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Expert Follow Up Boss setup
Follow Up Boss configured and connected to your lead sources, so every lead lands in one place and gets followed up fast.
Follow Up Boss setupCRM IntegrationsOverview
What this is
Follow Up Boss setup means connecting your lead sources, building your stages and action plans, and automating follow-up so no lead goes cold.
What's included
- Lead sources connected to Follow Up Boss
- Stages, tags, and smart lists
- Automated action plans and follow-up
- Team roles and lead routing
- Reporting on speed-to-lead
How it works
Simple, guided, done for you
1
Account audit
Review your current Follow Up Boss setup, or lack of one, against how you actually sell.
2
Configure & connect
Configure pipelines, automations, and integrations to match your real sales process.
3
Train & document
Train your team and document the setup so it's not a black box.
Questions
Before we start
QCan you connect my portals and ads?
Yes, I connect your lead sources so every enquiry flows into Follow Up Boss instantly.
QCan you automate follow-up?
Yes, I build action plans that text and email new leads within seconds and keep nurturing them.
QWhat does the strategy call cost?
Nothing. It's about 30 minutes, no pressure, and you leave with a clear plan whether or not we work together.
QCan I hire you for this directly on Fiverr?
Yes — Follow Up Boss, PropertyRadar and Lofty integration with GoHighLevel/Zillow is available as a fixed-price gig on my Fiverr profile. Book a free call instead for a custom scope.
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Ready?
Let's build it into your business
Book a free 30-minute strategy call and leave with a clear plan, no pitch.
Book my free call →