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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)

 Week 5: Winners Announced - Bonus Session - Ask me anything!

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Looking for a guide to our weekly classes, homework checklist and a section for notes?  

Download and print our workbook!

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 

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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

WEEK 1
CLASS REPLAYS

Weekly Class Replays

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 

 

Add KCM Blog Page to your website!

Create Content Page - Go to advanced settings

 

ADD CUSTOM PAGE - ENTER FEED INTO OPTIONS - RSS FEED (YOUR ACCOUNT IS AFTER THE A= ON YOUR HOME PAGE) https://www.simplifyingthemarket.com/en/feed?a=ACCOUNTNUMBER 

 

DON'T PAY FOR A KCM ACCCOUNT? USE THIS LINK https://www.keepingcurrentmatters.com/blog/feed

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 

 

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WEEK 2
WEEK 3

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 

 

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Use my Squeeze Page Spreadsheet Template to create & re-use links easily! Click Here

WEEK 4

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)

Homework Instruction Videos

HOMEWORK INSTRUCTIONS
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