Follow Up Boss
Master FUB with a simple daily worfklow. Learn how to set up contacts, stages, tags, use smart lists and tasks, and AI tools to follow up consistently, build stronger and lasting client relationships .
What Follow Up Boss is and Why We Use It
Adding a New Person the Right Way
Column 1: Lead Information
Custom Fields that Make Follow Up Personal
Column 2: The Communication Center
Smart Lists (Your Daily Priorities System)