Case Study: The Goolsby Group achieves its best year ever and eliminates lost leads with Follow Up Boss

Team leader to solo agent and having the best year yet

The Goolsby Group, led by owner Geoff Goolsby, shifted from running a large 12-person team to operating as a solo agent with two support staff. Facing the challenge of managing a 10,000-person database and preventing opportunities from slipping through the cracks, Geoff turned to Follow Up Boss to bring organization and consistent follow-up to his business.

Using Follow Up Boss (including Smart Lists and call/lead tracking) alongside CTE analytics, Geoff and his small team standardized workflows, prioritized high-value prospects, and logged calls and appointments to monitor conversion ratios. The result: no more missed leads, greater efficiency that lets the small team perform like a larger operation, and Geoff being “on track to have my best year ever” while maintaining better work/life balance — all with Follow Up Boss at the center of the system.

The Goolsby Group

Geoff Goolsby

Owner