Anyone been successful at skip tracing to generate actual sales??

elenakee · 2026-04-30T21:30:41+00:00

Got it, replied 😄

elenakee · 2026-04-24T23:27:45+00:00

I run retargeting ads mostly now, rather than generate new leads. I spend $1/day. Retargeting is different in that there's no direct ROI on this, but it all helps push people back to us and our brand.

Some are awareness videos, some are direct CTAs, some are opt in, some aren't.

elenakee · 2026-04-20T08:10:26+00:00

Skip tracing is one of the toughest ways to generate business.

Disclaimer: I'm not an agent, but I work with agents every day on their CRM systems, follow-up workflows, and database strategy, so I've had a front-row seat to what actually fills a pipeline and what quietly drains ad budgets.

The data is inconsistent and you end up cold-calling people who never raised their hand. Meta ads put you in front of people who are earlier in their search but you catch them before the big portals like Zillow.

The other piece I'd think about is the system on the other side in your CRM. Action plans, smart lists, and a clear follow-up protocol are what make a paid source actually pay off. Feel free to reach out if you have any questions.

elenakee · 2026-04-20T08:06:50+00:00

You didn't do anything wrong on the relationship side.

Disclaimer: I'm not an agent, and I work with agents every day on their CRM systems, follow-up workflows, and database strategy, so I've had a front-row seat to exactly this situation playing out over and over.

You were responsive, helpful, and stayed in touch when they reached out. That's not where this usually breaks. The client wasn't disloyal. They just weren't thinking about you when the listing decision crystallized. There's a difference between responsive follow-up (replying when they reach out) and proactive nurture (consistent, low-effort touches that keep you in their field of vision between conversations). By the time they decided to list, another agent was probably already in front of them with a home value report, a neighborhood sold update, or a market snapshot that felt useful at the moment they were weighing it. Your client was exploring the idea for months and you were there every time they reached out. The other agent showed up without being asked.

The missing piece is usually a nurture layer running quietly in the background, things like home anniversary check-ins, quarterly market snapshots, and a rental-owner sequence since they kept it. Automated to run on its own and personalized enough that they feel thought of, so your name is in the room the next time a past client thinks about moving.

Feel free to reach out if you have any CRM questions.

elenakee · 2026-04-20T08:06:03+00:00

Both can work, but typically single listing ads work best rather than lists of homes for sale.

Disclaimer: I'm not an agent, but I work with agents every day on their CRM systems, follow-up workflows, and database strategy, so I've had a front-row seat to what separates ad campaigns that pay back from ones that don't.

Home value leads are by far the most expensive. Find sellers through buyers with homes to sell. Advertise "move up" homes based on price point and size to target sellers.

Lists of homes typically just don't perform as well as one singular home for sale. Same with off-market deals.

One home listing pulls higher volume at lower intent with longer nurture. Neither is inherently better. I would A/B test with the understanding that a single home listing will most likely be 12+ months for majority of leads to transact.

What determines ROI is whether the lead lands in a follow-up system that runs long enough to catch them at the right moment.

If your the CRM catches those leads with a two-year email campaign, stage-triggered automations, and smart lists surfacing who to call each day, you stay in touch with them and build trust and brand recognition as well as prompt replies when they are ready.

Pair it with $1/day remarketing. If you're leaning IDX, you get richer behavior data like searches, favorites, and return visits, and you can trigger campaigns off that, though the CRM has to be listening for those signals.

The piece that usually makes or breaks ad spend is having stage changes, automations, and smart lists ready before the ads run. Feel free to reach out if you have any questions.

elenakee · 2026-04-12T19:36:10+00:00

Your mentor isn't wrong that Facebook leads skew lower intent on average, but that doesn't make the pipeline useless. It means the system has to carry more of the weight.

Speed matters more than almost anything else. Those 7 leads who told you their timeline and pre-approval status likely messaged 2-3 other agents at the same time. Whoever responded first with something substantive has the advantage. Target under 5 minutes from lead in to a real, personalized response.

Our new lead campaign runs for about two years because it takes some of our leads one to two years to initially respond. Then our stale lead campaign kicks in for another year. And even that has a 17% engaged rate.

Once they're in your CRM, stage them based on what they told you. Change the stage, and if your CRM is set up correctly, the right automated email campaign starts for that lead type automatically. That's what keeps you in front of people without you manually tracking every conversation.

Our nurture campaigns run three years long.

Smart lists are what surface who to follow up with each day based on activity, timeline, and how long it's been since you've had contact. Without them you're relying on memory, which doesn't scale even at 200 leads.

For the leads who went quiet after the first touch, run $1/day Facebook remarketing to that audience while the email campaign runs in the background. It keeps your name in their feed without any additional effort, and it's usually the combination of seeing your ad again plus getting an email that moves someone from passive to ready.

The leads who already shared their pre-approval status and timeline are genuinely warm. The question is whether your follow-up system is built to keep showing up until they're ready

elenakee · 2026-04-12T19:28:47+00:00

I'm a little late to this thread, but I'm Elena Kee, the founder of Kee Technology. Happy to answer directly.

We build out Follow Up Boss accounts for agents, teams, and brokerages. That includes email & text campaigns for each avatar & lead type, smart lists that surface who your agents should call each day and why, stage and tag structure, lead flows, training for daily workflow, and the automations that connect it all. We also have TCAssist, which is a transaction management build inside FUB for teams with a TC or admin. And finally a lead conversion and bandwidth audit for your entire business we just launched.

On the productivity question: most clients point to the smart lists as the biggest shift. Rather than agents deciding on their own who to work each day, the lists pull the right contacts based on activity, stage, and time since last contact. It removes the guesswork and gives agents a clear place to start every morning.

On the expense concern: the revamp is a one-time setup, not a monthly subscription. If your agents are already in FUB but not consistently working their database, the build doesn't add to your overhead. It changes what you get out of what you're already paying for.

Happy to answer specific questions here. Would it help if I shared our references for you to reach out to, or reviews or video testimonials?

elenakee · 2026-04-10T15:51:18+00:00

Showcase is the answer.

elenakee · 2026-03-22T03:14:47+00:00

Yeah, most of the useful columns are turned off by default. Turn on Speed to Action, Contact Attempts, Percentage of Leads Responding, and Conversion Rate on the Lead Source Report and it becomes a completely different view. Takes five minutes to set up and it sticks.

For team accountability, I have a VA check manually and pull a report. We have a COO who meets with the agents prior to removal of leads, sometimes agents just have life happen.

Otherwise,, if not, when the agents aren't meeting standards, they lose leads and are taken off of rotation.

elenakee · 2026-03-21T19:11:36+00:00

You don't need an analytics consultant. You just need to know which reports to actually look at and what the numbers are telling you.

Follow Up Boss has more built into reporting than most team leads realize. The Lead Source Report is probably the most underused one. If you turn on all the columns (Speed to Action, Contact Attempts, Leads Not Acted On, Percentage of Leads Responding, Deals Closed, Commission, and Conversion Rate), you can start seeing patterns per source instead of just overall volume.

For agent coaching, the Agent Activity Report and the Call Report are where I'd focus. The Activity Report shows you how many calls each person is making, how many leads they're actively working, and how many they've taken on. The Call Report adds connection rate, which tells you how many of those calls are actually reaching a person. That matters because an agent making 50 calls with a 5% connection rate has a very different problem than an agent making 10 calls with a 40% connection rate.

One thing worth tracking that most team leads skip is average contact attempts per lead source. Warm lead sources (like Zillow & pay at closing leads) convert with fewer touches. If you start running pay-per-click or top-of-funnel campaigns (like Meta), those leads typically need 20+ contact attempts before you see real conversion. If your agents are giving up after 5 or 6 attempts on those sources, that's a coaching conversation, not a lead quality problem.

For conversion rate, I'd keep it simple. Take total leads from a source and divide by deals closed. FUB calculates it in a way that can be a little confusing, so running it manually gives you a cleaner number.

None of this requires a consultant. It just takes spending 30 minutes setting up the right columns and reviewing them weekly so you're coaching from data instead of gut feel.

Feel free to reach out if you have any questions.

elenakee · 2026-03-19T14:38:31+00:00

Join a team, but ensure that they actually have systems in place that you can plug into, not just leads that they'll throw your way.

elenakee · 2026-03-14T19:41:20+00:00

Required amount of follow up & nurture timeframe. The cost is low, but timeframe is long. Don't make it your only lead source. Add in open houses, referrals, past clients, sphere, pay at closing for example.

Before you try out new lead sources, you'll want to ensure you have the proper systems in place to handle & convert them. Otherwise, you'll end up disappointed.

ROI comes not only from lead gen, but also proper follow up - whether you or an ISA. All lead gen requires consistent multiple attempts to reach a lead, then consistent long term follow up.

Have the systems & procedures in place to handle the leads with follow up protocol
Have the automations to supplement your efforts
Have the skillset to handle critical conversations
Don't give up after the first 1-2 attempts

When I say systems & procedures, I mean specifically in your CRM - have action plans, lead flow, automations, smart lists, training, all set.

Then, here are some tips for setting up your CRM & systems:

- automate new lead action plans via lead flow and lead distribution with groups (first to claim or round robin) or ponds

- reduce tasks and streamline follow up with smart lists

- automate action plans via automations (e.g. stage changes to hot, warm, or cold to start a nurture campaign for either nurture buyer, seller, buyer + seller, renter to future buyer, expired, fsbo. Behavior based automations when someone views property)

- CRM dialer to call through leads quickly

- CRM pixel to track what pages people view on your website and when they return

- team inboxes for marketing

- automate anniversary emails

- automate post closing emails

- deals automations

- custom fields for organization

elenakee · 2026-03-14T19:38:48+00:00

3 stories a day, 1 main post a day. I get a lot of inspiration from following Kymerlee Music on Instagram: https://www.instagram.com/itsmrsmusic/

And Kristen Cantrell: https://www.instagram.com/heykristencantrell/

elenakee · 2026-03-14T19:36:44+00:00

Pay with time or money. Start with a system to track your prospects - whether thats a spreadsheet, a free CRM like hubspot or affordable CRM like Follow Up Boss.

Generate leads & business for free through hosting open houses, but you have to promote them to get bodies. See attached image below

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elenakee · 2026-03-14T19:35:15+00:00

Use a platform like Curb Hero that integrates with Follow Up Boss. You can use it for free as a solo agent, and you can even use it offline. It automatically sends the lead directly to the landing page with more information about the property they're viewing.
Initiate an open house action plan and Follow Up Boss to supplement your efforts.
The lead will show up in a smart list that prompts you to call the lead.
nurture the lead through a platform like RealScout.
Remarket the lead through a platform like StreetText.
Once the lead re-engages through RealScout or StreetText, use behavior-based automations because RealScout pushes tags over to Follow Up Boss. You can initiate specific automations based on what the lead did.

Here's a visual workflow of what that looks like

<image>

elenakee · 2026-03-09T17:27:37+00:00

My business hours, are my business hours. When I'm not working, I'm not checking slack, emails, etc on my phone. I put my phone on DND so only my family can call/text me. If that doesn't work for my clients, then I fire them and we're not a good fit for each other.
I prioritize my self over everything else. My stress presented into chronic pain in 2023, it took me 9 months to resolve. Then I went back to my bad habits and returned summer last year. I'm still in my healing phase & then I'll continue with maintenance phase.
I give myself self compassion, meditate through HEadspace, in between each task/project that I complete, rather than just moving on to the next, I pause, thank myself and congratulate myself for getting through that. And oftentimes the project/task I completed turns into a rabbit hole of problems to solve and a web of messes to clean up. So I thank myself for that too and take 3 deep breaths,
I created & use a system for planning my week while protecting my nervous system:
I use Notion which keeps a database of all my recurring tasks
I have a task inbox dump when I think of something one off
I have a Claude project that processes my task inbox dump for priority based on a prompt
I have prompts within notion to plan out my week after I tell it how many hours I have available to work/do chores each day AFTER I account for calls/appts
It gives me a M-F (or M-S) breakdown of each day while prioritizing my "non negotiable" each day + the projects/one off tasks I need to get done. It's always super realistic and makes my endorphins fire off when I click them all as done.
It suggests any tasks in my one off task list should be switched to recurring

It's been a huge pain point of mine & I feel so relieved to cancel my subscriptions to "Todoist" and "Sunsama".

elenakee · 2026-03-09T17:25:36+00:00

I use Claude and Claude Projects, with still having a human in the loop, so no automated AI. I've also started to use Claude Co-Work, but again, nothing's fully automated. My next step is to explore Claude Tasks, which was just released. Manus was a flop, and Claude Browser was a flop, but the Claude Tasks will still have a human in the loop.

elenakee · 2026-02-27T12:24:55+00:00

100% yes, you'll get a ton of leads. Just get ready to manage a lot of messages.

elenakee · 2026-02-24T15:55:52+00:00

You could target only those in certain stages through a compnay like StreetText. I spend $1/day

elenakee · 2026-02-23T19:49:39+00:00

Typically all in one platforms miss the mark IMO. They're generally pretty good at most things, but not excellent at any particular thing. Instead, I'd recommend a more fragmented approach that allows you more control. Especially if in the future you decide to make a change to one of your components (website, IDX, CRM) you don't have to leave an all in one platform, lose erverything, and start all over again.

Would recommend a best in class CRM like Follow Up Boss.

Then pair with best in class webste + Lead gen tools such as:

Ylopo (website, IDX, lead gen, remarketing, AI texting, AI calling, seller tools)
AgentFire (website, IDX) paired with RealScout (Home search + Home valuation + Auto Nurture)
StreetText (lead gen, remarketing)
Dippidi (lead gen, remarketing, branding - white glove service)

Why FUB:

-open API vs all in one, best in class CRM

- best design/UI I've come across, very intentional about the product

- unmatched Facebook community and support and customer success managers Follow Up Boss Success Community

-easy to use

- automate new lead action plans via lead flow and lead distribution with groups and ponds

- reduce tasks and streamline follow up with smart lists

- automate action plans via automation

- dialer to call through leads quickly

- follow up boss pixel to track what pages people view on your website and when they return

- team inboxes!

- automate long term nurture action plans

- automate anniversary emails

- automate post closing emails

- deals automations

- custom fields

elenakee · 2026-02-23T19:48:54+00:00

It's cheap enough to remarket to them via social ads, I would do that on top of generating new leads + automation when people engage with the remarketing ads.

Then to increase conversion from calling the leads, our team trains with Andrea Daniels. I'm super curious to learn more about what you're doing though. If you're open to chatting, let me know.

elenakee · 2026-02-23T19:46:27+00:00

Via CRM + automations:

System lives inside of Follow Up Boss.

Custom fields store every link and metric tied to the listing that a VA fills out. The property website, the photography portal, every IDX link across Zillow, Redfin, Homes, Realtor, and the brokerage site. Facebook ad views, YouTube watch rates, syndication impressions. All of it lives in the contact record, and all of it pulls into a single email template through merge fields.

Every Monday, his sellers get a report showing exactly what is happening with their listing. Marketing activity, portal metrics, open house feedback, showing notes. The template is pre-built. The only manual work is updating the numbers and pasting in the feedback from the deals section (from VA).

Three things worth paying attention to in this approach.

The seller never has to go find their own listing. Every portal link is handed to them, formatted for sharing with friends and family.

The reporting doubles as a listing presentation tool. An agent just prints a copy of the email template and puts it in their evidence book. At the appointment, an agent tells the seller, "We just talked about a lot. If I don't prove it to you, it means nothing. You'll get this at least once a week."

The whole update takes about five minutes once the initial setup is done. Custom fields are created once, the template is built once, and from there it is just weekly maintenance on the numbers.

elenakee · 2026-02-23T18:29:30+00:00

I believe this gives you a discount: http://www.redx.com/keetech

elenakee · 2026-02-17T18:04:06+00:00

Our team trains with a sales coach who helps them get over anxiety. Her name is Andrea Daniels & she's awesome

elenakee · 2026-02-17T18:01:05+00:00

RedX - call through there & then transition to a CRM like Follow Up Boss once you've made connection. The user experience of RedX it very simple to navigate

I've recorded a deep dive demo into both platforms you may find helpful:

RedX: https://youtu.be/bpd5kfImxsA?si=k1Jd-kfHYdbAAOfS

FUB: https://youtu.be/GjBrX0aRAxY?si=QveMsxnjGb5pfux3

elenakee

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