agreement built for:

Schroth Team

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 an ISA, we will be consistently working new, nurture, and stale leads 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

  • Step 1: Strategy Session - Work with your account manager to create a customized FUB account roadmap built around your business's workflow
  • Step 2: FUB account build out
  • Step 3: Train agents receiving leads on the handoff and reverse handoff procedures
  • Step 4: ISA introduction
  • Step 5: Flip lead flow to ISA
  • Step 6: Begin calling, live transferring, and setting appointments with new, nurture, and stale leads
  • Step 7: Provide daily activities report + monthly review with Account Manager
  • Step 8: Implement feedback changes and any new FUB features
  • Step 9: Continue to optimize account, maximize magic growth formula, and train agents on new features and processes

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


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

Cost: $2,500/mo.

Additional Fees:

ISA's added to account cost additional per month. Contact your Account Manager if you are interested in adding another ISA to your account.


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:


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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