Patricia works your Follow Up Boss.
Ask her in Slack. She reads the pipeline and drafts the follow-ups, but sending a text or email or placing a call waits for your yes.
@Pati which leads are going cold in Follow Up Boss and who needs a nudge today?
Read the smart lists and here is what needs attention:
- 22 leads have had no contact in 7 or more days, 5 of them are hot on price and beds
- 3 deals are sitting in Under Contract with a task overdue
- The Fernbrook buyer replied twice and is still on the default action plan
- I drafted a text and an email for the 5 hot ones, ready for you. Nothing sends until you approve.
Pull the Fernbrook buyer off the default plan and show me the text for the hottest lead before it goes.
Done and staged. The Fernbrook buyer is off the default action plan with a note logged, and the text for the hottest lead is drafted below for your review. It sends only after your yes.
Patricia + Follow Up Boss
What she does in Follow Up Boss.
Real actions she takes on your say-so, not a list of API endpoints.
Read the lead pipeline
Leads, contacts, and deals pulled across your smart lists into one answer, so you see who is hot, who is stuck, and who has gone quiet without opening every record.
Surface what is going cold
Using smart lists and last-contact dates, she flags the leads with no recent touch and the deals with overdue tasks, so nothing slips through in a busy week.
Keep leads and deals current
She updates stages, logs notes, and moves people on and off action plans, so the pipeline you check reflects where each lead and deal actually is.
Draft texts and emails
Follow-ups written against the real history of each lead, ready for you to read. Drafting costs nothing, sending is the part that waits.
Line up calls and tasks
She creates tasks and queues the calls worth making against the right lead, so the next action on every relationship is teed up instead of forgotten.
Keep outreach behind approval
Reading pipeline and drafting follow-ups run on their own. Sending a text or email or placing a call reaches a real person, so it always waits for your explicit yes in Slack.
Say it like you'd say it
Things to ask her on day one.
Which leads are going cold and who needs a nudge today?
Pull the Fernbrook buyer off the default action plan and log a note
Draft texts and emails for the 5 hottest leads, for me to approve
Which deals in Under Contract have an overdue task?
Queue a call task on the Northwind lead for tomorrow morning
Better together
Follow Up Boss is one hand. Give her the other.
Patricia's value compounds when the whole workflow lives with her, not just one tool.
Setup
Follow Up Boss, connected in minutes.
Add Patricia to Slack
She joins your workspace like any teammate. Two minutes, no engineering.
Today at 9:00 AM
Connect Follow Up Boss
One OAuth click. She gets only the access you approve, and you can disconnect her anytime.
Follow Up Boss connected
Ask
Mention @Pati with the job. Reading pipeline and drafting follow-ups run on their own; sending a text or email or placing a call waits for your yes.
@Pati Which leads are going cold and who needs a nudge today?
On it.
FAQ
Follow Up Boss questions, answered.
What can Patricia actually do in Follow Up Boss?
She reads leads, contacts, and deals across your smart lists, updates stages and notes, moves people on and off action plans, drafts texts and emails, and creates calls and tasks. Reading and drafting is instant; sending or calling waits for approval.
Will she text, email, or call a lead on her own?
No. Sending a text or email or placing a call reaches a real person, so it is staged and shown to you in Slack first and goes only after your explicit yes. Reading pipeline and drafting follow-ups run on their own, that is the point.
Which Follow Up Boss plan do we need?
Any plan with API access works, and texting or calling relies on the numbers already set up on your Follow Up Boss account. She connects through the official OAuth flow, the same way other approved apps do, and only sees the account you connect.
We run a separate Follow Up Boss account per client. Does that stay separate?
It does. She reads only the account you connect her to, so one client's leads, deals, and action plans never surface inside another's. Connect one or several, and each stays entirely on its own.
What does the Follow Up Boss integration cost?
Nothing extra. Every integration is included, on every plan.
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Everybody deserves a Patricia.
She handles the mess. You keep the clients. See what changes in your first week.
Pick a time that works for you. You get a live walkthrough of Patricia on real agency work, and every question answered.