Proposal built for: Derrich Rodriguez

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

Project Description

To create customized training materials to get team on the same page and everyone using Follow Up Boss correctly. We will try and fit everything we can into five hours.

Project Scope

List of Services: Follow Up Boss | Five hours

This includes:

  • Hour 1:
    • Strategy Session - Reviewing in detail current Follow Up Boss account configuration and flow
  • Hours 2-5:
    • Creating customized training materials
      • Videos
      • Admin and Agent Handbook
      • Team Training


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: $1,000 flat cost for five tracked hours

Additional Fees:

$200 hourly rate for any additional hours 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 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. Amplified Help is a monthly membership for $149/mo.

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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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