Followup Boss
FUB Aide Bilingue – CRM Setup, Action Plans & Automation
Project Overview
A real estate professional in Montréal wanted a bilingual Follow Up Boss setup to streamline lead follow-up and ensure every contact receives the right communication in English or French.
Challenges
They had no templates or workflows set up, and needed:
Smart lists for buyers, sellers, and unresponsive leads
Action plans with bilingual templates (emails, texts, calls)
Long-term nurture sequences
Automations to update lead stages and trigger the right plan
A professional HTML email signature
My Role & Approach
I guided the client from strategy to execution
1
Discovery & Intake:
Gathered client goals, lead sources, language needs (EN/FR), existing tags, and workflow gaps.
2
Content Creation:
Drafted and refined all templates in both English and French, with proper FUB placeholders.
3
Action Plans:
Created buyer, seller, evaluation, wrong-number, and long-term nurture sequences.
4
Automation Setup:
Built rules to auto-update stages, add tags, and trigger nurture plans.
5
Email Signature:
Designed a clean bilingual HTML signature with clickable contact links and social icons.
6
Collaboration:
Delivered drafts, iterated on tone (professional yet friendly), and finalized with client confirmation.
Deliverables (What Was Built)
- Bilingual templates – emails, SMS, call scripts (EN + FR)
- Action plans – New lead, Buyer, Seller, Seller Evaluation, Wrong Number, Long-term nurture
- Automation rules – stage changes, tagging, and plan triggers
- Email signature – HTML, mobile-friendly, with photo + links
- Documentation – CSV-ready templates and workflow maps
Results & Impact
Client now has a fully bilingual CRM follow-up system.
No more missed leads: every contact gets timely, human messages.
Saved hours weekly thanks to automation.
Professional image with a clean, branded email signature.
Client left a 5-star Fiverr review, praising communication, delivery, and professionalism.
Screenshots
Client Review
Outstanding service and professionalism. The order showed as delayed, but that was because of me! I got very busy and did not provide what was needed for a timely delivery, but he remained completely professional, patient, and ready to help!
Conclusion
This project highlights how a well-structured CRM system can completely transform lead management for a real estate business. From first contact to long-term nurture, every touchpoint was planned with clarity, automation, and personalization. Whether it’s syncing hard mail with email follow-up or creating logic-based smart lists, the systems we built helped Chris focus on deals while keeping his database actively nurtured behind the scenes.
Project Information
Clients: Chris Kull
Category: CRM Setup
Services: Full CRM setup & configuration
Technologies Used: FollowupBoss, Zubyer, Google Sheets
Duration: 3 Weeks
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