“We are [having] more success with the old leads in our system and feel better able to stay on top of the touches required to convert web leads into clients! If you feel like you can't find the time to plan out successful drip campaigns to re-engage customers you have spent good money on for their contact information, you should seriously consider Kee Technology to revamp and re-energize your FUB!” — Kim Appleton

Kim Appleton and The Noffert Group had been using Follow Up Boss for several years when they decided it was time to up their game. A few agents they liked and trusted had given them a referral to Kee Technology Solutions, and on December 20th, 2024, they took the leap and implemented a KTS setup in their CRM.

This is Kim’s story, and how KTS helped her team take their CRM usage to the next level.

Watch Kim’s interview with Elena Kee here.

Founding The Noffert Group

During COVID quarantine, Kim and her partner Brenda wanted to find another way to teach and mentor agents without giving up on their production. In the past, they’d noticed business would suffer when they set aside time to help peers.

Brenda suggested they start a team. But when Kim and Brenda sat down to look at other teams in the market, they realized their vision of what a team could be was much different. Together, they wanted to recruit new agents and teach them every aspect of the business: how to list and sell, how to communicate with clients, and all in a simple, actionable curriculum. In May 2021, The Noffert Group was born.

Today, Kim’s team has 13 agents, including Brenda as their lead. Part of their ethos is sharing inputs on everything from deals to brainstorms to problem-solving — even for agents who aren’t involved in a particular situation, Kim believes they can participate for valuable takeaways. Her goal is to ultimately set up their agents for success and, in the meantime, give them a friendly and easygoing environment to learn in.

Partnering with KTS

Before implementation, Kim consulted the team: What were their system’s weakest points? All signs pointed to one problem — follow-up. After new leads were bought, the team wouldn’t follow up properly and the leads were lost. The obvious solution was to incorporate drip campaigns, but there were an overwhelming number of campaigns to look at, and Kim had no guarantee that the one she chose would be effective.

Just days after contacting KTS and signing up for the revamp, a library of tried-and-true drip campaigns were ready to reinvigorate Kim’s old leads.

There is no one path to successful lead generation, and in the weeks that followed, the team got to explore the possibilities.

• One lead responded to the very first New Buyer Lead email they were sent — today, they’re under contract.

• One lead answered an initial text and participated in a phone call — today, they’re under contract.

• One lead responded to an initial automated text — today, they’re being shown properties.

These interactions weren’t just random flukes, but the direct result of an effective system and a proactive team. Kim and her peers also took action to make the most of their setup.

In the next few weeks:

• Text messages sent went up by 29%. Establishing more touchpoints leads to more engagement.

• Calls logged in FUB went up by 43%. Making time for more conversations leads to more opportunities.

• Appointments set went up by 460%. Getting a client in the room is a critical step on the road to success!

• Client engagement with KTS action plans has jumped significantly. Kim’s team reports 56% engagement with New Buyer Lead, 57% engagement with New Seller Cash Offer, and a whopping 75% engagement rate with Zillow Inquiry.

According to Kim, the KTS system revamp helped convert old leads that she had thought were dead and streamlined the follow-up process for her team. In other words, they made sure they weren’t leaving money on the table by letting former leads fade into obscurity.

The leads collecting dust in your database aren’t inherently bad ones. Consider revisiting them and, in turn, your approach — how were you reaching out to the client, and why might your strategy have fallen through?

Ultimately, deals aren’t closed because of automations and drip campaigns — they’re closed because a real estate agent works hard in tandem with their optimized systems. Smart lists and persistent action can turn automated emails into genuine connections. The Noffert Group did their part by jumping on calls, booking face-to-face meetings, and learning how to take full advantage of the automations at their disposal.

Remember: Once you have the blueprint (Follow Up Boss + smart follow-up systems), there’s nothing you and your team can’t build.

Thank you to Kim and The Noffert Group team for sharing their story!

Step Up for Success

Whether you’re new to Follow Up Boss or a veteran user, if you’re looking for a curated and intuitive approach to using your CRM, you've come to the right place.

Kee Technology Solutions is here to ensure you're utilizing Follow Up Boss to its fullest potential. We offer a thorough setup comprised of smart lists, action plans, and automations that provide a simplified workflow and enable you to stay focused on what you do best: creating relationships and closing deals.

Ready to make the most of your Follow Up Boss account? Let’s get started.