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

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