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:
- Our Daily/On-Demand 20-min Bootcamp
- All of our Daily Live Moderated and On Demand Webinars
- Our Getting Started Guide
- Our YouTube Playlists
- Need help importing your contacts? Send your files to firstname.lastname@example.org!
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.
- Generate most of your business from online leads? Download our guide here: 30-Day Follow Up Boss Lead Conversion Plan 🔥
- Generate most of your business through your network (past clients and sphere)? Download our guide here: 60-Day Plan to 📈 Referrals & Repeat Business
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!