Proposal built for:
Zia Khan
Please review the details below and hit accept if you're ready to start!
Project Description
Based on our consultation, we understand your vision to scale your apartment locating business nationally while maintaining exceptional service quality. With your current volume of 100 leads daily and deals valued at $800+, we propose a comprehensive Follow Up Boss (FUB) implementation customized for your unique business model.
Project Scope
Strategic Planning & Setup
- Strategy Consultation
- Develop scalable SOPs for your apartment locating business
- Create roadmaps for each lead source
Core System Implementation
- Email Communication System
- Implementation of proven email templates
- Setup of bounce handling protocols
- DNS optimization for improved deliverability
Stage Management
- Custom stage setup for apartment locating workflow
- Implementation of stage-based triggers
- Lead status tracking system
Action Plans
- Custom action plans for:
- New leads
- Nurture sequences
- Past clients
- Stale contacts
- Integration of tasks, notes, and tags
- Property-specific follow-up sequences
Automation System
- Trigger-based automation setup:
- Stage changes
- Tag additions
- New inquiries
- Property interactions
- Custom filtering conditions for:
- Lead sources
- Communication history
- Property preferences
- Email engagement
Lead Management Infrastructure
- Pond System
- Setup of re-engagement sequences
- Stale lead management
- Automated revival campaigns
Smart Lists
- Custom lists for:
- Hot leads
- Property-specific inquiries
- Follow-up priorities
- Agent assignments
Tag Strategy
- Simplified but comprehensive tagging system
- Automated tag application
- Property preference tracking
Integration & Training
- System Integration
- Integration with your existing tools
- Setup of Make.com connections
- Data synchronization systems
Documentation & Training
- Custom handbook creation:
- Admin manual
- Agent guidelines
- Process documentation
- Live training session
- Q&A support
Pricing
All payment is made upfront for FUB set up projects. If project is terminated early, actual work done will be billed at $250/hour.
Total Base Cost: $3,500 flat cost
Additional Fees:
$250 hourly rate for any additional items outside of this proposal. This includes a large quantity of data manipulation during imports/exports as well as Zapier Integrations and Rules. 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/
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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