Follow Up Boss automation that actually works
We build your CRM the right way—with proven workflows, intelligent routing, and automated follow-up that converts leads without overwhelming you.
What's Included
A complete Follow Up Boss system built for automation
Reduce manual tasks, increase conversion, and run your business more efficiently with proven automation. We handle your entire CRM setup—action plans, smart lists, ponds, workflows, and AI-ready infrastructure.
Action Plans
Automated email sequences that get responses
Pre-built drip campaigns for buyers, sellers, renters, and sphere with empathetic, personable copy that generates conversations.
Smart Lists
Know exactly who to call, every day
Ten priority-based lists that update automatically based on lead behavior, so you stop guessing and start converting.
Lead Ponds
Turn cold leads into hot opportunities
Intelligent ponds that group unnurtured leads by criteria—so agents can claim high-potential prospects instead of letting them go cold.
Lead Flows
Automatic assignment and routing
Intelligent workflows that route new leads to the right action plan and agent instantly—no manual sorting required.
Stages & Pipeline
Simplified pipeline management
Clean stage definitions and streamlined workflows that help your team collaborate and move deals forward efficiently.
FUB Pixel Install
Track lead activity automatically
Courtesy installation of the Follow Up Boss pixel on your website to track lead behavior and trigger smart automations.
Training & Support
Get up to speed, fast
One-on-one implementation, 30-minute follow-up, 90-day group training access, video library, and lifetime monthly support calls.
Trevy Integration
AI-powered personalization (Optional)
Configure your Follow Up Boss to work with Trevy's AI engine—turning cold leads into conversations with deeply personalized messages.
Companies hire us because we deliver results.
How it works
From chaos to automated revenue in 6 simple steps
Complete your intake form
Tell us about your business, lead sources, team structure, and current pain points. We gather what we need to implement our proven system.
Review the roadmap
We present our proven implementation plan—showing exactly what we'll build in your Follow Up Boss using action plans, smart lists, and workflows that convert.
We build your automation system
Our team implements our setup in your Follow Up Boss account—action plans, smart lists, lead flows, stages, and all automation workflows.
Walkthrough of your new system
We give you a comprehensive overview of everything we built—showing you how each automation works, when it triggers, and how it all connects together.
Best practice training materials
You get our complete training library, cheat sheets, and quick-reference guides that show your team exactly how to use every feature of your new system.
Live training and support
Live training to get you adopted to the system, followed by 30-day support.
Complete your intake form
Tell us about your business, lead sources, team structure, and current pain points. We gather what we need to implement our proven system.
Review the roadmap
We present our proven implementation plan—showing exactly what we'll build in your Follow Up Boss using action plans, smart lists, and workflows that convert.
We build your automation system
Our team implements our setup in your Follow Up Boss account—action plans, smart lists, lead flows, stages, and all automation workflows.
Walkthrough of your new system
We give you a comprehensive overview of everything we built—showing you how each automation works, when it triggers, and how it all connects together.
Best practice training materials
You get our complete training library, cheat sheets, and quick-reference guides that show your team exactly how to use every feature of your new system.
Live training and support
Live training to get you adopted to the system, followed by 30-day support.
Add-Ons & Consulting
Other Ways We Can Help
Complementary offerings to strengthen your pipeline, improve adoption, and keep your operations running smoothly.
RealScout Integration & Setup
Full RealScout + Follow Up Boss integration with purpose-built smart lists, automations, and hands-on team training.
Platform Training Sessions
Focused training on Follow Up Boss or RealScout — workflows, smart lists, daily ops, and adoption best practices.
Smart List Zero
Accountability framework that keeps teams at follow-up zero with clear KPIs, prioritized queues, and coaching cadence.
Trevy Setup & Integrations
Connect Trevy with your lead stack to automate repetitive operational tasks and keep data flowing between systems.
Listing Leads
Done-for-you program that helps agents generate high-intent listing opportunities in their local markets.