Our Success Managers are here to help your team get results with Follow Up Boss. We'll make getting started with Follow Up Boss easy + give you the tools you need to convert more leads and grow your business. Let's get started!
Launch🚀 for Grow and Pro Teams
Here's what we provide:
- A dedicated success manager during onboarding*
- A series of personalized 30-min sessions (A kick-off, an account set up (as needed), a go-live workflow session, an impact review)
- Account setup help
- Best practices resources & guidance
- *Pro teams have ongoing success help post launch
Launch🚀 for Platform Teams
Here's what we provide:
- A dedicated success manager during onboarding & post launch
- An implementation timeline and tracking sheet
- A series of personalized 45-min sessions (A kick-off, an account set up call, a go-live workflow session, an impact review)
- Account setup help
- Best practices resources & guidance
Getting Started Checklist
Your Success Manager will help you:
- Add your team to Follow Up Boss
- Connect lead sources
- Import contacts
- Identify action plans per lead source
- Customize stages
- Customize smart lists
- Connect Follow Up Boss Integrations
- Organize contacts by stage and assigned agent
- Set up company inbox
- Set up team inboxes
- Install the Follow Up Boss pixel on your website
- Create lead flow groups
- Create lead flow rules and assignments
What you and your team will need to do:
- Download the Follow Up Boss app
- Connect emails
- Add email signatures
- Complete the company profile
- Complete the business registration
- Choose phone number(s)
FAQs:
When will my success manager reach out to me?
A Follow Up Boss Success Manager aims to call new customers within 24 hours of signup as a customer (excluding weekends, in which case we will reach out the next business day).
Can I do some training on my own & where do I start?
Yes! Here are some options:
- Follow Up Boss Bootcamp(for Owners and Admins) and Agent Kickstart (for Agents) are available every weekday. These two webinars covers best practices for getting up to speed quickly.
- Here is our Getting Started Guide for admins
- Here is our Getting Started Guide for agents/lenders
- Here is our Smart List Webinar