Only Pay for Results: A Value-First Automation Approach for a Real Estate Agency

Client: Alex P., Owner, Real Estate Agency

Industry: Real Estate

Focus: Lead management, value-based pricing, trust

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The Challenge

Alex ran a boutique real estate agency that relied on manual lead tracking, property updates, and follow-ups—all of which ate up valuable time and led to missed opportunities.

He had previously worked with vendors who overpromised and charged upfront without delivering real results. Skeptical but open-minded, Alex approached us looking for proof of ROI—before he’d commit to any payment.

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The Solution

We proposed a value-first engagement: if we couldn’t deliver results, Alex wouldn’t owe a dime.

We built:

• Pipedrive CRM automations to auto-capture and qualify inbound leads
• A Twilio integration to send timely SMS responses to hot leads
• A Notion dashboard for property listings synced via Zapier
• Automation that updated MLS listings and internal databases with one click
• Revenue tracking tools to tie every lead and automation to ROI

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Tools Used

• Pipedrive CRM
• Zapier
• Notion
• Twilio (SMS & voice automation)
• Google Sheets (lead source analytics)
• Calendly (for scheduling automation)

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The Results

✅ 35% faster lead response time

✅ 22% increase in closed deals within 3 months

✅ All services delivered under value-first model

✅ Strengthened trust through performance-first billing

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Client Quote:

“They think money first—and that’s a good thing. If they don’t bring value, they don’t charge. It’s rare to find a team this honest and results-focused.”