The results speak
for themselves.
Every result on this page represents a real business that stopped accepting ordinary support. One dedicated EA and AI Architect. Measurable outcomes. No embellishment.
The Client
Mountain Real Estate Team has operated in Summit County for 47 years, accumulating over $400 million in lifetime sales and serving more than 1,088 clients. Ranked in the Top 0.5% nationally, they had built an exceptional reputation. But scaling success brought new operational challenges that their existing processes could not solve.
The Problem
- 60 to 80 new leads arriving weekly with no structured prioritisation system
- Average first call response taking 53 minutes, far outside competitive benchmarks
- Only two outdated drip email sequences, leaving most leads uncontacted
- Agents spending hours on admin instead of showings and negotiations
- Leadership with no clear, actionable performance reporting
The Solution
GoToCalls rebuilt the team’s operating structure inside Lofty CRM. The EA and AI Architect created a follow-up system with clear ownership, stronger visibility, and disciplined response standards.
- 7-stage pipeline with urgency scoring and live performance dashboards
- 18 persona-based drip campaigns tailored to buyers, sellers, and seasonal demographics
- Dedicated Appointment Setter EA ensuring first calls under 5 minutes through a structured 6-touch, 21-day outreach sequence
- Bi-weekly KPI reviews and coaching sessions for continuous improvement
The Outcome
Mountain Real Estate was named Best of Summit 2023, Number 1 Real Estate Team and inducted into the RE/MAX Hall of Fame. In a flat market, they achieved a 10.5% increase in year-over-year production. Agents reclaimed hours previously lost to admin. Their average listing price ran 4% above the Summit County average.
The partnership is ongoing
GoToCalls continues to handle appointment setting for Mountain Real Estate today. Our setter-to-appointment conversion rate with their leads sits at 96%, against an industry average of 2 to 3%. Of every appointment booked, 87% show up. The result is a pipeline with stronger movement and a team no longer pulled into every lead chase. 73 deals closed and counting.
Mountain Real Estate did not need more leads. They needed one system that made sure every lead got the response it deserved. That is what we built. And we are still building it.
GoToCalls, on the Mountain Real Estate engagement
Every engagement.
Proof of the operating difference.
- Established RE developer and syndicator with a team of four, carrying every operational decision alone
- EA took complete ownership of calendar, travel, CRM, team coordination, SOPs, and lead reporting from day one
- AI systems built to brief him before every meeting, track every lead, and surface what needed attention before he asked
- Started at $2,150/month part-time, scaled to full-time at $4,550, then added an Appointment Setter EA and Social Media Manager EA
- EA learned to think alongside him, anticipate what was needed, and solve problems before they reached his desk
- Needed structured outreach support for capital raising across multiple development projects
- Dedicated Appointment Setter EA placed, trained on the investment thesis, LP profile, and communication standards
- Team now makes over 4,000 calls per month with a 43% answer rate against a 5-15% industry average
- Setter-to-appointment conversion of 93% against a 2-3% industry average
- 84% show rate against a 60-70% industry average
- Six campaigns completed in 8 months. Still raising capital. Still calling.
- Growth-stage business with manual workflows slowing everything down and leads being mishandled
- GoToCalls EA and AI Architect conducted a full operational audit and identified every friction point
- CRM pipelines, follow-up sequences, internal workflows, and AI-powered systems built from scratch
- Leadership team reclaimed hours weekly previously spent on manual tasks
- The AI infrastructure built in month one continues to compound its value every quarter
Structure
Rebuilt
- Industrial property management firm scaling rapidly with coordination breaking down across vendors, tenants, and teams
- GoToCalls EA took full ownership of vendor relationships, tenant communications, and portfolio coordination
- Reporting systems built so leadership received consistent, accurate information to make decisions quickly
- Business now operates with clearer reporting, stronger coordination, and less daily pressure on leadership
What could change when the right support is finally in place?
A private consultation to understand where your time, communication, systems, and follow-through need stronger ownership.
Request a Private ConsultationBy invitation or direct request only