How we work


We start with a consultation to gain a deep understanding of your business and unique needs. We'll work with you to develop a tailored plan to optimize your Follow Up Boss account and help you achieve your business goals.


We'll take care of all the heavy lifting for you. Your account will be customized based on your business model and lead sources, including tagging, assigning, and staging all leads to maximize your chances of closing deals. We'll also ensure that your agents are held accountable and using the system effectively.

Expert Coaching

You'll receive coaching and training sessions to help you and your team reach your full potential. From weekly group coaching sessions for your leadership team to ongoing training for your agents, we'll help you stay on top of the latest best practices and strategies.

Data-Driven Insights

We use data-driven insights to help you make informed decisions about your account and overall business strategy. Our reporting meetings provide valuable insights on which agents are closing leads, which ones need more training, and other key performance metrics.

Ongoing Support

We're always available to answer your questions and provide ongoing support to ensure that you achieve your business goals. We'll handle all onboarding/offboarding tasks for your agents and provide cheat sheets and other resources to help them quickly reference how to use the system.


Ready to transform your lead management and achieve your business goals?

Schedule a call–or just learn a little bit more about how we can help you.

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