Follow Up Boss · Specialized Audit
Find the automations your team thinks are working.
A Follow Up Boss automation audit checks the action plans, daily lists, routing rules, and reminders that look fine on paper but quietly stop doing their job. It is part of our Lead Follow-Up Audit — focused on the tools your team already uses.
What We Review
Stay-in-touch plans and follow-up schedules
Daily work lists and saved views agents actually use
Who gets assigned new leads and who owns the next step
Tasks piling up with no one completing them
Whether agents are actually using the system
When a real person should step in instead of automation
What this audit finds
Plans exist, but the team does not always know when they fire, who owns the next step, or which leads have fallen off track. We make those gaps visible before they cost you deals.
What you receive
A Follow-Up Scorecard, a 30-Day Fix Plan, and a clear roadmap for implementation or ongoing Tech Concierge support. See a redacted example in our Sample Audit Report.
Independent review
Hotlist is not affiliated with, sponsored by, or endorsed by Follow Up Boss. We help your team trust and actually use the system they already pay for.
If the audit finds messy data underneath, the next step may be a Follow Up Boss Cleanup. If automations look fine but leads still slip, start with the full Lead Follow-Up Audit.
Common questions
Is this affiliated with Follow Up Boss?
No. Hotlist is independent and is not affiliated with, sponsored by, or endorsed by Follow Up Boss. We review the workflow your team already runs.
Is this different from the Lead Follow-Up Audit?
It is a specialized version focused on Follow Up Boss automations. You still get the same Follow-Up Scorecard and 30-Day Fix Plan.
What does the audit cost?
The Lead Follow-Up Audit is free. You get a clear read on what is broken, with no obligation to work with us afterward.
How long does it take?
Most audits are ready within a few business days, depending on your database size and how your Follow Up Boss account is set up.