Proof from real campaigns

What actually happened when the system ran.

Eight campaigns, counted from the CRM. Replies are replies, callbacks are callbacks, and open proposals are not revenue. Where the data stops, so do we.

anonymized case studies: 8; anonymized case studies
industries: 4; industries
median recruit first text: 4.1 min; median recruit first text
won jobs from one intake form: $14,723; won jobs from one intake form

The same four moves, every time

01
Pick one audience
A database, a partner list, past clients or new recruits.
02
Build the sequence
Texts, emails and voicemails from a real person, timed in workflows.
03
Route every reply
Alerts and pipeline stages so no response sits unanswered.
04
Count what is recorded
Report the CRM counts, with their limits, not projections.

Industry

Play

Showing 8 of 8 case studies

Case 01Real estateDatabase nurture

An Arizona real estate agent

One easy question, 17 replies

A plain-text home value email to an agent's database drew more replies than every other send that year combined, and surfaced 3 future-seller signals.

replies to one email

Audience: About 1,300 database contacts: past clients, sphere, older leads and a personal community network
Period: Monthly emails Nov 2025 to Oct 2026; home value email sent July 2026

What Magnetiq AI built

1A short, light monthly database email sent under the agent's own name.
2A one-off home value email: online estimate sites disagreed, so what does the homeowner think it's worth? Plain text, no button, one question.
3Segmented sends, such as a reconnect email to the agent's community network.

How it played out

Separately, a past client who had stayed on the monthly list asked for a market analysis and later replied that she wanted to sell soon. The steady monthly touch kept the agent close enough to be the first call.

Ending on one easy question turned a newsletter list into conversations. Any agent can run this play on their own database.

Recorded results

Recorded CRM results for One easy question, 17 replies
Home value email sent / opened	1,310 / 241
Replies	1711 within 2.5 hours
Replies naming a value or asking the agent's opinion	11
Future seller or downsizing signals	3
Investor looking to buy	1
Reply volume vs. next-best database send	about 4x
Share of all replies across 18 sends	55%
Monthly email average open (7 full sends)	24.6%
Community-network email open rate	48%158 sent

What this does not show

The agent's pipeline was not in use during this period, so nothing past a reply is recorded. No listings or sales are claimed.

Case 02Real estateRecruiting & onboarding

An Arizona real estate brokerage

Recruits answered in minutes, new agents welcomed on autopilot

Website recruiting leads got a text within a median of about 4 minutes, and most texted back. A structured welcome sequence drew replies from more than half of new agents.

4.1 min

median first text to join-form leads

Audience: Licensing-school graduates, website join-form leads and newly joined agents
Period: June 2025 to October 2026

What Magnetiq AI built

1An instant recruiter text when someone submits the website join form.
2A text sequence for new licensees: congratulations, exam check-in, brokerage decision, and a guest invite to a training.
3A new-agent welcome: three emails (orientation, training paths, tools) plus onboarding texts for headshots, documents, license transfer and check-ins.
4A weekly agent newsletter with a Monday text reminder.

Speed wins the conversation. The same fast first text works on buyer and seller web leads, and the welcome sequence lets a team onboard agents without one person doing it by hand.

Recorded results

Recorded CRM results for Recruits answered in minutes, new agents welcomed on autopilot
Join-form leads texted within 5 minutes	58 of 86
Join-form leads who texted back	71 of 8683%
Licensing-school students texted / replied / engaged	1,643 / 308 / 190
Recruiting pipeline at Appointment Set	5228 from the school texts
School contacts now onboarded as agents	21
Welcome emails: open / click	45.2% / 12.8%1,076 sent
New agents who replied to onboarding texts	299 of 52257%
Weekly newsletter average open, last 6 sends	40.2%vs. 17.0% in Mar to May 2026

What this does not show

Hires are not consistently marked in the pipeline, so no hire count is claimed.
Pipeline dollar values are not shown; they do not represent campaign results.

Case 03Real estateRecruiting & onboarding

An Arizona brokerage office with coworking memberships

An office where every agent feels remembered

Automated birthday, anniversary and welcome texts drew replies from roughly 20 to 29% of agents. A fast recruiting text and online office tours fed new agents and members.

120

agent replies to birthday texts

Audience: About 415 agents, website recruiting leads and coworking prospects
Period: August 2025 to October 2026

What Magnetiq AI built

1Relationship texts and emails from the office owner: new-agent welcome, birthday capture, automated birthday text and hire-date anniversary text.
2A website recruiting form that texts the lead about 4 minutes later and alerts the owner.
3Coworking member flows: online tour calendar with reminders, 11 welcome workflows by membership tier, and a failed-payment check-in text.
4One-to-one notices for mail, packages, building access, parking and postal forms.

Birthday and anniversary texts are the cheapest way to stay top of mind, and they get replies. The same play works on past clients' home anniversaries.

Recorded results

Recorded CRM results for An office where every agent feels remembered
Birthday text: agents texted / replied	481 / 120116 positive
Anniversary text: texted / replied	260 / 53
Welcome text: new agents texted / replied	118 / 34
Birthday capture: asked / gave a date	111 / 74
Recruiting form: texted / replied / joined	23 / 12 / 54 within 13 days
Office tours: online bookings / new members	32 / 8within 0 to 28 days
Failed-payment text: texted / replied / chose to stay	27 / 14 / 6
Memberships added since Nov 2025	107tracked, not all campaign-driven

What this does not show

Agent departures are not tracked in the CRM, so no retention or churn claim is made.
Tracked new memberships are not all attributable to these campaigns.

Case 04Property managementReferral partners

An Arizona property manager

Turning a brokerage's agents into a referral channel

A steady text and newsletter program to real estate agents produced 20 landlord leads in five months and signed management contracts traced back to agent replies.

landlord leads from agent replies

Audience: About 3,300 real estate agents, plus a monthly newsletter list of agents and owners
Period: August 2025 to October 2026; agent texting at scale from May 2026

What Magnetiq AI built

1A recurring agent relationship program: intro and holiday texts, a referral-fee reminder, weekly follow-up text batches and a 12-month text-plus-email workflow.
2A monthly rental-market newsletter to agents and owners.
3A landlord sales pipeline (New Lead, Send Comps & Recap, Send Contract, Signed Contract) so each referral is tracked to signing.

How it played out

One agent received 7 touches over 13 months: texts, a holiday note and newsletters. She replied in late September 2026 that she was ready to choose a property manager, and signed in early October.

Another agent replied to a February 2026 newsletter asking for help with a client who needed a renter and a manager. The owner signed in September.

This is the same long-game nurture that turns a sphere into listings. Most signings came months after the first touch.

Recorded results

Recorded CRM results for Turning a brokerage's agents into a referral channel
Agent texts, May 20 to Oct 14, 2026	7,520to 2,601 agents
Agents who replied (excluding opt-outs)	159
Replies naming a specific property or client	21
Landlord leads created from those replies	20
Signed contracts traced directly to a campaign	2
Signed contracts likely from agent referrals	3 more
Median staff reply time to engaged agents	about 1 hour

What this does not show

Contracts are counted by property; some deals have duplicate records.
Contract values are not recorded in the CRM, so no revenue figure is shown.

Case 05Home servicesReferral partners

An Arizona plumbing, drain and sewer provider

Agent texts that booked a sewer scope in 2 days

Personal texts to 1,811 real estate agents produced 7 service leads, a sewer scope completed 2 days after the first text, and agents adding the provider to their vendor lists.

service leads from agent texts

Audience: 1,811 real estate agents
Period: August 17 to October 13, 2026

What Magnetiq AI built

1A preferred-partner text program: about 100 personal texts per weekday from the owner, in two rounds.
2Reply and opt-out alerts so the team sees every response.
3A sales pipeline that logs agent leads as opportunities.

Agents answer when a text solves a live deal problem, which is the same reason a homeowner answers an agent's text.

Recorded results

Recorded CRM results for Agent texts that booked a sewer scope in 2 days
Agents texted	1,811
Texts sent	2,576
Agents who replied	11064 of these only opted out
Service leads (a job or quote request)	7
Sewer scope booked and completed	1replied same day, done 2 days later
Agents adding the provider to their vendor list	3
Sales opportunities created	2

What this does not show

Most replies were opt-outs, so the raw reply count is not a measure of interest.

Case 06Commercial servicesPast-client reactivation

An Arizona commercial HVAC business

Past clients called back within minutes

A three-touch past-client campaign produced 10 callbacks and 7 text replies, 5 asking for a visit or call, within two weeks.

callbacks from voicemail drops

Audience: About 150 past clients: schools, churches, restaurants and commercial facilities
Period: September 3 to September 16, 2026

What Magnetiq AI built

1Two workflows, one per sales leader, so every touch came from a real person's name and number.
2Touch 1: a complimentary post-install review email.
3Touch 2: a ringless voicemail dropped one minute later.
4Touch 3: a personal follow-up text two weeks later referencing the voicemail.
5A new past-clients pipeline logging each response as an opportunity.

Each sales leader ran a sequence under their own name, and every response landed in one tracked pipeline. Any team with a dormant past-client list can run it.

Recorded results

Recorded CRM results for Past clients called back within minutes
Emails sent / opened	153 / 116
Voicemails dropped / callbacks	81 / 10first callback 1 minute after the drop
Follow-up texts / replies	68 / 7all within 85 minutes
Replies asking for a visit or call	5
New opportunities in past-clients pipeline	10
Upsell request	1pricing to automate a building's lighting

What this does not show

Callbacks are not conversations: 6 of the 10 callbacks did not connect.
Email shows no replies because people responded by phone and text.

Case 07Commercial servicesReferral partners

An Arizona commercial HVAC business

Partner outreach, plus an intake form that closes jobs

Two separate systems. A 30-day broker campaign opened two referral-partner conversations. Independently, a roof-walk request form fed the sales pipeline with won jobs and open proposals.

$14,723

won jobs from the roof-walk form

Audience: 200 commercial real estate brokers (campaign); building owners requesting a roof walk (form)
Period: Campaign Feb to Mar 2026; form leads Mar to Aug 2026

What Magnetiq AI built

1A 30-day multichannel sequence from the CEO: intro and follow-up emails, a text around day 9, a ringless voicemail with a short email, a final text and a closing email.
2A roof-walk request form with an intake workflow that drops each request into the sales pipeline.

An executive-led sequence opens partner conversations, and an intake form routes every request into the pipeline so nothing is lost between marketing and sales.

Recorded results

Recorded CRM results for Partner outreach, plus an intake form that closes jobs
Broker campaign: emails sent / opened / clicked	703 / 304 / 182
Broker campaign: texts sent / voicemails dropped	201 / 198
Broker campaign: brokers who called back	5
Broker campaign: referral-partner conversations	2Partner interest and a call booked by text
Roof-walk form: leads created	10
Roof-walk form: won jobs	3$14,723 won
Roof-walk form: open proposals	4$68,167 open, not realized revenue

What this does not show

The broker campaign is a partner-sourcing result, not a revenue result. Won jobs came from the roof-walk form.
The broker list saw a 6.5% email unsubscribe rate.
Open proposals may not close; their value is not counted as revenue.

Case 08Home servicesReferral partners

An Arizona plumbing, drain and sewer provider

500 inspectors contacted, 3 new partners

A three-week partnership sequence to licensed home inspectors drew 89 text replies, about 35 engaged conversations, 3 new referral partners and a paid sewer scope.

new referral partners

Audience: About 500 licensed home inspectors
Period: August 25 to September 21, 2026

What Magnetiq AI built

1A 21-day workflow mixing email and text: about 4 emails and 2 texts per inspector, then manual follow-up to warm contacts.
2A plain-terms partner offer: the inspector offers the sewer scope and the provider performs it.
3A partnership pipeline (New Lead, Nurture, Dispositioned, New Partner Welcome) to track every reply.

A defined offer, a three-week multichannel sequence, and a pipeline that moves each partner from first reply to welcome. Any business that grows through referral partners can run it.

Recorded results

Recorded CRM results for 500 inspectors contacted, 3 new partners
Inspectors reached	500
Emails sent / opened	1,929 / 390
Texts sent / delivered	993 / 967
Inspectors who replied by text	89includes all reply types
Engaged (asked for a call, info or to partner)	about 35our count from the replies
New partners	3
Paid sewer scope booked from the texts	15 days after first text
Client referral sent by an inspector	1

What this does not show

The most common decline was that inspectors perform their own scopes.
Opportunities carry no dollar values yet, so no revenue is claimed.

How these numbers were gathered

Figures come from Magnetiq AI's CRM accounts for each client, all-time data pulled October 14, 2026. Figures marked "about" are estimates. Clients are anonymized and descriptions are generalized.

Outcomes the CRM does not record, such as most revenue, hires, and closed transactions, are not claimed. Results depend on each business's list, offer, market and follow-through, and vary. Nothing here is a guarantee of future results.

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What actually happened when the system ran.

The same four moves, every time

Pick one audience

Build the sequence

Route every reply

Count what is recorded

Case studies

One easy question, 17 replies

What Magnetiq AI built

How it played out

Recorded results

What this does not show

Recruits answered in minutes, new agents welcomed on autopilot

What Magnetiq AI built

Recorded results

What this does not show

An office where every agent feels remembered

What Magnetiq AI built

Recorded results

What this does not show

Turning a brokerage's agents into a referral channel

What Magnetiq AI built

How it played out

Recorded results

What this does not show

Agent texts that booked a sewer scope in 2 days

What Magnetiq AI built

Recorded results

What this does not show

Past clients called back within minutes

What Magnetiq AI built

Recorded results

What this does not show

Partner outreach, plus an intake form that closes jobs

What Magnetiq AI built

Recorded results

What this does not show

500 inspectors contacted, 3 new partners

What Magnetiq AI built

Recorded results

What this does not show

How these numbers were gathered

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