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Vantage Realty Workflow Automation
An end-to-end automation system for Vantage Realty, a mid-size real estate agency handling 200+ property listings.
Category
Automation
Timeline
4 weeks
Tools
Zapier, Airtable, Node.js, SendGrid, Twilio
My Role
Automation Engineer
01
The Challenge
The sales team spent over 15 hours per week on manual data entry, lead routing, and follow-up emails. Leads were lost due to delayed responses. The team had no centralized system to track lead status or conversion metrics.
02
My Approach
Mapped the entire sales workflow in Miro, identified 12 automation opportunities, and prioritized by impact. Built integrations using Zapier and custom Node.js scripts with Airtable as the central data hub. Tested each automation with a pilot group before full rollout.
03
The Solution
Automated lead capture from website forms and social ads into Airtable. Set up intelligent lead scoring and auto-routing based on property type and budget. Created automated follow-up sequences via email and SMS. Built real-time dashboards for management reporting.
04
Results
Lead response time decreased from 4 hours to under 12 minutes. The team reclaimed 12+ hours per week. Conversion rates improved by 40%.