For Follow Up Boss users · v0.4 — pilot

Your real estate leads get a real reply in 30 seconds.
From you. Without you typing it.

Workflow Harbor handles SMS lead follow-up for FUB users — greets new leads instantly, holds a real back-and-forth conversation in your voice, qualifies them, and books appointments on your Calendly while you're showing.

See it work — book a 15-min demo→ See how it works
3 design partner seats left.  Free for 90 days.
The problem

You're paying for leads.
Most go cold before you reach them.

01 — speed

Speed-to-lead is everything.

The first 5 minutes matter more than the next 5 hours. You know it; you also know you can't text every Zillow lead within 5 minutes while you're at a showing.

02 — cost

Inside Sales Agents (ISAs) cost $4–5k/mo.

They work business hours. They quit. They miss texts. Their best month is your worst month.

03 — drips

Drip templates sound like drip templates.

"Hi {FirstName}, just checking in!" stops converting after the second send. Leads can smell it.

What we built

An AI that texts your leads like you would — if you had time.

Workflow Harbor sits on top of Follow Up Boss. When a new lead lands in FUB, our system texts them within seconds — in your voice, from your dedicated number. The AI handles the back-and-forth: asks the right questions, picks up on what they tell it, qualifies them as hot, warm, or cold, and books showings on your Calendly automatically.

When a lead goes hot, you get an instant SMS alert on your personal phone with the full context. One tap and you can take the conversation over yourself.

You stay in control. You see every message. You can pause the AI for any lead at any time. Your existing FUB workflow doesn't change at all.

Median response 28 seconds From FUB lead-in to first SMS out, in pilot data.
Sits on top of Follow Up Boss No CRM migration. Lead intake doesn't change.
Sends from Your dedicated number Twilio A2P 10DLC compliant. Leads see one number.
You can pause Any lead, one click Take over from the dashboard — no handoff seam.
How it works

Four steps. No change to how you intake leads.

Step 01

Lead lands in FUB

From Zillow, your site, Realtor.com, an open house sign-in — anywhere you already capture leads.

Trigger
Step 02

We text them in 30 seconds

From your dedicated number, in your voice. Greet, contextualize the listing, ask one good question.

SMS out
Step 03

Real conversation

AI asks questions, picks up on answers, and silently scores the lead hot, warm, or cold as it goes.

Qualify
Step 04

You get the alert

Hot lead? You get an instant SMS with the full context. Ready to book? Calendly link sent automatically.

Convert
Want to see it live on a real conversation?
15 minutes, no slide deck — we'll walk you through the dashboard and a live thread.
Book a 15-min demo→
Why it's different

Three things you won't get from a drip template or an ISA.

It writes every message in real time.

Built on Claude Opus 4.7 — Anthropic's most capable AI as of 2026. Every reply is generated from the actual conversation so far. It doesn't re-ask answered questions. When a lead says "I'm pre-approved, looking for a 3BR by August," the next message reflects that.

— Live generation
It sounds like you, not like an AI tool.

We program your voice into the system on day one — tone, niche, market, the phrases you actually use. The AI texts on behalf of "Sarah at Coastal Realty," not "an assistant from Workflow Harbor."

— Your voice
You stay in control.

Read every conversation in the dashboard. Pause the AI for any lead with one click. Take over by typing in the dashboard — your message goes out from the same number. The lead never sees a handoff. Your number, your CRM, your data.

— You first
The pilot

We're testing on real production lead flow with our final design partners.

90 days, free, full system. We do all the setup. You give us honest feedback.

→ What you get

  • Full use of the system, free for 90 days.
  • We do all setup — Twilio, Calendly, FUB. No DIY config.
  • Weekly 30-min review calls so we can see what's landing with your leads and tune the AI in your voice.
  • You own all conversations and data. Exportable anytime. Deletable on request.

← What we ask

Your honest feedback during the 90 days, and permission to use one anonymized result from your usage in our marketing (e.g., "agent in [region] doubled their Zillow booking rate") — never your name, brokerage, or any client information.

Who this is for

  • A Solo agent or small team on Follow Up Boss.
  • B At least 20 leads/month coming in.
  • C Willing to do 30 minutes of feedback per week.
  • D Comfortable letting AI text your leads with your supervision.
Spots remaining
3
design partner seats left.
Questions

Things you're probably wondering.

What's a "design partner"?
Friendly term for an early customer who helps shape the product. You get full use, free, for 90 days. We get real-world testing and your honest feedback. No commitment past the 90 days from either side.
Will my leads know they're texting AI?
Some will suspect; many won't. AI follow-up is normal in 2026 — your competitors are already doing it. The real question is whether leads convert — and our early data is stronger than templated drips. We'll happily talk through disclosure rules in your state.
What if the AI says something wrong?
Three layers of safety: (1) the AI is tuned to your voice on day one and we adjust it weekly, (2) you get an instant alert before any hot lead progresses, (3) one click pauses the AI for any lead and lets you take over.
Does this replace Follow Up Boss?
No. We sit on top of FUB. You keep using FUB exactly as you do today. Lead intake doesn't change. Conversation activity will appear in FUB once our partner integration completes (in progress).
What about TCPA / opt-outs?
Built in. STOP, UNSUBSCRIBE, CANCEL, and similar keywords trigger automatic opt-out — the lead is flagged and we never message them again. Twilio A2P 10DLC compliant.
What happens after the 90 days?
We talk. If it's working, we'll discuss what continuing looks like together. If it isn't, no hard feelings — you've gotten 90 days of free AI follow-up and your data is yours.
Let's talk

3 design partner spots open.

15 minutes is all we need to show you whether this fits.

Book a demo→
Or email info@workflowharbor.com