Lead Sources
IDX and portal leads as records with the source
Real Estate · FollowUpBoss
FollowUpBoss Setup for Real Estate Teams
For the agent or team whose CRM is full and nobody owns anything. FollowUpBoss with assignment rules and action plans that actually fire.
At a Glance
- Platform
- FollowUpBoss
- Build
- Starter, $3,000
- Built In
- About Four Weeks
- First Engagement
- $7,750
The Stack
What Runs Where
Eight layers, with FollowUpBoss holding the record. Everything else is either switched on inside it or connected to it.
Reasoned from the pattern; no real-estate engagement has been delivered yet.
System of Record
FollowUpBoss
Every lead, its source, its owner, the next action, and every call and text.
Intake
IDX, Portals and Forms Into FollowUpBoss
A lead arrives as a record with the source attached, never as an email.
Routing
FollowUpBoss Assignment Rules
Round-robin, by area or by price band, so a lead has an owner within the minute.
Follow-Up
FollowUpBoss Action Plans
Texts and calls that fire on a schedule until someone answers.
Phone
FollowUpBoss Calling and Texting
Every conversation on the record.
Lead Sources
IDX, Zillow and Portal Leads
Every lead arrives as a record with the source, not as an email.
Reviews
Review Automation After Closing
Fires after every closing, routed to one platform.
Visibility
Google Business Profile
The profile most agents claimed once and never revisited.
What We Switch On
Inside FollowUpBoss
- Lead sources for every portal, site and referral channel
- Assignment rules with a response-time expectation
- Action plans by lead type: buyer, seller, past client, sphere
- Stages that mean something, with a next action on every record
- The review request after every closing
- Source reporting so marketing spend has a number against it
What it does not do. FollowUpBoss is the CRM for an agent or a team; transaction management and marketing pages live elsewhere.
The Path
One Job, Start to Finish
The Lead
Arrives from a portal, the site or a referral as a record with its source.
The First Text
Within the minute, from the owner assigned by the rule.
The Plan
An action plan by lead type runs until someone answers.
The Appointment
On the calendar and on the record.
The Closing
The review request, and the past-client plan that keeps the sphere warm.
Connections
What We Wire In
Phone Line
Calls and texts on the record
Google Business Profile
Reviews answered, the profile kept current
What It Costs
The Starter Build
Your platform holds the customer and just needs configuring properly, so this is the Starter Build.
Every line is priced on its own: the website, the CRM Build and each connection.
The CRM Build, Starter$3,000
About four weeks. CRM only, never discounted.
The Website$2,500
$1,500 with Growth and up. Designed for your trade, live in about two weeks.
Typical first engagement$7,750
$6,750 with Growth and up. The website, this Build and the connections above.
Platform licenses are billed by the vendor. We hold no partnership or reseller relationship with FollowUpBoss or any platform named here.
Free Company Audit
Find Out Where You Stand
- 01Fill In the FormTwo minutes. No login, nothing installed.
- 02We Score Eight ThingsWhat customers can see, against the top three nearby on Google Maps.
- 03You Get Your Score CardAnd what to fix first. Free, in two to three business days.