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Claude × Follow Up Boss — Done-For-You Setup Application

I'll set up your Follow Up Boss with the AI automations I run in my own business — daily lead scoring, screenshot/voice lead entry, follow-up sequences written from your content, and IDX sync. This is a paid, done-for-you build. You'll need a paid Claude plan (Claude Pro, $20+/mo) — that's what runs the whole thing. Fill this out and if it's a fit, I'll reach out to book a call.

Full name

Email

Mobile phone

Business / brokerage name

Which best describes you?

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F

Team size

What CRM are you on now?

Do you have admin / owner access to your Follow Up Boss account? (needed to connect the AI)

Do you have a Claude account? (a paid plan — Claude Pro, $20+/mo — is required, since the whole setup runs on Claude)

Where do most of your leads come from? (select all that apply)

Roughly how many new leads do you get per month?

How built-out is your Follow Up Boss today?

Which AI automations are you most interested in? (select all that apply)

What's your single biggest CRM bottleneck right now?

How soon do you want this set up?

Anything else I should know? (optional)