Case Study: Adams Homes achieves 441 appointments and 20% conversion rates with Lasso CRM

A Lasso CRM Case Study

Preview of the Adams Homes Case Study

How Veronica Porter Rebuilt Adams Homes' Online Sales Program with Lasso's Training and Support

Adams Homes, led by Marketing Director Veronica Porter, faced a lagging online sales program that relied on a single online sales counselor and an underused CRM, resulting in many leads slipping through the cracks. To overhaul lead management across 21 divisions and 200 communities, Adams Homes partnered with Lasso CRM for its software, training and support to rebuild processes and centralize online sales operations.

With Lasso CRM’s live training, hands-on setup and process coaching, Adams Homes created two OSC projects (OSC East Coast and OSC Southwest), hired two online sales counselors, implemented email templates and automated 30-day follow-up workflows. The program achieved measurable results: a 20% lead-to-appointment conversion rate, a 20% appointment-to-sale conversion rate, and 441 appointments set for the onsite sales team in nine months. Lasso CRM’s ongoing support helped standardize processes and scale plans to expand the OSC program company-wide.


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Adams Homes

Veronica Porter

Marketing Director


Lasso CRM

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