--- title: "Assistants who work in Follow Up Boss" description: "Dedicated assistants who work inside Follow Up Boss every day: setup support, daily admin, data hygiene, reporting. Ask what a named assistant handles." url: https://assistbpo.com/software/follow-up-boss/ updated: 2026-09-20 publisher: AssistBPO (SS Support Network LLC) language: en-US --- # Assistants who work in Follow Up Boss AssistBPO's Follow Up Boss virtual assistant is an employed inside sales assistant who works your database daily. Calling new leads from smart lists, running action plans, updating stages, booking showings on agent calendars and keeping notes the whole team can see. - Real estate CRM - Your account, your data [Get a staffing plan](https://assistbpo.com/get-a-staffing-plan/) [Book a 20-minute call](https://assistbpo.com/book-a-call/) Your account, your numbers, your leads. We supply the person, a backup and a team lead. In short - New leads called and texted within minutes of hitting your account - Smart lists worked daily, action plans kept current, stages honest - Named assistant plus a trained backup, reviewed by a team lead Follow Up Boss Real estate CRM by Follow Up Boss (Zillow Group) · US, CA Follow Up Boss is a product of Follow Up Boss (Zillow Group). The name and mark identify the software we work in; AssistBPO claims no partner, reseller or certification status unless held. Updated September 2026 · Reviewed by [Issabela Masters](https://assistbpo.com/team/issabela-masters/) ## Why do Follow Up Boss users need a virtual assistant? Agents buy leads faster than they can call them. Follow Up Boss shows you exactly that: a smart list of people who registered last week and have never been dialed, another of past clients nobody has spoken to since closing, a third of hot leads whose action plan finished with no reply. Agents are not avoiding the work, they are in a car with a buyer. The database keeps growing and the speed to lead keeps slipping. An assistant sits on the CRM all day instead. They call and text new registrations while the search is still open on the lead's phone, work the nurture lists in rotation, book showings straight onto agent calendars and write the note the agent needs before they walk in the door. ## What can a virtual assistant do inside Follow Up Boss? **Smart lists** : Works your smart lists in a set order: new leads first, then no contact in 30 days, then price-change and saved-search alerts, so nobody is skipped because a day got busy. **Action plans** : Applies the right action plan by lead source and stage, pauses it the moment a human replies, and flags plans whose wording has gone stale. **Stages and lead assignment** : Keeps stages truthful, reassigns leads to the agent on duty or back into the pond when a lead goes cold, and fixes the ones parked in Lead forever. **Calling and texting** : Dials new registrations fast from your own numbers, texts a first touch, and logs the outcome and next step on the contact so the agent sees the history. **Team inbox and collaborators** : Answers replies in the inbox, adds agents, lenders and transaction staff as collaborators, and mentions the right person instead of forwarding email. **Deals and appointments** : Creates deals when a lead goes under contract, books showings and consults on agent calendars, and confirms the appointment the day before. **Tags and lead sources** : Tags by source, neighborhood and timeframe so cost per closing by source is a number you can trust at the Monday meeting. **Reporting** : Pulls agent activity, calls, appointments set and conversion by source each week, with a short note on what moved and which source is slipping. ## Integrations we handle - Follow Up Boss and Zillow Premier Agent Connected leads checked on arrival, called inside your response target and tagged by source for cost per closing reporting. - Follow Up Boss and [Dotloop](https://assistbpo.com/software/dotloop/) When a deal goes under contract the assistant opens the loop, copies the contact details across and keeps the two records in step. - Follow Up Boss and [Google Workspace](https://assistbpo.com/software/google-workspace/) Agent calendars and Gmail connected under your own accounts so showings land on the right calendar and emails thread on the contact. - Follow Up Boss and BombBomb Video follow-ups queued for the agent to record, then sent and tracked from the contact record with the open logged. - Follow Up Boss and [Zapier](https://assistbpo.com/software/zapier/) Leads from open house forms, portals and ad campaigns created with the right source and tags; zap errors checked every morning. ## Which Follow Up Boss admin tasks can you delegate? - Call and text every new lead the day it arrives - Work the no-contact and stale-lead smart lists in rotation - Apply, pause and update action plans by source - Correct stages and reassign leads to the agent on duty - Merge duplicate contacts from portal and website imports - Book showings and buyer consults on agent calendars - Confirm tomorrow's appointments and reschedule cancellations - Create deals and keep close dates current - Import and tag open house and event sign-up sheets - Add and remove team members under your admin - Clean bounced emails and bad phone numbers - Send the weekly agent activity and source report ## Roles that work in Follow Up Boss Sales & lead gen ### Inside sales agent Dedicated inside sales agent - Consultative phone manner: asks before pitching - Fast, accurate quoting and proposal building - Persistent, polite follow-up without pressure tactics Works in Hire a remote inside sales agent [Inside sales agent](https://assistbpo.com/roles/inside-sales-agent/) Sales & lead gen ### Appointment setter Dedicated appointment setter - Confident, natural phone voice that does not sound like a script - Fast, respectful objection handling - Discipline on consent, calling hours and do-not-call rules Works in Hire a remote appointment setter [Appointment setter](https://assistbpo.com/roles/appointment-setter/) Sales & lead gen ### Lead generation specialist Dedicated lead generation specialist - Research methods across search, directories, LinkedIn and company sites - Data enrichment and verification tool fluency - Spreadsheet skills: dedupe, lookups, formulas, clean imports Works in Hire a remote lead generation specialist [Lead generation specialist](https://assistbpo.com/roles/lead-generation-specialist/) ## Services delivered in Follow Up Boss - [Real estate ISA services](https://assistbpo.com/services/real-estate-isa/) - [Inbound lead response service](https://assistbpo.com/services/inbound-lead-response/) - [CRM management services](https://assistbpo.com/services/crm-management/) - [Appointment setting services](https://assistbpo.com/services/appointment-setting/) ## Other real estate CRM tools we work in - [kvCORE](https://assistbpo.com/software/kvcore/) - [All tools](https://assistbpo.com/software/) ## Frequently asked questions ### What does a Follow Up Boss virtual assistant do day to day? 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. ### Do you have Follow Up Boss certified assistants? 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. ### How much does a Follow Up Boss virtual assistant cost? 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. ### Can the assistant call and text our leads from our numbers? 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. ### How do we give the assistant access safely? 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. ### Will the assistant pretend to be one of our agents? 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. Next step ## Your desk, staffed. Wherever you are. Tell us what is overloaded. A named person replies within 1 business day with a staffing plan, and we propose your assistant within 72 hours. [Get a staffing plan](https://assistbpo.com/get-a-staffing-plan/) [Book a 20-minute call](https://assistbpo.com/book-a-call/) Or call [+1-657-777-0006](tel:+16577770006) during US, UK or Australian business hours, or [hear our demo receptionist](https://assistbpo.com/demo-line/). - A named assistant proposed within 72 hours - Employed, screened and managed staff, never freelancers - Your hours, your tools, your data --- Source: https://assistbpo.com/software/follow-up-boss/ · Contact: https://assistbpo.com/contact/ · Full site map for agents: https://assistbpo.com/llms.txt