BoldTrail Bootcamp August Series | Session 4: 30-Day Client Nurture Program
Turn Your Database Into a 30-Day Client Nurture System
Getting your contacts into BoldTrail is only the beginning. Now it’s time to put your CRM to work.
In this hands-on Bootcamp session, you’ll learn how to build a simple 30-day nurture plan using tools already available inside BoldTrail. We’ll show you how to stay in front of your sphere, provide valuable real estate information, drive clients back to your website, and identify opportunities to start meaningful conversations.
In this session, you’ll learn how to:
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Set up automated Market Reports for your contacts
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Create filters to identify contacts who still need Market Reports
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Add clients to the RE/MAX Quarterly Newsletter
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Set up automated Listing Valuation emails
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Use home value activity as a reason to follow up
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Create Search Alerts for active buyers
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Use neighborhood Search Alerts to engage your sphere
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Customize Search Alert subject lines and frequency
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Space out communications so clients aren’t overwhelmed
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Use your BoldTrail dashboard to identify client activity and follow-up opportunities
The goal isn’t to replace personal conversations. It’s to use BoldTrail to create more of them. By setting up these simple touchpoints, you can stay connected with your database, provide ongoing value, and see when clients are engaging with your website so you know when it’s time to reach out.
Duration: 1 Hour
Level: Intermediate
Recommended For: Gold Nation agents who have contacts in BoldTrail and are ready to start nurturing their database, increasing engagement, and creating more opportunities for conversations.
