A name is not context.
Agents waste the first minutes searching—or dial with nothing useful to say.
Richie for Follow Up Boss
Your next call starts with context.
Connect Follow Up Boss and Richie automatically turns 20 of your best leads into call-ready records—with LinkedIn, intent signals, a pitch angle, and the questions to ask next.
One trial per FUB account · No manual tagging · Pay only for successful enrichments
FOLLOW UP BOSS / CONTACT 00482richie:done
Riley MorganWarm lead · Seattle, WA
- Identity
- 96% match
- Intent
- 3 signals
- Next step
- Call ready
Richie’s pitch note
Likely move-up seller with an investment angle. Lead with timing, equity position, and the trade-off between nurturing and listing now.
Includes 6 discovery questionsrichierichie:runningrichie:done20leads enriched free
1champion agent first
$0for failed matches
0new dashboards
The gap before the call
You have the lead. Not the reason to call.
Research breaks momentum.
The lead is warm now. Every tab and lookup makes the follow-up colder.
Generic scripts sound generic.
Richie gives the agent a relevant angle and real questions before hello.
First value, then workflow
Connect once. See 20 better calls.
No team rollout meeting. No five-credit samples spread too thin.
- 01
Connect
Authorize your Follow Up Boss account.
- 02
See value
Richie enriches your 20 newest or hottest leads automatically.
- 03
Prove it
One champion agent uses every result and sees the full pattern.
- 04
Scale
Add agents, caps, and auto-rules after the first win.
After the first 20, use richie manually or automate it by lead source, new-lead arrival, or stage change—always inside your caps.
One credit buys a better conversation
The record does the prep.
Everything lands inside Follow Up Boss, where the call already happens.
- 01
LinkedIn match with company, title, headline, and location
✓ - 02
Marketing intent signals and property clues when confidently matched
✓ - 03
Empty Follow Up Boss custom fields filled without overwriting your data
✓ - 04
A nurture or invest pitch angle plus 5–8 discovery questions
✓
Prove the spend
Know what enrichment turns into.
Richie’s reporting connects usage to the activity a broker actually reviews.
Richie ROI / 04 signals
01Leads enriched186
02Calls after note74
03Appointments11
04Cost / appointment$4.15
Example reporting view. Results vary by team and follow-up.Monthly plans
Pennies of context. Commission-sized upside.
Buy within seven days of your trial ending and get 20% bonus credits in month one.
Growth
$49/ month
150 / month · $0.33 / success
A solo agent or one champion
- 90-day rollover
- Auto-reload
- Source and stage rules
Best for teams
Pro
$149/ month
600 / month · $0.25 / success
A producing team
- Everything in Growth
- Per-agent caps
- ROI reporting
Team
$399/ month
2,500 / month · $0.16 / success
Brokerage-wide adoption
- Everything in Pro
- Priority processing
- Invoice or annual billing
Monthly credits roll for 90 days. Auto-reload keeps the queue moving.
Prefer prepaid?
Buy a pack. Reload when you choose.
Pack credits last 12 months. Optional auto-reload prevents a cold stop.
No dead end at zero
The lead waits. The agent doesn’t fail.
richie:queuedholds requests until credits reload
10-lead gracefor monthly accounts with a card on file
Request creditslets an agent ping the broker inside FUB
Success-only billingmeans failed matches cost nothing
Data and compliance
Useful data. Narrow purpose. Clear limits.
Richie matches professional profile information and permitted marketing intent data from trusted providers, writes only to empty fields, and records the source used. It is built for marketing and lead nurture—not consumer credit, employment, tenant screening, or eligibility decisions.
Your team remains responsible for consent, TCPA compliance, suppression lists, Follow Up Boss terms, and applicable privacy law. Richie does not turn a data match into permission to call or text.
Buying questions
Plain answers.
What happens when I connect Follow Up Boss?
Richie automatically enriches your 20 newest or hottest leads so one champion agent can see value before anyone has to remember a tag.
What tag do I use after the trial?
Exactly richie — all lowercase.
What happens when credits run out?
New requests move to richie:queued and process automatically after a reload. Monthly accounts with a card on file receive a 10-lead grace buffer.
Do failed matches use a credit?
No. You are charged only when Richie returns a successful enrichment. Re-tagging the same completed contact does not double-charge it.
Can agents request more credits?
Yes. The first enriched record introduces Richie, and an agent can request credits from the broker without leaving Follow Up Boss.
Do unused credits expire?
Monthly credits roll for 90 days. Prepaid pack credits expire 12 months after purchase.
The first win is already included
Give Richie 20 leads. Judge the calls.
No tagging required for the trial. No charge for failed matches.