Follow Up Boss has developed a transition plan to help LionDesk users seamlessly migrate their essential data and workflows to FUB. With resources such as live webinars, overview videos, and customized getting-started guides, users are provided with step-by-step instructions on setting up their FUB account and importing contacts and notes from LionDesk.

Part One: Transitioning to FUB Overview

🎥 Attend our LionDesk Onboarding Webinar to learn how to export and import your LionDesk contacts, customize your settings and notifications, and get a guided tour of the FUB platform.

When transitioning to a new system, the terminology may vary. The chart below illustrates the terms used in LionDesk alongside their counterparts in FUB for similar features.

Part Two: Getting Started Steps

⭐️ If you have not started your free trial, sign up here!

1. Export from LionDesk

• Export your contacts and contact notes files from LionDesk.

2. Import to Follow Up Boss

• Importing your files to FUB is quick and easy. Follow our step-by-step instructions on how to import your LionDesk contacts and contact notes.

3. Organize your contacts

• Organize your contacts by stage 

4. Invite your team member(s) to Follow Up Boss

Note: Skip this step if you are a solo user. 

• Inviting your Team + Team Management

5. Integrate lead sources 

• 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 sources and IDX integrations to send your leads into Follow Up Boss faster and with more information.
• 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.
• Don't forget to set up lead distribution for your website sources on the Lead Flow page!

6. 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

7. 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 mobile app on iPhone and Android.

8. Test it out!

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

Note: Register your Business to send text messages to US numbers.

Part Three: Best Practice Recipes

Convert your paid internet leads

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

In 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

• Attend FUB’s daily webinars and stay up to date on upcoming events
• Listen or watch our Real Estate Team OS podcast
• Check out our YouTube channel to learn from top agents in the business
• Live and breathe the simple but important daily habits of The BOSS Method
• Complete our 30 Day Lead Conversion Plan 🔥
• Skyrocket your business with 60 Days to More Referrals & Repeat Business 📈

FAQs 

Need help?

Contact support@liondesk.com or support@followupboss.com if you have any questions. We are here to help! 😀