How to Set Up Fello Workflows and FUB Smart Lists to Never Miss Another Opportunity

This guide will walk you through setting up essential workflows in Fello and corresponding Smart Lists in Follow Up Boss to streamline your lead management and never let a seller opportunity slip away. By creating these workflows first, you'll ensure that the right data is flowing into Follow Up Boss, allowing you to build highly effective Smart Lists.

Creating Fello Workflows to Identify Key Opportunities

To effectively identify and track different types of seller opportunities in your database, you’ll need to set up the below workflows in Fello. These workflows will push critical information from Fello into Follow Up Boss, setting the stage for your Smart Lists.

How to Create the Fello Target Homeowner Workflow

This workflow is designed to identify and segment homeowners in your database. This could be based on various criteria within Fello, such as property ownership records, past interactions indicating homeownership, or even through address enrichment. The goal is to flag these individuals so they can be targeted with specific seller-focused campaigns.

How to Create the Fello Expired Tag Workflow 

This workflow is crucial for identifying leads associated with expired listings. When a listing expires, Fello can trigger this workflow to update the lead’s status or add a specific tag in Follow Up Boss, alerting your team to a timely outreach opportunity.

Create the Fello Won & Lost Opportunity Workflow

These workflows allow you to audit your won and lost opportunities inside Follow Up Boss. When you lose an opportunity, it’s helpful to see the notes, communication, and activity inside FUB, so you can determine how to do things differently the next time.

Creating FUB Smart Lists that Collaborate with Fello Workflows

Now that your workflows are set up in Fello, it’s time to create the corresponding Smart Lists in Follow Up Boss. These Smart Lists will automatically and dynamically populate with leads based on the data pushed from your Fello workflows, allowing for targeted follow-up and management.

Fello Recent Hand Raiser 

Fello Seller Re-Engaged

This Smart List will capture leads that are re-engaging with your marketing efforts. This could include revisiting your website (tracked by Fello), viewing their home value, opening emails, or interacting with other third-party marketing tools.

Fello High Lead Score

This Smart List will identify leads with a high lead score generated by Fello. Fello’s AI-powered lead scoring system can factor in various engagement metrics and demographic data to prioritize the hottest seller opportunities.

Fello Expired Listings

This Smart List will populate with leads identified by your Fello Expired Workflow. These are potential sellers whose listings have recently expired, representing a prime opportunity for outreach.

Fello Lost Opportunity Audit

This Smart List will display leads that have been flagged by your Fello Lost Opportunity Workflow. This allows you to regularly review and analyze these leads for potential re-engagement strategies or to gain insights into why opportunities were lost.

Maximizing Fello Workflows and Follow Up Boss Smart Lists

To truly leverage the power of Fello and Follow Up Boss together, you need to integrate them seamlessly into your daily operations. This will help you convert more buyer deals into listings and ensure that no seller falls through the cracks.

Your Data Assistant: The Fello Widget in Follow Up Boss

The Fello widget acts as your personal data assistant inside Follow Up Boss. When working any lead that has an address, the Fello widget provides invaluable insights such as:

• Client's Buying Power: Understand their financial capacity.
• Mortgage Information: Details about their current mortgage.
• Time in Home: How long they’ve owned the property.
• Likelihood to Sell: Fello's predictive analytics on their selling probability.
• Current Transaction Status: Details on the latest entry in their property history. 

Use this information to tailor your conversations and outreach. To maximize the number of homeowners in your database, leverage Fello's address and data enrichment tool. This automatically identifies every lead that owns a home and helps ensure your database is current with where people actually live.

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Ready to see all the ways Fello can supercharge your Follow Up Boss CRM (this is just workflows!)? Schedule a demo session.

Already using Fello and FUB, and want to do more? Reach out to your CSM for a strategy session, or email success@fello.ai.