Case Study: Live Florida Realty achieves automatic accountability and consistent client experiences with Follow Up Boss

Live Florida Realty - Customer Case Study

Live Florida Realty, led by broker/owner Casey Tray, is a 15‑agent team with five support staff that had been spending thousands on leads but lacked accountability, consistent lead handling, and reliable activity tracking. Facing inconsistent call-logging and ad‑hoc lead distribution that left prospects to fall through the cracks, Live Florida Realty turned to Follow Up Boss and upgraded to the Follow Up Boss Platform plan to standardize processes and regain control.

Follow Up Boss implemented a shared company number with intelligent routing, automatic capture of calls/texts/emails, task checklists, searchable templates, and a leaderboard for coaching — eliminating manual to‑do lists and untracked activity. The result: 36% growth from 2019 to 2020, zero manual to‑do lists, measurable increases in market share, GCI, volume and units, and a more consistent client and agent experience thanks to Follow Up Boss’s automation and visibility.

Live Florida Realty

Casey Tray

Broker & Owner