Platforms / Follow Up Boss
Follow Up Boss setup and consulting services
Sage Kite sets up Follow Up Boss around how your real estate team actually works leads. We map the path from new lead to closing, then build the routing, Action Plans, Smart Lists and deals to match.
Agents and teamsNew or existing accountsFixed price, agreed up front
A lead's journey in Follow Up BossExample
- New lead from a lead sourceLead Flow
- Routed to the right agentRouting
- Action Plan startsAction Plan
- Agent calls within minutesYou
- Unworked leads go to a PondPond
- Appointment set, deal openedDeal
- Long-term nurtureSmart List
Automated in Follow Up BossKept with an agent
Common starting situations
Follow Up Boss is built for speed to lead. Most accounts are set up once and left.
- Lead sources nobody added
New sources were connected, but never given an agent or Action Plan in Lead Flow.
- Leads assigned, not called
Routing works, but nothing shows who followed up and who did not.
- Action Plans nobody reviews
The same generic drip goes to buyers, sellers and open house visitors alike.
- Ponds that became graveyards
Unworked leads pile up in a Pond that nobody is responsible for.
- Smart Lists no one works
Agents start each day from their inbox instead of a list of who to call.
- Deals tracked elsewhere
Appointments and closings live in a spreadsheet, so the pipeline tells you nothing.
These are rarely software problems. They come from setting up Follow Up Boss once and never revisiting it as the team, the lead sources and the market change.
Three starting points
A new account, one that needs tightening, or a move to Follow Up Boss.
New Follow Up Boss setup
You are starting on Follow Up Boss and want routing and follow-up right from day one.
- Lead sources and routing rules mapped first
- Action Plans written for each lead type
- Ponds, Smart Lists and deals set up
- Agents trained on the daily routine
Account tune-up
You have used Follow Up Boss for a while and follow-up has slipped as the team grew.
- Audit of Lead Flow, Action Plans and Ponds
- Missing lead sources and rules fixed
- Action Plans rewritten and Automations added
- Reports that show who is following up
Move to Follow Up Boss
You are leaving spreadsheets or another real estate CRM.
- Export and field mapping confirmed in discovery
- Contacts cleaned and de-duplicated
- Stages, tags and agents mapped on import
- Old system retired once agents have switched
What we implement
What Follow Up Boss setup covers.
Some features depend on your Follow Up Boss plan. We confirm what yours includes during discovery.
Lead sources and Lead Flow
Every lead source connected and set up in Lead Flow, with the right agent or group and the right Action Plan, so no new lead lands without an owner.
Lead routing
Round Robin, First to Claim and agent groups, with advanced Lead Flow rules for price range, area or lead type, matched to how your team splits work.
Action Plans
Action Plans for each lead type, with drip emails, call tasks and stage changes written in your voice, not one generic sequence for everyone.
Automations
Automations that start the next Action Plan, reassign a lead or move it to a Pond when something happens, such as a stage change or a missed follow-up.
Ponds and Smart Lists
Ponds for leads nobody is working, and Smart Lists that give each agent a daily list of who to call, text or email next.
Calling, texting and email
The built-in calling, texting and email set up with templates and team inboxes where your plan includes them, so every touch is logged on the lead.
Deals pipeline
Deal pipelines for buyers and sellers with stages from appointment to closing, so the team can see what is in escrow and what is on pace.
Team setup and accountability
Users, roles and groups for agents, lenders and admins, with the expectations and reporting that show who is following up and who is not.
Reporting and integrations
Reports on lead source, speed to lead and agent activity, plus connections to your website, transaction tools and other apps through native integrations or Zapier.
Lead generation and IDX websites
We connect your IDX website and lead sources to Follow Up Boss. We do not build websites or buy leads for you.
Which Follow Up Boss plan?
The plan decides how your team can work.
We recommend the smallest plan that fits your team. We do not earn commission on your subscription.
| What changes the setup | Grow | Pro | Platform |
|---|---|---|---|
| Users | Priced per user | 10 included | 30 included |
| Calling | Add-on | Included | Included |
| Team inboxes | Not included | Included | Included |
| AI features | Not included | Included | Included |
| Teams within teams | Not included | Not included | Included |
| Onboarding | Setup help | Personalized | Enhanced |
Based on Follow Up Boss's published pricing, September 2026. Follow Up Boss may change its plans, so check Follow Up Boss's pricing page before you buy.
How it works
How a Follow Up Boss project runs.
- 01
Discovery
Your team, lead sources, current account and who signs off.
- 02
Proposal
Deliverables, exclusions, milestones and a fixed project price.
- 03
Lead map
Routing rules, lead types, Action Plans and Ponds agreed.
- 04
Build
Lead Flow, plans, Automations, lists and deals, then any migration.
- 05
Test
Test leads run through every source and routing rule.
- 06
Handover
Agent and admin training, documentation and optional maintenance.
Before and after
What we need from you, and what you receive.
What we need
Confirmed during discovery
- Owner or admin access to Follow Up Boss, or your plan choice
- A list of your lead sources and who should get each one
- Exports from any CRM or spreadsheet you are moving from
- Your current scripts, emails and follow-up expectations
- One person who signs off how the team works leads
At handover
Final scope set in your proposal
- Every lead source routed to an owner
- Action Plans for each lead type, in your voice
- Automations, Ponds and Smart Lists set up
- Deal pipelines for buyers and sellers
- Reports on speed to lead and agent activity
- Training for agents and admins, and documentation
Is Follow Up Boss right for you?
Follow Up Boss suits real estate teams that live on follow-up.
Usually a good fit
Agents, teams and brokerages in the United States and Canada that get leads from several sources and need them routed fast, worked consistently and tracked by agent. It is a focused CRM that connects to the lead sources and tools you already use.
Worth comparing first
If you want the CRM, IDX website and lead generation in one platform, Lofty may fit better, and we implement that too. Teams outside the United States and Canada should check that their lead sources and calling are supported. Discovery is where we tell you honestly which way we would go.
Specialist experience
Previous Follow Up Boss work by a Sage Kite delivery specialist
Examples are being prepared. We publish only approved, attributed work. Each example will show:
- Specialist role and what they built
- Project context and delivery period
- Screenshots with client and lead details removed
- Results only where there is evidence for them
Where Follow Up Boss sits
The platform is one part of the growth system.
Follow Up Boss runs your follow-up. The work around it decides where leads come from and keeps agents on them. See how this fits real estate.
Questions
Follow Up Boss consulting FAQs
Follow Up Boss consulting
What does a Follow Up Boss consultant do?
A Follow Up Boss consultant designs how leads should move through your team, then builds it: lead sources and Lead Flow, routing, Action Plans, Automations, Ponds, Smart Lists, deal pipelines and reporting. Sage Kite starts by mapping how your team works a lead from first contact to closing, then configures Follow Up Boss to match.
Doesn't Follow Up Boss include onboarding?
Yes. Follow Up Boss includes setup help on every plan, with personalized onboarding on Pro and enhanced onboarding on Platform. We work around it: designing lead flow and accountability around your team, writing Action Plans in your voice, and fixing accounts that have drifted since they were set up.
Can you fix an existing Follow Up Boss account?
Yes. Common issues are new lead sources that were never added to Lead Flow, Action Plans nobody has reviewed in years, Ponds that have become graveyards and Smart Lists no agent works. We audit the account, fix routing and plans, and set up the lists and reports that keep agents following up.
How long does a Follow Up Boss project take?
It depends on the number of lead sources, agents and Action Plans, and whether you are moving data from another CRM. Tightening an existing account is a smaller project than a full setup for a large team with a migration. Your proposal sets out the milestones and dates before work starts.
Scope and setup
Can you move our contacts into Follow Up Boss?
Usually. We move contacts and history from spreadsheets or another real estate CRM, clean and de-duplicate them, and map them to the stages, tags and agents your Lead Flow and Smart Lists depend on. We confirm what your current system can export during discovery.
Can you set up lead routing in Follow Up Boss?
Yes. We set up Round Robin, First to Claim and agent groups, and advanced Lead Flow rules where leads should go to different agents by source, price range, area or lead type. The aim is that every new lead reaches the right agent in minutes.
Can you write and build Action Plans?
Yes. We write and build Action Plans for each lead type, such as new buyer, seller valuation, open house and long-term nurture, with drip emails, call tasks and stage changes. They are written in your voice and reviewed with you before they go live.
Which Follow Up Boss plan do we need?
Grow is priced per user and suits agents and small teams. Pro includes 10 users, unlimited calling and texting, team inboxes and AI features. Platform includes 30 users and teams within teams. We recommend the smallest plan that fits how your team works.
Working with Sage Kite
Is Follow Up Boss owned by Zillow?
Yes. Zillow Group acquired Follow Up Boss in 2023. It continues as its own product and connects to many lead sources beyond Zillow.
Does Follow Up Boss work outside the United States and Canada?
Follow Up Boss is built around US and Canadian real estate, lead sources and calling. If you are elsewhere, check with Follow Up Boss before you commit. If it is not the right fit, we can recommend and implement a platform that works in your market.
Is Sage Kite a Follow Up Boss partner?
Sage Kite is an independent consultant. Follow Up Boss is a trademark of its owner, and Sage Kite is not affiliated with, endorsed by or certified by Follow Up Boss or Zillow. We work on your behalf and are paid by you.
What happens after the project?
You own the account and can run it. Handover includes training for agents and admins and documentation of your Lead Flow, Action Plans and Smart Lists. Where it helps, Sage Kite offers maintenance with a defined support scope, and a lead generation and sales support VA to keep follow-up moving.
Is Sage Kite only a Follow Up Boss consultant?
No. Sage Kite is a business growth consultancy. Follow Up Boss is one of the platforms we implement, alongside consultancy, marketing, automation and specialist staffing. Follow Up Boss runs your follow-up; the broader work decides what to change and brings in the leads.
Sage Kite is an independent consultant. Follow Up Boss is a trademark of its owner. Sage Kite is not affiliated with, endorsed by or certified by Follow Up Boss or Zillow.
Build Follow Up Boss around how your team works leads.
A discovery call looks at your lead sources, your current setup or plan, and what a fixed-scope project would cover.