List of Services: Follow Up Boss | Custom Set Up



This includes:



• Strategy Session - Work together to create scalable standardized operating procedures built around Follow Up Boss for both residential and commercial/investments. This includes utilizing FUB to eliminate the need of multiple platforms to perform tasks and run your business efficiently.
• Email Templates - Create custom Email Templates. These will be used for lead conversion, as well as sending offers, post closing emails, birthday emails, anniversary emails, etc. Our goal is to eliminate the time creating and sending the emails we use most often.
• Action Plans - Create custom Action Plans for new leads, nurture, past clients, stale contacts and other operational processes such as post closing, submitting offers, and moving a contract through deal stages. Action Plans consist of text, emails, tasks, notes, and tags. This is where we create the standardized operating procedures and leave no stone unturned for how to handle and lead or deal in any stage.
• 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 those 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.
• Smart Lists - Create Smart Lists to target specific contacts. This is how we know who to talk to and when to talk to them. Zeroing your Smart Lists out will become a daily task and allow you to have complete control over every contact in your account.
• Lead Distribution - Build Lead Distribution Groups based on specific criteria such as location, price, tags, MLS numbers, or phone numbers. This allows us to give newer agents leads they can learn to convert and give the higher priced leads to better converting agents.
• Ponds - We will create Ponds where stale contacts go. These are good leads for newer agents to work and try and convert.
• 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 agents direction on how to use FUB and how to handle situations.
• Live Team Training Session - We will get everyone together and go over your finished account and how everything works. We will take the time and answer any questions anyone has.



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.