Follow Up Boss CRM Expert Needed - Real Estate Investor/Agent Setup

Posted last week

Worldwide

Summary

I am a licensed real estate agent and investor actively generating off-market seller leads through Facebook Lead Ads, my website, and email. I need a Follow Up Boss specialist to build out my CRM from scratch so that every lead source is captured, organized, and actionable without anything falling through the cracks. I do not need someone to learn alongside me. I need someone who has done this before and can execute independently. What I Need Built: 1. Full Follow Up Boss account setup configured for a real estate investor and licensed agent 2. Facebook Lead Ads integration connected and tested so leads flow in automatically 3. Website lead capture integration (source to be confirmed) 4. Email lead integration so inbound seller inquiries are captured and tagged correctly 5. Lead sources labeled and separated so I know exactly where every lead originated 6. Automated follow up sequences built for motivated seller leads (calls, texts, emails) 7. Pipeline stages set up to reflect an investor buying process (new lead, contacted, appointment set, offer made, under contract, closed, not interested) 8. Tags and smart lists organized so I can filter and work leads efficiently 9. Team member access configured for my assistant 10. A short walkthrough document or Loom video so my team can manage it going forward You Must Know: 1. Follow Up Boss inside and out, specifically for real estate investors or agent-investors, not just traditional buyer/seller agent setups 2. How to connect multiple lead sources and keep them clean and trackable 3. How to build automation sequences that feel personal, not robotic 4. How to set up a system that a non-technical team member can operate day to day Generic responses will not receive a reply. Include your rate, availability, and any examples of past Follow Up Boss setups in your application.

  • Less than 30 hrs/week
    Hourly
  • 1-3 months
    Duration
  • Intermediate
    Experience Level
  • $5.00

    -

    $10.00

    Hourly
  • Remote Job
  • Ongoing project
    Project Type
Skills and Expertise
Mandatory skills
CRM Automation
Administrative Support
Activity on this job
  • Proposals:5 to 10
  • Last viewed by client:last week
  • Interviewing:
    0
  • Invites sent:
    0
  • Unanswered invites:
    0
About the client
Member since Jun 2, 2026
  • USA
    Upper St Clair1:27 AM
  • $122 total spent
    3 hires, 2 active
  • 15 hours
  • Real Estate
    Small company (2-9 people)

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