Boss Method | Follow Up Boss

An hour a day

You need to make the time to make a dime. You can organize all of your opportunities, but the money is in the follow-up.

How It Works

Block an hour a day on your calendar, time dedicated only to follow-up. Log into Follow Up Boss, go through all of your priority lists and follow up like a boss. Call, text or email each contact in your priority lists during your power hour (and make sure all of your communication or contact attempts are logged). We continually update your lists so you don’t need to think about who to follow-up with next.

Steps

Block an hour a day

Call, text, and email your most important leads

High fives for a day well done

You WITHOUT rule 1

You have so much to do but so little time. You planned to follow-up with your leads today, but instead found yourself reacting to what was coming at you. By the end of the day you realize it’s been another day that you’ve dropped the ball. It’s another day you are being reactive rather than proactive.

You WITH rule 1

You live life with a plan. You prepare to have an hour a day dedicated to generating new business and cultivating client relationships. Sure, you could do even more, but you know consistency is key, day after day. You are in it for the long game.

Why It Works

Being intentional with your time allows you to do what you need to without worry. It’s the difference between thinking about eating lunch and actually eating. An hour a day means you are doing what you need to do and then some.

Give every lead a time frame

Take charge of your opportunities. Prioritize your hottest leads while nurturing the rest. Keep things organized and all you need to do is stick to the plan.

How It Works

Qualify all of your leads and set the correct time frame (stage). Update your contacts based on feedback and information you gather from conversations or recent website activity. The goal? You can rely on smart lists which will tell you when to follow-up with your leads so you don't even need to think about it.

Steps

Call to qualify your leads

Set the buying/selling timeframe

Follow your plan

You WITHOUT rule 2

You have new leads everyday, but you are busy. You follow-up when you have time, but opportunities keep slipping through the cracks. Money is going down the drain. You’re a good agent, but you just can’t keep up.

You WITH rule 2

No matter how many leads you have coming in, you are the master. You know who is ready to buy, who is not ready yet and who is active on your website. You have a plan for each, so nothing is haphazard and you are maximizing your potential day after day.

Why It Works

Setting the correct time frame helps you prioritize. Every lead was not created equal. The lists tell you when to follow-up. All you need to do is make the call.

Set it, but don’t forget it

With technology at your side, you can do more in less time. You can set up workflows to help you do your job, but better.

How It Works

You know those new leads you can’t always get to right away? What about those cold leads that you haven’t spoken to in months? Don’t forget about those old contacts that just started looking on your website again. Set up automation to follow-up for you, schedule emails to re-target those old leads, and set up lists to show you who is hot on the house hunt. Automated tools + your personalization = the ultimate secret sauce.

Steps

Setup action plans to engage all new leads

Check your recently active smart list, daily

Schedule bulk email follow-ups to re-target old leads, monthly

You WITHOUT rule 3

You are doing everything yourself. You missed a new lead while on the road. You have people active on your website but don’t know it. Opportunities are endless but you just don’t have the time to do it all.

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You WITH rule 3

You have systems setup to follow-up for you (in case you are busy). You schedule emails in advance so you don’t miss opportunities to reach out and you know which leads are coming back from going dark. You have all of the info you need at hand and the systems setup to deal with all of the moving parts. You, are a rockstar.

Why It Works

Automation works for you like an assistant, but you don’t just follow-up like a robot. You know you need to strike a balance where technology helps but doesn’t hinder potential relationships. By having the right systems set up, you’ll consistently get results each day without getting stuck in the weeds.

Yes to Action Plans!

Hot, Active Leads

Re-engage Your Old Leads

One marketing activity a week

You’re an agent, not a marketer, you say? Listen, you CAN be a jack of all trades. You just need to keep it simple. Market your listings, market your open houses, post on social media, write a newsletter, plan an event. Just keep it simple. You’ve got this.

How It Works

In Follow Up Boss there’s a ton of ways to market yourself, your listings, your open houses and events. All you need to do is block an hour each week to work on marketing (just an hour) and you will be doing enough to stand out from the competition. Trust us. Once you start getting results, maybe you’ll want to do just a little bit more.

Steps

Block an hour each week for marketing

Plan, post or schedule an email, social post, or client event

Review your results and begin again

You WITHOUT rule 4

You’re doing your job and doing it well, but your open houses maybe aren’t that busy or maybe you don’t have as many opportunities in your pipeline as you’d like. You’re watching a couple of other agents doing deals and making connections on social media and building a brand. You want to be doing the same.
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You WITH rule 4

You intentionally spend time each week marketing your business and yourself. More and more people are coming to you for real estate advice and you’re naturally striking up more conversations that are turning into referrals. Every time you come across a new, hot listing or have an open house, you let the right people know. And it’s all working.

Why It Works

Carving out time where you are hyper-focused on one goal is exactly what you need to do to get yourself out there. Marketing doesn’t have to be a full-time job. Start with consistently spending an hour a week on a marketing activity and you’ll see results.

Turn every deal into another deal

Take the momentum and energy from your recent transactions and turn them into more. Now is not the time to stop. It’s the time to keep on going. But here’s the trick. You can make your next deal come a whole lot easier.

How It Works

Every time you close a deal, celebrate your client and keep in touch. It’s so easy! You can provide exceptional service post-sale and that will most certainly lead to more business. Referrals are gold. Fill your chest with gold.

Steps

Close your deal

Keep in touch with our post closing action plan

Track & celebrate all of your referrals

You WITHOUT rule 5

You close deals but you’re always working so hard to find the next opportunity. You just want it to be easier.

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You WITH rule 5

You know that each transaction can lead to another, so you treat each closing and each client with extra special care. You track your referrals and can see that you are doubling business every year just based on word of mouth. Now it’s time to throw a party for your VIPs.

Why It Works

You’ve just helped your client with one of the biggest (if not the biggest) purchase of their life! Remember how valuable this is and what a big decision it was. If you keep in touch and provide a crazy high level of service, you WILL be memorable and memorable people win.

Always be recruiting

You are the sum of your team. So, who is on yours? Recruiting should be a regular part of your business. If you’re always looking for the best people, you have a much better chance of always having the best people.

How It Works

Just hiring agents isn’t enough. You need people on your team who want to grow their own business (and yours). You’ll start to look at your team strategically, making sure you have the right people in place to help your business get to the next level.

Steps

Obtain a list of target agents

Identify your value offer to new agents

Follow an outreach plan