Follow Up Boss CRM Expert for Real Estate

Posted 4 weeks ago

Worldwide

Summary

Hello, My name is Art Ramirez, and I am a full-time real estate agent in Northern California specializing in probate, inherited property, and residential real estate sales. I am looking for a Follow Up Boss expert who can help me optimize my CRM, create automated campaigns, improve lead follow-up, and implement systems that help convert more leads into appointments and clients. My goal is to build a scalable system that allows me to spend more time serving clients while ensuring that no opportunities fall through the cracks. Some of the areas I would like assistance with include: • Reviewing and optimizing my current Follow Up Boss setup • Creating automated action plans and drip campaigns • Building lead nurture campaigns for: - Probate leads - Inherited property leads - Pre-foreclosure/NOD leads - Past clients - Buyer leads - Seller leads - Open house leads • Improving lead tagging, organization, and workflow automation • Creating reporting systems and dashboards • Recommending best practices to increase lead conversion Ideally, I would like to work with someone who has experience helping real estate agents and teams implement Follow Up Boss successfully. When responding, please include: 1. Your experience with Follow Up Boss 2. Examples of campaigns or automations you have created 3. Any real estate clients you have worked with 4. Your hourly rate 5. Your availability for Zoom meetings 6. Why you believe you would be a good fit for this project This may turn into an ongoing relationship for the right person, as I am continually looking to improve and expand my systems and processes. I appreciate your time and look forward to learning more about your experience.

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

    -

    $50.00

    Hourly
  • Remote Job
  • Ongoing project
    Project Type
Skills and Expertise
Mandatory skills
Customer Relationship Management
Nice-to-have skills
Zoho CRM
Zoho Creator
Activity on this job
  • Proposals:20 to 50
  • Last viewed by client:3 weeks ago
  • Interviewing:
    3
  • Invites sent:
    0
  • Unanswered invites:
    0
About the client
Member since Oct 7, 2021
  • United States
    Napa6:43 AM
  • $3.6K total spent
    4 hires, 1 active
  • 688 hours

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