Follow Up Boss Team Onboarding

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  1. Follow Up Boss - Help Center
  2. Getting Started
  3. Getting Started for Admins

Meghan Porter
  • Updated

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 - Grow

  • A 45-minute kick-off & setup call
  • A 45-minute team training 
  • A 15-minute impact review call
  • Account setup help
  • Best practices resources & guidance

Onboarding Process - Pro & Platform

  • A 45-minute kick-off call
  • A 45-minute admin account set up call
  • A 45-minute team training 
  • A 15-minute impact review call
  • 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:

 

Attached is our Team Training slide deck (we use this on Team Trainings!)

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