August 30, 2025
Case Study: How Mark Goldade Boosted CRM Activity by 700% in Just One Month
Mark Goldade wasn't your typical struggling agent when he reached out to Kee Technology Solutions in February 2025.
After 14 years serving in the Canadian Air Force, Mark had transitioned into real estate three years earlier—following a family tradition that stretched back to his grandfather's post-WWII career. He was already generating leads through StreetText Facebook ads, recording personalized CMAs with BombBomb, and had even built his own server to securely store client files.
But despite his technical expertise, something wasn't clicking:
"I had Follow Up Boss since December. I put all my clients in there, all my contacts," Mark explains. "But I never really had any follow through beyond scrolling through to see who I should contact today. I didn't know what stage they're at or anything."
His leads were falling into what he calls "ether"—generating interest through his valuation ads but never converting to actual business.
The Turning Point
Mark knew his limitations.
Despite being more tech-forward than most agents and even creating custom GPTs for specific real estate tasks, he recognized that Follow Up Boss wasn't reaching its potential in his hands.
"The reality is I could have sat there and fumbled along with AI and tried to create a workflow, but it's not going to be refined to the point that AI can only do so much. It's not personable, and having that personal touch in messaging is important."
After extensive research in the Follow Up Boss Facebook community, every conversation and review pointed to the same solution: KTS.
The System
In March 2025, we implemented a complete Follow Up Boss transformation for Mark's team:
✅ Smart lists organized by lead temperature and timeline
✅ Automated action plans for different lead sources
✅ Structured workflows that integrate with his existing tech stack
✅ Daily task systems with clear priorities
Mark now follows what he calls his "cheat sheet" religiously:
Check current clients first (always priority one)
Handle new leads from the last 24 hours with immediate cold calls
Work through weekly, bi-weekly, and nurture campaigns by stage
"It keeps me on point. It keeps me focused and makes sure I have those touchbacks to clients on the right intervals to keep engaged."
The Results
📞 Calls logged: +180%
📧 Emails sent: +700%
📱 Text messages: +300%
📅 Appointments set: +22%
🎯 Average call attempts per lead: +59%
But the real impact? Two new listings in the first month—both directly traceable to the KTS workflow.
Real Success Stories
Both deals came from Mark's StreetText valuation ads, but this time the leads didn't disappear into "ether."
Lead 1: Responded to valuation ad, entered KTS workflow, received consistent follow-up emails and calls until they said "come do an evaluation." Mark arrived with contracts ready and left with them signed.
Lead 2: Same process—valuation ad inquiry, systematic follow-up through the KTS system, in-person evaluation, signed listing agreement.
"It was that repetition and constant contact that kept the engagement going," Mark explains. "I went there with contracts already prepped, and I left with contracts signed."
The Technology Integration
What makes Mark's success particularly impressive is how the KTS system enhanced his existing tech stack rather than replacing it:
StreetText ads
now flow seamlessly into organized Follow Up Boss workflows
BombBomb videos
are strategically deployed based on lead stage
Custom GPTs
handle email refinement while KTS templates provide the foundation
CurbHero open house data
gets properly categorized and followed up on
The result? A sophisticated, integrated system where every tool serves a purpose and no lead falls through the cracks.
Looking Forward
Mark's business continues to evolve. He's building additional automations through Make.com, expanding his presence through local financial institution partnerships, and consistently generating leads through home and garden shows.
He has also recently completed education for CCIM (Certified Commercial Investment Member) to now service commercial clients.
But now he has the foundation to scale everything effectively.
"The number that's not on there is I have two deals specifically because of Follow Up Boss and your integrations. Two deals in a month and a bit."
What Mark Says
"Massive shoutout to Kee Technology Solutions! From start to finish, they went above and beyond—building out everything I needed and supporting me with reference videos and training that I still use today. If you're looking to optimize your FUB system, I highly recommend connecting with KTS."