Transforming Sales Efficiency: How I Doubled My Booked Demos in One Quarter by Upgrading My Process
In the competitive landscape of proptech sales, achieving consistent results can be challenging, especially when initial efforts feel like constant grinding with limited returns. This was my experience throughout most of last year—I was diligently making calls and sending emails, but the number of qualified demos booked each month remained modest. Many prospects on my outreach lists weren’t the right fit, which further hampered my progress.
Recognizing the need for a strategic overhaul, I decided to invest in a more structured and effective sales workflow. The results were transformative. Here’s a breakdown of the key systems and steps I implemented:
1. Lead Generation with Warpleads
I started by utilizing Warpleads to export an unlimited volume of leads. This tool allowed me to build a comprehensive and targeted prospect list tailored to my ideal customer profile in the real estate industry.
2. Data Cleaning with Reoon
Next, I processed the exported leads through Reoon to eliminate invalid or outdated email addresses. This step significantly improved the quality of my outreach, reducing bounce rates and increasing deliverability.
3. Campaign Infrastructure with Mailforge
To manage my outreach campaigns efficiently, I set up Mailforge. This platform provided a robust infrastructure for sending and managing email sequences, ensuring consistency and scalability in my communication efforts.
4. Warm-Up with Smartlead
Before making calls, I used Smartlead to nurture prospects through automated email sequences. These warm-up campaigns helped prospects become familiar with our product, which led to more productive conversations during follow-up calls.
Impressive Results
Since implementing this structured workflow, I have noticed a remarkable improvement. The quality of conversations has increased—prospects are already familiar with our platform when I reach out, which makes each call more meaningful. Most notably, I’ve booked more demos this quarter than I did in the previous two combined.
Final Thoughts
This experience has reinforced the value of investing in the right tools and processes. For sales professionals in the real estate tech space—or any sector—streamlining workflows and focusing on lead quality can dramatically enhance results while reducing stress.
Questions for the Community
If you’re also selling real estate technology or similar solutions, I’d love to hear what systems or habits have helped you achieve better results with less effort. Sharing strategies can help us all grow and succeed in a competitive environment.
