Proposal built for:

Sandra Rathe

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 | Custom Set Up

This includes:

  • Strategy Session - Work together to create scalable standardized operating procedures built around Follow Up Boss. This session will focus on Action Plans and Automations to move contacts through the sales cycle from lead to post closing.
  • 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, rental leads, 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.
  • 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.
  • 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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