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Follow up Boss

-for Agents 


Follow Up Boss is an automated system that doesn’t rely on manual data entry. It takes all your online leads, puts them in one simple system and makes sure they get followed up super fast. It does this 24 hours a day, 7 days a week so that you can provide superior customer service, turn more of your leads into appointments and close more transactions.


Course Curriculum


  How Agents can get started with Follow up Boss
Available in days
days after you enroll
  • Basic Setup
  • Getting Started Steps
  • New Lead Alerts
  • Notification Settings
  • Push Notifications (Mobile)
  • Desktop Notifications
  • Overview of All Notifications
  • Texting
  • Working with Tasks
  • Connecting Your Email
  • How to Import Contacts
  Calling and Texting with Follow Up Boss
Available in days
days after you enroll
  • Get your hottest leads on the phone
  • Calls on Iphone
  • Android Calling & Texting
  • Call with the Dialer
  • Call Transferring
  • Managing your Phone Numbers
  • Call Lists
  • Call Reporting
  • How to Setup and Optimize Calling
  • The Follow Up Boss Dialer
  • Voicemail Transcription
  Reach more prospects via text
Available in days
days after you enroll
  • How texting works
  • Texting on iPhone
  • Texting on Android
  • What number do texts come from? - Company Texting Number
  • Team Inbox
  • Past Client Scripts
  • Text Template Scripts
  • Text Message Not Delivered due to Carrier Filtering
  • Group Texting
  • Company Number
  • How to Work Your Leads
  • Text Opt-in/Opt-Out
  Emailing
Available in days
days after you enroll
  • Emailing Best Practices
  • Batch Emailing Overview
  • How to do Batch Emails
  • Knowledge Check

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