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.
