Proposal built for:

Preston Guyton

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

Project Description

Create customized Action Plans, Automations, and Smart Lists for both Lender and Real Estate leads and contacts.

Project Scope

List of Services: Follow Up Boss | Custom Set Up

This includes:

  • Strategy Session - Work together to create scalable standardized operating procedures with roadmaps built around both Lender and Real Estate leads/contacts.
  • Email Templates - Create custom Email Templates to be used in Action Plans.
  • Action Plans - Create custom Action Plans for leads, nurture, past clients, , and stale contacts. These are for both Lender and Real Estate contacts. Action Plans consist of text, emails, tasks, notes, and tags.
  • 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 these 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. We will create different Smart Lists for both Lender and Real Estate Leads.
  • 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 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.


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: $3,500 flat cost

Additional Fees:

$200 hourly rate for any additional items outside of this proposal. This includes a large quantity of data manipulation during imports/exports. 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.

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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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