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, as well as help you start learning the system.
👉 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!
- 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 get all of the power out of Follow Up Boss, try calling. It is a game-changer. All of your calls and texts will log automatically and you get a dedicated business line that's separate from your user number.
- Add a test contact so you can send some texts back and forth, test out calling, etc. You should also add an appointment, task and leave some notes. See what a full profile looks like and how it can help you stay on top of your game.
- Join our daily Follow Up Boss 20-min Bootcamp with a live Q&A. It's short and packed full of just enough information to help you get started.
- 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 10 min smart list webinar
- Check out our YouTube channel to learn from other real estate leaders
- Check out all of the courses and content available to you in the Follow Up Boss Academy