The Ultimate Follow Up Boss Onboarding Guide for Real Estate Teams

Follow Up Boss is a CRM tailored for U.S. real estate teams, designed to simplify lead management, automate follow-ups, and improve team collaboration. It integrates with over 200 real estate websites like Zillow and Realtor.com, ensuring all leads are centralized in one place. Key features include automated lead distribution, shared team inboxes, and unlimited calls, texts, and emails. With tools like Ace AI, teams can automate tasks like scheduling, follow-ups, and data updates, saving time and improving efficiency.

Key Takeaways:

Lead Management: Automatically imports leads from major platforms into a unified dashboard.
Automation: Handles repetitive tasks like follow-ups with customizable action plans.
Team Collaboration: Enables shared inboxes, role-based permissions, and performance tracking.
U.S. Market Optimization: Aligns with American real estate standards and integrates with MLS systems.
Ace AI: Adds voice and chat assistance for hands-free automation, starting at $25/user per month.

Why It Matters:

By organizing your team, cleaning your data, and onboarding during slower market periods (like winter), you can maximize the benefits of Follow Up Boss. Whether you're a solo agent or part of a large brokerage, this CRM helps streamline operations and improve client engagement.

Follow Up Boss Basics

Follow Up Boss

Preparing Your Team for Onboarding

Getting your team ready is the foundation of a smooth Follow Up Boss onboarding process. By organizing your team structure, gathering essential data, and choosing the right time to roll out the system, you can avoid unnecessary headaches and ensure everything runs smoothly. Let’s dive into the key steps to set your team up for success.

Defining Team Structure and Roles

A well-organized team structure is the backbone of any successful CRM integration. The way your team operates will directly influence how Follow Up Boss performs for your business. Begin by outlining the roles within your team. In real estate, common positions include buyer's agents, listing agents, transaction coordinators, marketing specialists, and administrative staff. Each of these roles will require different levels of access and permissions within the CRM.

Team leaders need administrative access to oversee settings, track team performance, and manage lead distribution.
Active agents require full access to their assigned leads, communication tools, and pipeline management features.
Support staff, like transaction coordinators, may only need access to specific deal stages and client information relevant to their tasks.

As Brian Icenhower, CEO and Founder of Icenhower Coaching & Consulting, explains:

"Lead generation is the lifeblood of any real estate business. As a real estate team leader, you must always be proactive in generating new business."

Assess your current team setup and resources before onboarding. If you notice any gaps in your team, now is the time to create a hiring plan to address those needs. This way, you won’t be scrambling to fill roles after the system is already in place.

Play to your team members’ strengths. For example, some agents may excel at nurturing leads and should focus on follow-up tasks, while others might be better suited to qualifying new leads. Communicate these responsibilities clearly so everyone knows their role in the new system.

Collecting Data for Onboarding

Organizing your data is a critical step in ensuring a smooth transition to Follow Up Boss. Before importing your existing contacts, leads, and client information into the system, take the time to clean and structure your data. This avoids confusion and ensures nothing gets lost in the shuffle.

Focus on three main areas when organizing your contacts:

Stages: Define where each contact is in their journey using simple categories like Hot Prospect, Under Contract, or Past Client. Keeping these stages clear and straightforward will make the system easier to use daily.
Tags: Create consistent tags to segment your contacts for better organization and targeting.
Sources: Track where your leads come from - whether it’s Open Houses, Referrals, Online Leads, or specific ad campaigns. This insight will help you make smarter marketing decisions and set up effective lead routing rules.

Additionally, prioritize and categorize your contacts by their status, stage, and type. This will streamline the import process and help your team quickly understand each contact’s position in the sales pipeline.

Lastly, digitize and centralize your documents. Having all your files in one place will save time and eliminate the hassle of hunting for paperwork once your team starts using the new system.

Timing Onboarding with U.S. Market Cycles

Timing matters just as much as preparation when it comes to onboarding. The U.S. real estate market follows predictable seasonal trends, and aligning your onboarding with these cycles can make the process much smoother.

Peak season challenges: Spring and summer are the busiest times for real estate, with home sales typically 30-40% higher than in the winter. The peak season runs from May to August, with June often being the busiest month for transactions. During this time, your team will be focused on closing deals, leaving little time to learn a new system.
Winter advantages: The market slows down between November and February, creating a perfect window for onboarding. With fewer transactions, your team will have more time to explore Follow Up Boss and master its features without the pressure of high activity levels.

Use the quieter winter months to schedule in-depth training sessions and give your team the chance to fully understand the platform. This preparation ensures they’ll be ready to hit the ground running when the busy season returns.

If you’re planning to grow your team or adjust your lead generation strategies, winter is also an excellent time to implement these changes alongside your Follow Up Boss onboarding. It’s a chance to test and refine your workflows, strengthen team relationships, and set the stage for a successful year ahead. By aligning your onboarding with your business goals, you’ll be better prepared to handle the demands of the peak season.

Step-by-Step Follow Up Boss Setup

With your team ready and your data organized, it’s time to set up Follow Up Boss. This guide will walk you through creating your account, importing contacts, and customizing the platform to align with your team’s workflow.

Account Setup and User Invitations

Start by creating your Follow Up Boss account and inviting your team members. The platform includes a helpful onboarding process to simplify getting started. Begin with a quick 2-minute survey to receive a setup plan tailored to your business needs. Once your main account is active, invite your team and assign roles with appropriate access levels. For example:

Team leaders can have administrative privileges to manage settings and oversee lead distribution.
Agents can be given full access to manage their contacts and pipelines.

Make sure to use each team member’s primary work email to ensure they receive notifications and can log in without issues.

Once your team is onboarded, you can move forward with importing your contacts.

Importing Leads and Integrations

Bring your existing contacts into Follow Up Boss by importing them. If you need help, you can email a properly formatted CSV file to imports@followupboss.com. Ensure your file includes accurate column headers and single data values per field.

To import contacts directly:

Go to Admin > Import and click "Import Your Contacts."
Select your CSV file (under 90MB) and click "Open."
Confirm opt-in consent by selecting "Yes, I Confirm."
Map your fields correctly and click "Save & Continue."
Assign an agent and stage for your contacts, or use tags for better organization.
Start the import and monitor the process to ensure everything is transferred correctly.

Follow Up Boss allows up to six columns each for phone numbers, email addresses, and physical addresses per contact. It also merges duplicate contacts by matching email addresses or a combination of phone numbers and names. After importing, sync new leads by connecting your Google or Microsoft 365 account to enable inbox lead processing. Don’t forget to set up direct lead source integrations, IDX connections, and the Follow Up Boss pixel on your website to capture inbound leads.

Once your contacts are ready, you can focus on customizing pipelines and notifications to suit your team’s workflow.

Customizing Pipelines and Notifications

Adapt Follow Up Boss to your team's needs by customizing the dashboard and integrating all your lead sources. This ensures you don’t miss any opportunities. Set up automated action plans for consistent follow-ups and categorize leads based on their readiness to buy or sell.

Ryan Rodenbeck from Spyglass Realty describes it best:

"Think of setting up Follow Up Boss like prepping your rocket for space. Customize your dashboard to keep essential info front and center, integrate all lead sources to catch every opportunity, and automate workflows for efficiency. This way, you're set not just for takeoff but a successful journey in real estate."

Create email templates for various scenarios, including outreach, follow-ups, listings, and post-closing. Use SMS integration for quick client communication, and automate repetitive tasks - like follow-ups or initial messages - to free up your team’s time for more strategic activities. These adjustments streamline your workflow and enhance team collaboration.

Finally, test everything thoroughly. Use the system to send texts, make calls, and email to ensure all channels are functioning properly. Establish a daily workflow and encourage your team to download the Follow Up Boss apps for iPhone and Android to stay connected while on the go.

Customizing Follow Up Boss for Team Collaboration

Once you’ve tailored Follow Up Boss to your business needs, the next step is optimizing it for team collaboration. In real estate, teamwork thrives on clear communication, well-defined roles, and tools that help track progress toward shared objectives. With the right setup, Follow Up Boss can become the backbone of your team’s operations.

Setting Up Permissions and Roles

Follow Up Boss provides six distinct roles, each designed to match the responsibilities of different team members. Here’s a quick breakdown:

Account Owners: They hold the highest level of access, including managing billing, exporting contacts, and adjusting custom settings.
Admins: They oversee team management and phone number assignments but don’t have access to billing.
Team Leaders: Perfect for overseeing team performance, they can view all leads assigned to their team members without full administrative powers.
Agents: They manage their own contacts and sales pipelines.
ISA/Account Team Leaders: They can access all leads but don’t have administrative privileges.
Lenders: Their access is limited to transaction-specific features.

Role	Key Permissions	Best For
Account Owner	Billing, exports, all settings	Business owners, brokers
Admin	Team management, phone assignments	Operations managers
Team Leader	Access to team member leads	Sales managers, team leads
Agent	Full contact and pipeline management	Individual agents
ISA/Account Team Lead	All leads access without admin features	Inside sales agents
Lender	Limited, transaction-focused access	Mortgage professionals

To ensure your team operates smoothly, it’s important to assign roles thoughtfully and review permissions periodically as roles and responsibilities evolve.

Configuring Shared Communication Tools

Once roles are assigned, it’s time to unify your team’s communication. Follow Up Boss simplifies collaboration with features like shared email access and messaging templates. When team members share emails on lead profiles, everyone stays in the loop, avoiding missed or redundant conversations.

Shared text templates are another handy feature, ensuring consistent messaging across the team while still leaving room for personal touches. For phone communications, make sure to:

Register team phone numbers for texting.
Display your Follow Up Boss contact info on emails and websites.
Record personalized voicemails for both individual numbers and team inboxes.
Send introductory texts to new leads, including your name, company, and reason for reaching out.

Don’t forget to include opt-out options in your texts and ensure you have consent before contacting leads. These small steps go a long way in maintaining professionalism and compliance.

Tracking U.S. Commission Structures and Milestones

Follow Up Boss also allows you to track commission structures and transaction milestones, which are crucial for U.S. real estate teams. Custom fields can be created in formats like Date, Text, Number, and Dropdown, making it easy to integrate commission tracking into your workflow. These fields appear in lead profiles, calendars, and contact pages, keeping everything organized.

The Agent Goal Report is another useful tool, available on Grow, Pro, and Platform plans. It tracks earned and pending commissions, offering transparency into both individual and team performance. Admins can set team goals, while agents can monitor their own progress.

Custom fields are particularly handy for tracking transaction stages like contract dates, inspection periods, appraisal deadlines, and closing dates. Dropdown fields can also help manage commission splits, referral sources, and transaction types. These fields integrate seamlessly with email and text templates, enabling personalized communication based on each lead’s position in the sales process.

For teams using Ace AI, these custom fields become even more powerful. The Ace AI assistant can update commission fields automatically through voice commands or chat, eliminating the need for manual data entry. Whether it’s logging commission amounts, updating deal stages, or tracking milestones, Ace AI keeps your records accurate and up to date - even when you’re on the go.

Lastly, setting personal goals within Follow Up Boss encourages accountability and helps team members stay focused. Combined with custom commission tracking, these goals provide a clear picture of individual and team performance, making it easier to celebrate successes and address challenges as they arise.

Using Ace AI for Automation and Efficiency

Ace AI

Once your team is set up in Follow Up Boss, you can take automation to the next level with Ace AI. This tool transforms how real estate teams handle leads and follow-ups by seamlessly integrating into your CRM.

Getting Started with Ace AI

Ace AI fits right into Follow Up Boss without requiring extra logins or browser extensions. Setup is quick and easy - just use your existing Follow Up Boss credentials, and you're good to go.

With Ace AI, you get both a text chat assistant and a hands-free voice assistant. It adapts to your CRM's structure, workflows, and communication style, offering tailored insights to help you connect with leads more effectively.

The admin dashboard gives you control to customize team branding, tweak assistant settings, and link Follow Up Boss tags, stages, action plans, and automations. This ensures Ace AI aligns perfectly with your business processes, automating tasks based on your workflows.

Pricing is simple: $25 per user/month for the text chat assistant or $55 per user/month for the full voice and chat assistant. Both plans include a 7-day free trial.

Now, let’s explore how Ace AI simplifies lead management.

Automating Lead Management and Follow-Ups

Ace AI takes the hassle out of lead management by automating tasks like creating to-dos, scheduling appointments, and executing action plans - all within Follow Up Boss.

It can draft personalized SMS messages, send emails, and even schedule appointments directly into your calendar. For those on the move, voice commands make updating your CRM completely hands-free.

Abigail Negron, a REALTOR® with Tesla Realty Group, shared her success story:

"I'm going through my leads and AI already set up two Zoom appointments with me!!! This is beyond amazing. Thank you so much!!!"

Additionally, Ace AI incorporates market data into communications, helping agents position themselves as trusted market experts. By adding relevant insights to conversations, you can deliver more value to potential clients.

Whether you're on a desktop, mobile device, or working directly in Follow Up Boss, Ace AI is there to assist. Its seamless integration ensures these automations become a natural part of your daily workflow.

Data Security and Compliance

Automation is great, but data security is non-negotiable. Ace AI prioritizes robust data protection and regulatory compliance to keep your clients' information safe.

The platform employs enterprise-grade security measures, including SOC-2 readiness and PII anonymization. SOC 2 compliance means Ace AI has strict controls in place to secure data, ensure availability, maintain processing integrity, and protect confidentiality and privacy.

For real estate teams, compliance involves regular risk assessments, security measures like multi-factor authentication and encryption, and adherence to regulations like the California Consumer Privacy Act (CCPA). Ace AI simplifies this process by extending Follow Up Boss’s existing security protocols to its own features.

With 99.99% sync accuracy, Ace AI ensures automated actions are reliable and error-free. Ongoing monitoring and security updates keep the platform protected against emerging threats, giving you confidence that your clients' data is in safe hands. This deep integration with Follow Up Boss makes compliance management seamless while meeting the high expectations of your clients.

Building Follow-Up Systems for U.S. Real Estate Success

Follow Up Boss and Ace AI are powerful tools that can streamline and automate your real estate follow-ups. But to truly succeed, you need to create follow-up systems that consistently convert leads into clients while keeping your sales pipeline active.

Creating Automated Follow-Up Sequences

In the fast-paced U.S. real estate market, timing is everything. Did you know that lead nurturing emails can generate up to four times the response rate of mass emails? Drip campaigns, on the other hand, can boost open rates by as much as 80%. These stats highlight how crucial automated follow-up sequences are for staying ahead.

Start by segmenting your leads - whether they’re first-time buyers, sellers, investors, or luxury clients. Each group has different needs and timelines, so tailoring your messaging is key.

Keep your content varied to maintain interest. Combine value-packed emails with market updates, success stories from past clients, and even short, punchy "9-word emails" to re-engage cold leads. Remember, half of non-essential sales happen after the fifth touchpoint.

With Follow Up Boss, you can create automated workflows triggered by actions like form submissions, email opens, or property searches. Ace AI takes this further by crafting personalized messages that include market data and property details, ensuring your communication feels relevant and timely.

Don’t limit yourself to just email. A multi-channel approach - integrating SMS, calls, and social media - can help you connect with leads through their preferred communication methods. Once your system is in place, track its performance and refine your strategy for even better results.

Measuring Team Performance with Analytics

Once your automated follow-up sequences are running, it’s time to monitor how well they’re working. Follow Up Boss offers detailed reporting tools that give you a clear view of your team’s performance. Real estate team leader Zia Khan shared:

"Their reporting tools give me full visibility into my team's performance, so I always know exactly where each lead stands and how to optimize my outreach."

Use these tools to track key metrics like response rates. This will help you evaluate lead sources, assess individual agent performance, and identify areas for coaching. Dive deeper with drill-down features to uncover specific challenges and opportunities.

The Properties report is especially useful for understanding which marketing channels bring in the most seller leads and which agents excel at turning listing appointments into signed contracts. Set benchmarks for metrics like response time, conversion rates, and pipeline progress. Celebrate when agents exceed their targets and use these insights to drive ongoing improvements.

Training and Support Resources

To get the most out of Follow Up Boss, regular training is a must. Use performance data to identify areas where your team could improve. Start by leveraging Smart Lists, which highlight contacts needing attention based on their stage, website activity, or last communication. Aim to create 5–7 core Smart Lists that agents can work through daily.

Action Plans are another great tool. These templates simplify key processes like closing deals or preparing for listing presentations. Once built, they allow your team to work more efficiently and consistently.

For additional support, Follow Up Boss offers a Real Estate Team OS guide, packed with interviews and strategies from top agents, brokers, and team leaders across the country. Plus, the Follow Up Boss Facebook Success Community is a great place to connect with other users, share tips, and get advice on specific challenges.

Hold monthly team meetings to review metrics, fine-tune follow-up strategies, and address any platform issues. Encourage your agents to explore new features and share what’s working in their markets.

As Tamera Nielsen and Jerry Burson put it:

"FUB's Smart Lists, Calling Pipelines, Action Plans, Templates, and Reporting are exceptional tools that have directly impacted our ROI in a positive way."

Keeping up with new features is essential. As Follow Up Boss continues to evolve, staying informed ensures you’re always using the best tools available. Remember, lead nurturing is about building trust and long-term relationships - not just chasing quick wins. Every interaction, whether it’s sharing market insights or simply responding promptly, is an opportunity to create lasting connections that turn leads into loyal clients and referral sources.

Pricing and Plan Selection for U.S. Teams

After setting up your onboarding and collaboration processes, the next step is choosing the right plan to maximize your CRM's efficiency. Both Follow Up Boss and Ace AI offer pricing structures tailored for U.S. real estate professionals, with no hidden fees or long-term commitments.

Follow Up Boss Plan Comparison

Follow Up Boss provides three pricing tiers to suit different team sizes and operational needs. Each plan includes unlimited contacts, lead sources, integrations, 7-day-a-week phone and email support, and access to the FUB Facebook Community.

Plan	Monthly Price	Annual Price	Users Included	Best For
Grow	$69/user	$58/user	Individual pricing	Independent agents, small teams
Pro	$499/month	$416/month	10 users included	Growing teams needing collaboration tools
Platform	$1,000/month	$833/month	30 users included	Large brokerages, multiple teams

The Grow plan is ideal for independent agents or small teams looking for an affordable way to manage leads and automate repetitive tasks. At $58 per user annually, it provides a solid entry point for those upgrading from basic contact management tools.

The Pro plan is suited for growing teams that need advanced collaboration tools and in-depth reporting. Additional users cost $49 per month ($41 annually), making it a practical choice for teams sharing pipelines.

For larger brokerages or networks, the Platform plan offers enhanced support and scalability. With additional users priced at $20 per month ($17 annually), it’s cost-effective for organizations with 25 or more agents.

All plans include a 14-day free trial and no contracts, allowing teams the flexibility to cancel anytime. Grow plan users can also add a dialer feature for $39 per user monthly or $33 annually.

Ace AI Pricing and Trial Options

Ace AI complements Follow Up Boss by integrating directly into its platform, eliminating the need for extra logins or extensions. It offers two simple plans to fit different workflows and budgets:

Ace Plan: $25 per user monthly. This includes an embedded chat assistant for quick responses, automated note-taking, and basic CRM updates.
Ace Pro Plan: $55 per user monthly. In addition to the Ace Plan features, this includes voice command functionality and the Ace Anywhere mobile and desktop app, enabling hands-free updates and task management.

Volume discounts are available for larger teams, with specific pricing tiers provided upon request. Ace AI also offers a 7-day free trial, allowing teams to fully explore its capabilities within the Follow Up Boss environment.

Ace AI prioritizes data security with SOC-2 readiness and PII anonymization, ensuring client information is protected. It also maintains a 99.99% sync accuracy rate with Follow Up Boss, ensuring smooth and reliable automation.

Choosing the Right Plan for Your Team

To select the best plan, consider your team size and potential growth over the next 12–18 months. Smaller teams or solo agents can start with the Grow plan, while mid-sized teams (5–12 members) will benefit from the Pro plan’s collaborative tools. Large brokerages with 20–25 agents or more will find the Platform plan cost-effective due to its lower per-user pricing.

For teams on a budget, starting with Follow Up Boss and adding Ace AI later is a smart approach, as the time saved often outweighs the investment. For instance, a team combining the $58 per-agent Grow plan with the $25 Ace plan would spend about $83 per agent monthly - reasonable considering the efficiency gains in lead management and follow-ups.

When deciding between Ace and Ace Pro, think about your team's comfort with technology. While voice commands in Ace Pro may take some getting used to, they offer a significant boost for agents frequently on the move.

With Follow Up Boss’s 14-day free trial and Ace AI’s 7-day trial, you get nearly three weeks to test both platforms together. Use this time to evaluate how much time your team saves on routine CRM tasks and lead follow-ups. These efficiency gains can quickly justify the software costs, helping your team scale effectively while improving lead management.

Troubleshooting, Support, and Optimization

Even the most well-prepared teams can encounter challenges as they scale with Follow Up Boss. To keep your CRM delivering results long after the initial setup, it’s important to have a reliable support strategy and a consistent optimization routine. Below, we’ll cover support channels, data management tips, and workflow review strategies to keep everything running smoothly.

Accessing U.S.-Based Support Channels

Follow Up Boss provides extensive support tailored specifically for U.S. real estate professionals. With 7-day support available across multiple channels, your team can get help whenever it’s needed.

The Follow Up Boss Help Center is a great starting point for troubleshooting. It includes step-by-step guides, video tutorials, and answers to common questions. For more complex issues, you can submit a support ticket to receive personalized assistance.

If your team needs more in-depth guidance, you can tap into on-demand webinars, training videos, and detailed guides that cover everything from basic navigation to advanced automation. For larger teams (three or more agents), personalized onboarding is available. You can work with your success manager to schedule 1-on-1 training tailored to your unique workflows.

Some common technical hiccups include authentication errors with API integrations or delays in processing new contacts through automated workflows. Thankfully, the Help Center has solutions for these and other issues.

For Ace AI users, support is seamlessly integrated into the Follow Up Boss platform. Since Ace AI operates directly within your CRM, troubleshooting follows the same processes. With 99.99% sync accuracy, technical problems are rare, and the combined support from both platforms ensures quick resolutions.

Once technical issues are addressed, it’s time to focus on keeping your data accurate and compliant.

Maintaining Data Quality and Compliance

Clean and compliant data is essential for effective lead management and meeting U.S. real estate regulations. Poor data can lead to missed opportunities, duplicate communications, and even compliance violations that could damage client relationships.

Make regular CRM clean-ups part of your routine. This means removing duplicate contacts, updating outdated information, and organizing lead sources properly. Regularly review Smart Lists to identify contacts that need attention.

Compliance is particularly important when dealing with state-specific real estate rules and Do Not Call lists. Your CRM should flag contacts who’ve opted out of communication and maintain records of all interactions. While Follow Up Boss includes built-in compliance tools, it’s still important to review and update these settings regularly.

Managing custom fields is another key part of maintaining data consistency. Since custom field names in Follow Up Boss are case-sensitive, establish clear naming conventions during onboarding and stick to them. To keep everyone aligned, consider creating a shared document that outlines these standards.

Don’t forget to periodically review lead assignments and territory management to ensure they align with your brokerage’s policies and any applicable state regulations.

Quarterly Workflow Review Checklist

A structured quarterly review ensures your workflows keep pace with your business needs and market changes. Here’s what to focus on:

Smart Lists Review: Make sure Smart Lists are targeting the right leads. Update geographic filters (like city or zip codes) if your market focus has shifted. Adjust lead source categories to track new marketing channels, and remove lists that no longer produce actionable results.
Action Plans Evaluation: Examine your automated follow-up sequences to see where leads might be dropping off. Look at metrics like email open rates, response rates, and conversions. Update messaging to reflect current market trends, and test different follow-up intervals based on your team’s response data.
Reporting and Analytics Assessment: Use Follow Up Boss’s reporting tools to track lead conversion trends and team performance. Highlight top-performing agents and share their strategies as best practices. Identify bottlenecks in your pipeline and develop targeted solutions.
Integration and Automation Check: Review all third-party integrations (like MLS connections, marketing platforms, or custom APIs) to ensure they’re working properly and adding value. Test Ace AI automations to confirm they’re logging calls, creating tasks, and drafting communications as expected.
Team Performance and Training Needs: Evaluate which team members are fully utilizing Follow Up Boss features and identify those who might need additional training. Given the platform’s robust customization options, newer team members may feel overwhelmed. Scheduling refresher sessions and using video tutorials can help close knowledge gaps.
Compliance and Security Review: Make sure your data handling practices meet current regulations and privacy standards. Check user permissions to ensure departing team members no longer have access and that new agents are set up correctly. Verify that lead communication preferences are up to date and well-documented.

After completing your review, document your findings and create actionable steps with clear deadlines. This ensures your team stays on track and your CRM continues to evolve alongside your business needs.

Conclusion

By implementing the onboarding plan outlined above, your real estate team lays the groundwork for consistent growth and stronger client connections. Follow Up Boss simplifies day-to-day tasks with its user-friendly interface while offering the advanced tools necessary to handle complex team workflows. Plus, with numerous integrations available, your team can link virtually any lead source or marketing tool, creating a centralized hub for all client interactions.

This streamlined process not only enhances team efficiency but also sets the stage for incorporating smart automation. Ace AI brings automation directly into your workflow, seamlessly integrating with your existing CRM. It handles tasks like crafting personalized follow-up emails, automatically logging calls, and creating tasks based on conversations. This means your team can focus more on building client relationships and less on administrative tasks.

"Ace AI has been transformative for my business. Within a week, I've seen an incredible increase in response rates. The ability to save summaries for our leads has saved us so much time." - Mark Jensen, Broker

Together, Follow Up Boss and Ace AI create a cohesive system that ensures no lead is overlooked. Shared Smart Lists, automated action plans, and AI-driven insights work in harmony to manage leads efficiently while maintaining the personal touch that drives success in real estate.

Teams that complete onboarding see immediate improvements in organization and lead engagement:

"The systems we've built out on this platform work wonderfully at helping us convert leads to clients. An otherwise tedious, time-intensive process has been made easier and faster with FUB. FUB's Smart Lists, Calling Pipelines, Action Plans, Templates, and Reporting are exceptional tools that have directly impacted our ROI in a positive way." - Tamera Nielsen and Jerry Burson

With thorough onboarding, your team quickly becomes comfortable with the platform's features, leading to immediate results. The responsive U.S.-based support team and extensive training resources ensure help is always available. With this strong foundation, your Follow Up Boss system will continue to deliver better outcomes and foster lasting client relationships.

FAQs

How does Follow Up Boss help real estate teams manage leads more effectively during busy seasons?

How Follow Up Boss Improves Lead Management During Busy Seasons

Follow Up Boss takes the hassle out of managing leads during hectic times by automating follow-ups, ensuring your team can respond promptly and stay on top of tasks. Its customizable lead stages and communication workflows let you adjust your strategy to match each client’s unique needs, so no potential deal slips through the cracks.

On top of that, Action Plans make it easier to nurture leads consistently. By scheduling timely emails, texts, and calls, your team can stay organized and maintain regular communication, which helps boost conversion rates. This system keeps everyone efficient and focused, even when business is at its busiest.

What are the essential steps to onboard a real estate team to Follow Up Boss effectively?

To get started with a seamless onboarding experience, begin by setting up your Follow Up Boss account and uploading your team's data, including contacts and leads. Once that's done, it's important to establish clear Standard Operating Procedures (SOPs) for how your team will use the platform, and then invite your team members to join.

Create a timeline with well-defined goals, such as specific go-live milestones, to keep everyone on track. Be sure to take advantage of the training resources available, like webinars and support tools, to help your team get up to speed. With clear objectives and a structured approach, your team will quickly adapt and make the most of the platform for better collaboration and client engagement.

How does Ace AI make Follow Up Boss more effective for real estate teams?

Ace AI: Your Smart Assistant in Follow Up Boss

Ace AI transforms Follow Up Boss into a more efficient tool by serving as an intelligent assistant that simplifies everyday tasks. With it, you can use natural language to draft emails or texts, update records, and even get answers to your questions - all without lifting a finger.

It doesn’t stop there. Ace AI also makes workflows smoother by using AI-powered tools to quickly set up tasks, appointments, and action plans. By analyzing notes, calls, texts, and website activity, it provides relevant insights that help real estate teams stay organized, connect with clients more effectively, and close deals faster.