Case Study: Ebby Halliday Realtors achieves stronger repeat and referral business with Top Producer

Ebby Halliday Realtors - Customer Case Study

Ebby Halliday Realtors agent Leah Goldstein needed a simple way to keep relationships warm and grow a steady repeat-and-referral business. She used Top Producer CRM to track client preferences, birthdays, home anniversaries, and other meaningful details gathered from surveys and Facebook, helping her stay organized and timely with follow-ups.

With Top Producer, Leah built a repeatable routine of sending personalized notes and small gift cards to 50 or more clients each month, then scheduling follow-up reminders on important dates. She reported that when she kept up this outreach, her referral business flowed well, but if she stopped, business slowed down—showing a direct impact on her pipeline and client engagement.

Ebby Halliday Realtors

Leah Goldstein

Real Estate Agent