Case Study: Comey & Shepherd Realtors achieves strong agent adoption and lead generation with Inside Real Estate's BoldTrail

How little things like launch parties and training sessions drive big results

Comey & Shepherd Realtors, a brokerage of 300+ agents, needed to drive adoption of a new lead-generation and CRM platform while maintaining the high-touch support their agents expect. They partnered with Inside Real Estate to deploy BoldTrail, a system combining lead generation, CRM, automation and a wider tech ecosystem, with a focus on manageable, easy-to-understand tools and strong change management.

Inside Real Estate rolled out BoldTrail using an Innovator Group, an in-person launch party, a customer success manager–led training regimen, and one‑on‑one coaching to customize messaging and build confidence. The approach increased engagement and adoption, enabled regular goal-setting and ongoing training, and produced measurable results — for example, updating a single agent webpage generated two hot leads — demonstrating clear ROI from Inside Real Estate’s implementation.

Comey & Shepherd Realtors

Tracey Wieland

Director of Marketing