Case Study: Bluefield Realty Group rapidly transitions from team to brokerage and scales to 20+ agents with Follow Up Boss

How to Rapidly Transition from a Team to a Brokerage Owner

Bluefield Realty Group, led by CEO Michael Smith, faced the challenge of rapidly transitioning from a high-performing team to a scalable brokerage while maintaining lead follow-up, agent onboarding, and operational focus. To solve rising pains like inconsistent lead assignment and slow speed-to-lead, Bluefield implemented the Follow Up Boss CRM to centralize leads, track follow-up performance, and simplify team onboarding.

Using Follow Up Boss’s reporting, shared inboxes and round-robin lead assignment, Bluefield strengthened speed-to-lead and made onboarding intuitive for new agents. The results: in under four years the brokerage grew to 15–20+ agents and staff with plans to double headcount, recorded only three departures in 3.5 years, and drove notable agent performance gains (one agent went from 1 to 24 sales after joining), while gaining clearer analytics on lead sources and conversion. Follow Up Boss’s ease of use and visibility into follow-up helped Bluefield scale without sacrificing service.

Bluefield Realty Group

Michael Smith

Chief Executive Officer