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Case Study: Dialing into the Future: How Equity Pros Automated Real Estate Success
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Case Study: Dialing into the Future: How Equity Pros Automated Real Estate Success

Lucy Leonard
Lucy Leonard
Marketing Manager @ Thoughtly
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Key Results

  • 10% increase in appointments set

  • Thoughtly agent is doing the workload of 35 overseas outsourced agents

In the fast-paced world of real estate investment, staying ahead of the curve is crucial. Equity Pros, a company specializing in purchasing houses, has found a game-changing solution in Thoughtly's AI voice agents. This case study explores how Equity Pros has leveraged Thoughtly's technology to revolutionize their customer engagement and streamline their operations.

The Challenge: Managing a Massive Customer Database

With over a decade of experience in the industry, Equity Pros had amassed an enormous customer database. The challenge? Following up with this vast pool of potential sellers efficiently and effectively.

"We just have so many leads that we just can't follow up with. We just don't have the manpower."

Justin Bodenhamer @ Equity Pros

Previously, the company employed over 50 people on the phones every day, dedicating a significant portion of their workforce to making calls and following up with potential sellers.

The Solution: Thoughtly's AI Voice Agents

Equity Pros turned to Thoughtly after hearing about their superior product through industry connections. The decision to switch from their previous AI solution, Air, was driven by the need for a more tailored and effective tool.

How Equity Pros Uses Thoughtly

Equity Pros primarily uses Thoughtly's AI voice agents for two key purposes:

  1. Inbound Call Handling: The AI agents manage incoming calls, efficiently pre-qualifying leads and setting appointments.

  2. Outbound Follow-ups: The AI reaches out to leads, reengaging potential sellers who may now be ready to sell.

The Results: Impressive Efficiency Gains

The implementation of Thoughtly's AI voice agents has yielded significant results for Equity Pros:

  • Appointment Setting: The AI is increasing appointment setting by 10%

  • Workforce Efficiency: The AI has effectively replaced the work of about 35 overseas outsourced agents who were previously dedicated to making calls and following up with leads.

  • Improved Customer Engagement: The AI's performance in handling inbound calls has been particularly impressive, often outperforming humans.

“It's doing a phenomenal job. It's much better than a real assistant would be”

Justin Bodenhamer @ Equity Pros

Looking Forward: Opportunities in the Real Estate Investment Space

Equity Pros sees great potential for AI voice agents in the real estate investment industry. The owner believes that Thoughtly could effectively address common pain points faced by businesses that rely on humans, such as inconsistent availability and communication issues.

Conclusion: A Powerful Tool for Business Growth

For Equity Pros, Thoughtly's AI voice agents have proven to be a powerful asset in managing their extensive customer database and improving their lead follow-up process. As they continue to refine and optimize their use of the technology, Equity Pros is well-positioned to maintain their competitive edge in the real estate investment market.

The success of Equity Pros with Thoughtly demonstrates the transformative potential of AI voice agents in industries that rely heavily on phone-based customer interactions. As more businesses discover the efficiency and scalability offered by these AI solutions, we can expect to see widespread adoption across various sectors, particularly in real estate and related fields.

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