1

It starts with your
"kick off call"

You’ll get a call from your onboarding specialist within 1 business day after you upgrade to a paid account to help you complete the setup and customization of your account
2

Next, we train you
(and your team)

From that kick off call we determine the customized training schedule to ensure you and everyone else on your team has what they need to start getting results with Follow Up Boss immediately
3

Then, we look for
areas to improve

Now that your team is up and running, we track your results closely over the next 60 days to ensure you’re leveraging best practices and maximizing your sales opportunities
"Out of the 10+ people I dealt with in multiple companies during these implementations, Josh made everything VERY easy for me to learn.

He also helped me navigate through some more advanced functionality.

I bet he is very busy (as we all are), however we moved at a good speed and I felt like I was his only client."
Matt Talbot
Owner, The Talbot Team
training

In-Depth Training Resources

Whether it’s helping to onboard a new agent you’ve added to your team, learning best practices, or looking to level up, we have the training you need to help your whole team drive results
Success Training Series
Live Customer Success Webinars
Thorough Documentation
See training →
Support

Smart, Timely Support When You Need It

If you’re connecting a new lead source, troubleshooting an integration, or need a little help or training, our product experts will have you out of the tech weeds and back to selling in no time.
Support by phone, text and email
Available 7 days per week
Accessible to your entire team
Access Support →