Introducing the FUB Playbook for Zillow Flex partners
🚀 The Follow Up Boss Playbook for Zillow Flex partners is here – take the guesswork out of lead management!
We’re excited to introduce the Follow Up Boss Playbook, a structured framework designed to help teams stay organized, work smarter, and take the right actions at the right time. Whether you’re new to the Playbook or already using an earlier version, these updates will make managing your leads even easier.
🌟 New to the FUB Playbook? Here’s how it can transform your business:
The FUB Playbook is a framework based on best practices and tailored configurations to your FUB account to help your team succeed. It provides:
A clear, proven framework- Built on strategies from top-performing teams, the Playbook ensures your agents always know what to do next, from initial contact to closing the deal.
- With curated Smart List Collections and an Inbox-zero approach, agents never have to wonder who to reach out to and when. Everything is streamlined for maximum efficiency.
- For Zillow Premier Agent Flex partners, your Zillow buyer insights can be integrated directly into your Flex Smart Lists, helping agents identify high-intent signals and personalize outreach at the perfect moment.
- Your Follow Up Boss CSM will configure the Playbook specifically for your team, setting up best practices, optimized workflows, and training sessions to get you up and running fast.
The result? A system that takes the guesswork out of lead management, helping your team convert more leads and close more deals.
✨ Already using the Playbook? Here’s what’s new:
We’ve listened to your feedback and introduced powerful enhancements to make the Playbook even more effective:
- Manage leads seamlessly with Smart Lists Collections: Easily categorize leads with clear descriptions and better organization so agents always know their next step.
- Prioritize outreach with key contact tags: Ensure that crucial contact tags appear in Smart Lists, so the next best action is right in front of you.
- Keep leads moving forward with foundational automations: New automations help ensure no lead falls through the cracks, helping your team stay on top of every opportunity.
💡 Ready to take your lead management to the next level?Connect with your FUB Customer Success Manager to get started or check out the latest updates in the links below today. You can book a strategy call with your CSM from inside FUB by clicking the question mark icon at the bottom right of your screen (on desktop), and then clicking the "book a strategy call" button next to your CSM's details when logged into FUB.
Zillow Premier Agent Flex partners can also check out this article and this partner guide for more information.
Note: The content in this article contains best practices and you are not required to use them in order to Follow Up Boss. Nothing in this article is intended to be legal advice and you are responsible for ensuring your own compliance with applicable laws. For specific questions about any duties or obligations arising out of a real estate transaction, check your local and state licensing laws and regulations. Copyright 2025 by Follow Up Boss, LLC and/or its affiliates. All rights reserved.
