What is the Follow Up Boss Utilization Scorecard?

It is a free self-assessment of stages and lead sources, action plans and tasks, smart lists, and reporting. It displays one overall score with strongest-signal and biggest-leak labels and next-step suggestions.

Why does Follow Up Boss utilization matter?

A CRM setup is more useful when its stages, lists, tasks and reports support the work your team needs to do. This checklist helps you review those areas; it does not measure the financial return from your account.

What's the reason for a low score?

A low score reflects readiness levels you marked Not in place or Partly in place. The widget cannot establish which problems are most common across Follow Up Boss users or verify your account configuration.

Do I need to connect my Follow Up Boss account?

No. The scorecard uses your selected answers. It does not read contacts, inspect tags or change action plans, tasks or workflows.

What should I do after I get my score?

Review the biggest-leak area in your actual CRM, confirm the gap, and choose a concrete setup or operating task. The sample Future Ready Scan results illustrate a broader findings format; they are not a personalized CRM audit.

Follow Up Boss Utilization Scorecard

What this tool measures

The Follow Up Boss Utilization Scorecard is a self-assessment of four operating areas: stages and lead sources, action plans and tasks, smart lists, and reporting. It helps you decide where to review your existing CRM setup without connecting to your Follow Up Boss account.

Who it is for

Agents, teams and brokers who use Follow Up Boss and want a structured checklist for reviewing how it supports daily work.

What you enter

Stages and lead sources: Lead sources and stages are clean enough to trust.
Action plans and tasks: New and old leads receive consistent next actions.
Smart lists: Lists surface overdue, hot, old, and unworked opportunities.
Reporting: You can review follow-up activity and missed opportunities weekly.

What your result means

The result displays one overall score out of 100, a band, strongest-signal and biggest-leak labels, and top opportunities. The labels compare the entered answers; ties do not establish that one area is uniquely stronger or weaker.

The overall score comes from your four selected readiness levels. The strongest-signal and biggest-leak labels refer to those answers. The tool does not independently assess tags, automation performance or login activity, and it is not a Follow Up Boss certification or vendor benchmark.

What to do next

Check that lead sources and stages support clear next actions.
Review action plans, tasks and smart lists for missed work.
Use reporting to check whether the planned follow-up actually happened.

About Future Ready Agent

Future Ready Agent is the second brain and on-demand workforce for real estate businesses. You already have the tools. Future Ready Agent helps make them work.

For an example of the broader scan format, explore the Future Ready Scan sample results. The public Scan experience currently uses illustrative sample data, not a personalized assessment of your business. Completing this tool does not connect your accounts or trigger follow-up work.

See sample scan results.

Frequently asked questions

What is the Follow Up Boss Utilization Scorecard?: It is a free self-assessment of stages and lead sources, action plans and tasks, smart lists, and reporting. It displays one overall score with strongest-signal and biggest-leak labels and next-step suggestions.
Why does Follow Up Boss utilization matter?: A CRM setup is more useful when its stages, lists, tasks and reports support the work your team needs to do. This checklist helps you review those areas; it does not measure the financial return from your account.
What's the reason for a low score?: A low score reflects readiness levels you marked Not in place or Partly in place. The widget cannot establish which problems are most common across Follow Up Boss users or verify your account configuration.
Do I need to connect my Follow Up Boss account?: No. The scorecard uses your selected answers. It does not read contacts, inspect tags or change action plans, tasks or workflows.
What should I do after I get my score?: Review the biggest-leak area in your actual CRM, confirm the gap, and choose a concrete setup or operating task. The sample Future Ready Scan results illustrate a broader findings format; they are not a personalized CRM audit.