We provide you with a FREE analysis of your current set up (signed NDA to protect your data and database).
We write you a proposal with clear pricing on your ideal Follow Up Boss set up.
Distribute leads by agent, area, price point, etc. Set up groups for ease of removing agents while away or distributing leads most efficiently.
Properly routing all lead sources into FUB.
We'll work with you to establish appropriate stages and clearly define them for agents.
Automated emails to leads, reminders to agent (call, text, follow-up, etc.), and automated status updates.
Suggestions on existing and stock Action plans, or creating plans specific to your business.
We create a simple-to-follow handbook for your agents with best practices custom to your business.
Custom videos specific to your business and set up (admin and/or agent level).
Chip Craig & Caleb Hofheins
"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)..."
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."
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.