BoldTrail Bootcamp Summer 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 create a simple 30-day nurture plan using tools already built into BoldTrail. The goal is to stay in front of your database, provide valuable real estate information, bring clients back to your website, and identify the right moments to start a conversation.
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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Use newsletters as an ongoing client touchpoint
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Set up automated Listing Valuation emails for homeowners
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Use home value activity to identify potential opportunities
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Create filters for contacts who still need Listing Valuations
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Set up Search Alerts for buyers and your sphere
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Use automated communication to bring clients back to your website
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Monitor client activity and know when it’s time to follow up
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Build a consistent monthly communication plan without overwhelming your database
The goal isn’t to replace personal conversations. It’s to use BoldTrail to create more of them. By setting up these simple automated touchpoints, you can stay connected, provide ongoing value, and recognize when a client may be ready for a real estate conversation.
Duration: 1 Hour
Level: Beginner
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.
