Proposal built for:

Amy Flemmer



Please review the details below and hit accept if you're ready to start!

Project Description



We'll help you use your Follow Up Boss account to leverage all the best practices of top agents, 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



Strategy Development

  • Conduct comprehensive strategy consultation session
  • Document current workflows and pain points
  • Create detailed roadmap for implementation
  • Establish success metrics



System Configuration

  • Contact Management & Communication
  • Implementation of standardized email templates for:
    • Initial lead response
    • Nurture sequences
    • Past client follow-up
    • Re-engagement campaigns
  • Custom stage configuration aligned with sales process
  • Development of targeted action plans for:
    • New leads
    • Active prospects
    • Past clients
    • Stale contacts
    • Special events/campaigns



Automation Setup

  • Creation of triggered workflows based on:
    • Stage changes
    • Tag additions/modifications
    • Deal stage transitions
    • New inquiry
    • Property interaction tracking
  • Implementation of conditional logic for:
    • Lead source differentiation
    • Stage-specific actions



Advanced Features Configuration

  • Setup of "Ponds" system for lead nurturing
  • Creation of Smart Lists for targeted marketing
  • Implementation of comprehensive tagging strategyIntegration with current third-party applications



Documentation & Training

  • Documentation Deliverables
  • Comprehensive admin handbook including:
    • System architecture overview
    • Standard operating procedures
    • Troubleshooting guides
    • Best practices
  • Agent handbook covering:
    • Daily workflow processes
    • Lead management protocols
    • Communication guidelines
    • System navigation



Training Program

  • Live training session covering:
    • System navigation
    • Workflow demonstrations
    • Best practices review
    • Q&A session
    • Recording of training session for future reference
  • 30 days of post-implementation support

Pricing



All payment is made upfront for FUB set up projects. If project is terminated early, actual work done will be billed at $250/hour.

Total Base Cost: $3,500 flat cost

Additional Fees:

$250 hourly rate for any additional items outside of this proposal. This includes a large quantity of data manipulation during imports/exports as well as Zapier Integrations and Rules. This would be discussed before accruing any charges.

Notes



Please note: This does not include the price of FUB system software 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: https://www.followupboss.com/pricing/

WHAT PEOPLE SAY

Rachel Van Cleave

The Stratton Group

"By the end of our sessions, I was proficient in our systems, I had a clear understanding of how our agent trainings need to go, and how to effectively manage our leads." 

READ MORE

Nat Ferguson

owner AT FERGUSON REALTY

"Lee and his team helped me create a plan that brought meaningful growth to my brokerage, so much so that I crushed my 5 year plan in 18 months." 

READ MORE

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