Client Journey

From Chaos to Clarity

Follow along as we transform a struggling business into a streamlined, automated machine. This is the exact process every Wifi Designed client experiences.

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1

The Problem

Meet Apex Realty Group, a fast-growing real estate company with 25 agents. They were sitting on a goldmine of 120,000+ leads spread across dozens of spreadsheets, three different CRMs, and countless email inboxes. Millions in potential revenue was slipping through the cracks.

120,000+ leads scattered across multiple systems
Paying $2,800/month for 12 tools that don't integrate
Team wasting 40+ hours/week on manual follow-up
No consistent outbound strategy or lead nurturing
Excel
Gmail
Gmail
Teams
Calendar
Calendar
Sheets
Sheets
Notion
John Smith
Lost in Excel
Sarah Johnson
No follow-up sent
Mike Davis
Duplicate in 3 CRMs
💸
💸
💸
120,000+
leads falling through the cracks
12
tools
$2.8k
/month
40+
hrs wasted
2

Discovery Call

In our first call with Apex's leadership team, we dove deep into their operations. We mapped the entire client journey, identified critical bottlenecks, and discovered they were bleeding $2,800/month on redundant tools and losing an estimated $180K annually in unconverted leads.

Audit revealed $2,800/month in wasted subscriptions
Mapped agent workflow from lead → closing
Identified 5 quick wins for immediate ROI
Discovery Call
Live conversation
AR
Marcus, Apex Realty
"We have so many leads but no system to work them. Our agents are frustrated and deals are falling through..."
WD
Wifi Designed
"That's incredibly common at your scale. Let's build a system that automatically nurtures those 120K leads and gets the hottest ones to your agents first."
WD
AR
AR
Marcus, Apex Realty
"That would be game-changing. Where do we start?" 🙌
Type a message...
3

Custom Strategy

We created a comprehensive 10-week roadmap tailored to Apex's scale. Every phase was designed to minimize disruption while maximizing impact across all 25 agents.

Week 1-3: CRM setup & 120K contact migration
Week 4-6: Website redesign & landing pages
Week 7-8: Automations & outbound setup
Week 9-10: Team training & launch
Project Roadmap
Apex Realty Implementation
10 Weeks
Phase
1
2
3
4
5
6
7
8
9
10
CRM Setup
120K contacts
Website
Redesign + SEO
Automations
12 workflows
Training
25 agents
Project Progress
0%
4

CRM Setup

We migrated all 120,000+ contacts into Go High Level, cleaned duplicates, and built custom pipelines for each agent to track every lead from first touch to closing.

124,000+ contacts imported and deduplicated
5 pipelines: New → Nurture → Showings → Under Contract → Closed
AI lead scoring system with hot lead alerts
Contact Migration
Importing to Go High Level
Importing...
Gmail
Sheets
Old Systems
GHL
Go High Level
0
contacts imported & deduplicated
Sales Pipeline
847
New
312
Nurture
89
Showings
24
Closed
🔥 Hot Lead Alert
Sarah M. viewed 5 listings
5

Website Redesign

We built Apex a modern, high-converting website with property search integration, agent profiles, lead capture at every touchpoint, and IDX integration.

Custom landing pages for each agent
Property valuation tool with instant lead capture
Mobile-optimized (72% of their traffic)
Before
After
apexrealtygroup.com
No lead capture
Not mobile friendly
Slow load time
Apex Realty
Buy
Sell
Agents
Contact
Find Your Dream Home
Search 1,200+ properties in Phoenix
Enter address...
Search
$425,000
3 bed • 2 bath
$675,000
4 bed • 3 bath
$520,000
3 bed • 2 bath
Lead capture forms
Mobile optimized
IDX integrated
SEO ready
+340%
More leads
156
Leads/week
2.1s
Load time
6

Automations

We built 15+ automated workflows that run 24/7 — nurturing leads through their home buying journey, sending showing reminders, following up after viewings, and re-engaging cold leads.

New Lead Sequence: 8 emails over 30 days
Showing Reminders: SMS + Email combo
Cold Lead Revival: 90-day re-engagement
Automation Engine
Running 24/7
Active
TRIGGER
New lead submits form
INSTANT
Welcome email sent
Wait 2 days...
DAY 2
SMS: "Still looking?"
DAY 7
New listing matches!
0
Emails sent
0
SMS sent
15+
Workflows
Lead Engaged!
Sarah opened email
7

Outbound Setup

Through our partnership with Project Blue, we set up compliant SMS and iMessage outreach to re-engage Apex's massive database. Project Blue's intelligent routing checks iMessage availability first, falling back to SMS — achieving industry-leading deliverability.

iMessage + SMS fallback via Project Blue
50,000+ leads re-engaged in first 30 days
10DLC compliant with 98.5% deliverability
GHL email sequences for nurture campaigns
Project Blue
Powered by Project Blue
iMessage & SMS deliverability experts
Lead Opt in
PB Project Blue
Check iMessage Availability
No
Yes
PB Project Blue
SMS Fallback
PB Project Blue
Send iMessage
PB Project Blue
Waiting For Reply...
Hi! Just following up on your home search 🏠
Delivered
Hi! Just following up on your home search 🏠
Read
8

Launch & Training

We didn't just build and leave. We trained Apex's entire 25-agent team across multiple live sessions, ensuring everyone was confident with the new system before going live.

3 live Zoom training sessions (all recorded)
Custom Loom library: 40+ walkthrough videos
60 days of unlimited support & revisions
Dedicated Slack channel for the team
Zoom Meeting
Recording
Boris is sharing screen
GHL Workflow
Boris
Boris (Host)
Parisa
Parisa
MC
Marcus Chen
+22 more
👍
🎉
❤️
Marcus Chen
This is exactly what we needed! 🙌
25 agents trained
40+ Loom videos

The Results

Transformation Complete

0
Increase in Qualified Leads
36 → 156 per week
0
Saved Per Week
40hrs → 8hrs admin
0
Saved Monthly
12 tools → 1 platform
0
Additional Revenue (Year 1)
From reactivated leads

"This transformed how our entire team operates. We went from chaos to a machine that generates closings while we sleep."

— Marcus Chen, Broker/Owner, Apex Realty Group

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