuel, started by meeting on zoom call with Coastal Realty Group to understand their manual client follow-up and scheduling process. I analyzed their CRM data and interviewed agents to pinpoint inefficiencies, while also researching Make.com’s capabilities to ensure it could meet their needs.
Workflow Design: Using my findings, I designed a clear automation workflow in Make.com, mapping out how client inquiries would flow through the system, integrating their CRM, email, and calendar tools to streamline communication and scheduling.
Automation Setup & Testing: I built a draft automation workflow in Make.com, creating a sequence where inquiries triggered emails and scheduled tours. I tested the initial setup with dummy data to ensure the integrations with HubSpot and Google Calendar worked smoothly.
Live Testing & Refinement: I rolled out the automation to a small group of agents at Coastal Realty, monitoring its performance in real client interactions. Based on their feedback, I adjusted the timing of notifications and email content to better suit their workflow.
Branding & Documentation: I customized the automated emails and notifications in Make.com to reflect Coastal Realty’s branding, ensuring a professional tone and consistent formatting. I also created a guide for their team to manage and update the automation in the future.
Review
" Working with Emmanuel was a game-changer for Coastal Realty Group. His Make.com automation for our client follow-ups and scheduling saved us 15 hours a week and boosted tour bookings by 40%".
Sarah Thompson
CEO, Co-founder | Coastal Realty Group.
Conclusion
By implementing a tailored Make.com automation, I helped Coastal Realty Group save 15 hours a week, increase tour bookings by 40%, and close 30% more deals in just six months. This solution not only streamlined their client follow-ups and scheduling but also elevated client satisfaction, empowering their small team to achieve significant business growth. Let me transform your workflow next—reach out to see how automation can drive your success!