Follow Up Boss Pricing and Setup

Follow Up Boss Pricing, Explained Properly

Follow Up Boss bills per user per month, and the plan you need depends on team size and which integrations you rely on rather than on lead volume. That pricing is paid directly to Follow Up Boss — I am not a reseller and I take nothing from it.

What I charge is separate and covers the build: $500 one-time for a solo setup up to two users, $900 one-time for a team build up to ten, and $200 a month for ongoing management if you want the system kept clean rather than quietly rotting. Full detail on my CRM management page.

The honest question underneath “how much is Follow Up Boss” is usually whether it is worth it at all. If you are doing under a handful of deals a year and remembering follow-ups fine, it is not. If leads are arriving from SMS, calls and a website and you cannot say which produced your last contract, the subscription is not your problem — the missing system is.

The Smart Lists That Run Your Day

Smart lists are the part that turns a database into a daily working list. These are the ones I build on nearly every account:

• New today — anything that arrived and has not been touched
• Overdue follow-up — the list that quietly costs you deals
• No contact in 14 days — going cold while still warm enough to save
• Qualified, no offer — the highest-value list in the account
• Under contract — everything needing diligence attention
• Dead over 90 days — the recycle pool for a fresh campaign

Action Plans Worth Having

An action plan is what happens when nobody is watching. These are the four that earn their place:

• New lead response — immediate acknowledgement plus a task, so nothing waits for office hours
• No-answer nurture — spaced touches over several weeks rather than a burst
• Long-term nurture — monthly contact for sellers who are twelve months away, where plenty of deals actually sit
• Post-close — referral and repeat-seller follow-up that almost nobody bothers with

Every plan has stop rules. A sequence that keeps messaging after a seller replies is worse than no sequence, and it is the single most common fault I find in accounts I inherit.

Lead Routing and Speed to Lead

Sellers contact more than one buyer. The first credible response usually wins the conversation, which makes routing a revenue decision rather than an admin one.

• Round-robin so leads distribute evenly rather than piling on whoever checks first
• Ponds for unclaimed leads, with escalation if nobody picks up
• Instant notification by push and SMS, not email alone
• Source tagged on arrival, so you can tell which campaign produced the contract
• Business-hours and after-hours routing handled differently, because a 2am lead still needs an answer