Follow Up Boss Revamp

Revamp your
Follow Up Boss
for Success

Kee Technology Solutions helps solo agents, teams, and brokerages automate, simplify and streamline their CRM.

✅ Action Plans with proven results

✅ Automated System

✅ Best practices for a realistic workflow

Not a Follow Up Boss user? Click here to learn more.

Benefits

Our done-for-you setup will...

1

Start meaningful conversations

Our action plans include email content that is empathetic, personable, human, and generates responses.

2

Provide you a realistic workflow

Reduce your tasks and the noise by using our simplified structure for your CRM

3

Ensure no lead gets lost in your system

Our automations allow you to quickly ensure leads are in the right smart lists for your daily calling and on the right action plan to supplement your efforts and provide value to your leads and clients.

Have any of these pain points?

Whether you are new to Follow Up Boss or a veteran user, if you are looking for a curated and intuitive approach to using your CRM then you've come to the right place. We're here to help ensure you're utilizing Follow Up Boss to its fullest potential. We offer a thorough setup comprised of smart lists, action plans, and automations that provide a simplified workflow and enable you to stay focused on what you do best: creating relationships and closing deals.

I have a CRM, but I’m not really using it

I have some action plans, but they’re not performing

I don’t have the time to create drip campaigns

I struggle with finding which leads to call

I have too many tasks

I don’t have a realistic daily workflow

I feel like I’ve been going down rabbit holes

I’m worried I’ll break something

I’m struggling with SOPs for Follow Up Boss within my company

Do any of these sound familiar?

Client Testimonials

We have over 90 five star reviews on Facebook

What's Included

Action Plan Content & Automations

This content includes reply-based emails, educational content, and incorporates your website content including the about page, sell pages, buy pages, blogs, and reviews online. A portion of the scripting for the emails is courtesy of the book Exactly What To Say for Real Estate Agents by Phil M. Jones, Chris Smith, and Jimmy Mackin. The initial text sent for new buyer leads & new seller leads is customized by the source type & the specific address inquiry if there is one in order to personalize it as much as possible.

Deals Automations

Automate your follow-up after a buyer or a seller becomes a signed client. These are email templates you will want to customize to ensure they are compliant with your brokerage and local regulations.

Stages, Definitions, and Lead Flows

  1. Provide new, simplified stages, define your new stages in your FUB account to help simplify your processes, collaborate with client to merge previous stages.

  2. Set up lead flows to ensure all new lead sources have the correct action plan assigned.

Smart Lists

There are a total of ten smart lists arranged by importance. These smart lists update automatically based on the filters set up. This will help you spend less time guessing who to call, pushing tasks forward, and focus on converting.

If you are a Ylopo client or a Call Action client, additional smart lists will be added to ensure you don't miss out on important opportunities.

Courtesy install of the Follow Up Boss Pixel

As a courtesy to those who sign up for our FUB revamp service, we can attempt the installation of the Follow Up Boss Pixel on your website. With the Follow Up Boss Pixel installed on your website you can track lead activity and much more. With regards to our setup, the Follow Up Boss Pixel is the basis for smart lists and automations that pertain to website activity.

Please note that not every website is compatible with the Follow Up Boss Pixel therefore we cannot guarantee the success of the install.
Please note this offering is a courtesy service only and is not an objective step in the FUB revamp service we provide.

Training

After the revamp is complete, we provide the following training:

  • One-on-one personalized implementation call with a customer success manager

  • In addition to the implementation call, one additional 30-minute training call is included at no extra cost.

  • Two seats (users) will act as ambassadors from your company and will receive 90 days access to interactive group training sessions. This totals over 36 hours of training available to you so you can have a full understanding of our setup and get all of your questions answered. These sessions will be recorded.

  • Access to our video training library for in-depth training.

  • A cheat sheet for quick reference on the revamp components. Our cheat sheet also lays out a clear plan for what to do daily in your Follow Up Boss account.

  • Access to monthly calls with Elena. These calls are interactive and you receive lifetime access.

Add-Ons

Take it to the next level with add-ons

Revamp Extended

$400

Additional action plans - Luxury Buyer and Seller, New Construction, Probate, Investor Buyer, Land Buyer, and more.

Read More

Platform Automations

$100

Additional action plans to support the following - Ylopo, RealScout, Fello, Conversion Monster, Ruuster $100 per platform

Read More

Ponds

$400

9 best practice ponds w/ corresponding action plans for managing new leads, re-engagements, re-inquiries, resurrections, vendors, off markets, and referral agents (only available to FUB accounts that have more than one user)

Read More

Texting Drips

$500

* Must have Leadngage, Texting Betty, or StreetText.

Opt-out verbiage should not be removed from an initial outreach (first) text message or any subsequent messaging. Same with the official introduction to yourself and the company name. This adheres to texting responsibility outlined in Follow Up Boss’s Calling and Texting Compliance article & Twilio user requirements based on our email communication (no supporting documentation at this time, however user accounts have been suspended due to removal of opt-out messages). As of mid February 2025, our texting drips include an opt out sentence with the keyword “stop” every 20-30 days to comply with Twilio’s user requirements (no support documentation at this time). Removal of this sentence puts your number at risk of being suspended by Twilio. Twilio is the backend provider of the texting platforms we partner with. When we can & when it makes sense, we input this opt out sentence in the middle of the text message rather than the end of the text message.

Read More

Spanish Action Plans

$600

Our proven action plans are available in Spanish. Please read the list carefully as not all action plans have been translated into Spanish yet.

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Lender Action Plans

$600

Seven additional action plans to be sent from your lender in Follow Up Boss - must have a lender seat in Follow Up Boss. Intended to help with initial lead connection, conversion, nurture, and post sale relationship follow up.

Read More

Private Team Training Call (1 hour)

$300

One additional training call that your entire team may attend. * All other training calls are limited to two ambassadors from your team.

Frequently Asked Questions

The goal is for you to not need to do any changes to the emails — they have been tested & proven. We would recommend utilizing the emails as they're intended if you're open to it. However, these emails are plug & play so you can edit them to your liking.

Click here to view sample email templates from our setup.

These action plans will get applied to the next new leads you receive via Lead Flow or when they trigger an automation one by one. Follow Up Boss doesn’t allow for applying action plans in bulk to avoid abuse. However, we do have a workaround to mass apply action plans to your opt in leads. We can process those at 10 cents per lead with a $50 minimum charge. This would be discussed after the revamp is provided.

The email content will be customized to incorporate any of your personal content you may have. These items can include educational guides, web pages, infographics, YouTube videos, BombBomb videos, and blog posts. If you don't have any, that's okay as well.

We don’t have the capacity to write brand new content from scratch. For this, we’d recommend you hire an in-house copywriter.

This setup includes action plans, automations, smart lists, stage structure with all content provided for you with proven results. The email content is plug-and-play, however, we do recommend leaving the content as is in order to have the best results for deliverability and response rates.

NOTE: We ask you review the deals action plans for compliance prior to enabling the automations.

You will need a Follow Up Boss account.

If you want to be an overachiever, you can complete some of the recommendations in our setup guide: https://keetechnology.com/solo

Ensure you are operating with optimal email deliverability. To optimize the likelihood of your emails reaching recipients’ primary folders instead of being marked as spam, it is crucial to consider domain reputation and adhere to best practices. We recommend refraining from using free email accounts and instead using an email address tied to your own domain name. This can be accomplished with a Google Workspace account. We also recomend employing effective email warm-up techniques for any newly created email address. For expert guidance on setting up and configuring your email servers, as well as obtaining a Google Workspace account (if you need this setup), we highly recommend consulting Alex Shahkov at https://sh.consulting/email-solution.

If you're curious about the exact stages, smart lists, action plans, automations, & daily expectations we recommend, here is our cheat sheet for Follow Up Boss: https://bit.ly/3s1UFvF

Since your account is provided by your broker, there are a few extra steps we'll need to take in order for the automations/action plans to only apply to yours. With that said, there are a few things we will need to look into:

  • Our setup is designed to be company-wide, if you want to exclude the other users from our setup, we will need to do some advanced conditions and rules for an additional $200.

  • If you receive leads directly from the broker via round robin or first to claim, you cannot send the auto text in Follow Up Boss for new leads with the workaround required under a broker account. However, if you generate your own leads, we can send the auto text.

  • The stages will be brokerage-wide in order to correctly set up the automations. Otherwise, we will have to work with what the brokerage provides if they're not comfortable with new stage

If you leave the brokerage, you don't get to take the setup with you.

You don't have control over the setup since it has to be managed through broker account login.

We normally recommend, especially if you're building a team or already have a team, creating your own personal FUB account versus staying under brokerage.

Our setup includes one automated text message to online generated leads that push to FUB via lead flow.

When it comes to automated texting, FUB will facilitate one automated text for brand new leads generated online. The "one automated text" limitation is to protect your phone number's reputation. This aids in keeping your number from showing up as "spam likely", texts landing in spam folders or worse, being blocked altogether.

There are services that integrate with FUB to automate texting. These services use a different number from your FUB number to keep it protected. We’ve recently partnered with a few of these services. Click the links below to learn more about each partnership solution.

We do not. Follow Up Boss is our specialty. However, if you’re not open to switching to FUB you can purchase our drip content on Etsy: https://www.etsy.com/shop/keetechnology

This setup is company-wide and uses the same email templates for our action plans.

Curious about pricing?

Base price for the revamp

$900USD

One Time Payment

* The project price does not include mass applying action plans to existing leads. The setup enables the new action plans to apply to new leads moving forward via lead flow or automations.

* Base price does not include add-ons. See add-on pricing in the add-ons section.

Just some basic information is needed to get the ball rolling!

Free CRM Audit

Wondering if your CRM has the potential for improvement? Make use of our free account audit and receive a detailed 10-15 minute video analysis of your account.

CRM Audit

Click ☝️ to sign up for a free CRM audit!

Free Guide to Setting Up Follow Up Boss for Success

Streamline your business. Use our guide as a blueprint to set up Follow Up Boss.

Solo Agent GuideTeam Lead Guide

Click ☝️ to access our free guide!

Have remaining questions?

If you have questions prior to signing up, please use the calendar below to schedule a call with us. We're happy to chat! If you don't have questions and are ready to sign up, to get the ball rolling.

© 2025 by Kee Technology Solutions LLC