Follow Up Boss, built around how your team actually sells.

It's where I do most of my work, but I've administered Salesforce as a backend admin and developer, implemented GoHighLevel, and built systems on Airtable. That matters more than it sounds — knowing what a migration is leaving behind is half of doing one well.

Usually yes, and usually not where people expect. Most teams have a working FUB and a broken operation around it — leads routed to agents who don't work them, action plans nobody finished, smart lists that made sense two years ago, and reporting that can't answer whether any of it converts. That's the work.

Yes — I've done exactly that migration, including phased rollout, training, RealScout integration, and the lead-routing automations on the other side. The risk in a CRM migration is rarely moving the records; it's discovering afterward which processes quietly depended on the old system.

Yes. When FUB's native integrations don't cover it, I build against the API — for example an event-registration pipeline that creates and tags leads in FUB, routes them, and fires an SMS alert to the assigned agent automatically.

I'm based in Washington, DC, and I take work across the greater capital region — the District, Arlington, Alexandria, Falls Church, Fairfax and Loudoun, and the Maryland suburbs from Bethesda and Chevy Chase to Silver Spring and Rockville. My own 13+ years were spent inside DC and Northern Virginia teams, so the market context is first-hand rather than researched: I know how a DMV pipeline actually behaves, where the leads come from, and which handoffs quietly break. CRM work travels well, so I take engagements outside the region too.

It starts with a look at your current setup and where leads are actually being lost — routing, follow-up, data quality, reporting. From there the scope depends on what's broken. Some teams need a migration; more often they need the operating system around a CRM they already own.

It depends on the size of your team and the state of your current setup, so I quote per engagement rather than publishing a rate card. Email me with what you're running and roughly how many leads a month, and I'll tell you what I'd actually do about it.