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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.
Project ID: 40164230
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Active 3 mos ago
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45 freelancers are bidding on average $18 USD/hour for this job

Hi there, I m Muhammad Awais, and Ill build two automated sequences in Follow Up Boss: one that fires at initial contact and another after each logged showing. Each sequence will include an email and a text step, scheduled for strong open and reply rates, and Ill map triggers to your existing lead stages and buyer tags so only buyer profiles enter the workflows. Ill load templates with your variables (name, property, appointment time, etc.), configure and test the workflows in your Follow Up Boss dashboard, and deliver a brief hand-off loom video or PDF showing how to pause, edit, or expand the campaigns in the future. Which times are best for the initial contact messages and the follow-up after each showing, considering time zones? What lead stages and tags should gate entry into these workflows beyond the buyer label? Should templates vary for weekdays vs weekends or holidays? How should opt-outs, pauses, or replies be handled and routed? Which Follow Up Boss fields and custom fields should merge into the templates (name, property, appointment time, showing status), and are there any other fields we should include? Best regards,
$25 USD in 21 days
6.4
6.4

Dear , We carefully studied the description of your project and we can confirm that we understand your needs and are also interested in your project. Our team has the necessary resources to start your project as soon as possible and complete it in a very short time. We are 25 years in this business and our technical specialists have strong experience in Technical Support, Analytics, Email Marketing, Video Production, Documentation, Automation, API Integration and other technologies relevant to your project. Please, review our profile https://www.freelancer.com/u/tangramua where you can find detailed information about our company, our portfolio, and the client's recent reviews. Please contact us via Freelancer Chat to discuss your project in details. Best regards, Sales department Tangram Canada Inc.
$25 USD in 5 days
5.4
5.4

⭐⭐⭐⭐⭐ Create Automated Messaging Sequences for Follow Up Boss ❇️ Hi My Friend, I hope you are doing well. I've reviewed your project requirements and see you are looking for automation in your Follow Up Boss account. Look no further; Zohaib is here to help you! My team has successfully completed 50+ similar projects for automation systems. I will create two effective automated sequences for your buyer leads, ensuring timely communication without manual effort. ➡️ Why Me? I can easily handle your automation project as I have 5 years of experience in building messaging systems. My expertise includes workflow automation, email and SMS integration, and CRM management. Besides, I have a strong grip on other relevant technologies, ensuring a smooth setup for your needs. ➡️ Let's have a quick chat to discuss your project in detail and let me show you samples of my previous work. I look forward to discussing this with you in our chat. ➡️ Skills & Experience: ✅ Workflow Automation ✅ Email Integration ✅ SMS Messaging ✅ CRM Management ✅ Template Creation ✅ Trigger Mapping ✅ Campaign Testing ✅ Data Logging ✅ Follow Up Boss Expertise ✅ Communication Strategies ✅ Reporting & Analysis ✅ Problem Solving Waiting for your response! Best Regards, Zohaib
$9 USD in 40 days
5.5
5.5

Hi, I have solid experience building and testing automated follow-up sequences inside Follow Up Boss, including email and SMS cadences tied to lead stages and tags. I can quickly set up both buyer workflows, load and merge your templates with the correct variables, test the triggers end to end, and provide a short Loom showing how you can manage or expand the automation later, so everything runs hands-free from day one.
$8 USD in 40 days
4.7
4.7

Hello, I will build two Follow Up Boss automations—one that fires at initial contact and another that triggers after each logged showing, each containing an email and SMS merged with your Follow Up Boss variables and mapped to buyer stages and tags. I have all the necessary skills to successfully complete this project. I have experience over 10+ years. My skills include Automation, API Integration, Email Marketing, Documentation, and Analytics, and I will configure and test the workflows and deliver the templates and a brief hand-off Loom or PDF. I can complete the build, test the automations, and deliver the hand-off within 2 days; Best regards, Volodymyr
$50 USD in 38 days
3.8
3.8

⚠️You are not looking for a coder. You are looking for someone who can build this properly. That is exactly why your project stood out.⚠️ Your aim to automate buyer lead follow-up with precise email and SMS sequences triggered by activity in Follow Up Boss demonstrates a strategic focus on timely engagement and scalable communication workflows. That level of precision matches how we architect automation at DigitaSyndicate. At DigitaSyndicate, a UK-based digital systems agency, we build precision-engineered automation, modern web platforms, and AI-driven systems designed for reliable, scalable performance and long-term adaptability. Our approach ensures your sequences leverage Follow Up Boss variables seamlessly while embedding error-free logic mapped to your lead stages and tags. After delivering similarly structured CRM automation for a real estate client that boosted response rates and reduced manual workload, I invite you to share your main priorities and timeline so I can map out the right execution plan for you. Casper M. Project Lead | DigitaSyndicate Precision-Built Digital Systems.
$11 USD in 14 days
2.9
2.9

Hi, This is a clean, well-defined Follow Up Boss automation build, and it’s exactly the kind of work I do best: **turning known touchpoints into reliable, hands-off systems**. I’ll configure **two buyer-only automated sequences** inside Follow Up Boss: 1. **Initial contact sequence** triggered the moment a buyer lead enters the defined stage/tag 2. **Post-showing sequence** triggered after each logged property viewing Each sequence will include **both email and SMS steps**, timed for strong open and reply rates, using your approved messaging and fully merged with Follow Up Boss variables (name, property address, showing time, agent info, etc.). On the technical side, I’ll: * Map triggers precisely to your **existing stages and tags** so sellers or non-qualified leads never enter * Ensure messages fire within minutes of the trigger and **log cleanly on the contact timeline** * Test with real test leads to confirm timing, activity logs, and error-free reporting You’ll receive a **short Loom or PDF handoff** showing how to pause, edit, clone, or expand the campaigns later—no guesswork. My priority is **consistency, correctness, and clarity**, not overcomplication. When this is done, your buyers will receive the right message at the right moment—every time—without manual effort. Happy to get started as soon as you’re ready.
$8 USD in 40 days
3.0
3.0

Hello! Thank you for sharing your project details about automating your Follow Up Boss account. I understand that you need a streamlined process to ensure your buyer leads receive timely messages right from registration and after property viewings. I have extensive experience in setting up automated messaging systems, particularly using Follow Up Boss, where I successfully created multiple workflows that improved client engagement rates significantly. My focus on detail and understanding of buyer journeys has yielded positive results in similar projects. ✅My Plan: - Develop two tailored automated sequences for initial contact and post-showing messages. - Create effective email and SMS templates integrated with Follow Up Boss variables. - Map triggers to the appropriate lead stages and tags to ensure precision. - Conduct thorough testing and provide a clear hand-off video or document for future edits. Could you specify any particular timing preferences for the messages? Also, do you have existing templates you'd like me to start with? Best regards, Hongqiang Chen
$20 USD in 21 days
2.6
2.6

Hi, I’ve carefully reviewed your need for automation sequences in your Follow Up Boss account to engage buyer leads efficiently without manual effort. With my experience in automation and CRM workflows, I can create two clear and timed sequences for your new buyer leads: one for initial contact and another triggered after each property showing. I’ll ensure each workflow includes both email and SMS steps, optimized for engagement, mapped precisely to your lead stages and tags. I will load and merge your templates with Follow Up Boss variables, fully configure and test the logic in your dashboard, and supply a concise Loom video or PDF for easy future management. I aim to deliver the tested automation within 5 days, ensuring it meets your acceptance criteria including activity logging and error-free operation. Could you share the specific timing intervals you prefer for each message in the sequences? Best regards,
$10 USD in 38 days
2.4
2.4

Hi there, I have carefully reviewed your project requirements for the Follow Up Boss Automation Build and I am confident in my ability to deliver exceptional results. My approach involves creating two automated sequences tailored to your specifications, integrating both email and text steps for optimal engagement rates. By mapping triggers to existing lead stages and tags, I will ensure that only relevant buyer profiles enter the workflows seamlessly. With over 3 years of experience in API Integration, I possess the technical expertise needed to execute this project efficiently. Upon completion, you can expect email and SMS templates integrated with your Follow Up Boss variables, fully configured workflow logic, and a comprehensive hand-off guide for future campaign management. I am eager to discuss your project further and address any queries you may have. Best Regards, Ghulman
$12 USD in 40 days
2.2
2.2

Hello there, I understand that you are looking for a freelancer to build automated sequences in your Follow Up Boss account for new buyer leads. The goal is to create consistent messaging at key touchpoints without manual effort. Proposed Solution: I will create two automated sequences triggered by initial contact and property viewings, each containing email and text steps scheduled for optimal engagement rates. These sequences will be mapped to existing lead stages and tags for seamless integration. Key Deliverables: 1. Customized email and SMS templates with Follow Up Boss variables. 2. Fully configured and tested workflow logic in your Follow Up Boss dashboard. 3. Detailed hand-off guide on managing and expanding campaigns in the future. Portfolio & Skills: I bring expertise in API integration, email marketing, and automation to ensure a seamless and efficient solution. I will share relevant portfolio examples in the DM. Call to Action: I’d love to connect for a quick chat to discuss your project in more detail. Best regards, Bilal
$12 USD in 40 days
2.0
2.0

With my extensive background in full stack web development, I'm thrilled to be engaged with this project. Specifically, my expertise in PHP, Node.js, Vue.js, and C# will prove invaluable for developing the automated sequences that you require within your Follow Up Boss account. I have a deep understanding of how to effectively merge variables such as name, property details, etc., with email and SMS templates to create personalized communication. Furthermore, I'm adept at using Follow Up Boss to its fullest potential. From configuring the workflow logic to testing it under different scenarios, I guarantee a system that operates smoothly while providing optimum open and reply rates. My dedication extends beyond simply coding; I always aim to equip clients with the knowledge needed to manage and expand campaigns independently - so be assured that a thorough hand-off video or PDF will be provided. Ultimately, my aim is to deliver efficient, scalable solutions and exceed your expectations in terms of quality and deadline adherence. Trust me with this project and I guarantee you'll have a system that operates flawlessly, providing clear and consistent client interactions precisely tailored for new buyer leads.
$10 USD in 70 days
2.0
2.0

Hi, I understand you need reliable Follow Up Boss automation so buyer leads receive the right email and SMS at the right moment without manual follow ups. I will build two clean automated action plans mapped to your buyer stages and tags, ensuring one sequence triggers on initial inquiry and another fires after each logged showing. I will create email and SMS templates using Follow Up Boss merge fields so every message stays personal and relevant. Each trigger will be tested with sample leads to confirm timing, activity logging, and error free execution inside your dashboard. Let’s have a quick chat and discuss further. Best Regards, Usama
$12 USD in 25 days
2.2
2.2

Hi, I am a Professional with 8+ years experience in Automation. I will set up high converting Follow Up Boss automations that instantly engage buyer leads at first contact and automatically follow up after each property showing no manual work required. I specialize in Follow Up Boss CRM workflows, configuring precise triggers, stages, tags, and email/SMS sequences optimized for open and response rates. You’ll receive fully tested templates with dynamic merge fields, clean workflow logic, and error-free activity tracking inside your dashboard. I’ll also provide a clear hand off guide or Loom video so you can easily pause, edit, or scale these buyer lead automation campaigns anytime. Warmly, Anum
$12 USD in 40 days
1.9
1.9

Hi, We went through your project description and it seems like our team is a great fit for this job. We are an expert team which have many years of experience on Technical Support, Analytics, Email Marketing, Video Production, Documentation, Automation, API Integration Lets connect in chat so that We discuss further. Thank You
$8 USD in 40 days
0.2
0.2

Hi there, Setting up an automated follow-up system in Follow Up Boss is crucial for maintaining engagement with your buyer leads. I can build two streamlined sequences that trigger right after initial contact and following each showing. This ensures your messages are sent out precisely when needed without manual oversight. I'll create tailored email and SMS templates that utilize your Follow Up Boss variables for a personalized touch. Each workflow will be meticulously tested to ensure no errors, and I'll provide a handy Loom video that guides you on managing these sequences. NOTE : Bid is placed on the lowest bid price and deadline, it can vary after a detailed discussion or a meeting. Thanks
$20 USD in 15 days
0.0
0.0

Hi, . Thanks for your posting. I have read your project "Follow Up Boss Automation Build" carefully and I am sure that I can do this project perfectly. I’m a Power Automation & Scripting expert with strong experience in building reliable and scalable automation solutions. I specialize in PowerShell, Python, and Bash scripting, with a strong background in Microsoft technologies and environments. I can automate repetitive tasks, system operations, and data workflows to reduce manual effort and improve accuracy. I am highly experienced with Microsoft tools, Windows automation, and task scheduling. I follow security best practices and ensure all scripts are clean, well-documented, and easy to maintain. I also handle API integrations, data processing, and workflow optimization. Clear communication, timely delivery, and professional results are always guaranteed. I’d be happy to discuss your project and deliver an efficient automation solution tailored to your needs. Best Regards. Sam
$30 USD in 19 days
0.0
0.0

Hi there, I understand that your main goal is to build effective automations within Follow Up Boss to streamline your processes and enhance productivity. In my previous role, I successfully implemented a series of automation workflows in a CRM system that reduced response times by 40% and improved lead management efficiency. Additionally, I developed custom integrations that increased user engagement and significantly boosted overall sales performance. To meet your requirements, I will analyze your current processes and design tailored automation workflows that optimize lead tracking and follow-up. I will ensure seamless integration with your existing tools to enhance functionality and provide a more cohesive user experience. I would be happy to discuss your needs and get started right away. Best regards, Artem
$11.50 USD in 40 days
0.0
0.0

✅Hi there, hope you are doing well! I have extensive experience automating systems like Follow Up Boss, where I have successfully created similar workflows for real estate agents that streamlined their communication with leads. The most critical aspect for successfully completing this project is ensuring the automation triggers perfectly align with your existing lead stages and tags, to maintain a smooth operational flow. I will build the required email and SMS sequences, configure the workflow logic, and ensure everything is thoroughly tested for accuracy. I'd like to work on this project sincerely from my confidence. Let's connect and discuss more.
$25 USD in 29 days
0.0
0.0

✅⭐⭐⭐✅ I am ready to make your project a complete success! ✅⭐⭐⭐✅ I’ve analyzed your requirements, and this is a well-scoped Follow Up Boss automation project where timely, consistent communication and flawless workflow execution are key. I will create two automated sequences—one triggered at initial contact and another after each logged showing—containing both email and SMS steps optimized for open and reply rates. Triggers will be mapped to existing lead stages and tags so only buyer profiles enter the sequences. Deliverables include email and SMS templates merged with Follow Up Boss variables (name, property, appointment time), fully configured and tested workflows, and a concise hand-off video or PDF showing how to pause, edit, or expand campaigns. The automation will reliably send messages within five minutes of stage changes, log activities correctly, and show zero errors in the action plan report. Looking forward to work with you for your project. Thank you !
$12 USD in 40 days
0.0
0.0

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