Cheat Sheet: Using Ace in Follow Up Boss

Working with Individual Contacts in Follow Up Boss

QUICK COMMANDS FOR THIS CONTACT

Essential Phrases

• "Tell me about this person"
• "What's their timeline?"
• "Create a follow-up task"
• "Add a note about our conversation..."
• "What properties have they viewed?"
• "Draft an email response"
• "Update their phone number"

CONTACT INFORMATION

View Details

• Summary: "Give me a summary of this contact"
• Timeline: "Show me their recent activity"
• Contact Info: "What's their email and phone?"
• Property Interest: "What properties are they interested in?"

Update Information

• Phone/Email: "Update their phone to 555-1234"
• Address: "Add their new address"
• Background: "Add a note that they prefer morning calls"
• Price Range: "Update their budget to $500k"

TASK MANAGEMENT

Create Tasks

• Quick Task: "Create a follow-up for tomorrow"
• Call Task: "Schedule a call for 3pm"
• Showing Task: "Create a showing task for Saturday"
• With Details: "Create a task to send comps by Friday at 2pm"

Manage Tasks

• View: "What tasks do I have for this person?"
• Complete: "Mark the follow-up task as done"
• Update: "Change the task to next Monday"

NOTES & COMMUNICATION

Add Notes

• Quick Note: "Add a note: interested in pool homes"
• Detailed: "Note that they're pre-approved for $450k"
• Meeting Notes: "Add notes from our coffee meeting..."

View History

• Recent: "Show recent communications"
• Calls: "When did I last call them?"
• Emails: "Show email history"
• Texts: "What texts have we exchanged?"

TAGS & ORGANIZATION

Manage Tags

• Add: "Tag as hot lead"
• Multiple: "Add tags: buyer, investor, cash"
• Remove: "Remove the cold tag"
• View: "What tags do they have?"

Stage Management

• Check: "What stage are they in?"
• Move: "Move to active client stage"
• Update: "Change stage to under contract"

APPOINTMENTS & MEETINGS

Schedule

• Consultation: "Schedule a buyer consultation for Tuesday at 2pm"
• Showing: "Create a showing appointment"
• Follow-up: "Schedule a follow-up meeting next week"

Manage

• View: "Show upcoming appointments"
• Update: "Reschedule to 3pm"
• Add Outcome: "Mark consultation complete - working with buyer"

ACTION PLANS

Apply Plans

• Start: "Apply the New Buyer action plan"
• Check: "What action plans are they on?"
• Status: "Is their action plan still running?"
• Pause: "Pause the current action plan"

DEALS

Create & Manage

• New Deal: "Create a deal for 123 Main St"
• Update: "Update deal to pending"
• Details: "Add property details to the deal"
• View: "Show their active deals"

RELATIONSHIPS

Connected Contacts

• View: "Who else is connected to this deal?"
• Spouse: "Show their spouse's information"
• Co-buyers: "Who are the co-buyers?"

SMART ASSISTANCE

What ACE Knows About This Contact

• Complete interaction history
• Property viewing patterns
• Communication preferences
• Response times and patterns
• Deal history
• Connected relationships
• Tag progression
• Task completion history

Intelligent Suggestions

• Next Steps: "What should I do next?"
• Insights: "What patterns do you see?"
• Property Match: "What properties criteria most interests them?"
• Follow-up Timing: "When should I follow up?"

DRAFTING ASSISTANCE

Communications

• Email: "Draft a follow-up email"
• Text: "Write a quick check-in text"
• Property Email: "Draft an email about new listings"

Templates

• Use Template: "Use the buyer follow-up template"
• Personalize: "Personalize this template for them"

QUICK TIPS FOR THIS VIEW

1. Start with context: "Tell me about this person" gives you everything
2. Chain actions: "Add a note and create a follow-up task"
3. Use natural language: Describe what you want conversationally
4. Reference current view: "Update this contact's..." or "Show me their..."
5. Let ACE help: Ask "What should I do next with this lead?"

COMMON WORKFLOWS

New Lead Follow-up

1. "Summarize this person's inquiry"
2. "What properties have they viewed?"
3. "Draft a personalized introduction/engagement/follow-up email"
4. "Create a follow-up task for tomorrow"
5. "Apply the most appropriate action plan"

Active Client Check-in

1. "When did I last contact them?"
2. "What's the status of their search?"
3. "Draft a check-in text"
4. "Schedule a showing for this weekend"

Re-engagement

1. "How long have they been inactive?"
2. "What were they interested in?"
3. "Draft a re-engagement email with new listings"
4. "Create a follow-up sequence"

LIMITATIONS IN THIS VIEW

• Cannot send texts directly (creates drafts)
• Cannot delete the contact
• Cannot change system settings
• Cannot access other contacts' private information
• Cannot modify closed deals

VOICE COMMANDS

• "Tell me about this contact"
• "What should I know before calling?"
• "Create a note from our conversation..."
• "Schedule our next meeting"