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Please review the details below and hit accept when you're ready to schedule your kickoff call with your Account Manager!

Sevice Description



Working with an account manager and a dedicated ISA, we will be consistently working new, nurture, and stale leads in your FUB account while implementing new FUB features and providing daily reporting. Our goal is to increase your magic growth formula to maximize ROI on our service.



Magic Growth Formula = More Leads + Higher Leads to Close Ratio



ISA Management Process





  • Phase 1:
    • Strategy Session - Work with your account manager to create a customized FUB account roadmap built around your business's workflow.
    • Matching and Hiring Process - We'll get your must haves and must not haves with your ISA and begin the hiring process. We bring you three finalists to choose from.
    • FUB account build out based on Strategy Session
  • Phase 2:
    • ISA onboarding and training
    • Live training with team on using the new process
  • Phase 3:
    • Account handover to ISA
    • Begin tracking reporting
    • Optimize account based on data/feedback
  • Phase 4:
    • Keep account updated at all times with all new product release features



*We will review new features released by FUB with you weekly and install new features if you would like to use them.



Pricing



Payment to be made upfront to beginning management. 3 month commitment, then 30 days notice required to terminate.

Cost: $2,500/mo.

Additional Fees:

  • Client agrees to pay for additional seat in account for ISA access.
  • Additional ISA's added to account cost extra per month. Contact your Account Manager if you are interested in adding another ISA to your account.

Notes



Please note: This does not include the price of FUB system software. Licensed seat required for ISA to live within your account.



The pricing for FUB is here and you would own the system and all the data, we're just managing leads: 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." 

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." 

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