More deals. Higher profits. Smoother operations. It's what every real estate leader wants, but only a few top performers have found the right formula. The Follow Up Boss Level Up Mastermind is an intimate gathering where you'll master the strategies, mindset and tools of top producers from the coaches and executives they rely on.

July 19 - 21, 2022

Atlanta, GA


Keynote Speakers 

Jason Pantana


Tom Ferry 

Brian Icenhower

Brian Icenhower

President & CEO

Icenhower Coaching & Consulting


John McCarthy

John McCarthy
Sales Manager, Spyglass Realty

Ricardo Bueno - Follow Up Boss

Ricardo Bueno
Head of Partnerships, Follow Up Boss

Stacey Soleil - Head of Community & Industry Relations - Follow Up Boss

Stacey Soleil

Head of Community & Industry Relations

Jeffrey Funk - The Funk Collection

Jeffrey Funk
Co-Founder, The Funk Collection

Renee Funk
Co-Founder, the Funk Collection

Gabe Cordova
CEO, CORE Group Boise & Realtor In Residence at YLOPO

Lee Adkins
Head of Growth, Amplified Solutions

Albert Vasquez
AV Home Experts

Jeremy Larson - Larson Real Estate Team

Jeremy Larson
CEO, Larson Real Estate Team

Kris McDonagh
Broker-in-Charge, Jeff Cook Real Estate
#1 Real Estate Team in the Carolinas
#11 National Top Producing Team by Real Trends 2020
Closed 1,701 transactions last year

And more to be announced soon!

πŸ—“ Day 1 - Tuesday, July 19th

Registration + Opening Cocktail Reception

6:00pm - 10:00pm PT

Join us for a private reception in the Egyptian Ballroom at the Fox Theatre - lavishly decorating with sweeping columns and ornamentation.

Come for the hand-crafted cocktails and stay for the incredible people that you'll quickly befriend.

πŸ—“ Day 2 - Wednesday, July 20th

Ricardo Bueno - Follow Up Boss

Turn Your Data Into Dollars

Ricardo Bueno

Head of Partnerships, Follow Up Boss

Congratulations on your list of names, addresses, and emails. You've built the core of your CRM's database. Now what?

In this session, Ricardo will teach you how to segment your database, how to work those segments using 3 high-conversion scripts, and how to hand off "busy-work" to automation.

Operation "Love On Your Database" πŸ’

Jason Pantana

Coach, Tom Ferry International

As salespeople, one of the primary reasons you lose a deal is because of a lack of follow up. That goes for real estate professionals, too.

We lose opportunities to generate new referral and repeat business after a transaction closes due to a lack of follow up. We simply move on to the next one and forget to implement an effective "keep-in-touch" strategy.

In this session Jason Pantana is going to teach us how to "love on our database" by sharing a multichannel marketing roadmap that'll help you spike your repeat/referral business!

Albert Vasquez - AV Home Experts

Conquer Your CRM By Leveraging Automations, Tags, & Action Plans

Albert Vasquez
Team Leader, AV Home Experts

Ultimately, the effectiveness of your CRM is only going to be as good as the mastery that you put into it.

How well have you organized your database? Is it easy to segment and find the right information?

Are you "staying in touch" by regularly sending action plans?

Are you leveraging better/faster workflows by enabling automations?

In this session, power house Team Leader Albert Vasquez will give us a look under-the-hood for how to leverage automations to drive better agent accountability and give you some best practices for getting your systems and lead flow dialed in.

Gabe Cordova

Stop Drowning In Tasks & "Busy Work" - Leverage Your Time By Working Your Smart Lists

Gabe Cordova

CEO, CORE Group Boise & Realtor In Residence at YLOPO

Smart Lists help you prioritize your time so you can efficiently and confidently contact the right people at the right time.

In this session Gabe Cordova will show you how his and other top teams have created custom Smart Lists to eliminate most tasks and to only focus on contact's that are worth your time.

Jeffrey Funk - The Funk Collection

Mastering Your Deal Stages & Reporting In FUB: How the Funk Collection Is On Pace to Close 300 Transactions With 1 Transaction Coordinator

Jeffrey Funk
Co-Founder, The Funk Collection

Managing a transaction from start to finish can be complex. In this session you're going to learn how the Funk Team has mastered the process through deal stages, reporting, custom fields, and Action Plans all within the Follow Up Boss System!

They're managing things so well that they're on pace to close 300 transactions with just 1 transaction coordinator.

Post Close & SOI 36-Touch Plans

Renee Funk
Co-Founder, The Funk Collection

The deal closed - well done! Take a minute to celebrate your win. Now, what's next? Are you going to just move on to the next one? Not so fast. It's time to turn the amazing service you just delivered into real growth, via referrals and repeat business. In this session, I'll show you exactly what to do post-close to stay connected and build your SOI.

πŸ—“ Day 3 - Thursday, July 21st

Brian Icenhower - Icenhower Coaching & Consulting, LLC

Goals, Plans, and Priorities

Brian Icenhower

President & CEO,

Icenhower Coaching & Consulting

You can't have a high performing team without a vision for what you want your team to be and an action plan for making it happen. I've helped hundreds of top producers lay the foundation for their high-performing teams, and in this session I'll share the most important things you can do for yours.

Documenting Follow Up Boss and On-Demand Training

Lee Adkins
Head of Growth, Amplified Solutions

This session will cover how to create simple but powerful tools to train your company on Follow Up Boss.

We'll review creating a simple Follow Up Boss handbook and an on-boarding checklist for your new agents gaining access to and training on FUB basics.

At the end of this session you'll walk away with a thorough understanding of how the top teams and brokerages create and document Standard Operating Procedures and how they leverage those to train their agents.

Mastering Your Business Operations: A Pathway to Scaling & Profitability

Insights from the #1 RE/MAX Team in the World!

Debra Beagle
Managing Broker,

The Ashton Real Estate Group of RE/MAX Advantage

"In the past, I would say to new agents that you should be able to get a deal within 6 months. Now with Follow Up Boss, most are getting something under contract within 6 weeks!"

It's all about systems, process, and accountability.

But how do you hire & setup systems for success?

We know how difficult it can be to find the right person and then train them up on your business. In this session you'll get Debra's insider playbook for hiring a team of high-converting real estate agents that'll lead you to the top in your market!

Maximizing Conversions & Agent Accountability

Scott Hull
VP of Sales & Business Development

Scott started as the first Inside Sales Associate for the Gary Ashton Real Estate Group. Now, he manages a team of 10 ISA's and oversees marketing operations and sales for the #1 RE/MAX Team in the world.

When you have proper tracking and accountability in place, that's going to lead to increased conversions.

In this session, you'll learn how Scott oversees agent accountability, manages lead flow, and maximizes conversions.

John McCarthy

Building and Managing A Dream Team of High Producing Agents

John McCarthy
Sales Manager, Spyglass Realty

Real estate team leaders don’t have it easy knowing that only 13% of agents have what it takes to succeed. So there comes a point when a broker has to decide:

  • Do you want to host a wall for agents to hang their licenses?
  • Or are you ready to step up, become a real leader, and find agents eager to put their blood, sweat and commission splits into your business?

Attracting these types of β€œunicorn” agents to your team may feel like fishing without bait at times. But with the right strategies, you can build your dream team of productive agents ready to live your company values.

Structure of A Top Performing Team

Kris McDonagh
Broker-in-Charge, Jeff Cook Real Estate
#1 Real Estate Team in the Carolinas

Kris McDonagh is the Broker-in-Charge of the #1 Real Estate Team in the Carolinas. Featuring 200 agents with 8 brick and mortar locations, 27 operations staff, and closed 1701 transactions in 2021.

In this session, you're going to learn:

- Their approach to attracting, hiring, and training agents

- How they hold agents accountable

- Overview of their general infrastructure

- How their sister companies help strengthen their brokerage

Stacey Soleil - Head of Community & Industry Relations - Follow Up Boss

Rapid Fire Truth Bombs πŸ’£

Moderated by Stacey Soleil
Head of Community & Industry Relations, Follow Up Boss

Join Stacey Soleil In this Q&A-style discussion where we’ll highlight some of the community's most-asked Follow Up Boss questions and have an all-star panel tackle them head on.

The Venue

The Fox Theatre - Atlanta, GA

The Fox Theatre
660 Peachtree St NE, Atlanta, GA 30308

The Egyptian Ballroom at the Fox Theatre is lavishly decorated with sweeping columns and ornamentation that really sets the tone for our mastermind. Luxurious, majestic, and inspiring, we'll be gathering in a space purpose-built for people with a high performance mindset. This is not your average hotel venue.


✨ Join us at the Georgian Terrace!

Get the most out of this mastermind and book one of the well-appointed rooms we've reserved just for you at the Georgian Terrace hotel, directly across the street from the Fox Theatre.

Our group rate will save you money and the moments of serendipity you'll experience by remaining at the mastermind will be priceless.

You'll receive an email with instructions on how to secure your discounted room through our room-block once you've registered.

🍽 Breakfast & lunch included

The fun starts Tuesday night with a welcome reception inside the Egyptian Ballroom - we've got dinner taken care of.

After that, breakfast and lunch will be served daily at the workshop. And of course, plenty of β˜•οΈ

πŸ’ƒ Explore Atlanta

You couldn't dream up a better location.

Nestled on the corner of Peachtree and Ponce De Leon Avenue, The Fox Theatre and the Georgian Terrace Hotel represents the most thriving, relevant, and culturally significant stay in midtown Atlanta.

After hours, you'll find a wide variety of restaurant and happy hour options to keep the conversations going. It's the ideal place to connect with the right people.

β˜€οΈ Enjoy mid-town Atlanta

The average high temperature in Atlanta this time of year is 83.7Β°F - perfect for exploring the city and spending time outside.

Our goal is to bring together the right people - agents, brokers, coaches and FUB power users - together for high-impact conversations and networking, but it doesn't hurt to have those conversations in one of the most beautiful cities in the world.

(Photo by Joey Kyber on Unsplash)


Early Bird


Grab your ticket today and save through June 10th, 2022.

Regular Price


Our regular ticket price is an amazing value, but don't wait to secure your seat!

Team Ticket Prices

We didn't realize just how many of you would have liked to bring a teammate, new hire, admin, etc. So we're making it easier to include your team and bring them to the mastermind.

Pricing is simple. Buy one ticket, get the next one for 50% off.

2 Tickets = ($1,299 + $649) = $1,948

3 Tickets = ($1,299 + $649 + $649) = $2,597

4 Tickets = ($1,299 + $649 + $649 + $649) = $3,246

5 Tickets = ($1,299 + $649 + $649 + $649 + $649) = $3,895

*Note: If you previously purchased a team ticket at full price, while we appreciate it, we'll be contacting you to issue a partial refund in order to reflect the new pricing.




Meet Your Hosts

Curated by Follow Up Boss, just for you

πŸ‘‹ We're Stacey (Head of Community & Industry Relations) and Ricardo (Head of Partnerships). We're drawing on our industry connections and leaders from the Follow Up Boss community to bring you this high-impact event.

Our promise to you: You'll walk away with a step-by-step playbook that will help apply leverage in your business and improve your conversion process. You'll also meet amazing people and make lifelong connections.

FAQs πŸ€”

Is there a virtual option?

The magic of this mastermind is in the special blend of people, place, production, and presence. A virtual option wouldn't rise to the standards we've set for this gathering and therefore will not be offered.

Will the sessions be recorded?

Yes, the sessions will be recorded and will become available approximately 30-days after the event wraps up (for ticket holders only). They can be found exclusively inside of your FUB Academy dashboard.

Were should I stay?

With us, immersed in the experience we're creating just for you. You'll receive booking options once you register for the mastermind - rest assured we've secured a room-block at a discount for you.

How do I sign up to run a workshop?

Attend our mastermind. If we think you'd be a good fit for the unique blend we're putting together for our next mastermind, we'll contact you.

Is my ticket refundable?

In the unfortunate event that you cannot attend, you can transfer your ticket to someone else. If you still have questions, please contact us:

I have a question that's not answered here.

You have questions, we've got answers! Send an email to and I'd be happy to help.

Get your ticket for the Level Up Mastermind Atlanta!

Join us on July 19th - 21st in Atlanta, GA for two days of workshops, networking, and impactful conversations.