Welcome to Follow Up Boss! This guide shows you the easiest way to get started with Follow Up Boss so you can save time + grow your business. If you want a quick intro to what Follow Up Boss is and what it can do for you, check out this 12-minute video!
⭐️ 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!
Step One: Sync your new leads
- Connect your email so we can sync your client emails
- Enable inbox lead processing - Turning this on allows us to automatically add new leads from your email inbox to Follow Up Boss (from supported lead sources)
- Link your Zillow Profile and integrate other lead providers with FUB
Step Two: Add and organize your existing contacts
- Import your contacts into Follow Up Boss or email your CSV to your success manager @ Follow Up Boss
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Organize everyone by stage to power your smart lists & help you focus on the right people
Step Three: Get connected on mobile
Step Four: Join our on-demand training
- Learn the basics in our 20-min bootcamp
- 10x your productivity with smart lists (20 min)
- Learn about calling & texting in 10 mins
- Action plans & automations overview (15 mins)
- Agent Kickstart (30 min; specifically for agents)
If you need additional help, check out our help center, or email support@followupboss.com.