Case Study: Comey & Shepherd Realtors drives agent adoption and ROI with BoldTrail

How little things like launch parties and training sessions drive big results

Comey & Shepherd Realtors, a real estate firm with over 300 agents, needed a new, manageable system to equip their marketing team and agents with tools that drive results. They sought a solution that combined lead generation and a CRM within an entire tech ecosystem, but were concerned about driving user adoption for their agents.

BoldTrail worked closely with the customer's success manager to develop a comprehensive onboarding and training regimen. The solution included creating an initial Innovator Group of agents, followed by an in-person launch party for training and subsequent one-on-one sessions to customize messaging and address concerns. This strategy successfully drove adoption and ramp-up. The results were positive, with hesitant agents becoming believers after immediately generating hot leads, and the system proved to be a perfect fit for the company's current needs and future goals.

Comey & Shepherd Realtors

Tracey Wieland

Director of Marketing