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Services

Done-For-You Follow Up Boss
Services & Packages

From initial FUB setup to ongoing management โ€” everything you need to make Follow Up Boss work for your real estate business, handled by experts.

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Service

Complete FUB Setup & Configuration

We build your entire Follow Up Boss CRM from scratch โ€” account setup, pipeline stages, custom fields, lead sources, user roles, email integration and mobile setup. Done properly in 5โ€“7 days.

  • Full account and branding configuration
  • Custom pipeline stages matching your workflow
  • Custom fields, tags and contact properties
  • Lead source setup and verification
  • Gmail / Outlook email sync
  • Team member roles and permissions
  • Mobile app setup and walkthrough
Get Started โ†’
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Service

Zapier & Integration Automation

Connect Follow Up Boss to your entire lead ecosystem. Facebook Ads, Google Ads, your website, SMS platforms, Google Sheets, Slack and 250+ more tools โ€” all automated via Zapier.

  • Zapier account setup and FUB connection
  • Facebook & Google Lead Ads automation
  • Website form โ†’ FUB lead capture
  • Slack notification Zaps
  • Google Sheets reporting automation
  • Calendly booking โ†’ FUB task creation
  • SMS and ringless voicemail integrations
Get Started โ†’
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Service

Custom Action Plans & Smart Lists

High-converting follow-up sequences, drip campaigns and smart lists that automatically segment and nurture your real estate leads โ€” tailored to your business and market.

  • New lead immediate response action plan
  • Long-term nurture sequences (6, 12, 24 months)
  • Buyer, seller and investor-specific plans
  • Custom smart lists by stage, source and tags
  • Hot lead priority automation
  • Past client re-engagement sequences
  • Task and call reminder automation
Get Started โ†’
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Service

Ongoing CRM Management

Monthly Follow Up Boss management keeps your CRM clean, optimized and constantly improving. We handle everything so your system keeps working as your business grows.

  • Monthly CRM audit and database cleanup
  • Duplicate contact merging
  • Action plan performance review
  • New automation additions each month
  • Tag and smart list updates
  • Lead source performance reporting
  • Monthly strategy call included
Get Started โ†’
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Service

Lead Routing & Team Configuration

Intelligent routing rules, fair lead distribution, pond setup and team permissions so every lead reaches the right agent at the right time, automatically.

  • Round-robin lead distribution setup
  • Geographic and zip code routing rules
  • Pond setup for unclaimed leads
  • Agent visibility and permission settings
  • Team leader dashboard configuration
  • ISA workflow configuration
  • Overflow and fallback routing rules
Get Started โ†’
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Service

Team Training & FUB Onboarding

Live training sessions that get every agent on your team confident and consistent in Follow Up Boss โ€” from daily workflows to dashboard reporting.

  • Live group training session (Zoom)
  • Daily workflow and best practices walkthrough
  • Mobile app training for agents
  • Dashboard and reporting training
  • Action plan and task management training
  • Custom video walkthroughs of your setup
  • Written SOP documentation for your team
Get Started โ†’
Pricing

Simple, Transparent Pricing

All plans include a strategy call, full implementation and post-launch support. Need something custom? Let's talk โ†’

Starter

Solo Agent Setup

$497 one-time
+ Your FUB subscription
  • โœ“ Complete FUB setup & configuration
  • โœ“ 3 lead source integrations
  • โœ“ 2 custom action plans
  • โœ“ 5 smart lists
  • โœ“ 1-hour training session
  • โœ“ 14-day post-launch support
  • โœ— Zapier automation
  • โœ— Team routing setup
Get Started
Elite

Setup + Management

$997+$297/mo
Setup fee + monthly management
  • โœ“ Everything in Pro
  • โœ“ Monthly CRM audit & cleanup
  • โœ“ New automations each month
  • โœ“ Monthly strategy call
  • โœ“ Performance reporting
  • โœ“ Priority support (24h response)
  • โœ“ Cancel anytime
  • โœ“ Dedicated account manager
Get Started
Ready to Get Started?

Let Us Build Your Perfect
Follow Up Boss System

Stop losing leads in a messy CRM. We'll set up your entire Follow Up Boss system โ€” action plans, Zapier automations, smart lists โ€” done in 5โ€“7 days.