Fortelk

Case study

RE/MAX Success used one AI Outreach Employee for brokerage recruiting.

This proof point is specific to a recruiting outreach workflow. It shows the value of consistent calling, qualification, booking, and follow-up in one measurable process.

1,584 calls made22 meetings booked4 agents recruited27 days

Start with your workflow

Placeholder lead capture for strategy calls, CRM routing, and attribution.

Placeholder form only. CRM capture and booking routing are prepared but not connected to production credentials.

Client / context

RE/MAX Success used Fortelk for a brokerage recruiting workflow.

Problem

Recruiting lists existed, but consistent calling, qualification, and follow-up were hard to maintain manually.

AI employee deployed

AI Outreach Employee for agent recruiting list outreach.

Workflow

Call target agents, qualify interest and timing, follow up, book meetings, and prepare CRM-ready notes.

Results

1,584 calls made, 22 meetings booked, 4 agents recruited, 27 days, and $225 per recruited agent.

Human handoff process

The AI handled repetitive outreach while humans handled recruiting judgment, relationship building, and closing.

Why it worked

A specific list, specific script, clear handoff rules, measurable outcome, and consistent execution.

Use carefully

These are verified claims for one recruiting workflow, not a universal guarantee.

Next step

Route interested brokerages to the AI Recruiting Employee page or a workflow strategy call.

AI handles

Repetitive recruiting outreach
Qualification prompts
Follow-up reminders
Meeting booking
CRM-ready notes

Humans handle

Recruiting judgment
Final candidate fit
Relationship management
Offer conversations
Closing decisions

Simulated workflow demo

RE/MAX Success workflow pattern.

A case-study walkthrough of how a focused AI Outreach Employee can support recruiting execution.

01Agent list selected
02AI Outreach Employee calls and qualifies
03Interested agents are booked
04Recruiting owner receives context
05Results are measured against meetings and recruits

Conversation stream

Demo placeholder

Guided

AI

Hi, this is Ava with Fortelk. I can help route the right AI employee. What workflow are you trying to improve?

Visitor

We have Facebook leads but response is slow.

AI

Got it. Roughly how many leads come in each week, and who follows up today?

Visitor

Around 80. The sales team handles it when they can.

AI

That sounds like an AI Intake Employee workflow. I can show the lead response, qualification, booking, and CRM summary path.

Ask about your workflow...Send

CRM summary

Qualified seller lead

Intent
Wants valuation this week
Timeline
30-60 days
Next step
Acquisition call booked
Owner
Human follow-up assigned

Booked

Workflow strategy call

Calendar event prepared, prospect summary attached, owner notified.

Are these results guaranteed?

No. The page should present verified results from this specific campaign only.

Can another brokerage use the same workflow?

Yes, if the list, script, handoff rules, and measurement plan are scoped properly.

What should a brokerage start with?

One recruiting list, one approved script, one meeting-booking target, and one CRM reporting path.