Welcome to Follow Up Boss! To help you get set up and running as quickly as possible, we’ve put together this cheat sheet of everything you can do to put FUB to work in your business.
Part One: Your 12-min Follow Up Boss Overview
Part Two: Getting Started Steps
1. Accept your invitation
The email you’re looking for will have “___ invites you to join them on Follow Up Boss” as the subject line. Use the button in that email to create your password.
2. Connect Your Email
We will automatically sync emails you send to or get from your contacts into FUB. This makes it easy to see what you said and when, even if you reply to an email from your regular email inbox!
3. Go mobile!
We know you spend as much or more time in the car as you do in the office, so be sure to get the Follow Up Boss app on your phone! Also allow notifications so you won’t miss a beat.
4. Choose Settings and Notifications
Your Settings page can be accessed by clicking your initials at the the top-right of the screen. Be sure to enter your mobile phone number and edit your signature, then click "Save" at the bottom of the page.
We recommend enabling all notification types so you never miss a new lead alert or text reply from your contacts. More here:
5. Add and organize your contacts
- Import your contacts via CSV or email email@example.com with your file and we can help
- Connect FUB with your lead sources so new leads are added to FUB automatically. This looks a little different for different lead sources, so search your lead source by name (ie Listings to Leads, or Zillow) here to find steps for connecting them.
- Organize everyone by stage
6. Set up your daily workflow
- Use Smart Lists to find the people you need to follow up with and when
- See 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
Part Three: 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!