Follow Up Boss (FUB) Setup
📖 1 min read
Section 4 of Phase 2. Follow Up Boss (FUB) is your CRM. Every lead, every call, every follow-up task lives here. Daily FUB usage is non-negotiable.
Daily expectations (non-negotiable)
- ☐ Work Smart Lists daily — in order, every business day.
- ☐ Clear inbox — zero unread at end of day.
- ☐ Clear tasks — completed or rescheduled with a note.
- ☐ Use the “?” help button for FUB resources before pinging Aaron or Kirby.
Review these resources
🎥
FUB Workflow
Video walkthrough of the full FUB daily workflow.
👥
Adding Contacts
How to add a client in FUB and Stars.
⭐
Add to Stars
Direct add link for new leads — Stars is the client search portal.
🔍
Using STARS
We do NOT use the MLS for client searches — Stars only.
🎯 Goal
FUB and Stars worked daily and confidently. Smart Lists cleared, inbox at zero, tasks current, every new lead tagged correctly, every client added to Stars instead of an MLS link.
📧 Exclaimer Signature Import
During FUB setup, you must complete the Exclaimer signature import so every outbound email carries the official SG email signature with your photo, license, and contact info. Go into FUB → Settings → Email Signature → import from Exclaimer. This is a Platform Verification item — Aaron will check this on Day 1.