Case study · Real Estate
How a Real Estate Brokerage Sped Up Lead Follow-Up with Virtual Assistants
Agents were losing leads simply because nobody replied quickly enough.
Illustrative engagement scenario — names and details are representative of typical client situations.
- Client
- Residential real estate brokerage
- Industry
- Real Estate
- Location
- Australia
- Roles hired
- 2 virtual assistants, 1 social media marketer (part-time)
- Engagement
- Full-time + part-time, ongoing
Minutestypical first response in business hours
CompleteCRM records for new leads
Consistentweekly listing content
The challenge
Web and portal enquiries waited hours for a reply, and CRM records were incomplete, making follow-up inconsistent.
The solution
Two virtual assistants covered business hours, responding to enquiries with approved templates, booking viewings into agents' calendars and updating the CRM. A part-time social media marketer published listing content.
The workflow
- New enquiry arrives.
- Assistant replies with a tailored template.
- Viewing booked or lead qualified.
- CRM updated and agent notified.
Training
Assistants learned the brokerage's listings, suburbs and tone through a playbook and shadowing.
Lessons
Speed of response matters most. Clear templates let assistants be fast and on-brand.
See virtual assistants.
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