Ongoing Follow Up Boss Management
We optimize your FUB. You sell. Monthly improvements that keep your CRM working harder than your competitors’.
What You Get Every Month
- Performance review — what’s working, what’s leaking, what’s worth changing
- Optimization sprint — improvements to action plans, smart lists, lead routing
- New campaign builds — drip sequences for new lead sources or seasonal pushes
- Integration maintenance — keep your tools talking to each other as platforms update
- Team training updates — onboarding for new agents, refreshers on best practices
- Priority support — direct access for FUB questions and issues
- Quarterly strategy session — bigger-picture planning for your CRM as your business grows
When You Need Management
Growing team
Adding agents, expanding territory, or hitting volume that breaks your current setup.
New lead sources
Adding paid ads, partnerships, or buying leads — and they need proper FUB integration.
Time-strapped
You don’t have time to optimize FUB yourself, but you know it could perform better.
Underperforming
Your conversion rates aren’t where they should be and you suspect FUB is the bottleneck.
What Month 1 Looks Like vs. Month 6
Month 1
Audit your existing FUB. Identify the 3-5 highest-leverage fixes. Implement quick wins. Train team on new optimizations.
Month 3
Pipeline restructured. New action plans live. Smart lists targeting high-value segments. Integrations cleaned up.
Month 6
Conversion data shows where to invest. Team accountability dialed in. Quarterly strategy informing growth decisions.
Frequently Asked Questions
Do I need to have FUB Setup done first?
Not necessarily. If your existing FUB is functional but underperforming, we can start with Management directly.
Is there a contract or commitment?
Month-to-month. Cancel any time. We earn your business every month.
How is pricing structured?
Flat monthly retainer based on complexity, team size, and number of integrations. Quoted after audit call.
What if I just have a small question?
Priority support is included — quick questions get answered same-day, never billed.