Proposal built for: The New Home Experts
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 - Creating a customized strategy based upon your lead sources and marketing materials
- Lead Routing + Groups - Set up lead routing groups so specific leads go to specific agents
- Ponds - Establish Ponds for stale leads to go for future prospecting
- Stages - Move old contacts into proper stages
- Email Templates - Create custom nurture Email Templates
- Action Plans - Create nurture Action Plans to mine old contacts
- Pixel - Installing Pixel on website
- Mailchimp - Create custom audiences in Mailchimp
- Training Handbooks for Admin and Agents
- Meeting with Team to overview system
Pricing
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: $2,500 flat cost
Additional Fees:
$200 hourly rate for any major additional items outside of this proposal. This would be discussed before accruing any charges.
Notes
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 Collective 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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WHAT PEOPLE SAY
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
owner AT FERGUSON REALTY
"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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