Done-for-You Follow Up Boss Setup
Custom-configured FUB for your specific real estate business. Done in 1-2 weeks.
What’s Included
Every FUB Setup is comprehensive — built from the ground up to match your real estate business model:
- Account configuration — settings, users, permissions, branding
- Custom pipeline built around your sales process (deal stages, statuses, lead types)
- Action plans — automated follow-up sequences for each lead stage and source
- Smart lists — segmented database views for targeted campaigns
- Lead routing rules — auto-assignment by source, area, lead type, or team rotation
- Integrations setup — Zillow, Realtor.com, Facebook ads, dialers, your website forms
- Email & text templates — written for each lead stage, ready to send
- Team setup — roles, permissions, accountability dashboards
- Live training session — your team learns the new system
- Documentation — written guide for your team to reference
Process & Timeline
Week 1: Discovery
Deep-dive call into your business model, lead sources, sales process, and team structure. We document everything before touching FUB.
Week 2: Build
We configure your entire FUB — pipeline, action plans, smart lists, integrations, templates, lead routing.
Week 3: Launch & Train
Test with real leads, train your team, hand over documentation. You’re live with a CRM that actually works.
Investment
Setup pricing depends on the complexity of your integrations, team size, and how custom your sales process is. Most setups range from a fixed mid-range investment for solo agents up to comprehensive team-level builds. We provide a flat quote after the discovery call — no hourly billing surprises.
What you’ll know after the free audit call: exact scope, exact price, exact timeline.
Who This Is For
- Real estate professionals new to Follow Up Boss
- Anyone migrating from another CRM (LionDesk, KW Command, etc.)
- Existing FUB users whose setup is broken or underutilized
- Teams expanding from solo agent to multi-agent and need proper setup
Who This Is NOT For
- People looking for the cheapest possible “click here, copy that” approach
- Anyone who wants to learn FUB themselves and DIY it
- Businesses outside real estate (we only do real estate)
Frequently Asked Questions
How long does the setup actually take?
Most setups complete within 1-2 weeks of receiving your business info. Complex multi-team setups with many integrations may take 3 weeks.
Do I need to migrate my existing data?
Yes, we handle full data migration from your existing CRM (LionDesk, KW Command, BoomTown, spreadsheets, etc.) as part of the setup.
Will my team need training?
Yes — we include a live training session for your team plus written documentation. Most teams are productive on day 1 of launch.
What if something breaks after launch?
Setup includes 30 days of post-launch support. Anything that needs fixing in that window is on us. Beyond that, you can opt for ongoing FUB Management.
Do I keep working in FUB during the setup?
Yes. We build the new configuration in parallel and only switch over when everything is tested and ready. Zero downtime.
Can you help me decide if FUB is right for my business?
Yes — the free audit call covers this. If FUB isn’t right for you, we’ll tell you honestly.
Get Your FUB Setup Quote
30-minute discovery call. We’ll scope the work and quote a flat price.