Proposal built for:

Beth Lazar

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

Project Description

We're going to build a customized Follow Up Boss account that's tailored to your business model. We will use the best practices and latest features, aiming to keep the setup simple for you on the front end, but also strategic and optimized on the back end. Our goal is to use FUB to help you expand your business, improve your follow-ups, and maximize lead conversion. By partnering with Bara Agency, we can create a fully personalized and integrated solution that's ready to help your business thrive today while built to scale for the future.

Project Scope

List of Services: Follow Up Boss | Custom Set Up

This includes:

  • Strategy Session - Work together to create scalable standardized operating procedures with roadmaps built around lead sources.
  • Email Templates - Create custom Email Templates to be used in Action Plans.
  • Stages - Moving and organizing contacts to appropriate Stages.
  • Action Plans - Create custom Action Plans for leads, nurture, past clients, , and stale contacts. Action Plans consist of text, emails, tasks, notes, and tags.
  • Automations - Create Automations to trigger Action Plans based on our roadmap. These triggers are - stage changed, tag added, deal stage changed, new inquiry, property saved, property viewed, and calendar date. We can combine any of these together. They then get filtered by endless conditions. Few examples would be source, stage, last communication, and even by how many emails you've sent.
  • Ponds - Create Ponds for stale leads to go.
  • Smart Lists - Create Smart Lists to target specific contacts.
  • Tags - Create a Tag strategy that is simple but powerful.
  • Training - Create Handbooks for admin and agent accounts. These will explain how everything works and give you and future agents direction on how to use FUB and how to handle situations.
  • Live Training Session - We will go over your finished account with you and teach you how everything works. We will take the time and answer any questions.
  • Grow Offering - 3 months free as a Bara Agency client. Grow includes pro coaching, training, and support for your Follow Up Boss account.


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 Cost: Two Payments of $1,750

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.


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/

If desired, our Amplified Help offering is a good follow up to your project to have support tickets for any additional help, a private FUB community, member only resources and virtual workshops + office hours.


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." 

Nat Ferguson


"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." 

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