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Your CRM Should Be Talking More Than You Are
Tip: Most agents are sitting on hundreds (or thousands) of contacts that hear nothing from them. This Week’s Challenge: Inside BoldTrail: Create 1 Smart Campaign Set up 1 Behavioral Alert Build 1 Saved Filter Great Filters to Create: Hot leads active in last 7 days Homeowners over 7 years Contacts without activity in 60+ days Buyers viewing properties repeatedly MAX Tip: Behavioral alerts tell you WHO is active so you stop guessing who to call. Need more tips or tools? Contac
Jul 28


Video Marketing Made Easy
You do NOT need a full production studio to create effective real estate videos. What people really want: ✔ Helpful tips ✔ Local knowledge ✔ Market updates ✔ Personality ✔ Authenticity The agents winning on social right now?They’re simply SHOWING UP consistently. 🎯 Quick Tip:This week, record ONE simple video using your phone: 🏡 “3 Things Buyers Should Know Right Now” ☀️ “Summer Market Update” 📍 “Favorite Local Spot” 💡 “Quick Homeowner Tip” Keep it under 60 seconds.Don’t
Jun 30


Automation & Follow-Up 🤖
🤖 Automation doesn’t replace relationships…it helps you stay consistent. Most agents don’t lose leads because they aren’t good agents.They lose leads because follow-up stops. Inside BoldTrail/MAXTech, use automations for: ✔ Property alerts ✔ Market reports ✔ Seller home valuations ✔ Drip campaigns ✔ Behavioral alerts ✔ Task reminders 🎯 Quick Tip:Set up ONE automated touch this week: 📧 Monthly homeowner email 📱 Buyer follow-up text 🏡 Seller nurture campaign You don’t need
Jun 23


Website + Lead Generation 🌐
🌐 Your website should capture leads…NOT just sit there looking pretty. Ask yourself: 👉 Does your website clearly tell visitors what to do next? Every real estate website should have: ✔ Search Homes CTA ✔ Home Value CTA ✔ Easy Contact Form ✔ Local Community Content ✔ Market Reports ✔ Mobile-Friendly Layout 🎯 Quick Tip:Go to your website RIGHT NOW on your phone. If it takes more than 5 seconds to figure out how to contact you…your visitors are probably leaving too. Your webs
Jun 16


Summer Database Check-In
☀️ Summer is HERE… and so are missed opportunities hiding in your CRM. Before business gets busy with vacations, closings, and summer events…take 15 minutes this week to clean up your database. ✔ Remove duplicate contacts ✔ Add notes from recent conversations ✔ Update tags & categories ✔ Check for missing phone numbers/emails ✔ Make sure your automations are still running 🎯 Quick Tip:Inside BoldTrail/MAXTech, create a “Summer Follow-Up” Smart List for: 🏡 Buyers still search
Jun 2


Your Website Should Capture—Not Just Look Good
Your Website Should Capture—Not Just Look Good” A pretty website is nice… A lead-generating website is what you need. Make sure your site has: ✔ Clear calls-to-action (Search Homes, Home Value, etc.) ✔ Easy contact forms ✔ Local content (blogs, communities, guides) ✔ Mobile-friendly design 🎯 Quick Tip: Go to your website right now and ask: 👉 “If I were a buyer or seller… would I know what to do next?” If not—it needs work. Your website should work for you 24/7. Have you che
May 26


Automate Your Client Touches
If you’re trying to remember to follow up… you’ll forget. That’s where automation wins. Inside MAXTech / BoldTrail, you can: ✔ Set up email/text drip campaigns ✔ Schedule reminders ✔ Automate birthdays & anniversaries ✔ Stay in touch without chasing it 🎯 Quick Tip: Set up a 12-Month Touch Plan: Monthly email Quarterly personal check-in Holiday messages 👉 Done right, your database will never go cold again. Need more tips or tools? Contact your REMAX Elite Marketing & Tech Co
May 19


“Your CRM = Your Follow-Up Machine”
“Your CRM = Your Follow-Up Machine” Let’s be real… most agents don’t have a lead problem. They have a follow-up problem. Your MAXTech Powered by BoldTrail CRM is designed to fix that—but only if you use it. ✔ Are your contacts organized into groups? ✔ Do you have automated follow-ups running? ✔ Are you logging conversations? If not… you’re leaving deals on the table. 🎯 Quick Tip: Set up 3 Smart Lists today: New Leads (last 30 days) People not contacted in 60+ days Hot Prospe
May 5


How to Turn Your Website Into a Lead Magnet
Your website should be more than a digital business card. It should be working for you 24/7 to attract visitors, build trust, and convert them into leads. The good news is you do not need to spend money on ads to make this happen. With the right strategy, your real estate website can become one of your most powerful lead generation tools organically. If you have a website but it is not bringing in leads consistently, chances are you are missing a few key pieces. Let’s walk th
Feb 17


BoldTrail Website Check In!
Mini Mission 4: Website Check-In (10 minutes) Visit your agent website Review: Homepage About page Contact page Write down one thing you’d like to improve later 🎯 Reminder: Your website is a living, breathing tool — not a one-time setup Heather is here to help you set up your website! Click Here> Need more tips or tools? Contact your REMAX Elite Marketing & Tech Coach, Heather Holliday for guidance and support . Together, we’ll make this your most successful year yet!
Feb 10


MAXTech - Add 100 Contacts!
Mini Mission 3: Add 100 Contacts (10 minutes) Add 100 people you already know (friends, family, past clients) Tag them as Sphere inside BoldTrail Pro Tip: This builds the foundation for future follow-ups and campaigns Don't forget we have Monthly Newsletters & Holiday e-mails ready to send! Need more tips or tools? Contact your REMAX Elite Marketing & Tech Coach, Heather Holliday for guidance and support . Together, we’ll make this your most successful year yet!
Feb 3


When was the last Time you Logged Into MAXTech?
Mini Mission 1: Log In & Look Around Log into your MAXTech dashboard Click through the main sections (CRM, Website, Marketing, Contacts) Goal: Comfort, not perfection HOMEWORK: GO TO YOUR PROFILE INSIDE MAXTECH - UPDATE YOUR EMAIL ADDRESS! (Use video below for help)! Need more tips or tools? Contact your REMAX Elite Marketing & Tech Coach, Heather Holliday for guidance and support . Together, we’ll make this your most successful year yet!
Jan 27


Update Your MAXCenter Profile
Mini Mission 2: Update Your Profile Upload or confirm your profile photo Check your contact info (email, phone, bio) Make sure everything looks client-ready Why it matters: This info feeds into emails, website pages, and marketing tools HOMEWORK: GO TO YOUR PROFILE INSIDE MAXCenter (Use video below for help)! Need more tips or tools? Contact your REMAX Elite Marketing & Tech Coach, Heather Holliday for guidance and support . Together, we’ll make this your most successful ye
Jan 23


Introducing Max! Your New Personal AI Assistant
What Can Max Do for You? Max isn’t only available for remax.com; you can add the assistant to your personal office, team or agent MAXTech® powered by BoldTrail website. Instead of having to wait for a client to reach out, Max is on the job, behind the scenes, gathering lead intel and sending directly to your CRM. Max never takes a break, living in the backend of MAXCenter® where further capabilities include sending referrals across the globe, strengthening professional relati
Jan 22


Give Your BoldTrail Website a Festive Makeover!
Ready to spread some holiday cheer online? Your BoldTrail website can instantly get into the Christmas spirit — whether you prefer a classic festive look, a Coastal Christmas vibe, or want to go all-out with snowflakes and flying Santa animations! 🎄From swapping your video header to adding drifting snow or Santa and his reindeer gliding across your homepage…it’s unbelievably easy to make your site feel merry & bright. 🎅✨ ✨ Just tell Heather you want your website to go festi
Dec 9, 2025


Add flying bats to your BoldTrail Website Homepage
First, navigate to your website settings. To do so, click on Web & IDX from the left navigation menu. Here is the BoldTrail Support Page with YouTube Links & more details In Website Settings > Go down to Custom Header and add this script into that box (don't worry if you already have something in here, click enter and add it inside the box) Then, paste this code into the field: <!-- Initiate Flying Bats | Paste in Custom Header of Web & IDX --><script src=" https://kunversio
Oct 14, 2025


Success Summit Recordings Fall2025
Newly Added Success Summit Recordings Watch the recordings from the MAXTech powered by BoldTrail Success Summit. Learn to leverage your...
Oct 7, 2025


ON THE HOUSE CONTEST SERIES: NEST REFRESH
YOUR CLIENT COULD WIN $500 TOWARDS RENOVATIONS Do you have a client who’s moving in, moving on, or making room for what’s next? There are...
Sep 9, 2025


Leverage Market Reports from BoldTrail
Automatically send monthly reports to your buyer & seller leads to stay top-of-mind and show your value. You can set this up inside the...
Aug 26, 2025


Max Out Your Website: SEO Tips for More Leads and Better Visibility
Optimize listing pages with location-specific keywords like "Space Coast Homes for Sale." Write blog posts about local events or market...
Jul 15, 2025
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