Follow Up Boss Virtual Assistant: What FUB Teams Can Delegate (2026)
Oct 15, 2026
Follow Up Boss records every lead, call, text and stage change on your team. It is only as useful as the data inside it. When notes go unlogged, duplicate contacts pile up and stages are weeks out of date, the CRM stops telling you the truth, and the reports built on it do the same. This guide covers what a virtual assistant does inside Follow Up Boss, what stays with your agents, how to set it up, and what it costs.
Why Follow Up Boss Teams Hire a Virtual Assistant
The CRM is not the problem. The upkeep is. Someone has to merge duplicates, log what happened after each call, move people to the right stage, tag lead sources consistently and record referral partners. Agents skip that work because it does not close deals, and the team lead ends up doing it late at night or not at all.
A virtual assistant does this work every day without taking an agent off the phones. A full-time in-house hire for the same job costs $4,254–$6,020 per month once salary, taxes, benefits and overhead are counted. ERS clients report an average saving of $3,100 per month compared with their previous in-house staffing.
What a VA Does Inside Follow Up Boss
ERS VAs are experienced with Follow Up Boss and work inside your existing account. These are the tasks teams hand over most. Some features depend on your Follow Up Boss plan.
Database cleanup. Merging duplicate contacts, standardizing lead sources and tags, and correcting stages so your smart lists pull the right people.
Notes and activity logging. Recording call and text outcomes, next steps and promised follow-ups, so anyone on the team can pick up a conversation without asking around.
Task and follow-up upkeep. Keeping tasks and action plans current, so a lead does not stall because nobody noticed a missed step.
Referral partner tracking. Recording who sent which lead and what happened with it, so referral thank-yous and reporting are accurate. See CRM and operations support.
Commission tracking. Matching closed deals to people, sources and agents so the numbers agree with your records.
Transaction hand-offs. When a deal goes under contract, updating the person's record and passing the details to your transaction file. See transaction coordination services.
What Stays With Your Agents
Conversations about price, terms or representation belong to your licensed agents. ERS performs administrative tasks only, carries no legal transaction coordinator liability, and leaves legal responsibility with the agent or broker. Licensing rules vary by state, so confirm yours with your broker.
Reports You Can Build From Your Follow Up Boss Data
Clean data makes reports possible. ERS delivers scorecards and reports on a schedule, including:
- Lead generation reports by source, so you see where leads come from and which sources you keep paying for.
- Agent performance reports covering activity and outcomes by agent.
- Buyer pipeline reports showing how many buyers sit in each stage.
- Referral and partner reports showing who sends you business.
What a report can show depends on what your team records. That is why the cleanup comes first. See scorecards and reports or read the reports your VA should send every week.
How to Set Up a VA in Follow Up Boss
1. Decide access. Choose what your VA can see and change, and set up a login with those limits. Check with Follow Up Boss whether the login uses a paid seat on your plan.
2. Write down your rules. List your stage definitions, tag naming and lead source names on one page. This is the document your VA works from.
3. Start with a cleanup. Week one: merge duplicates and audit stages. It is a clear task, easy to review, and it improves every smart list.
4. Add the daily work. Once the cleanup passes review, add note logging and task upkeep.
5. Add one report. Start with a weekly lead source report, then add more as the data proves reliable.
How Much Does a VA Cost for a Follow Up Boss Team?
ERS charges one monthly price per plan, with all four service categories included. There is no setup fee and no contract.
| Plan | Hours | Monthly cost | Typical use with Follow Up Boss |
|---|---|---|---|
| Micro-Time | 40 hrs | $547 | Database cleanup, notes and a weekly report |
| Part-Time | 80 hrs | $1,047 | CRM upkeep plus transaction hand-offs and reporting |
| Full-Time | 160 hrs | $1,997 | A dedicated CRM and operations person for the whole team |
| Hourly | As needed | $15/hr | A one-off cleanup or migration project |
See the full pricing page for plan details.
How Quickly Can a VA Start?
ERS keeps a bench of virtual assistants who are already recruited, vetted, DISC-tested and trained, so nothing is recruited after you sign up. Most common tasks are up and running within a week. If your team has its own stage rules or naming conventions, those can take longer to settle, and we write them down once and keep them.
Frequently Asked Questions
Do ERS virtual assistants work in Follow Up Boss?
Yes. Follow Up Boss is one of the CRMs ERS VAs work in, alongside Lofty, BoomTown, CINC, HubSpot, Zoho and others. They log in and work inside your account, so there is nothing new for your agents to learn.
Does my VA need a paid Follow Up Boss seat?
Your VA needs a login. Whether that counts as a paid seat depends on your Follow Up Boss plan, so check with Follow Up Boss before you add one.
Can a VA fix a messy database without breaking my smart lists?
That is the reason to write your stage and tag rules down first. The VA works from your rules, starts with duplicates and stages, and you review the first batch before the rest.
What if we use a different CRM too?
ERS VAs work across several CRMs and transaction tools. Tell us what you use and we adapt to it.
Is there a setup fee, a contract or a minimum?
No setup fee and no contract. You pay for your plan each month and can cancel anytime.
What if our process is unusual?
The 29 standard ERS tasks are a starting point, not a limit. We train on your workflow once and own it permanently, so a staff change on your side does not reset the work.
Ready to Get Your Follow Up Boss Data Under Control?
Book a free 20-minute operations audit. We look at how your CRM is used today and tell you honestly what a VA can take off your team. No commitment. No contract.
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Comparing providers first? Read our comparison of real estate VA companies or see what real estate teams say about ERS. On an eXp Realty team? Read our eXp Realty virtual assistant guide.