Case Study
Luxury Real Estate Agent
A solo real estate agent based in Orange County, focused on residential and investment properties. The client wanted to build a personal brand, attract more buyer and seller leads organically, and stay top of mind with their growing audience — without spending hours daily on social media.
Challenge
eXp Realty Luxury
Before working with SOURCEsem, Steve faced a common problem:
Inconsistent posting on LinkedIn and YouTube.
Unorganized system for managing new contacts or follow-ups.
Missed opportunities because of a lack of automation and content strategy.
And later updating the online brand to eXp Realty
He wanted a system that could automatically grow his audience, showcase his listings and market insights, and turn that visibility into conversations and clients.
Process
1. LinkedIn Automation & Personal Branding
Set up a complete LinkedIn automation system to grow local connections (homeowners, investors, referral partners).
Automated personalized messages and follow-ups to convert new connections into leads.
Scheduled posts and engagement tracking to keep visibility consistent.
2. YouTube Channel Setup & Optimization
Built a new branded channel with optimized titles, descriptions, and tags
Created playlists and edited videos of property tours and real estate tips
Designed custom thumbnails and end screens to boost clicks and retention.
3. CRM organization & Automation
Organized new investor leads in a CRM system
Automated follow-up emails and text sequences for inquiries and new subscribers.
Added reminders and task tracking for client follow-up and nurturing.
"As a realtor, having a strong and specialized marketing strategy is essential to my success. After interviewing several companies and reviewing multiple proposals, it quickly became clear that SOURCEsem stood out as the right choice. Over the past few months, I've had the pleasure of working closely with Daria Nikolaeva and the SOURCEsem team. Their deep understanding of both technology and consumer behavior has been instrumental in helping me reach my target audience effectively. Thank you again, SOURCEsem, for your outstanding support and expertise."
Steve Grippi
Operations Manager, FitLife Studios
