Leads that sit get a warning. Then they get moving.
Every morning the Lead Sweeper checks the smart lists you pick and gives each agent a heads up in Slack about the leads they're about to lose. In the afternoon it checks again. Anything still untouched moves to your pond, right on schedule, with a record of why.
- Follow Up Boss
- Slack
Listing sheet
Lead Sweeper
- Runs on
- Your own server
- Connects to
- Follow Up Boss + Slack
- Replaces
- The Friday lead cleanup and the Zap holding it together
- Code owner
- You
- Per-seat fees
- None
Where it hurts today
Leads sit on agents who stopped working them months ago.
Pulling leads back is a manual job, so it happens when someone remembers.
Agents get blindsided when a lead moves, and it turns into an argument.
How a sweep works
One day, two checks, zero surprises.
Morning check
At the time you set, it reads every smart list you've pointed it at.
Heads up
Each agent gets one Slack message listing the leads that move today if nobody touches them.
The day happens
An agent works a lead so it no longer fits the smart list. That lead is safe.
Afternoon recheck
It reads the lists again, using who owns each lead right now, not who owned it this morning.
Moved and logged
Anything still on the list moves to your pond in Follow Up Boss, the agent hears about it, and the decision goes in the history.
Run a day with the Sweeper
Sample data. Save a lead, then skip to the sweep.
Dana K. · Smart list: No contact 30 days
Slack
Dana K.
No messages yet today.
Smart list: No contact 30 days
Priya S.
Last touch: 41 days
Tom B.
Last touch: 63 days
Lena K.
Last touch: 38 days
Kept by Dana
None yet
Phoenix Pond
0Activity log
What's in the base solution
- Sweep rules: one or more smart lists into one pond
- Morning heads up and afternoon sweep on your schedule
- One Slack message per agent, not one per lead
- Rechecks right before moving, so worked leads stay
- Exclude agents who should never be swept
- Warning-only mode for lists you just want to watch
- Dry run that shows what would move, before anything does
- Run any sweep on demand
- Daily sync that matches Follow Up Boss users to Slack
- Dashboard with run history and a per-lead audit trail
- Runs in your time zone
- No Zapier in the middle
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
- A Slack workspace your agents use
- Your own hosting account. We'll walk you through it.
- Which smart lists to sweep, which pond each goes to, and who's excluded
Every setup starts with a dry run, so you see exactly what would move before a single lead does.
From consult to live
- Consult
- Scope
- Your server
- Your keys
- Build and test
- Go live
Our most-built system. It was running at five teams before it became a solution.
Frequently asked questions
Will it move leads my agents are working?
No. It checks again right before the sweep, using who owns each lead at that moment. If a lead no longer fits the smart list, it stays.
Can we test it before it touches real leads?
Yes, and we do it every time. The dry run shows exactly what would move. Nothing moves until you've seen it.
Can't Follow Up Boss do this already?
Some of it, with smart lists and automations. We'll look at what your account can already do first. The Sweeper adds the heads up, the recheck and the history.
Does it work with the Lead Router?
They're separate solutions that work well side by side. The Router handles new leads, the Sweeper handles the ones that go stale. Sending swept leads back out through the Router is a customization.
We don't use Slack.
The base solution sends heads ups in Slack. Text or email instead is one of the most common customizations.
How many leads are sitting on agents who stopped calling?
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