Case Study: Wemert Group Realty achieves $265M in sales and 40% repeat referrals with Follow Up Boss

How to Reach $265 Million with 40% Repeat Referrals Using a Team-First Approach

Wemert Group Realty faced a major challenge when leaders Mike and Jenny Wemert moved their successful Keller Williams team into an independent boutique brokerage: they had to rebuild culture, systems and scalability from scratch while keeping agents focused on client service and sustaining growth. To manage that operational shift and tighten lead follow-up, Wemert Group adopted Follow Up Boss’s CRM and behavior-based reporting to centralize leads, track speed-to-action, and set consistent follow-up expectations.

Follow Up Boss enabled Wemert Group Realty to track agent activity, set tasks, and run behavior reports that drive coaching and accountability — with weekly trainings from the leads manager to accelerate adoption. As a result, Wemert served over 900 families and produced $265 million in sales with 30 agents and 22 support staff, achieving a 40% repeat referral rate (with a goal of 50%), increased pipeline visibility, and more consistent, measurable follow-up across the brokerage.

Wemert Group Realty

Emily Smith

Chief Operating Officer