Proposal built for:

Brody Davis

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 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 | AS Set Up

This includes:

  • Strategy Session - Work together to decide which components of our set up you are wanting installed.
  • Email Templates - Email Templates to be used in Action Plans.
  • Action Plans - Action Plans for leads, nurture, past clients, stale contacts, and post closing. Action Plans consist of text, emails, tasks, notes, and tags.
  • Automations - Automations to trigger Action Plans.
  • Smart Lists - Smart Lists to target specific contacts.
  • Ponds - Create Ponds for stale leads.
  • Pixel - Install Pixel on website if possible.
  • Tags - Tag strategy that is simple but powerful.
  • Training - Handbooks for admin account based on completed project.
  • Live Training Session - We will go over your finished account with you teach you how everything works. We will take the time and answer any questions you may have.


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: $1,500 flat cost

Additional Fees:

$200 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. 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:

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." 

Subscribe to our monthly newsletter to learn more about growing your business.



What People Say

Our Team