Client Success Stories

    How Property Businesses Succeed with SalesRook

    Discover how estate agents, mortgage brokers, and property networks are upgrading their businesses with AI-powered WhatsApp automation.

    Featured Success Story

    How Michael Poole Generated £28,500 in New Revenue with 11:1 ROI

    "SalesRook has delivered exceptional results for our agency. In just one month, we closed an additional 12 instructions worth £28,500 - delivering an impressive 11:1 ROI. And that's just from on-patch valuation leads, not including the time saved, mortgage referral revenue, or potential off-patch referrals. So, in reality the ROI will be far greater. SalesRook has become an essential part of our business growth strategy."

    Richard Poole

    Managing Director, Michael Poole Estate Agents

    The Challenge

    Michael Poole Estate Agents, a Teesside-based agency with 12 branches, received hundreds of sales enquiries monthly. Their team was so busy responding to buyers and arranging viewings that they missed a critical opportunity: identifying which buyers also had properties to sell. These hidden valuation leads were slipping through the cracks.

    Our Solution

    We implemented SalesRook's AI-powered WhatsApp system to engage every sales enquiry automatically. The AI asked strategic questions during qualification, specifically identifying buyers with properties to sell. It captured property addresses, assessed on-patch versus off-patch leads, and flagged whether properties were already marketed. All delivered directly to the sales team with zero manual effort.

    The Results

    In one month, SalesRook identified 87 hidden valuation opportunities from 600 sales enquiries (14.5% discovery rate). The team conducted 38 valuations (43.7% conversion rate) and won 12 new instructions. All 12 completed, generating £28,500 in revenue.

    11:1

    Return on Investment

    £28,500

    Revenue Generated

    87

    Valuation Leads Identified

    More Success Stories

    Heron Financial logo

    How Heron Financial Increased Lead Conversion by 43%

    Heron Financial


    43%

    Increase in Lead Conversion

    90%

    Reduction in Response Time

    1,200+

    Monthly Conversations

    The Challenge

    Heron Financial, a leading mortgage broker, was struggling to handle the high volume of initial mortgage enquiries. Their team was spending hours each day answering basic questions and qualifying leads, with many prospects dropping off due to slow response times.

    Our Solution

    We implemented SalesRook's WhatsApp automation system with specialized mortgage qualification workflows. The AI was trained to understand mortgage terminology, collect key qualification data (income, deposit size, credit history), and seamlessly integrate with their CRM.

    The Results

    Within three months, Heron Financial saw a 43% increase in qualified lead conversion. Response times dropped from hours to seconds, and the team was able to focus exclusively on qualified prospects. The system now handles over 1,200 conversations monthly with a 96% customer satisfaction rate.

    Your Move logo

    Your Move Achieves 44.8% Qualification Rate with 714 Hours Saved Monthly

    Your Move


    44.8%

    Qualification Rate

    714

    Hours Saved Monthly

    219

    Hidden Valuations Found

    The Challenge

    Your Move was handling thousands of property enquiries monthly across lettings and sales, but their team was overwhelmed with repetitive qualification calls. With 3,592 inbound leads to process, they needed a solution that could maintain high qualification standards while freeing up their agents to focus on viewings and closings. Additionally, they were missing valuable hidden valuation opportunities from buyers and renters who also had properties to sell or let.

    Our Solution

    We deployed SalesRook's comprehensive AI qualification system with full portal integration across OnTheMarket, RightMove, and Zoopla. The platform handled both inbound qualification and outbound broadcast campaigns, while intelligently identifying hidden sales and landlord valuation opportunities. The system processed lettings (1,416 contacts) and sales (299 contacts) enquiries, plus managed 1,175 outbound contacts through targeted campaigns.

    The Results

    In just one month (May 7 - June 6), Your Move achieved exceptional results: 770 qualified applicants from 1,721 unique contacts (44.8% qualification rate), 713.86 hours saved (equivalent to over 17 full working weeks), and 440-800% ROI from time savings alone. The platform identified 219 hidden valuation opportunities (38 sales and 181 landlord valuations), plus 15 mortgage referrals. At just £0.57 per lead and £0.20 per outbound contact, SalesRook delivered exceptional value while handling 34,564 messages and maintaining premium qualification standards.

    How Martyn Gerrard Achieved 508% ROI Through AI Qualification

    Martyn Gerrard


    80.3%

    Response Rate from Applicants

    452

    Hours Saved Monthly

    265-508%

    Return on Investment

    The Challenge

    Martyn Gerrard, a well-established estate agency, faced the common challenge of managing high volumes of property enquiries whilst maintaining quality service. Their negotiators were spending significant time on initial qualification calls, often unable to respond quickly enough to interested applicants. This manual process was both time-consuming and costly, preventing the team from focusing on high-value activities like viewings and valuations.

    Our Solution

    We implemented SalesRook's WhatsApp automation system with customised workflows for both sales and lettings enquiries. The AI qualification system was designed to engage applicants instantly across all major portals (Rightmove, Zoopla, OnTheMarket), collect essential information, and identify hidden valuation opportunities. The system integrated seamlessly with their existing processes, handling over 15,000 messages during this reporting period.

    The Results

    During September 8th - October 7th, Martyn Gerrard qualified 391 applicants automatically from 1,835 total enquiries, achieving an impressive 80.3% response rate and saving 452 hours of negotiator time. The system identified 77 hidden valuation opportunities (45 sales valuations and 32 landlord valuations) that would have otherwise been missed. At just £1.13 per lead, the platform delivered between 265-508% ROI from time savings alone. Recent improvements have further reduced costs to £0.62 per lead, with the team now able to focus exclusively on qualified prospects and revenue-generating opportunities.

    49 Sales Valuations Uncovered: JW Wood's £770 Investment Returns 769%

    JW Wood


    76.7%

    Response Rate from Applicants

    241

    Hours Saved Monthly

    421-769%

    Return on Investment

    The Challenge

    JW Wood needed to handle nearly 1,000 monthly enquiries whilst ensuring every opportunity was captured. With negotiators stretched across both sales and lettings, the manual qualification process meant slower response times and missed valuation opportunities. The team needed a way to manage this volume efficiently without compromising service quality.

    Our Solution

    We implemented SalesRook's WhatsApp automation system to handle enquiries across sales, lettings, and instant valuations. The AI was configured to engage all applicants instantly, collect detailed qualification information, and systematically identify hidden opportunities. The platform processed over 8,900 messages during the period.

    The Results

    In a single month, JW Wood qualified 279 applicants from 978 enquiries at 76.7% response rate. The system uncovered 49 sales valuations (25 not yet on market) and 10 mortgage referrals whilst saving 241 hours. At £0.79 per lead, this delivered 421-769% ROI from time savings alone, with 413 conversations scoring above 85 for customer satisfaction.

    The SalesRook Impact

    Across all our clients, SalesRook delivers measurable results for property businesses.

    87%

    response rates

    vs 20% email open rates

    21%

    of sales enquiries revealed valuation opportunities

    12%

    of sales enquiries led to mortgage referrals

    25hrs

    saved per every 100 enquiries

    "Clients Think She's a Real Person" — Matt Coulson, Heron Financial

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