BoldTrail POWER Session: Week 1: Market Reports

Week 1: Market Reports

Stay relevant and build stronger connections by consistently providing valuable local market updates. In this training, you will learn how to set up and send market reports in BoldTrail to keep your database informed and engaged.

Market reports are a simple way to deliver ongoing value, position yourself as a local expert, and stay top of mind with contacts who are actively watching the market or may be considering a move.

In this video, you will learn how to:
• Identify contacts who would benefit from market reports
• Add market reports directly within a contact record
• Customize reports by county, city, neighborhood, or zip code
• Set the delivery frequency for consistent follow-up

Pro Tip: Create and save a filter called “Market Reports Needed” to streamline your workflow and stay organized.

Best contacts for this strategy:
• Buyers
• Homeowners
• Past clients
• Market watchers
• Seller prospects

Consistent market updates help you stay connected, build trust, and position yourself as the go-to resource when your clients are ready to make a move.