Welcome to Follow Up Boss! This guide will walk you through setting up your account, teach you how to use Follow Up Boss and elevate your follow-up. Ready to save time and grow your business? Let's get started! 

Note: If you are an agent or lender on a team using Follow Up Boss, check out this guide for agents and lenders.

👉 If you'd like a personalized plan for getting started, take this 2-minute survey. When you do, we'll send you the best next steps based on your answers. We aim to keep things simple, personal, and easy for you!

Part One: 12-min Follow Up Boss Overview

Part Two: Getting Started Steps

1. Invite your team to Follow Up Boss

• Inviting your Team + Team Management

2. Add and organize your existing contacts

• Import your contacts into Follow Up Boss
  • Need help? Email the CSV file along with any specific instructions to imports@followupboss.com. 
• Organize everyone by stage 

3. Sync your new leads

• We will process leads from most lead sources when you connect a Google or Microsoft 365 account and enable inbox lead processing.
• You can also set up direct lead source and IDX integrations to get some of your leads into Follow Up Boss even faster and with more information for sources like Zillow.
• Have a website? Get it connected directly via the Follow Up Boss pixel to get additional real-time tracking + capture inbound leads via call and text (yes, do this even if you’ve integrated your website).
• Don't forget to set up lead distribution for web sources on the Lead Flow!

4. Automate your follow-up 

• Use Smart Lists to find the people you need to follow up with and when
• Assign Action Plans to each Lead Source to instantly text and email your new leads

5. Set up your daily workflow

• Learn how to start your day with Follow Up Boss
• Have Follow Up Boss in your pocket. Learn to use our apps on iPhone and Android.
  

6. Test it out!

• Send a text, make a call and send an email

Part Three: Best Practice Recipes

Convert internet leads from Zillow, Realtor.com, etc.

In Follow Up Boss we make it easier to convert the leads you buy so you can get the best ROI. Here are the steps for setting up a workflow to convert more of these high-value leads.

Convert leads who register on your website 

Not only can you connect almost any website to Follow Up Boss, but you can also set up a workflow to help you convert new and existing leads searching on your website. Check out this easy but powerful setup.

Generate business from your past clients