Thursday, February 15, 2018

Why and How My Team Uses Follow Up Boss

CRMs are important to use not only for your SOI, but for all of your paid leads too. The CRM my team and I use is Follow Up Boss.

Before I got a CRM, I lost out on tons and tons of deals. Because my team produces over 2,000 buyer and seller leads each month, it was critical for me to find a CRM that could automate and track those leads and make sure they got worked on a day-to-day basis. 

The CRM I found and started using was Follow Up Boss. 

Every agent who joins my team gets free access to Follow Up Boss from day one, and they use it in two ways. First, they upload all of their SOI contacts into it. They can then put those people on drip campaigns or actions plans, which will tell them when they should make a call and at what time. 

When I first got started in real estate, I would sometimes make the mistake of forgetting to make a follow-up call. One of the most important functions of Follow Up Boss is a feature called “Follow Up Today” that tells agents who they need to call each day they log into the system. They also get an email notification that includes a list of people they need to follow up with. 

For example, if I went on a listing appointment on a Friday and needed to follow up with that contact the next Tuesday, I would put a task in Follow Up Boss that would alert me on Tuesday to make that call. 

In addition to each agent’s SOI, all of our month-to-month leads go directly into Follow Up Boss. On day one, when a buyer lead comes in, it will get put into the system and automatically added to my website, which will give that buyer the properties they need to see just like an MLS would. When the buyer clicks on one of those properties, my agent will see what they’re looking at and know what they’re interested in. All of the buyer lead email campaigns will continue in the background trying to bring that person face to face with one of my agents. 

Every agent on my team gets Follow Up Boss for free.

On the seller lead side, when a lead comes into the CRM, a series of automations (email notifications, text messages, etc.) will activate. Those leads will then get worked whether or not anyone else manually touches the file. It’s not uncommon for a seller lead to come in on a Sunday night, and by Monday morning the seller has already responded with a day and time they can meet. 

There are a couple of add-ons that work really well with Follow Up Boss. One of the most prominent is a text messaging service called Get Riley. If you’re generating any buyer or seller leads, this is a must-have. The goal of Get Riley is to generate a text message conversation within five minutes of a buyer or seller filling out a contact form online. 

The process is simple. First, you give Get Riley the scripts you want to use. For me, when it comes to a seller appointment, my goal is to book a face-to-face meeting. When one of my seller leads comes in, Get Riley has a conversation with that seller and tries to select a day and time that we can come out and see the property they like. If a date and time gets confirmed, we’ll automatically assign that lead to one of my agents. 

You can customize Get Riley any way you want, and any conversations they have with any of my buyer or seller leads get automatically imported into Follow Up Boss so when my agents open the file, they can already see what conversation took place. 

It’s important that you use a CRM not only for your SOI, but for any and all paid leads too. You need to know who to call and when to call them so you can process and convert more leads. In addition to Follow Up Boss being 100% free for any agent on my team, we have Follow Up Boss training every week. To us, it’s that important. 

If you’re interested in learning more about how we use Follow Up Boss, go to and enter your email address so you can be added to my private Facebook group which will grant you access to my training videos and the ability to ask me questions in real time. 

If you have any more questions, feel free to give me a call or send me an email. I’d love to help you.