Real estate
Open house follow-up
Adds open house visitors to Follow Up Boss and thanks each one with homes like the one they toured.
Rare
For real estate agents
New lead responder
Answers new Zillow and website leads in Follow Up Boss with real details on the home and sets a follow-up.
- Follow Up Boss
- Zillow
- Calendly
A replay with a made-up business and made-up data, so you can see each step.
How he does it
7 steps, the same way every time, and one place where he asks you first.
- StartsWhen a new lead comes in
- 1Read the new lead and the home they asked aboutFollow Up Boss
- 2Look up the listing's details on ZillowZillow
- 3Write a reply with answers and your Calendly linkCalendly
- 4Ask you first before sending the replyHe asks you first
- 5Send it from Follow Up BossFollow Up Boss
- 6Tag the lead and set the next follow-upFollow Up Boss
- 7Text you the lead and what was sent
- What you getEvery new lead answered with real details about the home, and a next follow-up set in Follow Up Boss.
This is how he starts. On your call, our engineer shapes every step around how you work: your tools, your rules, your words.
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Deal inbox keeper
Answers emails from clients, lenders and other agents using what he knows of each deal.
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Commission tracker
Logs each closing's commission, split and fees, matches the deposit and keeps your year's numbers current.
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Review request sender
Asks every buyer and seller for a Zillow and Google review after closing, from Follow Up Boss.