Stop Paying for a CRM Your Team Is Not Fully Using
Follow Up Boss can become the command center of your real estate business—but only when it is properly organized, automated, and built around the way your team actually works.
At VitalisVA, we build and optimize Follow Up Boss systems for real estate agents, teams, brokerages, and ISAs.
One-time setup. Customized to your business. Built for long-term growth.
- Workflows, Smart Lists, Action Plans, and lead-routing rules built around your process.
- Pipelines and accountability systems that help your team respond faster.
- A cleaner CRM that gives agents a clear daily plan.
Is Your Follow Up Boss Account Working Against You?
Many real estate teams invest in Follow Up Boss but never complete the setup needed to make it effective.
The problem is usually not the CRM. The problem is that the CRM was never built around your sales process.
We fix that.
- Thousands of unorganized or untouched leads
- Agents unsure who they should call each day
- Inconsistent tags, stages, and lead statuses
- Leads assigned to the wrong agents
- New inquiries receiving slow or inconsistent follow-up
- Action Plans that are outdated or never activated
- No clear system for past clients, sphere, nurture, or reactivation
- Limited visibility into agent activity and conversion
- Valuable opportunities sitting unnoticed in the database
A Follow Up Boss System Built Around Your Business
We do more than turn on features. We study how your business generates leads, assigns opportunities, follows up, schedules appointments, nurtures prospects, and measures performance.
Organize the Database
Clean up lead stages, tags, custom fields, lead sources, and database structure so your team can find and prioritize the right opportunities.
Automate the Follow-Up
Build Action Plans, Smart Lists, nurture campaigns, reactivation workflows, and new-lead response systems around your sales process.
Improve Accountability
Create dashboards, reporting, ISA-to-agent handoffs, training, and SOPs that make daily execution easier for agents and leadership.
Choose Your Follow Up Boss Setup Package
Select the level of buildout that fits your current team, database, lead sources, and operational needs.
FUB Starter Setup
One Time
A streamlined setup for solo agents, new teams, and businesses that need the essential Follow Up Boss foundation.
What Is Included
- Initial strategy and discovery session
- Basic Follow Up Boss account configuration
- One customized sales pipeline
- Lead stages and statuses
- Basic database organization
- Standard tagging structure
- Up to five Smart Lists
- One basic Action Plan
- Email and calendar connection
- Setup of one primary lead source
- Basic lead-assignment rules
- One team training session
- Seven days of post-launch support
Best For
- Solo agents
- New real estate teams
- Small databases
- New Follow Up Boss users
FUB Complete Buildout
One Time
A complete buildout for established agents and teams that want stronger automation, organization, accountability, and database conversion.
What Is Included
- Comprehensive strategy and discovery session
- Full Follow Up Boss account audit
- Database organization plan
- Duplicate-management strategy
- Customized pipelines and stages
- Advanced tagging structure
- Custom fields based on your business
- Lead-source organization
- Lead-routing and assignment rules
- Ten to fifteen customized Smart Lists
- Five to eight Action Plans
- New-lead response workflow
- Long-term nurture campaigns
- Past-client and sphere campaigns
- Stale-lead reactivation workflow
- ISA-to-agent handoff process
- Agent accountability system
- Dashboard and reporting setup
- Team implementation training
- Customized operating procedures
- Thirty days of post-launch support
FUB Advanced Operations Setup
One Time
A high-level CRM operations buildout for larger teams, brokerages, multi-market organizations, and businesses with complex sales processes.
What Is Included
- Everything in the Complete Buildout, plus:
- Multiple customized pipelines
- Multi-market or multi-team configuration
- Complex lead-routing and distribution rules
- Round-robin and source-specific lead assignment
- ISA-to-agent transfer workflows
- Recruiting and agent-attraction pipelines
- Listing-management pipelines
- Transaction-related pipelines
- Advanced automation planning
- Advanced reporting dashboards
- Team and department accountability systems
- Multiple integration configurations
- Role-based workflow development
- Customized SOP library
- Up to three implementation and training sessions
- Leadership and administrator training
- Sixty days of post-launch support
Compare the Packages
| Feature | Starter | Complete | Advanced |
|---|---|---|---|
| One-time price | $997 | $1,997 | Starting at $3,497 |
| Discovery session | Included | Included | Included |
| Account audit | Basic | Comprehensive | Comprehensive |
| Customized pipelines | 1 | Multiple as needed | Advanced and departmental |
| Smart Lists | Up to 5 | 10–15 | Customized |
| Action Plans | 1 | 5–8 | Advanced and customized |
| Lead-routing setup | Basic | Advanced | Complex and multi-team |
| Database organization | Basic | Comprehensive | Comprehensive |
| Reactivation workflow | Not included | Included | Included |
| Accountability dashboard | Not included | Included | Advanced |
| SOP documentation | Basic guide | Customized SOP | Complete SOP library |
| Training sessions | 1 | 1 recorded session | Up to 3 sessions |
| Post-launch support | 7 days | 30 days | 60 days |
Complete Follow Up Boss Buildout
Qualified clients referred through the Tristan Ahumada partnership may receive the Complete Follow Up Boss Buildout for a special one-time price.
This package is normally valued at $1,997 and includes:
- Full account audit
- Customized pipelines
- Database organization
- Ten to fifteen Smart Lists
- Five to eight Action Plans
- Lead routing
- New-lead workflows
- Nurture and reactivation campaigns
- Agent accountability setup
- Reporting dashboards
- Team training
- Operating procedures
- Thirty days of post-launch support
Availability may be limited based on implementation capacity.
How the Setup Process Works
Discovery
We meet with you to understand your team structure, lead sources, sales process, current challenges, and business goals.
CRM Audit
We review your existing Follow Up Boss account, database, pipelines, tags, stages, Action Plans, Smart Lists, integrations, and lead-distribution rules.
Strategy and Architecture
We create a customized plan for how your Follow Up Boss account should be organized and how leads should move through your business.
Buildout
Our team configures your pipelines, Smart Lists, Action Plans, routing rules, tags, custom fields, dashboards, and workflows.
Testing
We test major workflows, assignments, automations, and lead-handling processes before launch.
Team Training
We show your agents, ISAs, administrators, and leadership team how to use the new system.
Launch Support
You receive post-launch support based on the package selected so that we can answer questions and make reasonable adjustments.
What Makes Our Follow Up Boss Setup Different?
Built for Real Estate
Your system is designed around real estate lead conversion, appointments, nurturing, agent accountability, past clients, sphere relationships, and long sales cycles.
Customized to Your Team
We do not use the same generic template for every client. Your setup reflects your lead sources, team roles, market, and sales process.
Designed for Daily Use
We build Smart Lists, workflows, and dashboards that make it easier for agents and ISAs to know what to do each day.
Focused on Adoption
A sophisticated CRM is useless when the team does not understand it. We provide training and documentation that help your people use the system consistently.
Built for Growth
Your Follow Up Boss account should support your business as you add agents, lead sources, markets, and opportunities.
Clear Operating System
The result is a cleaner, more organized CRM that gives your team a clear daily plan and better visibility into performance.
Who This Service Is For
- Solo agents preparing to grow
- Real estate teams and brokerages
- ISA teams and expansion teams
- Multi-market organizations
- Team leaders and operations managers
- Real estate coaches and consultants
- Businesses migrating from another CRM
Common Problems We Help Solve
- “Our database is a mess.”
- “Agents do not know who to call.”
- “Leads are not being followed up with.”
- “We have thousands of old leads.”
- “Our automations feel generic.”
- “We cannot tell what our agents are doing.”
Frequently Asked Questions
Is the Follow Up Boss subscription included?
No. The Follow Up Boss software subscription is purchased and paid for directly by the client. Our pricing covers the strategy, setup, configuration, training, and support services.
Do I need an existing Follow Up Boss account?
No. We can help configure a new account or optimize an existing account.
Can you clean up my database?
We can create and implement a database-organization and duplicate-management strategy. The amount of manual data cleanup included depends on the package and the size and condition of the database.
Can you create Action Plans?
Yes. Depending on your package, we can build Action Plans for new leads, nurture, past clients, sphere, reactivation, appointments, and other important lead categories.
Can you connect my lead sources?
We can review and configure supported lead sources and integrations. Additional third-party software, custom development, or outside vendor costs are not included unless specifically stated in your proposal.
Will you write all of our emails and text messages?
The Complete and Advanced packages include workflow and campaign development within the agreed scope. Extensive copywriting or large campaign libraries may require an additional quote.
How long does setup take?
The schedule depends on the selected package, account complexity, database condition, integration requirements, and how quickly your team supplies the requested information.
Do you provide ongoing Follow Up Boss management?
Yes. Ongoing CRM management, database reactivation, agent accountability, and Executive Partner support can be purchased separately after the one-time setup.
Is this service affiliated with Follow Up Boss?
VitalisVA provides independent Follow Up Boss setup, optimization, training, and consulting services. Follow Up Boss is a separate company and platform.
What happens after the support period ends?
You may continue managing the system internally, purchase additional consulting hours, or enroll in an ongoing CRM-management package.
Expand Your Setup With Additional Services
Add more support based on your database, team training, workflow, and ongoing management needs.
Database Reactivation Campaign
We help organize and launch a focused campaign for older, inactive, or unresponsive leads.
Starting at $750Additional Action Plan
Add a customized workflow for a specific lead source, campaign, or business process.
Starting at $250 per planAdditional Team Training
Provide another live training session for agents, administrators, ISAs, or leadership.
Starting at $350 per sessionDatabase Cleanup Support
Receive additional hands-on assistance organizing records, tags, stages, sources, and duplicates.
Custom quoteCustom SOP Development
Create detailed written procedures for daily CRM use, lead assignment, follow-up, handoffs, reporting, and accountability.
Starting at $750Ongoing CRM Management
Add a trained Executive Partner to help manage Follow Up Boss, monitor lead activity, maintain workflows, generate reports, and support agent accountability.
Starting at $1,997/monthYour CRM Should Produce Clarity—not Confusion
Every lead in your database represents time, marketing dollars, and potential revenue. Do not let unclear processes, poor organization, and inconsistent follow-up prevent your team from getting the full value from Follow Up Boss.
You Already Have the Leads. Now Build the System to Convert Them.
Get a customized Follow Up Boss setup designed around your team, your database, and your growth goals. Packages start at $997.