Now that you've started a free trial, it's time to make the most of it. Below are some great resources to help get you acclimated with your account and get you up and running in no time!
⭐️ 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 goals. We aim to keep things simple, personal, and easy for you!
Getting Started
- Watch the right demo for you (if you haven't already)
- Download the Follow Up Boss app for iPhone or Android so you can use Follow Up Boss from anywhere.
- Follow the steps in this Getting Started Guide. You don't need to import all of your contacts, but add some current clients and test out an action plan or two. Test out some organization and automation. Just a little will do.
- If you want to level up with Follow Up Boss, try calling. It is a game-changer. All of your calls and texts are automatically logged into the system.
- Use the Follow Up Boss Lead Profile to see what a profile in use looks like. Feel free to add notes, tasks, appointments, etc. to this lead profile to understand how it works.
- Join our daily Follow Up Boss 20-minute Bootcamp with a live Q&A. It's short and packed full of just enough information to help you get started.
Level Up!
- Check out how other agents use Follow Up Boss to grow their business
- Learn how to 10x your productivity in half the time in our 20-minute Smart List Webinar
- Check out our YouTube Channel to learn from other real estate leaders
- 30-Day Lead Conversion Plan 🔥
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60 Days to More Referrals & Repeat Business 📈