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CASE STUDY 1 · SLEEPING LANDLORD AUDIT

Three landlords won back in month one, from a list nobody had touched in two years.

Hartley & Vane Lettings (name changed) is a two-branch independent agency in the North West running Alto. Like most agencies its CRM held years of contacts nobody had a reason to open. This is what one read-only export found.

2,340
CONTACTS SCANNED
118
DORMANT LANDLORDS RANKED
£61,400/yr
SLEEPING FEES FOUND
3
WON BACK · MONTH ONE

The problem

The agency knew landlords had drifted away over the years but had no way to see who was worth chasing. Negotiators had call lists for live applicants; nobody had a call list for the 40 landlords who left in 2023, or the valuations that never instructed. The CRM technically held all of it. Nobody was going to read 2,340 records by hand.

What we did

One read-only contacts export from Alto, run through the Landlord Win-Back Miner. Active managed landlords were excluded automatically. Every remaining record was segmented and scored:

A · Valued, never instructed: 51 contacts
B · Ex-landlords who left: 34 contacts
C · Portfolio grew since last contact: 9 contacts
D · Cold leads, never a client: 24 contacts

Each was ranked by recoverable fee value, warmth, recency and buying signals, with an opener drafted per segment. The agency got the ranked list and a one-page audit report inside 48 hours.

What happened

One negotiator worked the top of the list for a month around normal duties: 22 calls, 6 valuations booked, 3 instructions won, worth roughly £9,120 a year in recurring management fees. The best win was a segment-C landlord who had bought two more properties since the agency last spoke to him; he never knew they did full management. The remaining 115 names are still being worked.

"The list paid for itself on the first instruction. The strange part is that everything was already in our CRM. We just couldn't see it."

LETTINGS DIRECTOR · HARTLEY & VANE (NAME CHANGED)

PILOT AUDIT RESULT. AGENCY NAME AND IDENTIFYING DETAILS CHANGED FOR CONFIDENTIALITY. FEE FIGURES ARE ESTIMATES BASED ON THE AGENCY'S OWN RENT DATA AND MANAGEMENT RATE.

Your CRM has a list like this too.

Try the Win-Back Miner free in your browser, or send an export and get the full audit in 48 hours.

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NEXT: CASE STUDY 2 · COMPLIANCE SCAN →