Are You Losing Deals Because of Your CRM?

If you're using Follow Up Boss but still seeing leads fall through the cracks, you're not alone. A cluttered CRM isn’t just a nuisance—it could be costing you real money.

That’s why Bosses in Action Episode 109 is all about helping you take back control of your pipeline.

Join Tristan Ahumada (CEO of Lab Coat Agents & A Brilliant Tribe) and Trenton Bodin (Director of Technology at A Brilliant Tribe) as they sit down with Elena Kee, CRM expert and owner of Kee Technology Solutions, to walk you through a full Follow Up Boss audit—step by step.

📅 Date: Wednesday, May 21, 2025
⏰ Time: 10 AM PT | 11 AM MT | 12 PM CT | 1 PM ET|


What you’ll learn:

• How to spot weaknesses in your current CRM setup

• Simple steps to clean up your Follow Up Boss for better organization and lead flow

• How to increase engagement, automate follow-ups, and close more deals

Your CRM should be working for you—not against you.

Let’s get your system working like it should. See you there!

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