Follow Up Boss Onboarding & Training

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  1. Follow Up Boss - Help Center
  2. Getting Started
  3. Getting Started for Admins

Meghan Porter
  • Updated

No matter what type of onboarding and training suits you best, we have an option for you! You can choose to explore our content on your own, get some guided training via a mini course, or you can opt for paid onboarding to work 1-1 with a success coach. Whichever path you choose, it is our goal to help get you quick results. Getting started with a new CRM doesn't need to be hard. Let's focus on growing your business!

 

Option One: Explore On Your Own

This option is a choose your own adventure 😀 We’ve got a ton of content to explore to help you get quick results with Follow Up Boss! Here are a few links we suggest checking out first:

 

Option Two: Guided Onboarding & Training (Guided Steps & Curated Videos)

Want to get started on your own time, but with some guidance? We have detailed guides with videos that will help you focus on steps and workflows that lead to quick results. 

 

Option Three: Paid Onboarding & Training - Work 1-1 with a Success Coach

If you’d rather get started with a Follow Up Boss expert at your side, we’ve got you covered. For a one-time fee, you will be paired with someone on our experienced success team and this is what you’ll get:

  • A launch session to talk through your goals and craft a plan just for you
  • A personalized getting started plan &  training plan focused on getting quick results
  • A workflow training (learn exactly how to grow your business with Follow Up Boss)
  • An impact review session - to make sure you are seeing repeatable results 

Interested in paid onboarding? Upgrade to a paid Follow Up Boss account and select the option for the Accelerated Success Program!

 

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