Our success gurus are here to help your team get results with Follow Up Boss. We'll make getting started with Follow Up Boss easy and enjoyable + give you the tools you need to convert more leads and grow your business.
Note: For teams with 3+ users in a Follow Up Boss account.
Onboarding Process
- A 45-minute kick-off session & personalized plan for getting started
- A 45-minute admin account set up session
- A 45-minute team training session
- A 15-minute impact review call
- Best practices resources & guidance
- Account setup help
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
- Installing 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 is available every weekday here: https://followupboss.ewebinar.com/webinar/follow-up-boss-20-minute-bootcamp-1607. This covers best practices for getting up to speed quickly.
- Here is our Getting Started Guide for admins: https://help.followupboss.com/hc/en-us/articles/1500008524262
- Here is our Getting Started Guide for agents/lenders: https://help.followupboss.com/hc/en-us/articles/360018395374
- We also have a Getting Started video series on YouTube: https://www.youtube.com/playlist?list=PLDmR8fGtgojCkJV265uW9dZOG3f3g-8Os
- Getting Started course in the Follow Up Boss Academy + Sales Coaching: https://followupboss.northpass.com/app
- Here is our Smart List Webinar: https://followupboss.ewebinar.com/webinar/smart-lists-webinar-10x-your-productivity-in-half-the-time-2041
Attached is our Team Training slide deck (we use this on Team Trainings!)