Want to overhaul your database and start fresh?
Need a follow-up plan for every contact?
Want to set up action plans and automations that actually work?
We've got you covered.
Follow along with our 2026 Kickstart series designed to help you get back to the basics to crush your goals in the new year. Our Kickstart series is eight 30-minute sessions recorded here for easy reference! Set a goal to tackle two sessions per week over the next four weeks, or pop some popcorn and binge-watch them all at once.
Kickstart Sessions
#1 Get your Leads into Follow Up Boss and Set your New Year's Goals
Let's get your leads in FUB and set your New Year's goals. Over the next month, we will show you how to achieve your 2026 goals!
Homework: Set up your goals and lead sources for 2026.
Resources: Importing Contacts, Integrate Lead Sources, Goal Report Overview
#2 How to Follow Up like a Boss
Learn how to keep track of leads in your database by using Tags, Stages, Smart Lists & Ponds!
Homework: Stage your Active Clients, Pending Clients, and Hot Prospects so your smart lists start working for you.
Resources: Tags, Changing a Lead Stage, Smart Lists Overview, Lead Ponds Overview, Boss Method
#3 Using your Follow Up Boss Number for Calling & Texting
Get all your communication in one place so you’re not looking all over the place for your conversations!
Homework: Call and text a lead + use the dialer in Follow Up Boss.
Resources: Calling Overview, Texting Overview
#4 Action Plans & Automations in Follow Up Boss
How to set up meaningful action plans and time-saving automations!
Homework: Apply an action plan to a lead and/or turn on an automation in your account.
Resources: Action Plans Overview, Automations Overview
#5 Setting Appointments and Tasks in Follow Up Boss
Never forget another appointment or task again!
Homework: Set up an appointment and a time-based task in your account.
Resources: Appointments & Events, Working with Tasks
#6 Tracking your Deals for 2026 in Follow Up Boss
See you're on pace to meet your goals for the year by using deals in Follow Up Boss!
Homework: Create a deal in Follow Up Boss.
Resources: Creating Deals, Deals Report
#7 How to Revive your Stale Database
Find money in your current database!
Homework: Send a batch email and check out the recent activity on your website.
Resources: Batch Emailing Overview, Website Activity
#8 Reporting in Follow Up Boss
Track your activity, speed to lead, and conversion rates!
Homework: Find how many texts you’ve sent this month and commit to doubling that next month.
Resources: Agent Activity Report
Leveling Up in 2026
- Lead Nurturing: From the who, how & when, to building strategies that increase your conversion rate.
- Automating Your Business: Learn how to use automations to increase your efficiency & maintain a personalized connection.
- 30 Day Lead Conversion Plan 🔥
- 60 Days to More Referrals & Repeat Business 📈