Work

Systems agents actually use. Numbers that follow.


Case study · 2025

Rocks Realty

Tampa Bay · Agent marketing system · Website · Email

Growth that did not rely on hustle alone.

Rocks Realty wanted growth that did not depend on hustle alone. The team needed a marketing system agents would actually use, with fast turnaround, clear follow-up, and a consistent brand experience.

A couple settling into their new home

What we implemented

A full marketing system, not just posting.

Agent fulfillment for marketing requests

A simple workflow for agents to request marketing, get approvals, and keep momentum moving.

Agent dashboard

One place to see what is in progress, what is completed, and what is next, so nothing gets lost.

Website build-out

Built and improved the website so the brand looked premium, stayed consistent, and converted attention into action.

Monthly agent trainings

Ongoing coaching so agents knew exactly how to use the tools, follow the system, and show up consistently.

Listing launch system

Agents could launch a new listing quickly with an established process and ready-to-use assets.

Email templates via ActivePipe

On-brand templates made it easy for agents to follow up and stay consistent without writing from scratch.

The results

90
families closed in 2025
$52.7M
closed volume, up from $37M (+42.4%)
1.13M
impressions across Facebook + Instagram (+330%)
22K
active website users (+94%)

788 pieces of content on Facebook and 751 on Instagram. 3,892 followers (+7.2%). 21K new website users (+94.1%).

Why it worked

When agents have a system they can trust, they actually use it. Rocks Realty replaced scattered marketing with a repeatable process, and the results showed up in both visibility and closed volume.

“Working with Casey has been an absolute game-changer for my business. He understands my vision, elevates my brand with on-point graphics, and knows exactly how to resource the right tools and strategies when needed.”Annie Rocks, Rocks Realty

Case study · 2025

Clareo Group

The Agency · Rebrand · Recruiting · Multi-team systems

A rebrand, a move into luxury, and a team that kept growing.

Clareo evolved from Clareo Real Estate to Clareo Group and joined The Agency, moving from a standard market presence to high-end luxury.

At the same time the team entered a new season of growth: a bigger need for recruiting, more moving parts across multiple subteams, and a clear push to build systems and educate agents so the brand stayed consistent.

A bright, well-styled luxury living room

What we implemented

A full marketing system, not just posting.

Brand transition support

Updated positioning and content so the market saw the shift clearly and quickly.

Agent education and enablement

Monthly trainings and simple workflows so agents knew how to launch, request, and follow up without guesswork.

Systems for multi-team execution

Clear processes to manage marketing requests, approvals, and deliverables across subteams.

Recruiting support

Content and site paths that supported agent attraction, not just client attraction.

Website growth engine

Strengthened pages that capture intent and answer high-intent searches.

The results

420K
total impressions (+41%)
7,061
followers across platforms (+58%)
1,665
posts published (+18%)
23.8K
website views · 14.6K visitors

A dedicated real estate jobs page became one of the most visited pages on the site, alongside the core buyer and agent pages.

Why it worked

When a team moves into luxury and starts growing headcount, the brand has to do two things at once: look premium on the outside and run smoothly on the inside.

Clareo's marketing stopped being extra work for agents and became a system they could plug into.

“It genuinely feels like having a fractional CMO and a creative department in one place, without the overhead of hiring in-house.”Deborah Morton, The Agency

Next step

Want this kind of marketing system?

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