Effortless Transition, Zero Headaches

Are you ready to transition from kvCORE to Follow Up Boss but worried about losing data, formatting it correctly, or don't even know where to begin? This done-for-you migration service ensures a smooth, accurate, and stress-free transfer of your contacts, notes, pipeline stages, and key data—so you can focus on closing deals, not troubleshooting tech.

Here's how I make it easy:

1. Personalized Consultation (15 min Call): We’ll meet one-on-one to gather your logins, discuss data mapping, and customize your setup, ensuring the transition fits your workflow.
2. Comprehensive Data Reformatting: I'll clean, reformat, and prepare your kvCORE data for seamless integration into Follow Up Boss, eliminating the common errors and headaches of DIY migrations.
3. Follow Up Boss Import and Migration: I'll import and properly map all contacts, notes, stages, and remaining data from KvCore into Follow Up Boss. 
4. Follow Up Boss Optimization: I'll get your Business Registration submitted for the dialer, and clean up and re-organize your Smartlists and Stages for clarity.
5. RealScout Integration for Smarter Lead Nurturing: If you use RealScout, I'll get the Follow Up Boss integration set up, optimized, and create a default search template, making it easier to keep leads engaged with the right homes.
6. Post-Migration Guide & Best Practices: Get a clear breakdown of what was done, plus actionable steps to maximize Follow Up Boss with your new setup.

*Important note* KvCore does not allow for search criteria to be exported, so the Auto-Nurture search in RealScout will help get your clients and leads with properties as a fall-back, either forever, or until you update their criteria.