Case Study: The Zion Group achieves 40% revenue growth and saves 10+ hours per week with Keap

How automation helped a real estate brokerage increase revenue by 40%, improve visibility, and save 10+ hours of valuable time each week

The Zion Group, a San Diego real estate brokerage, was growing quickly but struggling with outdated manual processes, limited visibility into its sales pipeline, and missed follow-up opportunities. To improve organization and customer service, the company turned to Keap, working with Keap Certified Partner We Scale and its CRM/sales and marketing automation platform.

We Scale implemented Keap using a streamlined process that included lead capture forms, pipeline tracking, custom fields, integrations, and automated follow-up. The result was stronger communication, centralized client data, less busywork, and more efficient operations—driving over 40% revenue growth in the first 12 months and saving The Zion Group more than 10 hours per week.

The Zion Group

Keith McLaurin

Founder