Pre-built workflows for Follow Up Boss, Zillow, Gmail, and DocuSign — so nothing falls through the cracks. Install in 30 minutes. No engineer required.
No subscription. No software to install. Templates work on your existing tools.
The problem
A Zillow lead hits at 9:47pm.
By morning, 3 other agents already have it. Dead.
A showing books in FUB.
You manually copy the address, text the client, set reminders. They no-show anyway.
A deal goes under contract.
11 state-specific disclosures, sent in the right order. The seller forgets two. Closing slips a week.
Closing day comes and goes.
No gift. No review request. No anniversary follow-up. The referral that should've come — didn't.
The fix
Each one is a Make.com blueprint you import in 5 minutes. We give you the file, the setup guide, and an 8-minute Loom. You connect your accounts and turn it on.
Zillow/Realtor.com email lands → contact in Follow Up Boss + drip campaign starts + SMS pings the agent on call — in 60 seconds.
Saves ~7.5 hrs/month per agent · Works with Gmail + FUB
FUB appointment created → calendar invite + SMS confirmation + 4-hour reminder + alert if client hasn't replied.
Cuts no-shows from ~15% to ~5% · Works with FUB + Calendar + Twilio
Deal moves to "Offer in progress" → DocuSign envelope pre-filled, Drive folder created, Gmail draft to listing agent ready to send.
Saves ~45 min per offer · Works with FUB + DocuSign + Drive
Deal goes under contract → state-specific disclosures auto-sent for signature, status tracked back to FUB. CA, TX, FL, NY ready at launch.
Cuts closing-delay risk in half · Works with FUB + DocuSign
Closing date set → 6 emails scheduled automatically: utility-transfer checklist, day-of congrats, post-close gift note, review requests for Zillow/Google/FB, anniversary email a year out. Referrals on autopilot.
The referral engine you forget to run · Works with FUB + Gmail + Calendar
You pay us one time. The templates run on your own Make.com free tier — no software to host, nothing to renew.
Single template
$149
one-time
All 5 workflows
$499
one-time
Done-for-you
$999
one-time
First 50 teams on the list get launch pricing. We email when each template is ready — no spam.
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Why not just use Zapier?
You can. But you'd design and test each workflow yourself. We've already done it for your stack — import a file, connect your accounts.
What if my CRM isn't Follow Up Boss?
We ship FUB-first because its API is cleanest. kvCORE and BoomTown next — get on the list and tell us your stack.
Do I need code, or to do a setup call?
Neither. Make.com is drag-and-drop, the setup guide is screenshot-by-screenshot, and the 30-min call on the $499 tier is optional — most teams install on their own and email if they get stuck.
What does it cost to run?
Most teams stay inside Make.com's free tier (1,000 ops/month). Beyond that, $9/mo paid to Make.com directly. SMS via Twilio is ~$0.0075 each.
What if a workflow breaks?
Email us. 30–90 days of support included depending on tier. We fix it.