Follow Up Boss
Our agents are all provided a customer relationship management platform (CRM) Automate your client engagement, create drip campaigns, keep track of important dates and schedule reminders with ease. The cloud base cutting edge CRM allows agents to effectively manage sales and rental leads by email or text...even when you are not available. By capturing each lead, you will maximize your productivity.
Getting Started
1. Set up an account by syncing your Fulton Grace email, phone number and downloading the app.
2. In order to get started, check out the settings.
3. Upload your list of current contacts. These people can consist of your past clients, friends, family, colleague or generally anyone that you think may be a source of referrals or future business.
4. If you tag each uploaded contact with “email marketing” they will be eligible to receive two monthly marketing emails from you directly. Your clients will receive one seasonal email and one newsletter each month.
Getting to Know Follow Up Boss
The main page is called the people page
The person screen
Stage Definitions
Contact
Family Friend (Anyone that you can market to for referral or business)
Lead
Online lead inquiry, referral (Relationship yet to be established)
Rental
Active Rental Client (Relationship established)
Buyer
Active Buyer Client (Relationship established)
Seller
Active Seller (Relationship established)
Pending
Application submitted or offer approved for sale listing
Closed
Lease signed or closed sale transaction (move to past client in 1 year)
Past Client
Former client sale or rental
Nurture
Rental or sale client looking further in advance
Trash
Lead never converted into an active relationship
In order to communicate with your contacts, you can email and text directly through Follow Up Boss. You have the ability to create and utilize text and email templates that you can create.
Organization Tools
In order to manage all appointments, scheduled follow ups and general client and contact organization, utilize the calendar, task features and tag features.
Tasks
Calendar
Tags
Advanced Tools
Follow up Boss has some amazing tools and integrations that can take your business to the next level
One of the best features in FUB is to integrate your website or general online advertising on websites like Zillow, Apartments.com and realtor.com as examples. First you would need to learn about the API integration and lead email integration
Follow Up Boss integrates with many other softwares. For example we currently have FUB integrated with email marketing software and mailer software.
As mentioned earlier, by simply tagging “email marketing” your clients will be eligible to receive two branded emails per month. 1) Seasonal email 2) Company newsletter
Also, by tagging “Mailer” or “Mailer Plus” your contacts can eligible to receive an automatic mailer each month. SEE MORE INFO
If you are interested in integrating other marketing software with Follow Up Boss, check out www.Zapier.com for a list of options
Action Plans
One of our favorite tools Follow Up Boss has to offer is “Action Plans” . The best way to describe Action Plans are, a series of scheduled email templates and tasks that are assigned to a contact.
If you want to learn more about action plans and creating one for your business, please reach out to Fulton Grace Management for a meeting