Follow Up Boss
45 Case Studies
A Follow Up Boss Case Study
Suneet Agarwal, CEO of the real estate team Big Block Realty North, faced the challenge of managing a high volume of leads without a CRM that his 60+ agents would consistently use. Drawing on past experience in mortgage where poor lead follow-up was common, he sought an agile and user-friendly system to prevent unearned commissions and ensure every lead was managed effectively. He found his solution in Follow Up Boss.
By implementing Follow Up Boss, the team established a meticulous lead management process. This included intelligent lead routing from sources like Zillow, automated tagging, and key integrations with platforms like Ylopo and Witly. This system provided the accountability and organization needed to convert leads efficiently. The results were exceptional, with the team being ranked the #1 Mega Team in California by the Wall Street Journal and Suneet himself maintaining his position as the #1 ranked agent in the Greater Sacramento area, all while handling an average of 2,000 leads per month.
Suneet Agarwal
Chief Executive Officer