Getting the Most out of Follow Up Boss (Agents)

We’re going to give you some tips for using Follow Up Boss to its fullest. This article is created for agents, but contains information that is beneficial for everyone in the account! If you’re an admin, click here to view your suggestions.

The most important thing is to never feel overwhelmed by the system. Yes, Follow Up Boss is a very powerful tool, but it’s meant to be simple and easy to use. 
Feel confident that you can and will master the system. Remember, these are suggestions; never feel pressure to implement absolutely everything, every day. Take it step by step and Follow Up Boss will be second nature in no time!

The Basics

Attend a Training Webinar Early
The  training webinar is an optimal learning environment with a live Q&A session where you can submit your own questions or hear feedback from others. Plan to attend the webinar within your first 2 weeks of using FUB.  Register Here
Go Through All Getting Started Steps
When you’re added to the system, go ahead and knock out the getting started steps within your first three days. This includes connecting your email and downloading our mobile app.

Quickly Getting Familiar with Follow Up Boss

Here’s a four minute crash-course on getting familiar with FUB. Supporting articles can be found below.

Determining Who to Follow Up With

In this video we'll give you tips on how to best determine which leads you should follow up first. 

Quick summary of what we covered in the video:

  • Check Your FUB Calendar Every Morning
  • View Your Most Recently Assigned Leads
  • Are You at Inbox Zero? 
  • Become Familiar with Smart Lists Your Team Has Created for You
  • See Who Hasn’t Been Called or Texted in Awhile
  • View Your Individual Reporting

You can also view our "Best Practices" Smart Lists:

Your team may have specific suggestions on how they want you to use the system, so be sure to check with them first if you have questions.

Daily Recommendations 

To see the best results (and close the most leads!), we recommend:

  • Making Follow Up Boss a part of your daily routine. Agents who check their CRM at least twice a day see the most results.
  • Aiming to respond to all emails and texts in the inbox.
  • Targeting at least 3 - 5 older leads to call or text daily, based on the video above. 

If you have any additional questions, we're always happy to help. Email us: support@followupboss.com.