Do You Have to Rebuild Your Follow Up Boss Action Plans to Switch Texting Tools?

Short answer: no. If your current Follow Up Boss texting tool works by dropping bracket-tagged notes into your Action Plans, SendMate reads those same notes and tags — so switching to SendMate doesn't mean rebuilding the follow-up you already set up. You keep your exact Action Plans; you just change which tool sends the texts.

Why switching feels scary — and why it isn't here

The work you've put into Follow Up Boss — the Action Plan triggers, the timing, the message templates — is the part you don't want to touch. Most people assume switching texting tools means redoing all of it. With SendMate, it doesn't: the tags you already use are the tags it reads.

What SendMate reads

SendMate understands the bracket-tag vocabularies used by the note-based Follow Up Boss texting tools — Texting Betty, Lead Engage, and Street Text. Scheduled sends, specific-time tags, delays, cancel tags — the commands already sitting in your Action Plan notes just work. For tools that don't drop tags into Follow Up Boss (like Agent Legend, which runs its own pipeline), SendMate ships ready-made Action Plan templates so you're live fast either way.

What actually changes when you switch

• Your texts send from your own Follow Up Boss number — not a separate provisioned line your leads don't recognize.
• Flat pricing — no per-text fees and no required setup fee.
• Local-first — your contacts and messages stay on your own computer.
• Your Action Plans stay exactly as they are.

The switch takes about five minutes

1. Cancel or pause your current tool so leads aren't double-texted.
2. Install SendMate and connect your Follow Up Boss account.
3. Set your send window and days.
4. Go live — SendMate works your existing tagged Action Plans on your schedule.

Prefer to hand it off? Optional White Glove concierge setup is available if you'd rather we do the switch for you — but it's optional, and setting up yourself is always free.

Frequently asked questions

Do I have to rebuild my Action Plans to switch to SendMate? No. If your current tool drops bracket-tagged notes into Follow Up Boss (Texting Betty, Lead Engage, Street Text), SendMate reads the same notes and tags — your Action Plans, triggers, and timing stay as they are.

Which tools' tags does SendMate understand? The note-based ones — Texting Betty, Lead Engage, and Street Text — including scheduled sends, specific-time tags, delays, and cancel tags. For tools that don't tag Follow Up Boss notes (like Agent Legend), SendMate ships ready-made templates.

Does my text history carry over? Yes — your conversation history lives on the Follow Up Boss contact record regardless of which tool sent it. Nothing is lost.

Will my leads see a different number? No — SendMate sends from your own Follow Up Boss number, the one your leads already recognize.