Your Follow Up Boss, read cover to cover.
The FUB Auditor connects to your account and reads all of it: every stage, every source, every agent's book. You get a clear report of what's working, what's leaking and what to fix first, plus a call to walk through it, so it doesn't die in a PDF.
- Follow Up Boss
Listing sheet
FUB Auditor
- Runs on
- Your own server
- Connects to
- Follow Up Boss
- Replaces
- Guessing how messy the database really is
- Code owner
- You
- Per-seat fees
- None
Where it hurts today
You know the database is a mess. You don't know how big a mess.
Activity reports look busy while appointments slide.
Nobody can tell you which lead sources actually pay off.
How an audit works
Connect it once. Get the whole picture.
Connect
You add your Follow Up Boss admin key straight into your app. It never passes through email or through us.
Read everything
Stages, sources, tasks, calls, texts and every agent's book of leads.
Find the leaks
Stale records, slow first contact, books nobody's working, source sprawl and where the funnel drops off.
Check the work
We review every finding before you see it, so false alarms get cut.
Walk through it
A review call that goes finding by finding, ranked by what pays back the most for the effort.
Flip through a sample report
Made-up numbers. Click a finding to open it.
Sample Team · Follow Up Boss audit
Connect
Sample slot. No real key needed.
What's in the report
- An at-a-glance summary of your whole database
- Where your records really sit, stage by stage
- Activity versus results, month over month
- How fast new leads get a first touch
- Records with no contact in 6+ months, and how many are still reachable
- Lead source cleanup and a source-to-close funnel
- Agents holding big books they aren't working
- Texting deliverability
- Recommendations ranked by impact for the effort
Make it yours
These are examples of what teams ask for. Build them yourself, or have us build them at a fixed price.
Do it yourself
It's your code. Open it in Claude Code, Codex or Cursor, say what you want changed, and review what it writes.
Have us do it
Tell us the problem. We'll find the right fix and give you one fixed price before anything gets built.
What you'll need
- Follow Up Boss with an admin API key, so the audit sees everything
- Your own hosting account. We'll walk you through it.
- A heads up on anything that's messy on purpose
- Someone on your side to own the fixes
Your audit data is kept in a dedicated database we set up and manage for your audit.
From consult to live
- Consult
- Scope
- Your server
- Your keys
- Build and test
- Go live
Frequently asked questions
Do we need to clean up first?
No, that's the point. Just tell us about anything that's messy on purpose so we don't flag it.
Who can see our data?
Your key lives in your own app. The audit data sits in a dedicated database we set up and manage just for your audit.
What happens after the report?
You decide what to fix. Do it yourselves, or have us build it. Two of the most common fixes, slow first contact and stale leads, are exactly what the Lead Router and Lead Sweeper are for.
Is this just a report?
It's a report, the app that produces it, and a call to walk through it. The call is where most of the value is.
Can we run it again later?
Rerunning it on a schedule is one of the most common customizations, so you can see what changed.
How many leads in your database haven't heard from you in six months?
Bring your tool list and what it costs you to a 30-minute call. We'll tell you if this solution fits, what we'd set up differently for your team, and when it isn't the answer.
Book a consult