📆 February 2007
Jean Scott becomes a REALTOR® after six years as a residential real estate investor.
REALTOR®... identifies a real estate professional who is a member of the NATIONAL ASSOCIATION OF REALTORS® and subscribes to its strict Code of Ethics.
Source: 🛜 Definition of REALTOR® — NATIONAL ASSOCIATION OF REALTORS®
Keller Williams Realty
Jean chooses Keller Williams Advantage Realty for the consummate professionals who will be her colleagues and its excellent training. The latter would become recognized as world-class in the years to come.
Keller Williams Realty, Inc. is one of two “newest inductees into the Training Top 10 Hall of Fame, joining the ranks of 14 other companies named to the hall since its inception in 2008.”
Source: 🛜 Training Top 10 Hall of Fame 2018 Inductees — Training Magazine, Feb. 15, 2018
Gary Keller
Gary Keller is the co-founder and Executive Chairman of the Board of Keller Williams Realty, LLC.
Keller Williams Realty, LLC (KW), the world’s largest real estate franchise by agent count, was again ranked as the No. 1 real estate franchise brand in the U.S. by agent count, transaction sides, and sales volume by T3 Sixty, a leading residential real estate analyst firm.
Source: 🛜 Keller Williams Ranked No. 1 Real Estate Franchise in America Again — Keller Williams, April 8, 2026
Gary Keller writes in his New York Times best-selling book, The Millionaire Real Estate Agent:
Your Database is The Heart of Your Business
At the heart of your lead-generation program will be a large, powerful contact management database. Think of the names of the people in your database and the relationship you have with them as “your business.” When you hear of anyone in the personal services industry selling their business, what do you think they mean? What is it that a doctor or an attorney really sells? Since they don’t have a product per se, what they’re selling usually boils down to a few things: their staff, their systems, and their customer base.
Many years ago, I went in for my annual allergy checkup. Imagine my surprise when a doctor I had never heard of or seen before stepped into the room and introduced himself as my new allergist. Turns out he had bought my former allergist’s “business” when my former allergist retired. Now, of all the things he might have bought from my former doctor, what did he buy that was the most important? Me! My name in a database and my relationship with the former doctor is why he bought the business! If you grasp the simplicity of this concept, then you’ve understood one of the most important concepts in this book, albeit a simple one. Your database is your business. Building up the number of names in it and a relationship with those names is really at the very core of what building a real estate business is all about. Think of it this way: The size of your real estate sales business will be in direct proportion to the size and quality of your database.
Source: 💁🏻♀️ Your Database is Your Business — Gary Keller, Dave Jenks & Jay Papasan, The Millionaire Real Estate Agent (McGraw-Hill 2004).
📆 June 2012
I retire from a pharmacy career to be the full-time Operations and Technology Manager for Jean Scott Homes. I begin building the systems that the business needs for efficiency, profitability, and a high level of customer service.
📆 April 2022
Jean Scott Homes Outgrows its Platform
In April 2022, Jean Scott Homes needs a more capable CRM than the one it is using. I begin evaluating platforms with three nonnegotiable requirements:
- The business retains ownership of its IP.
- The IP may not be accessed by a third party.
- The vendor may not be affiliated with a competitor.
Follow Up Boss meets the requirements and has the capability Jean Scott Homes needs.
Integrated Business Phone Service
Follow Up Boss provides Business Phone for Real Estate, which includes phone call and text message capability. The service is built into the Follow Up Boss CRM desktop platform and mobile phone app. Twilio provides the phone numbers.
Phone calls and text messages appear in a customer’s contact record. Call records include the date, time, duration, a call recording if turned on, and the ability to add notes. The full body of each text message appears in the timeline.
Source: Follow Up Boss — Complete real estate phone system — Undated, Captured April 13, 2021 by Archive.org
AI Call Summaries
AI-generated call summaries are introduced in January 2024.
Always stay in the know and never miss a beat with FUB AI-powered call summaries, which capture the essence of every phone call right inside your CRM.
Source: 1,691 CRM updates keeping 100k agents ahead of the game: 2023 recap & 2024 preview — Dated Jan. 4, 2024, Captured March 4, 2024 by Archive.org
Contact Records
The platform organizes contact records with a timeline of calls, texts, emails, notes, and other data. It provides clear visibility into each relationship.
Follow Up Boss can be synced with Jean Scott Homes’ Microsoft 365 Business email. Emails populate customers’ contact records, and emails can be sent from within Follow Up Boss.
Customizable Features
Customizable features include automations, action plans, and smart lists that improve efficiency and visibility into the team’s relationships.
The Follow Up Boss Privacy Policy
Enchant LLC is the owner of the information collected through the Service, provided however that you remain the owner of all business information and data uploaded to our Service …
With regards to Customer Data we act as a Service Provider and do not retain, use or disclose the personal information for a commercial purpose other than providing the Services.
Source: Follow Up Boss Privacy Policy — Dated Jan. 1, 2020, Captured May 6, 2022 by Archive.org
Tech 101 — The API
APIs are mechanisms that enable two software components to communicate with each other using a set of definitions and protocols. For example, the weather bureau’s software system contains daily weather data. The weather app on your phone “talks” to this system via APIs and shows you daily weather updates on your phone.
Source: 🛜 What is an API (Application Programming Interface)?
Follow Up Boss API Terms of Use
... FUB customers remain the owner of all business information and data uploaded to our service as set forth in our Terms of Service and Privacy Policy and the data use restrictions herein do not apply to a FUB customer’s use of their own data.
Source: 🛜 Follow Up Boss API Terms of Use
Source: 📥 Follow Up Boss API Terms of Use — Captured Sept. 7, 2026
The Follow Up Boss FAQ — The 2-Click, In-Full Download
Am I locked into a contract? Who owns my data?
You own your data, with the click of two buttons you can export it in full any time you need.
Source: Follow Up Boss FAQ — Undated, Captured May 11, 2022 by Archive.org
📆 May 2–3, 2022
The Test Drive
I pay Follow Up Boss the monthly rate for several account seats and spend the next few weeks giving it a test drive and consulting with team members.
📆 May 21, 2022
The Heart of Jean Scott Homes’ Operations
Follow Up Boss is a good match for Jean Scott Homes and its team members. I pay Follow Up Boss the balance of the annual rate for a team license, $4,990.
Source: 📥 Follow Up Boss Invoices — May 2022 to November 2025
Over the upcoming days, I bring Follow Up Boss online as the team learns how to use the platform.
Over the next three months, I invest approximately 1,000 hours of Jean Scott Homes’ payroll to migrate its IP from various systems into Follow Up Boss and get it organized.
I continue working through the end of 2022 on maximizing the value of the platform’s capabilities. That includes building out automations, action plans, and smart lists to match Jean Scott Homes’ workflows. The work increases productivity and improves customer service and sales.
I establish Follow Up Boss as the heart of Jean Scott Homes’ business operations.
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