Smart Lists
Ace builds the work queues your team already knows how to use. It deploys curated, pre-ranked Smart Lists straight into Follow Up Boss — nine on every account, fifteen with Ace Trove — with cutoffs set from your own book’s scores, so a list is never empty because someone else’s numbers did not fit. Two connector tools let an admin preview and deploy them from Claude or ChatGPT.
Available MCP Tools
Two admin-scoped tools on the Claude / ChatGPT connector (Ace Pro).
ace_smart_lists_plan
For account admins. Preview the Ace Smart Lists your account would get: each list’s name, why it exists, whether it already exists in Follow Up Boss, and (when you ask for counts) how many people match right now. Read-only — nothing is written.
Show me which Ace Smart Lists my account would get, with member counts
ace_smart_lists_deploy
For account admins. Deploy or re-sync the Ace Smart Lists into your team’s Follow Up Boss. It creates missing lists, updates Ace-named lists to the current design, and removes duplicates and opted-out lists — and only ever touches lists with exact Ace names. It shows what it will do and writes only after you confirm.
Deploy my Ace Smart Lists
How to Get Started
Connect Follow Up Boss. Ace deploys the lists your account qualifies for, as soon as the Ace fields they depend on exist in your Follow Up Boss
As an account admin, ask Claude or ChatGPT to run ace_smart_lists_plan to see every list, whether it is already in Follow Up Boss, and how many people match
Account admins deploy or re-sync with ace_smart_lists_deploy — or use the Ace Smart Lists card in the admin dashboard (Dashboard, Account Setup, Setup Health, Pipeline → FUB Smart Lists)
Want your own version of a list? Rename your copy in Follow Up Boss, then switch that Ace list off in the admin card so it is not recreated
What Ace deploys
Nine on every account
Uncontacted Leads (never contacted — works from day one), Hot Leads, High-Value Going Cold, Save List (churn risk is High but still reachable), Slipping Away, plus four capture-signal lists: Unrepresented Buyers (open house), Neighbors Who Signed In, Proven Advocates and Calculator Budget Signals.
Six more with Ace Trove
Hot Buyers Now, Likely Buyers (the quiet, high-propensity buyer Hot Buyers Now cannot catch), Ready Sellers, Likely Sellers, At-Risk Opportunities, and Biggest Opportunities ranked by expected commission (est.).
Cutoffs that fit your book
“Hot” means the top slice of your own book’s Win Scores, not a fixed number, so the lists work on a small book and a large one. The cutoffs are recomputed every time Ace deploys or re-syncs.
Re-sync keeps them current
A re-sync rewrites every Ace-named list to the current design and runs automatically when you connect or reconnect Follow Up Boss and when Ace improves a list. Your own Smart Lists are never modified.
Frequently Asked Questions
Which Smart Lists does Ace deploy?
Nine on every account: Uncontacted Leads, Hot Leads, High-Value Going Cold, Save List, Slipping Away, Unrepresented Buyers (open house), Neighbors Who Signed In, Proven Advocates and Calculator Budget Signals. Ace Trove adds six more, for fifteen: Hot Buyers Now, Likely Buyers, Ready Sellers, Likely Sellers, At-Risk Opportunities and Biggest Opportunities.
Do I need Ace Trove?
No. The nine lists are free on every connected account. Ace Trove adds the six model-ranked lists. Per-seat Ace and Ace Pro do not change which lists you get; the connector tools need an Ace Pro seat.
Can I change an Ace Smart List?
A re-sync rewrites every Ace-named list to the current design, so an edit made inside Follow Up Boss to an Ace-named list does not survive. To keep your own version, rename your copy in Follow Up Boss (renamed lists are never touched), then switch that Ace list off in the admin card so it is not recreated. Your own Smart Lists are never modified.
How do the lists stay current?
Follow Up Boss Smart Lists are live filters, so members come and go as contacts change. Ace re-syncs the list definitions automatically when you connect or reconnect Follow Up Boss and when Ace improves a list, and recomputes the cutoffs from your own book each time.