CRM + AUTOMATION

How I Helped Heartland Realty Build a
Modern Marketing System That Converts

Client: Lora Ahrens Olerich, Broker/Owner – Heartland Realty

A seasoned real estate broker serving Boone and Story County, Iowa, seeking CRM clarity, lead organization, and recruitment support.

The Challenge

No automation or funnels in place
CRM (BoltRail, formerly KVCORE) was not set up
No functioning website within her CRM
Leads were untagged, unorganized, and not nurtured
No newsletters, squeeze pages, or recruiting content
Needed a virtual partner to build everything from the ground up

Despite years of experience and client trust, Lora needed backend systems and automation to scale — and a partner to make it happen.

My Role & Action Plan

CRM Setup & Organization

I performed a full audit and cleanup of her CRM to improve efficiency:

Removed duplicates, tagged and segmented leads
Organized by buyers, sellers, investors, and recruits
Boosted engagement via tailored pipeline communication

Website Build

Collaborated with a developer to launch a website within her CRM:

Included listing alerts, lead magnets, and funnel pages
Optimized for both desktop and mobile UX

Automation & Funnels

Built smart campaigns for email/text follow-up
Set up automated property alerts
Created squeeze pages for buyers/sellers/home valuation

Email Marketing

Setup newsletters and automated drip sequences
Re-engaged cold contacts and nurtured new leads
Shared market updates, featured listings, and home tips

Recruitment Tools

Developed branded flyers, presentations, and onboarding assets
Set up internal systems for smooth agent onboarding

Branding & Visual Identity

Designed a professional logo and selected fonts/colors
Created branded templates for social media, flyers, and newsletters
Ensured visual consistency across all touchpoints

The Results

Every lead is now in the correct funnel receiving automated messages
A 7-year-old past client responded to a nurturing email and closed a deal
Strong brand presence and agent recruitment success using custom digital tools
Fully functioning website and CRM with working automation

Conclusion

By building Lora's backend systems, funnels, and brand presence, I helped her move from scattered spreadsheets and manual follow-ups to an organized, automated, and scalable real estate operation. Her CRM is no longer just a tool—it's the engine powering Heartland Realty's growth.

The Impact

I didn't just support Lora's business — I built the system behind it. With clean data, consistent outreach, and automation in place, Heartland Realty can now scale with confidence.

Get in touch

Reach out, and let's create a universe of possibilities together!

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Let's align our constellations! Reach out and let the magic of collaboration illuminate our skies.

"Two lunar months revealed Earth's fragile beauty against vast silence, transforming my view of our place in the universe."
Irinel Traista

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How I Helped Heartland Realty Build a Modern Marketing System That Converts