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The Pixel Mentor - Meg Schaefer

Full-Service Real Estate Marketing Consultancy

Follow Up Boss Basics

Follow Up Boss Basics

$36$67

The Complete CRM Handbook + Video Training

If you’ve ever thought “I know Follow Up Boss is powerful, but I’m not using it the right way” — this is for you.

The Follow Up Boss Playbook™ is a plug-and-play CRM handbook + on-demand video course that shows you exactly how top-producing agents and teams run their business inside Follow Up Boss — without guesswork, overwhelm, or messy databases.

This isn’t theory. It’s the daily operating system for Follow Up Boss.

What You’ll Learn

Inside this course, you’ll get clear, repeatable systems for:

  • How to work Follow Up Boss daily without missing leads

  • Exactly what to do when a new lead comes in

  • How to log calls, notes, and tasks the right way

  • How to keep your database clean, organized, and usable

  • How to work Smart Lists instead of chasing random contacts

  • How to follow up consistently without sounding robotic

  • How to stop leads from slipping through the cracks

What’s Included

✔ Follow Up Boss Handbook (PDF)
A step-by-step SOP that documents:

  • Daily, weekly, and monthly workflows

  • Contact management standards

  • Lead stages, tags, and notes best practices

  • Inbox zero method for FUB

  • Task creation rules that actually get followed

✔ Video Walkthroughs
Short, clear videos showing you:

  • How to execute each workflow inside FUB

  • Where agents usually mess things up (and how to fix it)

  • How to use FUB efficiently — even if you’re busy

✔ Beginner-Friendly, Pro-Approved
Whether you’re brand new to FUB or already using it, this system helps you work smarter, faster, and more consistently.

Who This Is For

✅ Solo agents
✅ Small teams
✅ Agents planning to grow a team
✅ Anyone tired of a messy CRM
✅ Anyone who wants consistency without micromanaging

What This Is Not

🚫 Not a generic CRM theory course
🚫 Not platform training you’ll forget in a week
🚫 Not dependent on complex automations or tech skills

This is a real-world operating system you can start using today.

Why This Matters

Your CRM should feel like:

  • A clear to-do list

  • A lead safety net

  • A sales assistant, not a chore

When Follow Up Boss is used correctly, it:

  • Saves you hours every week

  • Increases response speed

  • Improves follow-up consistency

  • Converts more leads with less effort

This playbook shows you how.

Instant Access

Once you purchase, you’ll receive immediate access to:

  • The full handbook

  • All training videos

  • Lifetime access to the material

Get My Course

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Terms & Conditions

Terms and Conditions

PLEASE READ THESE TERMS OF USE CAREFULLY BEFORE USING THIS WEBSITE OR PURCHASING

By using the website, you signify your consent to these Terms of Use. If you do not agree to these Terms of Use, please do not use the website.

Your access to and use of this website, as well as all related websites operated by Pixel Mentor and Reel Estate Content Kit (collectively the “Site”), is subject to the following terms and conditions (“Terms of Use”) and all applicable laws. By accessing and browsing the Site, you accept, without limitation or qualification, the Terms of Use and acknowledge that any other agreements between you and the Site are superseded and of no force or effect:

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Total :US$36
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