Case Study: Home Builders & Land Developer Company achieves scalable automated lead follow-up and boosted engagement with Lasso CRM

Automating Sales Processes for More Effective Follow-up

Home Builders & Land Developer Company, a Top 50 Florida builder with more than two dozen communities, needed to put the Jeff Shore 4-2 Formula into practice but lacked the internal resources and an OSC to design and operationalize consistent follow-up for both walk-in and online leads. They engaged Lasso CRM to configure their CRM, processes, and training so the sales methodology could be used by on-site agents and online sales counselors alike.

Lasso CRM created customized sales processes (separate workflows for walk-ins and online, prospect-rating tracks) with up to 15 activities and seven automated emails from Day 0 to Day 60, set up reporting via Lasso Data Export and Google Data Studio, and delivered training for agents and managers. The automation enabled the builder to send more than 58,000 emails, support nearly 60% online-originating leads, improve activity tracking for coaching, and scale the tested process across all communities—giving the builder follow-up capacity they previously lacked.