Maximize Lead Conversion. Eliminate the Chaos.
Built for FollowUpBoss. Proven to Replace Zillow.
Know exactly what happened to every lead in your system?
Hold your agents (or yourself) accountable—without micromanaging?
Stop wasting money on leads that never convert?
Get the same conversion results from PPC that you once relied on Zillow for?
What if you Could...
Not a Follow Up Boss user? Click here to learn more.
What if you Could...
Know exactly what happened to every lead in your system?
Hold your agents (or yourself) accountable—without micromanaging?
Stop wasting money on leads that never convert?
Get the same conversion results from PPC that you once relied on Zillow for?
Welcome to
Accountability
Assist.io
A done-for-you FollowUpBoss build that gives you a complete operating system for converting more leads—without needing more leads.
Welcome to
Accountability
Assist.io
A done-for-you FollowUpBoss build that gives you a complete operating system for converting more leads—without needing more leads.
Who's This Perfect For . . .
High-producing solo agents ready to get organized
Teams who hand off leads and need accountability
Broker-owners managing a pipeline of agents and ad spend
Anyone tired of asking “Where are my leads going?”
What's Included . . .
✅ SmartLists That Work for You
Daily, weekly, and monthly follow-up lists that tell you exactly who to call, text, and email—based on urgency and stage.
✅ 3/2/1 Lead Claim Automation
Ensures every new lead gets 3 calls, 2 texts, and 1 email within the first 3 days—or gets returned to the pond.
✅ 21-Day Unstaged Sweep
Agents don’t stage the lead? It’s swept and reassigned automatically. No more leads sitting dead in limbo.
✅ Contact Goals by Production Tier
Whether your agents close 18 deals a year or 36+, they’ll know exactly how many people to contact each day.
✅ Team & Solo Agent Versions
From solo agent routines to multi-agent dashboard reviews, this system scales with you.
✅ Admin Visibility & Pond Management
Lead pause rules, SmartList health checks, reassignment automations—this is true hands-off control.
A Top-Producing Ops Coach & Real Estate COO
I built this system inside FollowUpBoss after our team left $10,000/month Zillow spend behind—
and matched our lead conversion using PPC.
Better systems
Smarter automations
Real accountability
Better systems
Smarter automations
Real accountability
Hi!
You can call me Shay and I build operational real estate systems that any agent or team can use to close more business. Since 2005, I have personally coached over 100 real estate agents to become the most productive version of themselves as well as personally listed and sold hundreds of homes in Arizona.
I've created this tool to help organize your database and real estate business operations as a solo agent, team or brokerage. In fact, the Team I manage has used a very similar system in FollowUpBoss to close on over 1200 transactions.
As the COO for The HYLAND GROUP | eXp Realty, I work everyday to ensure our agents have systems and processes to close more business. Our team of 18 agents has closed over 3500 transactions and over $1 Billion in sales volume.
TESTIMONIALS
What my clients say . . .
"We plan to keep crushing our goals with Chelly's help. I can't thank her enough for all she does and her invaluable input in our success.
- Saud Rai
Realtor, Skywalker Group
"I've been very happy with the TCAssist build, just wrapped my first deal using it, and it's great. Great for my business, easy to use, terrific customer support. Highly recommend!"
- Seldon Tual
Realtor
Any Questions?
What pain points does the TCAssist.io course address??
The course tackles common challenges in real estate transaction management, such as repetitive tasks, manual data entry, inconsistent communication, and managing multiple transactions. It provides strategies to streamline workflows, automate tasks, and improve communication to enhance efficiency and client experience.
How does this course help with repetitive tasks and manual data entry?
Our course offers techniques to automate repetitive tasks and reduce manual data entry. By streamlining workflows, you’ll save time and effort, allowing you to focus on more critical aspects of your business.
How can this course improve communication with clients and team members?
The course includes standardized communication templates and leverages Follow-Up Boss features for transparent communication. This helps prevent misunderstandings and delays, improving the overall client experience and team collaboration.
What solutions does the course offer for managing multiple transactions simultaneously?
You’ll learn to structure transaction management processes, create effective checklists, and utilize automation. These insights simplify coordination and ensure that no details are overlooked, even when handling multiple transactions.
How does the course address compliance and risk management?
TCAssist.io is NOT a Broker compliance and doc storage system but is meant to work along side those types of software. TCAssist.io does provide checklists, email templates and strategies for incorporating compliance measures into Follow-Up Boss workflows and ensuring task completion. This helps you or your team meet your states suggested timelines, have clear communication, be reminded on important stages of the listing or transaction and thereby mitigate risks, reducing the chance of errors or omissions.
What guidance does the course offer on leveraging technology for transaction management?
The course provides practical advice on utilizing Follow-Up Boss features, integrating with other tools, and staying updated with technological advancements. This ensures you can harness the full potential of technology for successful transaction management.
Who is this course designed for?
The course is tailored for solo real estate professionals, transaction coordinators, operations/admin staff, team leaders, and brokerage owners. It is designed to maximize efficiency, transparency, collaboration, and successful deal closures.
What will I learn from this course?
You’ll learn to build custom workflows, templates, and automations to manage transactions effectively using FollowUpBoss CRM. The structured video lessons will help you streamline your workflow, organize client interactions, create communication continuity, save time, and drive more sales.
How will this course benefit my real estate business?
By mastering transaction management with FollowUpBoss, you’ll enhance your productivity, improve client communication, and close more deals. The course empowers you with the tools and strategies needed to achieve unparalleled efficiency and success in your real estate business.
powered by
Kee Technology Solutions
Stop Buying More Leads.
Convert What You Already Have.
If your PPC leads are sitting untouched, or your agents aren’t consistently following up…You don’t need a new lead source. You need AccountabilityAssist.
📊 Results You Can Count On
Matched Zillow-level conversions with PPC 💰
Saved $120,000+ in referral and portal spend 💸
18–24+ deals/agent/year, using SmartLists and daily tracking 📈
Used by real estate teams doing 300+ deals/year 💼
Built in FollowUpBoss.
Runs on Autopilot.
You’ll get:
Pre-built SmartLists
Lead sweeping automations
Pond setup & rules
Agent daily routines
Admin weekly review guides
Contact trackers
Done-for-you install and support
Ready to Stop Wondering Where Your Leads Went?
Let’s turn every lead into a commission check—with a system that does the heavy lifting for you.
© 2025 Chelly T. Herren, PLLC. All rights reserved
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