The expensive part
Getting found online is the expensive part. The money is made — or lost — after the click.
If a lead drops into a cluttered Follow Up Boss account, hits a generic drip, or sits untouched because no one owns the follow-up, you don't have a lead problem. You have a system problem.
Google search
A buyer searches Google and clicks on your name.
AI recommendation
A seller asks ChatGPT who they should list with.
Form or IDX register
Someone fills out a form, registers on your IDX, or calls your team.
Then what?
If that opportunity drops into a cluttered CRM, you don't have a lead problem — you have a system problem. The commission is lost after the click.
What you'll learn
By the end of this session, you'll know how to…
Capture and route every real opportunity
Make sure leads from Google, your website, portals, and referrals actually land in Follow Up Boss with clear ownership — instead of leaking out or sitting unassigned.
Handle new leads the same winning way every time
What should happen in the first 5–15 minutes after a lead hits Follow Up Boss so more people respond, book, and show.
Smart lists, stages & automations as your no-lead-left-behind system
How to structure stages, tags, smart lists, and action plans so agents log in and instantly see who to contact today, with what message.
Fix conversion before you chase 'more leads'
A simple checklist to find where deals are dying between first search, first contact, and signed agreement — and what to adjust.
Mine your existing database for hidden deals
How to surface past leads and clients already in Follow Up Boss who are showing buying or selling signals right now.
Track the few numbers that predict more closings
The key metrics from first search through appointment and closing that tell you if your marketing and CRM are actually working together to produce revenue.
Who this is for
Solo agents, teams, and brokerages who already have lead flow.
Solo agents
Who already have some lead flow and a Follow Up Boss account.
Teams
Who suspect they're leaving money in the CRM because follow-up is inconsistent or disorganized.
Brokerages
Who want a clear, proven structure so more of the leads they already have turn into signed buyers and sellers.
Not for brand-new agents still looking for their first lead — this is for people who already have opportunities coming in and want more of them to close.
Visible Agent × Kee Technology Solutions
Visible Agent
Kiera Flynn
Founder, Visible Agent
Kiera Flynn is the founder of Visible Agent, an SEO, Google, and AI visibility agency built specifically for established real estate professionals. Visible Agent helps agents turn their real-world reputation into the digital evidence Google, AI platforms, and consumers need to find, trust, and choose them.
Elena Kee
Founder, Kee Technology Solutions
Elena Kee specializes in Follow Up Boss systems for top-producing teams and brokerages. She designs the stages, smart lists, automations, and routing rules that ensure leads from search and website forms get turned into conversations, booked appointments, and signed agreements.
Together, Visible Agent and Kee Technology Solutions show you how your Google & AI visibility meets your Follow Up Boss setup to build a complete lead-to-closing pipeline.
The commission is lost after the click. Let's fix that together.
Wednesday, October 15 at 1 PM ET / 10 AM PT · Live online workshop