Follow Up Boss Automation Build

Inside my Follow Up Boss account, every new buyer lead must receive a clear, consistent cadence of messages the moment they register interest and again after each property viewing. I already know the touchpoints I want; what’s missing is the technical build so the system handles the timing without manual effort.

Core scope
• Create two automated sequences—one that fires at initial contact and another that triggers after each logged showing.
• Each sequence must contain both an email and a text step, scheduled for optimum open and reply rates.
• Map the triggers to existing lead stages and tags so that only buyer profiles enter the workflows.

Deliverables
1. Email and SMS templates loaded, merged with my Follow Up Boss variables (name, property, appointment time, etc.).
2. Workflow logic fully configured and tested in my Follow Up Boss dashboard.
3. A brief hand-off loom video or PDF showing how to pause, edit, or expand the campaigns in the future.

Acceptance criteria
The automation sends the correct message to a test lead within five minutes of stage change, logs the activity under the contact record, and shows no errors in the Follow Up Boss action plan report.