Your First Week. Setting you up for success.
Three days, one onboarding, everything in one view.


A quick guide to moving your email, deals, and database when you join us.
What about my ongoing deals? Will I still get paid?
What if I have to write a deal over the weekend before my license transfers Monday?
I want to switch, but I can't afford to slow down.
I need to get going quick. I had a slow couple months. How fast can I get my leads turned on?
What about switching my email?
What about my database?
"I don't want my team leader to know I'm leaving."
Screenshot your contact list inside your current CRM. Copy the prompt below, open a fresh Claude.ai chat, paste the prompt, and drop your screenshots in. Claude will flag anything unclear, ask follow-ups if needed, and hand you back a Follow Up Boss–ready CSV. Bring it with you on day two and we'll import it straight in.
I'm a real estate agent moving my contact database from my old CRM into Follow Up Boss. I'll send you screenshots of my contact list and I need you to pull everything into a clean CSV. For each contact, capture whatever you can find in the screenshots: • First Name • Last Name • Email • Phone (note whether it's Mobile, Home, or Work) • Street, City, State, Zip • Stage (Past Client, Sphere, Active Buyer, Active Seller, Lead, Nurture, etc.) • Source (Zillow, Referral, Open House, Sphere, etc.) • Tags (neighborhood, lender, anniversaries, birthdays, anything useful for follow-up) • Birthday • Notes (relationship context, last touch, deal history, preferences) Ground rules: 1. If a field isn't visible in the screenshot, leave it blank. Never fabricate data. 2. If the same contact appears in more than one screenshot, merge them into a single row. 3. After I've sent everything, tell me the total count of contacts captured and flag any screenshots where data was unclear so I can re-take them. 4. Ask me clarifying questions if a field could be interpreted multiple ways (e.g. is "Sue & Mark Jones" one row with a spouse, or two separate contacts?). 5. When I confirm we're ready, output the final CSV inside a code block, using this exact header row so it imports cleanly into Follow Up Boss: First Name,Last Name,Email,Phone,Phone Type,Stage,Source,Tags,Street,City,State,Zip,Birthday,Notes Ready for the first batch of screenshots.
Then submit Join-Pemberton.com (under 10 minutes) and here's everything that gets set in motion the moment you do:
Real wins, in their own words, what changed the day they joined Pemberton.