Since partnering with WolfPack Advising, Checklist Inspections has transformed its CRM operations from a source of inefficiency and missed opportunities into a reliable, growth-driving engine. Through targeted automation fixes, guided technical support, and strategic engagement improvements, their business eliminated redundant workflows, activated SMS communication, and established a more robust and predictable lead pipeline; all within 90 days.
CRM
From Broken Pipelines To Streamlined Growth for Checklist Inspections
Why CRM Automation Matters for Checklist Inspections
Checklist Inspections is a Gilbert, Arizona-based home inspection company led by John and Kathy Tyler. Serving homebuyers, real estate agents, and property owners across the greater Phoenix area, their success depends on reliable lead capture, timely follow-up, and a well-organized sales pipeline, making CRM automation essential to their continued growth.
Company: Checklist Inspections
Industry: Home Inspection
Website: checklistaz.com
Growing a Business With a CRM That Was Working Against Them
Before partnering with WolfPack Advising, Checklist Inspections identified several pain points:
- A non-syncing contact form was breaking lead capture, as a result, it was preventing new prospects from entering the pipeline
- A technical error was generating redundant deals, therefore, creating administrative waste, and slowing down the sales team
- Limited CRM understanding internally was holding back effective platform usage and day-to-day operations
- Key engagement features — including SMS — were disabled, reducing the team’s ability to connect with leads in real time
- Struggles with mobile email design and user management were creating friction for the internal team
WolfPack Advising implemented a comprehensive CRM strategy tailored specifically to Checklist Inspections’ operational and growth needs.
Every step was intentional, starting with stabilizing the foundation before building the automations that would drive real revenue. The result was a fully functioning, multi-workflow CRM system delivering measurable results within 90 days.
Repairing the Foundation
We fixed the critical automation flaw generating redundant deals, restoring clean pipeline data, and freeing the sales team immediately. In addition, we also repaired the broken contact form, ensuring every inbound lead was properly captured and routed into the pipeline.
We then activated SMS, opening a direct engagement channel that had been completely inactive and untapped since onboarding.
From Broken Systems to a $314K Revenue Engine
We then launched the Inactive Agent automation, their single highest-performing workflow, which generated $43,753 across 62 closed deals.
Three additional automations were deployed targeting Agent Birthdays, Listing Agents, and New Buyer’s Agents, driving $63,000+ in combined attributed revenue.
We activated SMS, opening a direct engagement channel that had been completely inactive and untapped since onboarding.
Generated $171,292 in total deal value from September 2025 to March 2026 (180-day period).
Closed 263 deals with an average deal value of $656.50, demonstrating consistent and repeatable sales output.
Maintained strong deal averages across the top 4 performing pipelines, ranging from $579 to $766 per deal. While there are additional pipelines in the system, these represent the highest-performing segments during this period.
Inactive Agent Pipeline
Listing Agent Pipeline
Agent Birthday Pipeline
New BA Pipeline
“Positive! Responsiveness, Value”
— John Tyler, Owner at Checklist Inspections
The Inactive Agent Pipeline significantly outperforms the others, generating approximately 6.4 times more deal value than your next highest pipeline.
Why Active Intelligence Matters for Clients Like Checklist Inspection:
Active Campaign’s Active Intelligence instantly transforms raw CRM data into actionable visual insights, eliminating hours of manual spreadsheet work.
For businesses like Checklist Inspection, this capability enables data-driven decisions by quickly identifying which pipelines drive the most revenue and deserve strategic focus.
Furthermore, it provides scalable reporting capabilities, allowing you to generate professional visualizations for team meetings or stakeholder reports on demand.
Consequently, this intelligent automation enables your team to focus on closing deals and growing the business, rather than getting lost in data manipulation.
Email Campaign Performance
Executed 130 email campaigns reaching over 615,000 email sends
Achieved a 31.29% open rate, which is well above the industry average for home services
Maintained an exceptionally low bounce rate of 0.14% and unsubscribe rate of 0.36%, reflecting strong list health and relevant messaging
