Agent Revamp

Our done-for-you setup includes high-converting, reply-based email content tailored to each lead type—buyers, sellers, renters, sphere, and more. A portion of our email scripting draws inspiration from the book Exactly What to Say for Real Estate Agents by Phil M. Jones, Chris Smith, and Jimmy Mackin, a widely respected resource in the real estate industry. We incorporate relevant content from your website, such as your About page, seller and buyer pages, blog posts, and online reviews. All initial text messages for new leads are tailored to the lead source and will include the property address, where applicable.

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.

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.

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.

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.

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 Mastermind calls hosted by the KTS Team. These calls are interactive and you receive lifetime access.