Project Description

We'll help you use your Follow Up Boss account to leverage all the best practices of top teams and brokerages. The goal is always to keep the setup simple for the user, but to create an overall strategy on using FUB to help you create more business, provide better follow-up, and know when to follow up with certain types or sources of leads.

Project Scope

List of Services: Follow Up Boss clean up/setup package.

This includes:

  • Cleaning up Stages and defining them - as well as moving old contacts to appropriate stages.
  • Getting your lead sources and any existing database imported into it.
  • Setting up Lead Routing Groups so that certain leads go to certain people (as in, listing leads and higher price points go to certain people, others go to specific people or eventually to other team members if/when relevant).
  • Using the Follow Up Boss phone system (may require additional spend with FUB) for Live Transfers, Group Texting, and better Reporting.
  • Utilizing Reporting to make key decisions on lead spend and agent activity.
  • Some basic Drips and Action Plans - these are custom to what we see work for our clients - you also have an opportunity to make one-time edits to be sure they are in "your voice" if you want that. We can also clean up unused Action Plans.
  • Cleaning up old tasks and creating a strategy for not having tasks pile up (or simply removing them if not needed).
  • Setting up some useful Smartlists and deleting old ones.
  • Set up and Integration of a MailChimp (or similar) account for email marketing - this integrates seamlessly with FUB and we will help you create a basic template or two for your email marketing.
  • An overall marketing/email marketing strategy via FUB.
  • Setting up/checking settings of the FUB Pixel installation and use.
  • Exploring additional FUB features as relevant - such as Automations, Ponds, or Team Inboxes.
  • A short, written "agent FUB handbook" on how to best use the system as an agent + a few basic training videos (we can give you raw videos or post unlisted on YouTube so only you see them).
  • One, high-level, but detailed admin-level video that shows you how to edit lead flow, action plans, add new users, etc. - All the things you need to run the system beyond set up.
  • Keeping an eye on the system for the first month and making any necessary tweaks.


All payment is made upfront for FUB set up projects. If project is terminated early, actual work done will be billed at $200/hour. 

TOTAL BASE COST: $3500 flat cost

Additional Fees:

$200 hourly rate for any major additional items outside of this proposal. This would be discussed before accruing any charges.

Please note: This does not include the price of FUB system software or MailChimp or other software referenced.

The pricing for FUB is here and you would own the system and all the data, we're just doing set up:

If desired, monthly Operations Coaching is a good follow up to keep focused on running a smooth business and working towards focused growth.


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)..."  

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." 


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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