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Barry Jenkins' Automations

You've seen his Masterclass on using Smart Lists. See what Professor Barry is up to now with Automations: Hot Leads to Lender "Killer automation to add your lender to leads the second something good happens" Click here to preview and use this automation   Stage to Contact "Automation to remove leads from your focus that have negative activity like b...

Last updated: November 23rd, 2020 by Erik Wantland

Automations Based on New Activity

Reach out when an old lead has new activity If you've got the Follow Up Boss Pixel installed on your website, you can see when an old lead visits your site and trigger an action plan based on their activity. Try out these Automations to trigger action plans based on new activity from existing leads:     New Inquiry for an existing lead: Follow up fo...

Last updated: November 23rd, 2020 by Erik Wantland

Automations for Nurturing your Leads

When someone tells you they're just starting their search and not planning to act for a few months, easily start a nurture campaign that keeps you top of mind while you focus on active buyers. Try out one of our Best Practices Automations to help you nurture your existing leads:   Nurture Long Term Buyers This automation will trigger a long term nur...

Last updated: November 23rd, 2020 by Erik Wantland

Automations for easier workflows

Automations can be used to standardize your workflows, save you on clicks, and ensure that you can stay focused on what you do best- closing deals.   Bad Number This automation will help you stay in contact with leads that you are not able to connect with by phone. The goal is to begin communication via email or get a new number to call. Click here ...

Last updated: December 9th, 2020 by Erik Wantland

Sharing Automations

Save time, share with your team Although, your Follow Up Boss account has comes pre-loaded with Best Practice Automations that cover some of the most common needs we’ve seen in the Follow Up Boss community, we know there are limitless possibilities! For that reason, we want you share your Automations with a teammate or friend using a custom link. Th...

Last updated: December 9th, 2020 by Erik Wantland

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