Action plans are the most powerful — and most underused — feature in Follow Up Boss. Most agents create one generic action plan and apply it to every lead. The result? Generic outreach, low engagement, and lost deals.
This guide shows you how to build action plans that actually convert leads into clients.
💡 We build custom action plans as part of our FUB setup service. Book a free call to learn more →
What Is a Follow Up Boss Action Plan?
An action plan in Follow Up Boss is a pre-built sequence of tasks, emails, and texts that automatically run when assigned to a contact. Think of it as a script your CRM executes on autopilot — calling, emailing, and texting leads on a schedule you define.
The 5 Action Plans Every Agent Needs
1. New Lead Immediate Response Plan
Speed wins in real estate. Your new lead action plan should trigger a text within 2–5 minutes, a call task within the first hour, and a personalized email within 24 hours. Studies show responding within 5 minutes increases conversion by 900%.
2. Long-Term Nurture Plan (12–24 Month)
Most leads are not ready to buy or sell for 6–18 months. Your nurture plan should stay in touch with value-first content — market updates, home tips, neighborhood news — without being pushy. Consistent, low-pressure touches keep you top of mind when they are ready.
3. Past Client Re-Engagement Plan
Your best source of future business is your past clients. Create a dedicated action plan for past clients that triggers on their home anniversary, sends birthday messages, and delivers quarterly check-ins with market value updates.
4. Seller Lead Plan
Seller leads need different messaging than buyers. Your seller action plan should focus on your listing process, local market expertise, and what makes your marketing unique. Include a request for a listing consultation early in the sequence.
5. Old Lead Revival Plan
Leads who went cold 6–12 months ago are a goldmine. A revival plan with a direct "Have your plans changed?" message often re-awakens leads that seemed dead.
Action Plan Best Practices
- Always send a text within 5 minutes of a new lead coming in
- Use personalization tokens ({first_name}, {agent_name}) in every message
- Mix text, email and call tasks — don't rely on one channel
- Space touches: more frequent early, then taper off for nurture
- Review and A/B test your action plans quarterly
How to Assign Action Plans Automatically
The real power of action plans is automatic assignment. Using FUB's routing rules and Zapier, you can automatically assign the right action plan based on lead source, property type, or inquiry type — no manual work required.
Need Your Follow Up Boss Set Up the Right Way?
Our team builds complete FUB systems in 5–7 days — action plans, Zapier automations, smart lists and team training included.
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