Automate Your Client Touches
- Heather Holliday
- 17 hours ago
- 1 min read
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 Coach, Heather Holliday for guidance and support. Together, we’ll make this your most successful year yet!
