Case Study: CRG Companies achieves double the production with Follow Up Boss

Double your Production with a Client Care Team

CRG Companies, led by Preston Guyton in Myrtle Beach, needed to scale lead conversion and deliver a more consistent client experience to grow production. They turned to Follow Up Boss to centralize leads, track marketing, and support a structured ISA and Client Care workflow that would professionalize handoffs between ISAs, client care coordinators, and sales agents.

Using Follow Up Boss, CRG implemented a client care team and mapped the entire buyer journey inside the platform: first-call ISAs making 200–300 calls per day, coordinated handoffs to Client Care Coordinators, timed agent involvement for showings and contracts, and post-close follow-up to drive repeats, referrals, and reviews. The result with Follow Up Boss: CRG matched its entire 2016 closed volume by the end of June in the subsequent year and achieved significant improvements in conversion, appointment setting, and overall production.

CRG Companies

Preston Guyton

Broker/Owner