I will set up and optimize your follow up boss real estate CRM
Scale Selling, Real Estate Websites, CRM and Automation
About this Gig
Your Follow Up Boss account is only as good as the system behind it. Scale Selling builds follow-up systems your whole team can actually run, so no lead slips through the cracks.
Every build is custom, so we start with a CRM Strategy Session. We'll meet for 60 minutes to review your CRM, lead sources and follow-up. Then I'll send you a written plan and a fixed quote. Your session fee is credited toward your build.
What we can set up:
- New Follow Up Boss setup, or a full clean-up of an existing account
- Smart lists, stages and saved views that match how you sell
- Action plans and automations for speed-to-lead and long-term nurture
- Lead routing, ponds and team or agent assignment
- Integrations with your dialer, website, IDX, lead sources and portals
- Email and text templates that actually get replies
- Full data exports (contacts, lists, notes and history) and CRM migrations
I specialize in real estate teams and have spent 15 years running the systems behind busy agents.
Order your session and I'll message you to book a time.
Software:
Other
FAQ
What happens after I order?
I'll message you to book a 60-minute call. After the call, you'll get a written plan with a fixed quote for your CRM build. Your session fee is credited toward the build if you hire me.
Do I need my own Follow Up Boss account?
Yes. I work inside your existing Follow Up Boss account, so your contacts and data stay with you. If you're new to FUB, I can help you get started.

