July 8, 2026
Appointments set up 100% on the same database
Ram Sund, RE/MAX Real Estate Mountain View
Background
Twenty years in real estate. Realtor at RE/MAX Real Estate Mountain View in Calgary, running a true one man operation. Roughly 90% of Ram's business comes from referrals and repeat clients, built on a simple habit of putting the client first and doing right by them.
Ram is the first to say he is not a systems person. He came to Follow Up Boss in 2021 after his previous CRM shut down, and much of his old client history never made the move.
"I'm not a tech kind of guy. I understand computers, I'm pretty good with them, but I'm not tech savvy, I don't understand the back end."
Before Kee Technology Solutions
Ram could win a client in a conversation. Keeping one warm over months was the gap. Deals got his full attention right up to closing, and then the relationship went quiet.
"I'll chase a deal, I'll do the deal, and once I've done the deal, I almost forget about the client."
For a business that lives on referrals and repeat clients, that quiet stretch after closing is where the next deal usually hides. Ram knew it. He also knew he was not going to hand build the follow-up to fix it.
"You got to have systems in place to help you because I'm a one man show, and trying to do everything as a one man show is not easy."
He heard about Kee Technology Solutions from a manager in his RE/MAX office, looked into it, and reached out.
What changed
We rebuilt his Follow Up Boss account around a clear daily order of operations. Stages, Smart Lists, and Action Plans replaced memory and paper notes. New leads now receive an automated text and email the moment they come in. Long-term nurture plans keep buyers and sellers engaged for years, while a post-closing plan keeps past clients in his world long after the deal is done.
Setup wrapped March 20, 2023, with implementation on April 17.
"The systems you have in place, honestly, they help me stay in touch with past clients."
Results
The numbers moved across four consecutive measurement windows and kept climbing.
Second half of 2023, compared to the first half
Calls up 95%
Average contact attempts up 133%
Average call attempts up 221%
Average email attempts up 139%
Average text attempts up 48%
Leads responding by phone up 150%
First half of 2024, compared to the second half of 2023
Calls up another 104%
Average call attempts up 91%
Average text attempts up 28%
Leads responding by text up 51%
Leads responding by phone up 22%
Second half of 2024, compared to the first half
Average contact attempts up 40%
First half of 2025, compared to the second half of 2024
Calls up 46%
Appointments set up 100%
The automated plans send the first touches and keep the drips running in the background. The calls and contact attempts are Ram's own activity, prompted daily by the smart lists. Same database, same referral business, an upward line every window measured.
The leads that now respond
Engagement tells the same story as activity. 57% of the leads that hit his RE/MAX branded website respond to the plan. Seller leads sit at 47%. His Zillow, Realtor, and Trulia leads respond at 93%, well above the 49 to 68% we see across new lead plans.
Two of those leads show what the system protects.
One buyer came in through realtor.ca and answered the first email. It took 21 emails, 13 texts, a call, and 33 marketing emails over several months. The first offer lost to a multiple offer situation, the second one was accepted, and they closed on their first home in February 2024.
This buyer came in through realtor.ca and answered the very first email from the automated plan. From there it took real work, 21 emails, 13 texts, and a call, on top of 33 marketing emails running in the background. The first offer lost to multiple offers, the second one landed, and they closed on their first home in February 2024.
Another arrived through the branded website and replied to an automated text. Listings went out, an offer followed in July, and the home was purchased.
This lead came through the RE/MAX branded website and replied to an automated text. Listings went out, an offer followed in July, and the home was purchased. Ten emails, three texts, one call, and 33 marketing emails, all logged in one place instead of scattered across an inbox.
Both are now past clients, and both started as the kind of slow, months-long conversations that used to slip through the cracks when there was no system keeping track.
What he tells other agents
Ram credits the referral engine to one habit, and the system to keeping it going.
"Just have that personal touch with people. Don't think of them like a client or a customer. Actually have a personal touch with them."
"I would say your system is probably helping me the most."
What this looked like from our side
Ram brought the relationships and the instinct for people. What he did not have was a place to put all of it so nobody fell off. The infrastructure gave a self described one man show a daily flow he could actually keep, and the activity and appointments rose every window because he stayed in it. He is still in production, still leaning on referrals, and still adding video and personal touches on top of what runs automatically.
Ready to give your own follow up the same structure. Book a strategy call and we will map it to your business.