Sharif Hatab of Sharif Sells had an unassuming start in real estate — he closed just one rental transaction during his first year. Eighteen years later, he’s the powerhouse behind a thriving multi-state team with advanced CRM systems and powerful lead generation strategies. When they took on Follow Up Boss to track their latest prospects, Sharif and his team knew they didn’t just want to operate — they wanted to optimize.

This is Sharif’s story, and how Kee Technology Solutions collaborated with his team to create an intuitive workflow for real estate success.

Keeping Up With Clientele

In 2021, Sharif was working in IT and real estate when “[his] real estate business took off” and became an exciting opportunity to go full-time. He knew the secret to success was in equipping his team with powerful tools to stay in touch, so as the team worked on video content and marketing to support their agents on the ground, Sharif considered how to keep clients coming back.

To this day, the team hosts quarterly client events — socials, masterminds, lunches and more — with the goal of adding 5–10 new people into their database every day. They also send out quarterly email invites to start conversations with new and old leads alike. Digital contact remains vital for the team’s growth, and a robust database provides a roadmap for those contacts.

Maintaining a good CRM was key to keeping up with the clients who would help build their business. Follow Up Boss was an “out-of-the-box” CRM, and Sharif didn’t want to waste time figuring out best practices. He wanted to bring on an expert to make the most of it — which is where KTS and founder Elena Kee came in.

Partnering with KTS

Today, the business boasts 60,000 clients, 55% of whom are sphere and referral-based. To retain those impressive numbers, Sharif would need a strategy that supported constant contact and building relationships with their circle. 

After KTS stepped in to implement action plans and stage Sharif’s FUB with smart lists and tags in August 2021, the team noticed a jump in leads who were “marinating” in their Nurture plans (or, sequences designed to stay in touch with former clients). The numbers only supported the team’s efforts:

From September to December 2021:

• Calls in FUB increased by 500%

• Appointments increased by 276%

• Contact attempts via phone, text and email increased by 54%

Sharif and the team made the most of explosive growth over time to get clients on the phone and into the room:

In 2022:

• Calls increased by 227%

• Appointments set increased by 343%

• Contact attempts increased by 29% (on average)

• Contacts responding by phone increased by 129%

In 2023:

• Calls increased by 66%

• Appointments set increased by 84%

• Overall conversion rate increased by 144%

In 2024:

• Calls increased by 84%

• Appointments set increased by 45%

In 2025, Sharif reports their numbers are looking better than ever. Calls have increased by an additional 76%, appointments set have increased by 29%, lead responses are up 60% and with a 25% increase in closed deals, the team is on track for another successful quarter.

Each year, Sharif says, the team does their best “to be a better version of [themselves] than [they] were yesterday.” They’re consistently adding, adjusting, and working hard with the help of KTS automations to optimize their workflow.

Hone the Hustle

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? Schedule a call today.