So much to do but so little time? Follow Up Boss is here to help. Create trigger-based workflows and automatic follow-ups to help you follow up better, faster, and more consistently using automations, action plans, and smart lists.
- Automate your outreach but still be personal
- Automate your task assignments and workflow and get more done
Automation + Personalization. It's you, but better.
💭 Start more conversations with new leads using action plans
- Use action plans to send a personalized text to new leads
- Send personalized drip emails to engage prospects
💰 Convert more of your existing leads using automations
- Use an automation to reassign hot leads to a first to claim group
- Use an automation to re-engage your stale leads
- See other best practice automations
📞 Know who to call and when using smart lists
- Tip: Use the Follow Up Boss pixel + smart lists to show you who is active on your website
- Use your recently active list to find people searching on your website
- Use your new leads/daily list to keep in front of your brand new opportunities
- See other best practice smart lists