Which Leads Should I Call First in Follow Up Boss?

Most real estate agents don’t have a lead problem, they have a decision problem.

If you’re using Follow Up Boss, this problem usually shows up in a quiet, frustrating way. The database is full, automation is technically running, Smart Lists are neatly organized, and yet when it’s time to pick up the phone, there’s hesitation. Not because there’s nothing to do, but because it’s unclear where attention should actually go, and whether the effort will be worth it.

Follow Up Boss does a good job helping agents store contacts and stay in touch. On it’s own, what it doesn’t answer is the most important daily question in real estate: who deserves focus today. Over time, databases start to flatten out and get fat. New leads, old leads, past clients, people who opened an email last week, and people who haven’t responded in years all begin to live in the same place. When everything looks roughly equal, deciding who to call first becomes slower and more subjective than most agents realize.

The default response is usually to call the newest leads first. Speed to lead has been hammered into our heads, and there’s nothing wrong with that advice on its own. The problem is what happens when it becomes the only strategy. Gradually, the most valuable part of the business, people who already know and trust you, drifts into the background. Past clients and long-term nurtures don’t raise their hand loudly, so without a reason to resurface them, new activity pushes them out of view.

Who to call first in Follow Up Boss

Agents end up buying more leads while sitting on opportunity they already earned. The issue isn’t volume, it’s order. Calling the right leads first isn’t about working harder or touching more people. It’s about working in the right sequence. Effective prioritization comes from recognizing signal: recent engagement, relationship history, changes in behavior, or context that makes a conversation relevant now instead of someday.

Most CRMs like FUB stop short here, and that’s not a knock on the software. They’re built to organize and automate, not to interpret intent. Automation helps with consistency, but it doesn’t explain why one contact deserves attention today while another can wait. Without that clarity, agents spread their time evenly across very uneven opportunities, which is a quiet way to stay busy and underperform without realizing it.

This is where better data starts to change the workflow. When prioritization is driven by real-world signals instead of guesswork, Smart Lists stop being static filters and begin behaving more like living queues. Contacts move up or down automatically as circumstances change, and outreach shifts from speculative to timely. In the same way, when someone raises their hand because their home value or situation suddenly matters to them, that conversation arrives inbound, already relevant and already warmed up.

Work Smarter

At that point, the direction of effort flips. To some agents, sitting at a desk preparing to make outbound dials, the phone can feel impossibly heavy, like it weighs as much as a cement truck (or a bloated database). It’s stressful. It’s hard to pick up, hard to start, and easy to delay. But when that same phone rings, it suddenly becomes light as a feather. Nothing about the phone changed. Intent did.

What most databases need, and what most phones need, is a weight-loss plan. When Smart Lists update automatically based on meaningful signal and inbound hand-raises create natural conversations, calling stops feeling like work and starts feeling like a response. The phone rings, it gets answered, and momentum takes over from there.

As databases grow, attention becomes the real constraint. Time is finite, energy is finite, and the cost of calling the wrong person isn’t just rejection, it’s missing the opportunity to call the right one. The most productive agents aren’t the ones making the most calls. They’re the ones making the right calls first. That’s when a CRM stops feeling like homework and starts functioning like a strategy.

If you’re using Follow Up Boss and struggling to decide which leads to call first, the issue isn’t effort or discipline. It’s signal. Once you can see which contacts actually deserve priority, everything else gets easier, from calls and follow-up to messaging and automation.

The real win isn’t doing more, it’s knowing where effort actually pays off.

Book a time for a demo and get a free Data Audit.

Want to read ore on FUB and Revaluate? Revaluate is integrated inside FUB.
Here’s a data packed cool Video we did With FUB.

Chris Drayer

CoFounder of Revaluate. FireStarter, Real Estate geek, tech junkie. Where we're going, we don't need roads.

You may also like...

Leave a Reply

Discover more from Revaluate Blog

Subscribe now to keep reading and get access to the full archive.

Continue reading