Proposal built for: Oyler Hines

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 | Five Hours

This includes:

  • Strategy Session - Creating a customized strategy based upon your lead sources and marketing materials
  • Stages - We will clean up and define stages. We will also move old contacts to appropriate stages.
  • Lead Routing - Set up lead routing groups so specific leads go to specific agents
  • Pixel - Installing Pixel on website for lead tracking
  • Smart Lists - Create Smart Lists tied to your prospecting and lead management system
  • Ponds - Establish Ponds for stale leads to go for future prospecting
  • Email Templates - Create Email Templates for Action Plans
  • Action Plans - Build Action Plans with Email Templates and action items
    • New Buyer
    • Nurture Buyer
    • New Seller
    • Nurture Seller
    • Website Activity
    • Post Closing
    • Past Clients
  • Automations - Create Automations to trigger Action Plans


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 major additional items outside of this proposal. This would be discussed and approved 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.

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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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