How the Follow Up Boss Playbook Helps Flex Partners

The Follow Up Boss Playbook is a structured framework that includes tailored configurations designed to help Flex teams stay organized, work smarter, and take the right actions at the right time. It’s not a separate tool —it’s a hands-on setup of best practices, automations, and workflows implemented directly into your Follow Up Boss account by your CSM.

With the Playbook, your team gets curated Smart List Collections that make it easy to prioritize outreach, effective workflows inspired by top-performing Flex teams, and coaching on guiding principles such as the Zero Inbox approach—helping agents start their day with a clear plan and stay on top of high-priority leads.

Your FUB Customer Success Manager (CSM) will configure everything for you, ensuring your team has a seamless, effective system in place so you can focus on converting leads into clients.

• Effortlessly stay on top of every lead

With curated smart list groups and a zero-inbox approach, the FUB Playbook eliminates guesswork. Agents always know exactly who to prioritize and where to focus—so nothing falls through the cracks.

• Leverage workflows inspired by top-performing teams

Built on effective strategies from Flex’s best teams, the Playbook provides a clear, repeatable roadmap for success. These pre-built workflows can help agents improve lead engagement, follow-up rates, and ultimately, drive more conversions.

• Turn Zillow insights into actionable opportunities

Seamlessly integrated Zillow buyer insights surface directly in Flex smart lists, providing agents with the right information at the right time. This means agents can act on high-intent signals, personalize outreach, and deliver superior client service with confidence.

Maximize Flex Success with the FUB Playbook

Follow Up Boss is the future for Flex teams—it's where Zillow is building the tools to empower agents in delivering a truly integrated home-buying experience to buyers. The FUB Playbook helps your team maximize both FUB and Flex to work smarter and drive better results. Here’s what Flex partners have to say:

"So my agents feel like a lead comes in, we have a consistent flow of how that lead is going to be communicated with, and we actually have a game plan and how we're going to get in front of them."

-Kristina Salcido, Zillow Premier Agent partner & Owner of K2 Omni Group in  Albuquerque, NM

How does it work?

1. It all starts with connecting with your FUB Customer Success Manager (CSM) 
2. Your CSM will start with your FUB account configuration and optimized settings for Smart lists, Automations & Action Plans.
3. Then you will get new workflows and settings within FUB, based in best practices from top performing Flex teams  
4. Finally, you’ll get your team trained on the guiding principles and you will continue having monthly check-ins with your CSM to make sure everything is running smoothly.

Learn more about the Follow Up Boss Playbook and schedule time with your CSM here.

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.