Getting FUB’d Up with Bridget on Follow Up Boss Mass Actions

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Join us for our upcoming webinar on June 26, 2024 at 3 PM EST where we will go on a deep dive into Increasing Email Deliverability and Avoiding Spam Blockers. Use this link to register to watch live or get the recording sent to your inbox!
https://us02web.zoom.us/webinar/register/WN_SbwkEscTQo-9SHZRJjrGzA
Join us for a new episode of Getting FUB’d Up with Bridget where she takes us on a deep dive into Follow Up Boss Mass Actions. Learn how to use this tool to save time and keep your data organized!
Staying organized and efficient is crucial to your success and there’s no better tool to achieve this than a solid CRM system. We install Ferrari engines into Follow Up Boss Accounts every single day, but our efforts would be lost if the agents fail to understand how to use the system that we installed.
One way we combat this is by building a manual for the team to unite behind, and we’re here to show you how to build a similar one for your team!
Understanding why you need a handbook for your CRM will assist you in creating one. It will ensure that everyone, from new hires to seasoned veterans, is using the same definitions for stages and tags and managing the database of leads in the same way.
Having this also streamlines your operations, reducing the risk of errors and missed opportunities. It also helps your team have the knowledge and confidence to work independently and excel in their roles. If they have a reference point for troubleshooting, they will experiment more with advanced features which fosters a culture of continuous learning and innovation.
Work to clearly show all processes, best practices, and tips so that your team is harnessing the full power of your CRM. Cover how you want your leads managed, follow-up protocols, and client communication strategies so that you can feel confident that no matter which member of your team receives a lead, they will know exactly what to do with it.
Do not assume that everyone will understand a basic description. Go into as much detail as you can, likely more than you think is necessary, and be sure to use screenshots and links to a quick video tutorial wherever possible.
Approach this project as something ongoing, it’s definitely not a set-it-and-forget-it scenario. With every change, new lead source, and tool you integrate you will need to go back to update the document and re-circulate it for your team. Best practice here is to update one live document and ask your team to bookmark it rather than having to circulate updated .pdfs over and over again. This will ensure that they are always viewing the most up-to-date information.
Use the below template to get started!
We practice our phone conversations. We practice our listing and buyer presentations. We practice overcoming objections and challenges throughout the transaction. One of the most overlooked areas that we could be practicing is with our CRM.
No, it’s not as exciting as pretending to be a frustrated house-seeker on the phone, but ensuring that your team knows how to effectively use the database will accomplish a lot. It will help you keep your data integrity high so that everyone can know exactly where each lead is in the process. It will prevent leads from falling through the cracks. It will help you identify areas for improvement so that you can better coach and inspire your people to achieve their goals.
By keeping the basics in front of your team regularly, it allows them to have short reminders of what they should be doing and avoid a major overhaul by letting things go for so long that no one is rowing the boat in the same direction anymore.
Use our curated playlist to help you cover these basics with your team by reserving a spot on your sales meeting agenda for training and watching one of these videos together as a group!
Your tech stack includes any digital tools or software that you use to power your business. There’s an offer on every corner to solve all of your problems and it can be hard to sort out what truly solves your pain point or is just an exciting new thing to try.
In addition to your budget, there are a lot of things to consider when making these decisions. In the below video, we walk you through the decision-making process and offer strategies to use to ensure that you are making the best decisions for the health of your team and your wallet.
We also offer you a list of our Tech Stack Recommendations. These are tools that our clients all across North America use to run successful teams that we have a great experience with and would recommend to others to use. Each tool is linked to their website so that you can learn more or set up a demo!
Enjoy!
⭐️ Special Note for our Amazing Clients: Please chat with your Account Manager before signing up for any new integrations or tools so that we can give you insights as to whether or not you truly need something and we can also likely save you money!
I7 Tips to Prevent Your Number from Being Marked as Spam
It’s important to feel super confident when you are making calls to potential clients, and it can be frustrating to hear that your phone number is coming up as spam.
While there is no way to completely eliminate this challenge, and if I’m wrong, please reply to this and share with me so I can learn, we have found seven strategies you can use to reduce your chances of getting the big S on your number.
📱 Avoid cold-texting or cold-calling leads. Ensure that they have opted in to receive these types of communications from you.
📱 If someone has opted in for texts, send them your contact information right out of the gate by way of introduction, including your phone number. Their phone’s technology will likely pick up that information to be someone they may know rather than something it should block as spam.
For example: “Hey! I just received your message about my listing at 123 Beach Street. I’ll be happy to send you more information on that home and others like it! – Kris McDonagh, Amplified Real Estate, 555-555-5555”
📱 Add the number you use to prospect to your phone’s v-card, your email signature, social media, and website. By having your phone number readily available online when searched you will improve the credibility of its connection to you, a real person, and one hell of a real estate agent.
📱 Request for your new contact to save your contact information to their phone. Most will, just in case you turn out to be somebody they do need, and it will increase the chances that they will answer the phone the next time you call to help them further.
📱 Check the reporting within Follow Up Boss to check for red flags that signal to carriers that you are spam. You want to avoid having too many calls that don’t connect, unanswered texts, and a high number of opt-out responses. Reflect on your prospecting efforts and adjust so that your efforts are resulting in longer quality calls and responses to your texts.
To find this: Click Reporting in the top bar, then Calls and filter from there.
📱Research and test any new phone number you get before you order anything with the number printed on it or begin using it widely in case it was used previously for something you don’t want to be associated with or it has already been marked as Spam.
📱 To clear the spam flag from your Follow Up Boss number, visit https://www.freecallerregistry.com/fcr/#submitform and fill out the form.
You can include your team’s numbers on the form and submit it once for the whole team as well.
When the form asks for the “Service Provider,” type “Twilio.”
Once you submit the form, the carriers will review it and reset the Spam label for any numbers that were flagged. Each carrier’s spam provider will email them as they respond to the form. It’s worth noting that numbers can be flagged as spam again after being cleared, so be sure you are following FUB’s calling and texting best practices to avoid being flagged as spam again.
Example:
If you have any other tips that you’d like to share with the community, reply to this email and we will add them to our guide and give you credit!
The good news is that you are having this challenge because you are doing the work and calling the leads! Keep going, continuity is the secret to success.
Watch our latest webinar that teaches you how to get the most out of the information you’re adding to your Follow Up Boss account!