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:

1. Monthly email

2. Quarterly personal check-in

3. Holiday messages

👉 Done right, your database will never go cold again.

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!