Top Producer
15 Case Studies
A Top Producer Case Study
Top Producer CRM highlights longtime client Leah Goldstein, a Dallas agent who needed a reliable way to stay consistently connected with a tight sphere of roughly 150 past and current clients while managing marketing, transaction details and daily follow‑ups. The challenge was turning regular touchpoints into repeat business without letting relationships fall through the cracks.
Leah relies on Top Producer features — Follow‑up Coach with My Business reminders, quick email templates sent from mobile, Important Dates, Market Snapshot and custom contact types/action plans — to automate personalized outreach and track next steps. The approach drove strong response rates, helped generate over $5.2M in sales last year, produced repeat transactions for 20–40% of her sphere, and even prompted clients to list after receiving Market Snapshots.
Leah Goldstein