With Follow Up Boss, you have lots of training options. From on-demand webinars to videos, to comprehensive guides and videos, no matter who you are, we’ve got you covered. Below is a list of all the various training options we offer.
👉 If you'd like a personalized plan for getting started, take this 2-minute survey. When you do, we'll send you the best next steps based on your answers. We aim to keep things simple, personal, and easy for you!
Note: This is geared toward account owners and admins.
- Follow Up Boss 20-Minute Bootcamp - for Owners, Admins and Agents
- Follow Up Boss Agent Kickstart - specifically for Agents
- Smart Lists: 10X Your Productivity in Half the Time
- Automations & Action Plans: Build follow-up systems that save you hours
- Calling & Texting: Dial faster, never miss an inbound call & track everything
Videos, Guides & More
- Getting Started Guide for Admins
- Getting Started Guide for Agents and Lenders
- Follow Up Boss YouTube Page
- Follow Up Boss Help Center
- Upcoming Live Webinars
1-on-1 Training for Teams
- Available to teams of 3+
- Request this by contacting your success manager