Follow Up Boss will keep you organized and in front of your best opportunities and past clients so you can close more deals to grow your business.
After working with thousands of agents like you, we've designed simple systems to help you achieve your goals, all while saving you a ton of time. To get started, watch our short Getting Started video and follow the steps in the link below.
You’ll need an activation email from Dylan to set up your account.
Ensure the email you use matches your Zillow email (if you’re a Zillow agent).
Didn’t receive the activation email? Add your name to the shared spreadsheet for follow-up.
Not sure? This is the list of everyone in FUB right now
Follow all the steps outlined in the setup guide provided here
Ensure your account settings are properly configured for seamless integration with your leads.
10/25: First recording video it's the first meeting with Dylan + Jordan
password: z?CR.H+1
You get a specific phone number. Separating personal and work life.
Numbers are based on area code and can be changed if needed.
FUB and Zillow are connected. When you use the FUB number and you’re a Zillow flex agent, it’s gonna update Zillow flex. Works both ways - 2-way integration.
Recommended to use FUB number.
11/25: Watch this recording video it's a recorded power hour
Everybody should have their 808 number.
About 90% of Zillow leads have been imported in FUB
12/02: Watch this recording video it's a recorded power hour
In progress: FUB number is no longer working because of business registration & phone carriers. As of now, FUB number isn’t working for any outbound text messaging. Can do inbound texts and make calls.
Kvcore leads program is paused. Focus right now is for leads getting imported correctly to FUB. If getting new leads in FUB that are not Zillow, they could be coming from a personal website.
12/09: Watch this recording video, it's a recorded power hour
FUB number is fixed.
In progress: Zillow discrepancies
Big Island Zillow flex program > 2 years so those beyond that, leads had to be imported manually.
Button some couldn’t access needed some action to do.
12/16: Watch this recording video it's a recorded power hour
RealScout update: RealScout is a plug-in that we utilize for property alerts. The Oahu connection is going to happen sooner than the other ones.
Reminding everyone to connect their Zillow Key. If you’re part of the Zillow program, please connect your FUB with Zillow.
12/23: Watch this recording video it's a recorded power hour
password: +nQ9RO+^
Jordan taught us about Automations and Action plans
1/6: Watch this recording video it's a recorded power hour
Make sure Zillow Key is connected to FUB.
Can utilize Collaborators feature in FUB.
RealScout integration still in progress.
Reach out whenever you encounter discrepancies in Zillow/Fub.
1/13: Watch this recording video it's a recorded power hour
Sync email and Zillow key in FUB
Switch phone number in Zillow to your FUB number
Lead source: before sync - premier agent, after sync - Zillow flex
Confirmed real tours are noted under Appointments and synced in Calendar
We've imported email and text templates you can use
1/27: Watch this recording video it's a recorded power hour
FUB templates are readily available. You can duplicate and make it your own. Sharing to everybody would give everyone access.
Campaigns and Stages - could fix a filter and assign a tag for discrepancies
Refine timeframes for nurture
Activity leaderboard - potential KPI for success or merit-based standpoint, gives insight
Fello - enhaces database with property owner information
2/10: Watch this recording video it's a recorded power hour
Fello - sent out invitations for agents to create their profile. will automatically sync with fub
send Kelley an email if you haven't received the invitation email
Smart lists - did revisions for New Leads, Attempted Contact, and Need To Book an Appointment
should do all 3 actions (call, text, email) to clear leads from the list
play around with them and test if it's a good input and give feedback
Ponds in FUB - similar concept to kvcore ponds
needs to be assigned to agents so they can go fishing
transition in progress
2/24: Watch this recording video it's a recorded power hour
Action plans and be intentional to leads with tasks
No automation. Idea is to notify you to take an action specific for the lead under TASKS
Cannot remove an action plan for a lead, however you can stop it by pausing the action plan.
Transition out of kvCore getting closer
Zillow updates sync in FUB:
Lead behavior will be displayed in FUB feed but unless they make you their agent, lead activity will not be displayed under FUB activity section
Watch some training videos until your brain hurts ;)
Play with the system, try to break it
Once you've found something need questions here is support to get answers