Lender Revamp

Revamp your
Follow Up Boss
for Success

Kee Technology Solutions helps lenders 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?

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.

PLEASE NOTE: We do not provide Spanish translations for our lender revamp at this time.

  • new internet lead - 18 months of emails (approx. 24 emails)

  • new agent referral lead - 18 months of emails (approx. 24 emails)

  • nurture lead - 3 years of emails (approx. 40 emails)

  • credit repair nurture - 20 months of emails (approx. 22 emails)

  • stale lead - 1 year of emails (approx. 15 emails)

  • home anniversary - 10 years of emails (approx. 10 emails)

  • post closing - 5 years of emails (approx. 26 emails)

New 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.

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.

  • 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

Texting Drips

$400

* Must have Leadngage, Texting Betty, or StreetText.

Read More

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. This whole setup is plug-and-play.

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/3JLgBUT

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 have partnered with two services as an optional add on for drip texting.

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

$800USD

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!

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.