Follow Up Boss Assessment



Schedule a time for us to look over your Follow Up Boss account to see how we can help.

OUR APPROACH

FREE ANALYSIS

We provide you with a FREE analysis of your current set up (signed NDA to protect your data and database).



PROPOSAL

We write you a proposal with clear pricing on your ideal Follow Up Boss set up.

WHAT WE OFFER

Lead Distribution

Distribute leads by agent, area, price point, etc. Set up groups for ease of removing agents while away or distributing leads most efficiently.



Lead Routing

Properly routing all lead sources into FUB.



Defining Stages

We'll work with you to establish appropriate stages and clearly define them for agents. 



Automated Follow-up Plans

Automated emails to leads, reminders to agent (call, text, follow-up, etc.),  and automated status updates.



Action Plans

Suggestions on existing and stock Action plans, or creating plans specific to your business.



Written Handbooks

We create a simple-to-follow handbook for your agents with best practices custom to your business.



Training Videos

Custom videos specific to your business and set up (admin and/or agent level).



PRICING

Pricing starts at $3,500

(Paid Upfront).

WHAT PEOPLE SAY

Chip Craig & Caleb Hofheins 

GREYBEARD REALTY

  "Lee helped us plan and implement a lead management strategy (including producing a Follow Up Boss handbook for our agents, video tutorials, drip campaigns and more)..."  

Cindy Greenya 

owner at the greenya group

"They are intuitive, simplistic, detailed, advanced, conscientious, thorough, and extremely patient. They have been integral in the process of coaching and implementing the Follow Up Boss CRM." 

LET'S TALK

Grab a time below to Zoom with Lee and talk about your growth needs or about other ways we can help you grow your business.

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