Setting up a real estate CRM — whether it's Follow Up Boss or another platform — is one of the most impactful things you can do for your business. But most agents skip the setup and go straight to importing contacts. Then wonder why the CRM isn't working.
Use this checklist before you import a single lead.
⚡ We handle every item on this checklist as part of our FUB setup service. Book a free call to get it done right →
Account & Basic Configuration (Do First)
- ✓ Company name and branding configured
- ✓ Correct timezone set for your market
- ✓ Business hours configured for automated messages
- ✓ Email account connected (Gmail or Outlook)
- ✓ Phone number connected for calling and texting
- ✓ Team members added with correct roles and permissions
Pipeline & Database Structure
- ✓ Custom pipeline stages defined and created
- ✓ Custom fields added for your specific data points
- ✓ Tag library defined (Buyer, Seller, Investor, Sphere, etc.)
- ✓ Lead sources set up and labeled
- ✓ Property types configured if relevant
Action Plans & Automation
- ✓ New buyer lead action plan created
- ✓ New seller lead action plan created
- ✓ Long-term nurture action plan (12 months+)
- ✓ Past client re-engagement action plan
- ✓ Old lead revival action plan
- ✓ Action plans tested and validated
Smart Lists & Views
- ✓ Hot Leads smart list (recent activity)
- ✓ No Contact in 30 Days smart list
- ✓ Overdue Tasks smart list
- ✓ Pre-Approved Buyers smart list
- ✓ Smart lists by lead source created
Integrations & Lead Capture
- ✓ Website lead form connected
- ✓ Zapier account connected to FUB
- ✓ All paid lead sources connected
- ✓ Facebook Lead Ads Zapier connected
- ✓ Google Ads Zapier connected (if applicable)
- ✓ Test lead processed end-to-end
Team & Routing (For Teams)
- ✓ Routing rules configured
- ✓ Ponds created with claim timers
- ✓ Team training session completed
- ✓ Dashboard configured for team leaders
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.
Book a Free Strategy Call →