Case Study: eXp Realty automates 80% of busywork to prioritize dollar-productive activities with Inside Real Estate's BoldTrail

eXp Realty - Customer Case Study

An eXp Realty agent faced the common real-estate challenge of balancing time-consuming busywork (looking up client info, one-off emails, property alerts, past-client check-ins) with high-value, dollar-productive activities like listing appointments and calling hot leads. To address this, the agent turned to Inside Real Estate’s BoldTrail platform to automate routine tasks and free up time for face-to-face, revenue-generating work.

Inside Real Estate implemented BoldTrail to automate bulk emails, listing eAlerts, follow-up drip campaigns, past-client outreach, Facebook ad generation, and lead-concierge outreach, plus daily prioritized contact lists. The agent reports BoldTrail handles roughly 80% of his workload and delivers a daily list of top contacts, freeing him to focus on listings and lead conversion while generating higher-quality leads and keeping past clients engaged.

eXp Realty

Lance Donaldson

Realtor