How to Train Your Team

Written by Erik Wantland

Last published at: December 31st, 2020

Congrats on your team growth! We're here to make sure everyone finds Follow Up Boss easy to use and it becomes a natural extension of your business.

When new teams join FUB for the first time, our Onboarding department is here to get things kicked off!

If a new member joins your team, or you would like a refresher, below are three easy steps to get up to speed quickly! 

Step 1: Follow Quick Setup Guides

Upon the first login, follow these quick steps to ensure the proper groundwork is laid for successful FUB usage. 

Step 2: Attend Live Training Webinar

Our live webinar is absolutely the best environment to learn Follow Up Boss. You'll be able to ask questions yourself and benefit by hearing the questions brought up by others.

Register for Live Training Here

We encourage you to have every team member register to attend a webinar, or you can play this one on-demand in your office.

Step 3: Understand Everyday Foundations

After following the setup steps and attending a webinar, you will have an excellent grasp on Follow Up Boss and be able to use it daily.

The next step is to really nail down the features you will be using the most. While every facet of FUB is important, it's essential that you fully understand:

Continued Training & Support

We also encourage you to review our Best Practices Videos.

Our support team is always happy answer any additional questions you have. Feel free to reach out to us!