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FUB SETUP SERVICE

Follow Up Boss CRM Setup Service for Real Estate Investors

We build your entire Follow Up Boss CRM from scratch — correctly configured for real estate investors and wholesalers from day one. No guesswork, no templates, just a clean system built around how you actually work.

What's Included:

  • ✓Pipeline & deal stage design
  • ✓Custom fields for investor workflow
  • ✓Lead source tracking & UTMs
  • ✓Smart list creation & segmentation
  • ✓Team roles, permissions & routing
  • ✓Inbox & notification configuration
  • ✓Tags & filtering structure
  • ✓Initial action plan setup
THE SERVICE

What a Proper Follow Up Boss Setup Actually Looks Like

Most teams set up Follow Up Boss by guessing. They use default settings, ignore custom fields, and end up with a CRM that confuses their team. We build yours with intention — every pipeline stage, every automation trigger, every custom field designed around your specific deal flow.

The result is a CRM your team actually uses and that actually produces results from day one.

Our clients typically see:

  • ✓5x faster lead response time after setup
  • ✓70% reduction in manual CRM work
  • ✓3x improvement in lead contact rates
  • ✓Full team adoption within the first week

Our 4-Step Setup Process:

1
Discovery Call
We learn your business model, lead volume, team size, and deal flow to design the right structure.
2
Architecture Design
We map out your pipeline stages, custom fields, team structure, and automation strategy before building.
3
CRM Build (48hrs)
We configure everything in your Follow Up Boss account — pipelines, stages, fields, automations, and integrations.
4
Walkthrough & Training
We deliver a full Loom video walkthrough and do a live training session with your team.

Common Questions About Our Setup Service

Everything you need to know before getting started.

How long does the setup take? +
Most standard setups are completed within 48 hours of the discovery call. Complex multi-team builds with multiple integrations may take 3–5 business days. We'll give you a clear timeline before we start.
Do you work inside my Follow Up Boss account? +
Yes. You give us temporary admin access and we configure everything inside your existing account. You retain full ownership of all data and the account itself.
Will my team need training after the setup? +
We include a comprehensive Loom video walkthrough with every setup, plus a live training session to walk your team through everything we built and answer any questions.
What if I already have data in Follow Up Boss? +
No problem. We can work around existing data, reorganize it, or clean it up as part of the setup process. We also offer standalone CRM migration if you need to import data from another system.
What makes your setup different from others? +
We specialize exclusively in real estate investors and wholesalers. Every setting, stage, and automation we configure is based on deep experience with REI deal flow — not generic CRM consulting.

Ready for a Properly Built Follow Up Boss System?

Book a free 30-minute strategy call. We'll show you exactly what we'd build for your business — no obligation.

✓ Free consultation    ✓ 48-hour delivery    ✓ You own everything we build

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Most real estate teams use Follow Up Boss as a contact database. We build it as a complete follow up engine. From lead intake and CRM migration to automation, integrations, and ongoing management, we design Follow Up Boss around how your business actually operates.

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