How Cadre Crew Helped a Real Estate Founder Turn Contacts into Capital
When Marcus, an experienced real estate developer preparing for a new round of investment, took a hard look at his next move, he didn’t start with spreadsheets or pitch decks. He started with his network.
“I know I’ve got people,” he told us on our first call. “I just don’t know where they all are anymore—or who’s worth reaching out to first.”
Over the years, Marcus had built a rich web of relationships—investors, clients, business partners, and former colleagues—but those connections were scattered across old Gmail accounts, LinkedIn connections, text threads, and lists he hadn’t looked at in years. It wasn’t a lead generation problem. It was a relationship fog. And it was stopping him from taking action.
That’s when Cadre Crew stepped in to help turn those dormant contacts into a working pipeline.
By consolidating decades of contacts into one organized CRM, Marcus eliminated hours of manual searching and guesswork. Every connection was tagged, documented, and ready to use, making outreach feel structured instead of overwhelming.
What used to take days—deciding who to follow up with, finding their details, and drafting messages—became a predictable system of automatic reminders and pre-written templates. Tasks that once lingered on his to-do list were completed in minutes.
Instead of hiring extra support staff or spending months trying to figure out CRM setup alone, Marcus reduced operational costs by half while accelerating results.
The first step wasn’t software—it was listening. We worked side by side with Marcus to gather every list, export, and contact archive he could find. Together, we sorted hundreds of names into a simple tier system, clarifying who mattered most and what needed re-introduction.
Once the network was mapped out, we imported everything into Follow Up Boss and built a clear sales pipeline. Each contact was tagged by relationship tier, last engagement, and potential interest in his new investment opportunity. Automated reminders were set up so no follow-up would slip through the cracks again.
For warm connections, we used direct check-in emails. For older or less familiar contacts, we re-engaged on LinkedIn through comments, messages, and personalized outreach. Every touchpoint felt natural—never forced or scripted.
Within six weeks, Marcus went from three active investor conversations to seventeen. His LinkedIn response rate climbed to 34%, and old colleagues started re-engaging, some offering not just funding but partnership opportunities. Follow-ups were no longer an exhausting mental load. Instead, he had a clear, automated system that kept relationships alive and revenue moving forward.
Cadre Crew turned Marcus’s scattered contacts into a clean Follow Up Boss pipeline—automated follow-ups, prioritized outreach, and 17 active investor conversations in six weeks.
Bringing Clarity and Control Back to a Growing Business
Between managing shelves, negotiating with suppliers, and taking care of customers, one retail store owner found himself falling behind on the most important part of running his company: understanding whether he was actually profitable.
From 2022 through 2024, sales kept growing—but so did confusion. Revenue came in from multiple channels, expenses were recorded inconsistently, and trying to track true profit felt like solving a puzzle with missing pieces.
“I’d sit down with the numbers, but something was always off,” he shared. “I wanted to see where the business was really going. Not just guesses. The truth.”
On top of that, invoices waited to be sent, purchase orders piled up, and clients sometimes didn’t hear back for days. Things slipped through the cracks, not from neglect but simply because he couldn’t do everything himself.
That’s when Cadre Crew stepped in with a dedicated Virtual Assistant to restore order and clarity.
How Cadre Crew Helped a Real Estate Founder Turn Contacts into Capital
When Marcus, an experienced real estate developer preparing for a new round of investment, took a hard look at his next move, he didn’t start with spreadsheets or pitch decks. He started with his network.
“I know I’ve got people,” he told us on our first call. “I just don’t know where they all are anymore—or who’s worth reaching out to first.”
Over the years, Marcus had built a rich web of relationships—investors, clients, business partners, and former colleagues—but those connections were scattered across old Gmail accounts, LinkedIn connections, text threads, and lists he hadn’t looked at in years. It wasn’t a lead generation problem. It was a relationship fog. And it was stopping him from taking action.
That’s when Cadre Crew stepped in to help turn those dormant contacts into a working pipeline.
Contact us today to get started. Let’s create something amazing together.
Ready to elevate your business? Schedule a 30-minute discovery call with Cadre Crew. We’ll discuss your current challenges and explore how our expert virtual assistants can help streamline operations, boost efficiency, and drive growth across your business
Cadre Crew VA Discovery Call
Let’s connect and explore how Cadre Crew can elevate your business. We’ll dive into your operations and pinpoint your most pressing challenges. You’ll discover our unique approach to pairing your business with top-notch virtual assistants, tailored to drive efficiency and meet your specific
Ready to elevate your business? Schedule a 30-minute discovery call with Cadre Crew. We’ll discuss your current challenges and explore how our expert virtual assistants can help streamline operations, boost efficiency, and drive growth across your business
Cadre Crew VA Discovery Call
Let’s connect and explore how Cadre Crew can elevate your business. We’ll dive into your operations and pinpoint your most pressing challenges. You’ll discover our unique approach to pairing your business with top-notch virtual assistants, tailored to drive efficiency and meet your specific
