August 6, 2025
Case Study: How Valerie Chavez Increased Text Attempts by 436% and Response Rates by 62%
After two decades in corporate sales, Valerie Chavez decided to leave her job and join her son’s brokerage. Fast forward to 2024: she hit her first six-figure year, and credits much of that growth to finally having the right systems in place.
In May 2024, Valerie partnered with Kee Technology Solutions to revamp her Follow Up Boss CRM. What followed was a dramatic shift in how she worked her database, connected with leads, and managed follow-up—without feeling like she was glued to her desk.
The Results
📞 Contact Activity Growth
Avg Contact Attempts: +16%
Call Attempts: +36%
Text Message Attempts: +436%
📲 Response Rate
Overall: +62%
Phone Responses: +262%
Text Responses: +217%
Lead Conversations That Turned Into Clients
Lead 1 – Victoria In September 2024, a new buyer lead responded to initial automated text from Kee Technology's action plan. She followed up immediately with a personal call, started showings in October, and closed the deal by December. Initial messaging required to reach Victoria: 1 automated email, 1 automated text.
Follow up messaging required to convert and close Victoria: 20 manual emails, 158 manual texts, 5 calls, 18 automated emails.
Lead 2 – Eric Responded to initial automated text from Kee Technology's action plan to connect on Monday. Currently an active client.
Initial messaging required to reach Eric: 1 automated email, 1 automated text.
Follow up messaging required to turn Eric into a client: 21 texts, 4 calls.
Not a closed client (yet)!
Lead 3 – Brian Responded to the second automated email in the Kee Technology action plan with his exact requirements in February. Found a home and closed in July.
Initial messaging required to reach Brian: 3 automated emails, 1 automated text, 3 calls.
Follow up messaging required to convert and close Victoria: 29 manual emails, 209 manual texts, 18 calls, 16 automated emails.
Action Plan Engagement Rates
With Kee Technology’s action plans, Kymerlee's team reactivated leads across the board—including those previously marked as stale.
Here’s how each action plan performed (engagement = either a direct response or a pause due to agent connection):
New Buyer Lead: 100%
New Redfin Lead: 85%
New Seller Lead - Cash Offer: 78%
Before the Setup
Valerie managed leads manually with spreadsheets. Despite working 50–60 hours a week, she felt like she was missing opportunities—especially with the volume of pay-at-close and Redfin leads coming in.
“I just felt like I was spinning my wheels. Leads were coming in, but I couldn’t keep up. I knew I needed structure—and Kee Technology gave me exactly that.”
After the Setup
With a new Follow Up Boss system built by Kee Technology—including smart automations, batch emails, and personalized action plans—Valerie reclaimed her time while increasing engagement.
She now has over 1,000 contacts in her CRM, uses the app daily, and says her day starts by checking her Follow Up Boss task list.
“The action plans and automations changed everything. Even if I can’t call a lead immediately, I know they’re getting a text and email automatically—and I follow up the moment I can.”
What Made the Difference?
🔹 Embracing the Follow Up Boss system 🔹 Fast first contact—automated text + email upon lead arrival 🔹 Keeping detailed notes to personalize follow-ups 🔹 Using smart templates to save time and sound human 🔹 Staying persistent until clients are ready
“If someone tells me to call in two weeks—I call in two weeks. And when they say they don’t remember me, I remind them exactly what we talked about. That’s what builds trust.”
Valerie’s Advice to Other Agents
“Follow-up is everything. You don’t have to do it all on your own—hire help. Kee Technology gave me the push I needed. I look at my CRM every day now, and it doesn’t even feel like work because I love what I do.”
What Valerie Had to Say in Her Review:
"I recently worked with Kee Technology Solutions to revamp my Follow-Up Boss account, and the experience has been fantastic. I needed a streamlined system to manage leads and follow-ups more efficiently, and Kee Technology Solutions provided just that. Their deep understanding of the platform helped me optimize my workflows, saving me time and stress.
The personalized support was awesome. They took the time to understand my unique needs and tailored their approach accordingly. The team’s expertise made the process smooth, and I now feel more in control of my client relationships.
For any agent struggling to manage their clients, my advice is to reach out to Kee Technology Solutions they will make it better. Don’t try to figure it all out on your own—having an expert guide you can make a world of difference!"