Assistants who work in Follow Up Boss

First hour: every new lead from yesterday evening and this morning, called and texted, with the outcome logged and the right action plan applied. Then the rotation of smart lists, no contact in 30 days, saved-search and price-change alerts, past clients due a check-in. Through the day they answer inbox replies, book showings onto agent calendars, confirm tomorrow's appointments and keep stages honest. The end-of-day report gives you calls made, conversations had, appointments set and the leads that need an agent to step in personally.

Every real estate assistant we place is trained on Follow Up Boss before they touch a live database: smart lists, action plans, stages and ponds, the dialer and texting, deals, collaborators and the reporting tabs. That training is ours, not the vendor's. We do not claim Follow Up Boss or Zillow Group certification for our staff and AssistBPO holds no partner, reseller or affiliate status with either company. The product name here identifies the software you use. Ask us during the match and we will talk you through the assistant's actual experience in the tool.

Plans depend on hours, desks and coverage. Get a staffing plan within 1 business day. A dedicated inside sales assistant is priced per person for a monthly block of hours in your time zone, not per lead or per appointment, so a big portal spend month does not change the bill. Your Follow Up Boss seats stay on your own account and are billed by the vendor directly. Teams running heavy portal lead flow usually start with one assistant on speed to lead and add a second for the nurture lists.

Yes. They work from a seat in your account using your team numbers, so the caller ID a lead sees is yours and every call and text is logged on the contact. Outbound calling and texting run with lawful consent and do-not-call scrubbing: internal and federal do-not-call lists are checked before a number is dialed, state calling windows are respected, and an opt-out is honored on the first request. Leads who registered on your site are worked first because consent and interest are both clear there.

Add them as a user in your own Follow Up Boss account with the role you want, usually agent-level access to contacts, calls, texts and calendars with no billing or account settings. They sign in from a managed company device with two-factor authentication, never a shared login. Every call, text, note and stage change is stamped with their name in the contact history, so you can audit a week of work in a few minutes. Remove the user in one click whenever you choose.

No. They introduce themselves by their own first name as part of your team, which is accurate and which buyers and sellers accept without a blink. They qualify, answer questions about process and timing, and book the appointment with the agent. Anything that needs licensed advice, pricing opinions, contract terms, negotiation, goes to the agent with a written summary attached to the contact. We set that line with you during onboarding and the team lead scores calls against it monthly.