FUB Automation

Follow Up Boss Automation Workflow

Here’s a Follow Up Boss-style workflow showing stages, tags, and assignments.

flowchart TD
  A[New Lead Imported via Zillow or Website] --> B[Assign Lead to Agent (Routing Rules)]
  B --> C[Apply Tags: Source, Status, Hot/Cold Lead]
  C --> D[Send Intro Email + Text Message]
  D --> E{Lead Responded within 24h?}
  E -- Yes --> F[Update Stage = Engaged / Create Task for Agent]
  E -- No --> G[Add to Smart List / Trigger Nurture Campaign]
  F --> H[Appointment Booked / Stage = Showing Scheduled]
  H --> I[No Activity after 7 days / SLA Alert]
  H --> J[Closed Won / Tag = Converted Client]

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