FollowUpBoss Daily Workflow

Your FUB Daily Workflow ensures that you don't let any leads fall through the cracks. FUB does an amazing job of reminding you who you need to F/U with. It accomplishes this by auto-assigning F/U tasks and by notifying you who in your pipeline (and sphere) are active. Active clients are those who open emails and/or visit the website. When you complete your FUB Daily Workflow, you will close more deals.

Here is a 5 minute presentation on your FUB Daily Workflow. If you'd like to start this video from the beginning, then it's a 10 minute presentation over the "Wildly Important Goal" of following up with your leads and clients every day for 30 minutes at 9AM.

Smart Lists

Smart Lists are lists that we've built that automatically show you where you have opportunities. You navigate to Smart Lists by first going to the People tab.

A List of Smart Lists

  1. Follow Up Now!:

    This is for contacts that were added over a week ago and have had activity in the last 3 days (opened the newsletter, an old email, etc) and you have not reached out to them in the last 3 days.

  2. Follow Up Now 2!:

    This is for contacts who were added over a week ago and you have not communicated with in the last week. (The difference in this one vs "follow up now #1" is they do not have any activity opening previous emails/newsletters.

  3. New Lead:

    This is a lead that has come in within the last 30 days that you have not communicated with in the last 3 days.

  4. Long Term Nurture:

    This is someone you have placed as a stage "long term nurture" that you have not reached out to in 2 weeks.

  5. SOI Nurture:

    This is someone who has had activity opening something up in the last week that you have not reached out to in 90 days who has a stage of "closed, pending, sphere, or listing agreement signed".

  6. All Ponds:

    These are unclaimed Lead Pond opportunities.


Tasks are automatically generated from Action Plans that we apply to leads. You can also manually create tass. Your tasks are found in the top navigation.

Helpful Resources