Welcome to Follow Up Boss! This guide shows you the easiest way to get started with Follow Up Boss so you can save time + grow your business.
Who is this for?
Follow Up Boss account owners and admins. If you are an agent or lender on a team using Follow Up Boss, check out this guide for agents and lenders.
Part One: Your 12-min Follow Up Boss Overview
Part Two: Getting Started Steps
1. Add your contacts
2. Sync your leads
- Set up direct lead source and IDX integrations to get your leads into Follow Up Boss even faster.
- Do you have website? Let’s 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)
3. Automate your follow-up
- Use Smart Lists to find the people you need to follow up with and when
- Assign Action Plans to your lead sources to instantly send an initial text and drip emails any time you get a new lead > Guide
4. Set up your daily workflow
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 clientsIn Follow Up Boss, you can stay in front of not only leads and prospects, but with a few steps you can consistently leave your mark with your past clients, too. Want to generate more referrals? Follow these easy steps.
Part Four: More coaching and training
- Join our weekly 101 Getting Started Webinar with a live Q&A or sign up for our FUB 101 course to make the absolute most out of Follow Up Boss
- Live and breathe the simple but important daily habits of The BOSS Method
- Check out our YouTube channel to learn from top agents in the business
- Sign up for sales coaching with Conversion University to win more conversations with your leads, guaranteed (Yes, this is included). Email firstname.lastname@example.org for the invite link.
Still Have Questions?
Reach out to our support team at (855) 622-5311 or email@example.com 7 days a week!