How to Automate Past Client Follow-Up in Follow Up Boss (Without Sounding Like a Robot)

Key takeaways

• Most CRMs, Follow Up Boss included, are set up around new leads. Past clients need their own system.

• Start with a clean, segmented list: past clients, sphere and old leads, each with a property address.

• Automate the touchpoint (a monthly home value update), not the relationship.

• Let engagement decide who gets a personal call each week.

• Keep everything in Follow Up Boss so your team sees one timeline.

To automate past client follow-up in Follow Up Boss, automate the touchpoint, not the relationship. Clean and tag your past clients, send them something genuinely useful every month (like an update on their home's value), and use the engagement that comes back to decide who gets a personal call. Follow Up Boss stays your system of record; the automation simply keeps every past client warm and tells you who's ready.

Follow Up Boss is built to help agents respond to new leads fast. That's what it's great at. But past clients, the people most likely to refer you or list with you again, often end up in a forgotten list with a holiday card once a year. Here's how to fix that.

Why past clients slip through the cracks

• New leads are urgent; past clients aren't. Something always feels more pressing.

• There's nothing to send. "Just checking in" gets old after the second time.

• Lists get messy. Duplicates, missing addresses and outdated emails make any campaign feel risky.

• Generic drips sound like drips. Homeowners can tell when they're getting a mass email.

The fix is a system with three parts: a clean list, a useful monthly touchpoint, and a weekly habit of acting on engagement.

Step 1: Clean and tag your past clients

Before automating anything, make sure your list is something you'd be proud to email.

1. Merge duplicates and remove contacts with bounced emails.

2. Add the property address for every past client and homeowner in your sphere. Without it, you can't personalise anything.

3. Tag by relationship: past client, sphere, old lead. Each group needs a slightly different message.

4. Record the closing date for past clients. It powers time-in-home and equity follow-ups later.

Use Smart Lists in Follow Up Boss to keep each segment visible, for example "Past clients with an address" or "Sphere: homeowners."

Step 2: Choose a touchpoint worth automating

Automation only works if what you send is worth opening. The best recurring touchpoint for homeowners is their own home's value: what it's worth now, how much equity they've gained, and what's selling nearby. It's personal, it changes every month, and it gives them a natural reason to reply.

Compare that with the usual options:

Here's what to include in a monthly home value email, with a template.

Step 3: Keep your human touches on a schedule

Automation handles the monthly update. You handle the moments that should feel personal. Set up an Action Plan in Follow Up Boss for past clients with tasks like:

• Home anniversary: a quick text on the anniversary of their closing date.

• Every six months: a short personal check-in call.

• After any reply to an update: a same-day call task.

These are tasks for you, not automated messages, so they never sound like a robot wrote them.

Step 4: Act on engagement every week

The point of automating the touchpoint is to see who responds. Once a week, check:

• Who opened or clicked their latest update more than once

• Who replied or asked a question

• Whose value or equity changed significantly

Call the top few. That's your weekly listing pipeline, built from people who already know and trust you. For the full list of what to watch, read 8 signs a homeowner is about to sell.

Step 5: Keep everything in one timeline

Whatever tools you use, make sure activity flows back into Follow Up Boss. When a past client opens an update or asks a question, your team should see it on their timeline, not in a separate app nobody checks.

How Homsie works with Follow Up Boss

Homsie connects to Follow Up Boss with a two-way sync, so you can run this whole system without switching CRMs:

• Import your contacts from Follow Up Boss. The import filters out duplicates, contacts without an address and bad emails.

• Homsie runs a home value on every address, which you can review before anything is sent.

• Every homeowner gets a branded home value portal and a monthly email and text under your name.

• Homsie syncs back to Follow Up Boss: a "Homsie" tag, new contacts (with source "Homsie"), property addresses, property inquiry activity on the timeline, and an insights panel with value, change and growth.

Agents typically get set up in about an hour, and from then on every past client hears from you every month.

Frequently asked questions

Can Follow Up Boss send monthly home value updates on its own?

Follow Up Boss can send automated emails, but it doesn't calculate home values. To send a personal value update to each homeowner, you need a tool that runs valuations and syncs back to Follow Up Boss.

How often should I contact past clients?

Once a month with something useful, plus a few personal touches a year (home anniversary, a check-in call). More than that starts to feel like spam; less and you're forgotten.

Will automated emails hurt my relationship with past clients?

Not if they're personal and useful. A generic newsletter can feel like spam. An update about their own home, sent under your name, feels like a service.

Do I need consent to email past clients in Canada?

Yes. Under CASL, a completed transaction generally gives you implied consent for two years. After that, get express consent, and always include an unsubscribe link.