August 6, 2026
Conversion up 161% and deals up 80% on the same database
Nicole Ellison, REALTOR, Team Legacy at eXp Realty
Background
Nicole Ellison is a REALTOR® with Team Legacy at eXp Realty. She started using Follow Up Boss in 2023 and brought in Kee Technology Solutions to build it correctly from the ground up. Leads began flowing into the system, and activity was tracked starting in August 2023.
Before Kee Technology Solutions
A CRM can hold every contact and still leave the daily decisions to you: who to reach out to today, which buyer has gone quiet, and when the first text should go out after a lead arrives. When Nicole adopted Follow Up Boss in 2023, she had the software in place—but not the system built on top of it to make those decisions for her.
What changed
Kee Technology Solutions rebuilt her Follow Up Boss into a working system. We configured Stages, Smart Lists, and Action Plans so the daily order of operations runs on structure instead of memory. New leads receive an automated text and email the moment they arrive. Nurture plans keep buyers and sellers engaged throughout longer timelines, while a post-closing plan keeps past clients connected long after the transaction is complete. The setup was completed on September 1, 2023, and implementation began the following week.
Results
The numbers moved across the windows we measured after the build, and they kept climbing.
Mid 2024, compared to early 2024
Deals closed up 80%
Conversion rate up 161%
Leads responding by text up 96%
Late 2024, compared to mid 2024
Calls up 76%
Early 2025, compared to late 2024
Appointments set up 123%
Leads responding up 276%
Leads responding by email up 123%
Mid 2025, compared to early 2025
Conversion rate up another 28%
Late 2025, compared to mid 2025
Calls up 41%
The automated plans handle the first touches and keep long-term follow-up running in the background. Nicole's calls and appointments remain her own activity, prompted each day by Smart Lists. Same database. A steady climb across every period we measured.
The leads that now respond
Engagement kept pace with the activity. Her New Buyer referral campaign achieved a 100% engagement rate, branded website leads reached 89%, nurture buyers engaged at 58%, and nurture sellers at 57%. Even the stale list—the leads most systems write off—maintained a 17% engagement rate.
Lead examples
One buyer entered through the New Buyer campaign, connected with a lender, made an offer, and continued requesting showings before pausing the search for several months. Throughout that time, the system kept sending listings automatically. The buyer became preapproved again, had an offer accepted in September 2025, and closed in October 2025. Over the life of that relationship, the system delivered 54 emails, 4 texts, 1 call prompt, and 20 marketing emails—most of it running automatically.
Another buyer returned through the branded website campaign, stayed engaged with listings, and eventually emailed requesting more information about a home. A meeting followed in early April, the buyer went under contract later that month, and closed in May. The journey included 32 emails and 22 marketing emails.
A seller responded to the first text and email from the branded website, stayed on a drip campaign, and later connected through a call and comparative market analysis. The listing appointment took place in March 2024, photos were completed in June, and the home received five offers. The seller accepted one and closed, after a journey that included 34 emails, 390 texts, 20 calls, and 58 marketing drips.
What this looked like from our side
Nicole brought the activity and the drive. What she didn’t have at the start was a single system that ensured nothing slipped through the cracks. We built a daily workflow she could trust—one that didn’t require her to keep everything in her head. The appointments and closings followed because the structure kept working, even when she didn’t have a spare minute.
She has since referred another agent to us, who became a VIP client.
Ready to give your own follow-up the same structure? Book a strategy call, and we’ll map out a system built around your business.