Case Study: Sotheby’s International Realty agent Jay Sheridan turns contacts into referrals with Cloze

How Sotheby’s International Realty agent Jay Sheridan turned his “list of names” into a reference goldmine

The customer, Sotheby’s International Realty agent Jay Sheridan, had an extensive but largely dormant list of contacts from his 26-year career. His challenge was moving beyond this static list to actively cultivate his network, as he was only maintaining close relationships with a handful of people and missing opportunities for referrals and repeat business. He turned to the Cloze CRM platform to address this.

By implementing Cloze, Sheridan could effortlessly reconnect with his network and automate his outreach. The solution captured updated contact information, provided smart reminders for follow-ups, and helped segment his contacts. As a result, Sheridan secured multiple new referrals directly from re-engaged contacts, including one deal worth an estimated $6-14 million, all within just five months of using Cloze.

Sotheby’s International Realty

Jay Sheridan

Real Estate Agent