Follow Up Boss
45 Case Studies
A Follow Up Boss Case Study
Enclave Team, led by Beth Nordaune, faced the common scaling challenges of a growing real estate business: ad hoc hiring, lack of visibility into what happened to incoming leads, and an inability to pinpoint where prospects dropped out of the funnel. To solve that, they turned to Follow Up Boss to centralize leads and standardize lead management across their expanding operation.
Using Follow Up Boss’ pipeline kanban, tagging, Action Plans and Smart Lists, Beth and Enclave Team began tracking conversion rates at each stage (leads → appointments → meetings → listings → closings), which exposed process breakdowns — for example, in their first year of tracking, 50% of people they signed up didn’t close. The platform also made accountability and personalized follow-up simple (top producers send roughly three times more outreach), enabling Beth to scale from a 5-person shop to a regional, multi-office team while stepping into a full-time leadership role and focusing on repeatable, data-driven growth.
Beth Nordaune
CEO and Founder