Included in our one-time Follow Up Boss CRM Set Up Package:

1. Your 1:1 Dedicated Specialist.
2. Assistance with Gathering Your Contacts.
   We help gather your contacts and create a master spreadsheet for your review. We coordinate with the FUB import team to ensure a successful import. Includes up to 5000* contacts with pre-assigned labels/tagging as possible. * Imports over 5K contacts (after duplicates are merged) incur an additional charge of $50 per 5K contacts.
3. A Strong Bank of Marketing Action Plans
   We edit existing and install several new pre-written Action Plans and walk you through how to assign them to your contacts.
4. Your Marketing Assets Added to the Action Plan Touches
   We add your provided marketing assets to the applicable Action Plan emails and texts to make them even more engaging and branded to you.
5. Customization of Your Account Settings
   We customize your Custom Contact Fields, Stages, Sources and Tags to best suit your business.
6. Your Core Profile Enhanced
   We set up your email signature and related information.
7. Explanation of Google/Outlook/MSN** Integration
   We explain how Google /Outlook/MSN email and calendar sync to your Follow Up Boss account. Sync your emails, contacts and calendar events!
8. Set-Up of Your Lead Distribution/3rd Party Integrations
   We set up lead routing for Zillow, Realtor.com PLUS 2 additional sites if needed.  We do our best to assist; no guarantees. Lead routing from certain platforms may not be possible. Third-party integration tools like Zapier may be needed (at no cost or possible cost). 
9. Add the FUB Pixel*** to Your Website so you can see your contact’s website marketing activity.
10. Assistance with Business Registration so you can TEXT from FUB.
    We explain and assist with this process that helps improve your email delivery rate.
11. One-Hour Overview Video
    We introduce you to Follow Up Boss and how to use it effectively via an exclusive one-hour pre-recorded video.
12. A 1:1 One-Hour Recorded Wrap-Up Session.
    To wrap-up, we host a 1:1 session to make sure you are positioned for ongoing success!

* Over 5K contacts? Additional charge of $50 per 5K contacts beyond the included 5K. 

** Google/Outlook/MSN* integration. Email, Contact and Calendar sync features vary with each platform.

*** You must have an existing website that allows the FUB provided pixel code to be added. This is NOT a Facebook pixel.

We work with all FUB subscription levels.

We cannot edit the existing/or add new Action Plans to trial FUB subscription; you must have a paid FUB subscription.

The following is NOT Included in our one-time Follow Up Boss CRM Set Up Package

• FUB Deals data entry
• Lead Routing beyond the included Realtor.com/Zillow and Two Additional Platforms. Support available for an additional charge. 
• Creation of Videos
• Writing of Email/Text Templates beyond those in the included Action Plans
• Creation/Management of Facebook Ads. 
• Power Dialer Assistance
• IDX/Website initial set up. We only set up integration after your IDX is configured, and only if integration is possible.