Have More Meaningful Conversations

Have More Meaningful Conversations Well-timed, personalized messaging promotes better lead nurturing. Stand above other agents who send generic messaging by following these tips. Send Targeted Messaging to List Segments Contact leads based on where they are in the sales cycle. Use filters and smart lists to drill down into specific segments of your ...

Never Miss a Birthday or Anniversary

Recurring Dates Stand Out Get a good overview of upcoming milestones. We mark recurring dates on your calendar in purple: Say Happy Birthday, Every Year Create a smart list that tracks birthdays coming up within the next month. (Here's how.) Create a birthday email template that includes personalization via merge fields like name. Always Remember Th...

Re-Engage Leads & Build Lasting Relationships with Past Clients

1. Engage stale leads. Use our recommended smart lists to identify which leads need to hear from you. Dial through them quickly using a Call List, send a text, or mass message using batch emailing. 2. Stay in touch post-close. We provide an easy-to-follow action plan that keeps you top of mind even when the transaction is complete. Explore more plan...

Stay In-Touch by Mail

Create Mailing Labels in a Snap No need to panic around the holidays or when you want to send marketing collateral!  Here's how to create mailing labels directly in FUB. Integrate with Postcard and Direct-Mail Platforms Send physical postcards without needing to upload your database into another system. Zapier connects Follow Up Boss to direct maili...

Accessible, Centralized Client Information

Documentation in a Central Location Access Key Files Directly from a Client's Profile Never scramble to find an important document, keep everything securely in the contact's profile. (File Attachments) Easier Transaction Management Make collaborating on deals closer easier by tracking all documents centrally. (How to attach files to deals.) Access C...