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CHORD REAL ESTATE · CUSTOMER RESULT

$7.1M in pipeline from leads already in the brokerage.

A controlled Follow Up Boss pilot identified addressable leads, opened useful conversations, qualified intent, and prepared warm handoffs for the Nashville team.

71 leadsApril–June 2026Customer approved
Advisor reconnecting with existing brokerage opportunities during the Chord pilot
Customer-approved quote
“Livia qualified them to the point where my agents could just step in and proceed.”
Managing Partner · Chord Real Estate
THE OPERATING CHANGE

Agents entered after intent appeared—not before.

Livia handled the repetitive, time-sensitive work around the relationship: opening, listening, qualifying, remembering, preparing, and recovering. Agents received fewer cold tasks and more usable client context.

37%
engaged
14
qualified
<4 min
response
COMMERCIAL OUTCOMES

The headline number is only useful with the component parts visible.

$7.1M
pipeline created

$3.6M confirmed from buyer budgets; $3.5M estimated.

37%
lead engagement

Engaged leads as measured in the controlled pilot set.

14
qualified handoffs

Leads qualified and prepared for an agent next step.

<4 min
median response

Across the monitored pilot lead flow.

6%
opt-out rate

Measured within the addressable outreach window.

1
listing already closed

With an additional seller workflow active during publication.

ONE OPPORTUNITY INSIDE THE PILOT

An unavailable farm listing revealed a complex seller-and-buyer.

The conversation moved across website activity, text, voice, and a human agent. It surfaced a $1.5M–$2.5M purchase budget, a 50-acre sale, and space required for eight horses.

Read the full anonymized journey →
017:26 PM

A visitor asks about the missing farm listing.

02Property context

Livia confirms it is under contract and offers alternatives.

03Qualification

The sale, budget, acreage, horses, and home preferences emerge.

04Voice + text

Trust concerns and the move sequence become part of the brief.

05Human loop

A failed initial contact is recovered and the client calls the brokerage.

METHODOLOGY

A clear pilot, not a mystery metric.

These figures describe one brokerage, one system of record, and one controlled period. They are not represented as a universal benchmark.

01Customer

Chord Real Estate · Nashville, Tennessee.

02System of record

Follow Up Boss CRM.

03Scope

71 addressable leads in a controlled pilot cohort.

04Period

April–June 2026; pilot ongoing at the time of publication.

05Pipeline calculation

$3.6M from confirmed buyer budgets plus $3.5M estimated opportunity value.

06Publication status

Figures reviewed and approved by the customer for publication.

WHAT THIS RESULT SUPPORTS

Use the evidence for the decision it can actually answer.

It supports

That Livia created and qualified measurable pipeline inside a controlled brokerage pilot using existing CRM leads.

It supports

That agents could receive prepared handoffs after client intent and context had emerged.

It does not claim

That every dollar of pipeline will close, or that every brokerage will reproduce the same engagement and conversion.

It does not include

A universal ROI calculation, lifetime value, or performance outside the stated cohort and period.

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