.png)
Are you ready to take your real estate game to the next level? Join us for an exciting 4-week journey through the BoldTrail system, designed to equip you with the skills and confidence to navigate your CRM and website like a pro!
What You'll Learn:
Week 1 : Basic Review of Your Dashboard, Uploading & Organizing your Database
Week 2: Website Updates & Content (Blog, Widgits, Landing Pages, etc)
Week 3: Creating Engaging Emails & Editing Smart Campaigns
Week 4: Exploring Other System Tools (Lead Engine, Hashtags, Call & Text Features)
.png)
Download our Full Onboarding Checklist & Resource List! More than our Class Workbook, this will give you a full checklist of items we covered and items that should be done inside your MAXTECH Powered by BoldTrail Platform! We also have ideas for your 20 minutes a day tasks and a monthly calendar for your accountability!
Weekly Class Replays
Class 1 Homework
-
WEEK 1: Agent has at least 100 contacts in sphere / past clients - 5 pts
-
WEEK 1: Agent does CRM saved search (No Bdays, no market reports, etc) 4 pts
-
Agent completes weekly Homework *on time* - 5 pts
-
Social Post for each class using #BoldTrailExpedition or Tag the office on Social - 3 pts
​
Click here to learn more about importing your leads.
​
BoldTrail Lead Import Template
​
We recommend using their template
Copy & Paste your contacts into template
Add Hashtags, etc
Organize Your Database with a saved search!
​
Need help with ideas for "Sphere"?
Check out Tom Ferry's ABC of Building your Database! Click Here
​Download your CRM Mobile Apps!
We have 2 Agent Mobile apps! Download them from your dashboard (not the app stores)!
Class 2 Homework
-
WEEK 2: Add a Content Page for your website 5 pts
-
WEEK 2: Create a Blog Post 5 pts
-
Agent completes weekly Homework *on time* - 5 pts
-
Social Post for each class using #BoldTrailExpedition or Tag the office on Social - 3 pts
Class 3 Homework
-
WEEK 3: Create an email Template (Holiday, B-day, Newsletter etc) 5 pts
-
WEEK 3: Send a Mass e-mail 5 pts
-
Agent completes weekly Homework *on time* - 5 pts
-
Social Post for each class using #BoldTrailExpedition or Tag the office on Social - 3 pts
Class 4 Homework
-
Week 4: Create a call/text code - 4 pts
-
Week 4: Create a Landing page - 4 pts
-
Week 4: Create a squeeze page link - 4 pts
-
Agent completes weekly Homework *on time* - 5 pts
-
Social Post for each class using #BoldTrailExpedition or Tag the office on Social - 3 pts
Use my Squeeze Page Spreadsheet Template to create & re-use links easily! Click Here
Optional Bonus Points
BONUS POINT ACTIVITIES:
-
Completes Agent Quick Start Course - 5 pts
-
Run a Property Boost 4 pts
-
Send a CMA and add #CMAaday to client - 1 pt each (up to 10 total per course)
