Follow Up Boss
45 Case Studies
A Follow Up Boss Case Study
The Funk Collection, an Orlando real estate team led by Renee and Jeffrey Funk, was drowning in online leads but stuck on a single-agent workflow and a CRM that didn’t support multi-user organization or accountability. To scale and ensure fast, personalized follow-up they adopted Follow Up Boss, using its CRM features—Action Plans, Tasks, Smart Lists and Custom Fields—to organize leads, distribute them quickly, and give agents clear daily workflows.
Follow Up Boss automated lead routing, triggered behavior-based Action Plans, and provided reporting and Agent Activity filters so agents could hit speed-to-lead targets (under 90 seconds), run 30/30 follow-up lists, and maintain a 14-month post-close plan. As a result, The Funk Collection grew production from $20M to $50M in 12 months, became the #2 eXp Realty team globally in the 5–9 agents category, and significantly improved conversion, accountability and team scalability.
Jeffrey Funk