How Jesse Westwood Achieved Record Production Without Micromanaging 90 Agents

Customer Spotlight
Name Jesse Westwood
Role Director of Sales
Organization The Oldfather Group
Team Context Manages nearly 90 agents at The Oldfather Group (Compass RE). Overcame "tech fatigue" to drive record-breaking production.

Battling "Tech Fatigue"

Jesse's Big Challenge

Jesse Westwood manages nearly 90 agents at The Oldfather Group. Introducing new technology to that many people never goes smoothly. His team was already juggling multiple platforms. Adding another layer of oversight created the kind of friction you would expect from a group that size.

Adoption resistance is what happens with large teams. When Jesse first brought MaverickRE into the conversation, the feedback was immediate.

"The biggest hurdle I had was the complaint: 'Great, another thing that we have.' If you're like our team, we're always trying to find the latest tech that's going to help us grow... but that was on me with the rollout."

He could not just hand his agents another login credential and expect enthusiasm. They needed something that felt like an actual path to closing deals rather than another obligation.

The "Silent" Rollout

That path meant reframing everything. Jesse stopped talking about the tool itself and started talking about paying the mortgage. He implemented the logic (the nudges, the accountability rules) directly into their existing CRM (Follow Up Boss).

"I probably shouldn't even mention Maverick to the agents. I could have done the whole rollout and implemented all this without even talking about it."

The agents did not necessarily need to know they were using something new. Support became the focus rather than compliance.

"Servant leadership goes a long way. I just said, 'Hey, I'm here to help you. I'm just trying to help you know which leads need to be called and which leads are going to pay your mortgage next month.'"

The "Brain Dead" Morning Ritual

Helping agents know which leads to call meant eliminating decision fatigue entirely. Analysis paralysis kills productivity in most teams. Jesse restructured the entire workflow around engagement rules (3-2-1), making it simple enough that brand new agents could execute without training.

"I want to make things brain dead for the agents... A brand new agent could jump into our database... and not even need a day of coaching. They just literally just click send, click send, click send."

The Oldfather Group's workflow depends on a few core pieces:

1. The Emoji System

Jesse aligned Follow Up Boss smart lists with Maverick rule breaks. Emojis float priority lists to the top of the screen, signaling exactly where agents need to look first.

2. The "Now or Never" List

This compiles all leads that triggered a nudge because the agent fell behind on follow-up. Agents know if they do not work this list by Friday, those leads get reassigned.

3. One-Click Templates

Jesse pre-loaded text templates for every stage (Hot, Active, Nurture). Agents identify the stage and send the script immediately.

Record Production & Total Control

Integrating accountability logic into daily CRM maintenance turned a hesitant team into one that broke records. The daily workflow became efficient in a way that stuck.

Record month in November with over 50 new contracts.

It's not very daunting because most of the time Jesse is timing out agents. They tell him 15, 25 minutes and they've worked through their list.

"What this has done for you as a sales manager is you've controlled everything even down to the communication."

Summary of Results

A few months in, the system Jesse built started proving itself. The greatest benefit was quality control without hovering.

Metric Impact
Adoption Strategy The "Silent Rollout" bypassed "Tech Fatigue" by embedding logic into existing workflows.
Sales Volume The team hit a record month in November with over 50 new contracts.
Efficiency Agents clear their lists in 15–25 minutes; managers act on "Now or Never" lists on Fridays.

Jesse's Favorite Features

"Now or Never" List The ability to compile all "nudged" leads into a single view. Work the lead now, or lose it.
Smart List Integration Mapping 3-2-1 rule breaks directly to CRM smart lists so agents clear nudges via normal daily work.
"Payday" Filter A list view based strictly on stage (not communication time) that keeps agents focused on what closes deals.
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