Run a daily Follow Up Boss sweep that scores leads and drafts follow-ups with Claude
Austin agent William Zhang describes a Claude Code setup that turns Follow Up Boss activity into a morning briefing and CRM follow-up drafts, one of seven daily Claude jobs in a solo practice that closed 16 deals the prior year.
At a glance
- Tools used
- Claude CodeFollow Up Boss
- Category
- Lead follow-up & inside sales
- Audience
- agent
- Difficulty
- Builder
- Source
- Claude Code for Real Estate Agents: How I Run My Entire Practice On It
William Zhang (Real Estate AI Society) · Blog · Mar 30, 2026 - First step
- Export 20 recent Follow Up Boss leads to CSV and test the scoring prompt in a Claude chat before connecting the API.
Compliance note: TCPA and consent: text or auto-dial only contacts who gave prior express consent, honor opt-outs immediately, and follow your state calling-hour rules.
Suggested prompt
Written by this directory, inspired by the source. Replace the [bracketed] parts.
Here is an export of my CRM leads with last activity, source, stage, and notes: [paste CSV]. 1. Score each lead 1-10 for likelihood to transact in 90 days, with a one-line reason drawn only from the notes and activity. 2. For the top 10 leads, draft a 2-3 sentence follow-up text or email in my voice that references the last real conversation in the notes. 3. Create today's task list: lead name, channel (call/text/email), and the reason to reach out today. Draft only; I will review and send.