If you're new to BoldTrail, I recommend starting with the agent quick start, a 1.5-hour session with quick videos to familiarize you with the tools. I guide you through setting up your profile, adjusting your title, and ensuring your contact info is complete. I explain how to manage your leads and contacts effectively. Action: Set up your profile, review your leads daily, and explore the available resources. Heather H Holliday, Your Social Marketing Nut is well-versed in all RE/MAX tools and has an extensive working knowledge of Canva, BoldTrail, MAXTECH Powered by kvCORE, Lofty CRM, YouTube, BombBomb, Mailchimp, Constant Contact and many other marketing and website platforms. Additionally, she has been a mentor coach for training programs with Tom Ferry, Brian Buffini, Craig Proctor, and several others. Heather's goal is to work with agents to create an online marketing plan that they can put into action to take their business to the next level. Her approach is to help agents work smarter, not harder, through personalized training and support. Social Marketing Nut Visit Our Website: www.socialmarketingnut.com Facebook: https://www.facebook.com/H3SocialNut Instagram: https://www.instagram.com/socialmktgnut/

Are your emails going to spam? Make sure to go through your profile settings to add your vanity domain or actual email to have their email set up to send from! This will help drastically after all of the new email rules were put out! Heather H Holliday, Your Social Marketing Nut is well-versed in all RE/MAX tools and has an extensive working knowledge of Canva, BoldTrail, MAXTECH Powered by kvCORE, Lofty CRM, YouTube, BombBomb, Mailchimp, Constant Contact and many other marketing and website platforms. Additionally, she has been a mentor coach for training programs with Tom Ferry, Brian Buffini, Craig Proctor, and several others. Heather's goal is to work with agents to create an online marketing plan that they can put into action to take their business to the next level. Her approach is to help agents work smarter, not harder, through personalized training and support. Social Marketing Nut Visit Our Website: www.socialmarketingnut.com Facebook: https://www.facebook.com/H3SocialNut Instagram: https://www.instagram.com/socialmktgnut/

Make sure to download your Mobile CRM App and set up push notifications so you don't miss a lead! Heather H Holliday, Your Social Marketing Nut is well-versed in all RE/MAX tools and has an extensive working knowledge of Canva, BoldTrail, MAXTECH Powered by kvCORE, Lofty CRM, YouTube, BombBomb, Mailchimp, Constant Contact and many other marketing and website platforms. Additionally, she has been a mentor coach for training programs with Tom Ferry, Brian Buffini, Craig Proctor, and several others. Heather's goal is to work with agents to create an online marketing plan that they can put into action to take their business to the next level. Her approach is to help agents work smarter, not harder, through personalized training and support. Social Marketing Nut Visit Our Website: www.socialmarketingnut.com Facebook: https://www.facebook.com/H3SocialNut Instagram: https://www.instagram.com/socialmktgnut/

Create, Edit & Set up Automations inside BoldTrail Heather H Holliday, Your Social Marketing Nut is well-versed in all RE/MAX tools and has an extensive working knowledge of Canva, BoldTrail, MAXTECH Powered by kvCORE, Lofty CRM, YouTube, BombBomb, Mailchimp, Constant Contact and many other marketing and website platforms. Additionally, she has been a mentor coach for training programs with Tom Ferry, Brian Buffini, Craig Proctor, and several others. Heather's goal is to work with agents to create an online marketing plan that they can put into action to take their business to the next level. Her approach is to help agents work smarter, not harder, through personalized training and support. Social Marketing Nut Visit Our Website: www.socialmarketingnut.com Facebook: https://www.facebook.com/H3SocialNut Instagram: https://www.instagram.com/socialmktgnut/

In this video, I walk you through how to set up and use the BoldTrail open house app effectively. I demonstrate how to download the app on your tablet by copying the link from the dashboard and emailing it to yourself. It's crucial to ensure that the open house campaign is activated in your smart campaigns so that new buyers are recognized properly. I also show you how to clone campaigns to personalize them, making them easier to manage. Please make sure to follow these steps before your next open house! Heather H Holliday, Your Social Marketing Nut is well-versed in all RE/MAX tools and has an extensive working knowledge of Canva, BoldTrail, MAXTECH Powered by kvCORE, Lofty CRM, YouTube, BombBomb, Mailchimp, Constant Contact and many other marketing and website platforms. Additionally, she has been a mentor coach for training programs with Tom Ferry, Brian Buffini, Craig Proctor, and several others. Heather's goal is to work with agents to create an online marketing plan that they can put into action to take their business to the next level. Her approach is to help agents work smarter, not harder, through personalized training and support. Social Marketing Nut Visit Our Website: www.socialmarketingnut.com Facebook: https://www.facebook.com/H3SocialNut Instagram: https://www.instagram.com/socialmktgnut/

Not sure what campaigns are on? Not sure if your contacts are getting campaigns? Check out this video to see what suto campaigns may automatically be running or how to quickly add a camaign to a contact! Heather H Holliday, Your Social Marketing Nut is well-versed in all RE/MAX tools and has an extensive working knowledge of Canva, BoldTrail, MAXTECH Powered by kvCORE, Lofty CRM, YouTube, BombBomb, Mailchimp, Constant Contact and many other marketing and website platforms. Additionally, she has been a mentor coach for training programs with Tom Ferry, Brian Buffini, Craig Proctor, and several others. Heather's goal is to work with agents to create an online marketing plan that they can put into action to take their business to the next level. Her approach is to help agents work smarter, not harder, through personalized training and support. Social Marketing Nut Visit Our Website: www.socialmarketingnut.com Facebook: https://www.facebook.com/H3SocialNut Instagram: https://www.instagram.com/socialmktgnut/

In this video replay we cover getting your BoldTrail Present Listing Presentation set up as well as organizing your CRM to ensure all past closed clients receive a report once a year. Heather H Holliday, Your Social Marketing Nut is well-versed in all RE/MAX tools and has an extensive working knowledge of Canva, BoldTrail, MAXTECH Powered by kvCORE, Lofty CRM, YouTube, BombBomb, Mailchimp, Constant Contact and many other marketing and website platforms. Additionally, she has been a mentor coach for training programs with Tom Ferry, Brian Buffini, Craig Proctor, and several others. Heather's goal is to work with agents to create an online marketing plan that they can put into action to take their business to the next level. Her approach is to help agents work smarter, not harder, through personalized training and support. Social Marketing Nut Visit Our Website: www.socialmarketingnut.com Facebook: https://www.facebook.com/H3SocialNut Instagram: https://www.instagram.com/socialmktgnut/

Deep dive into your automations,organizing, segmenting, and strategically working your database to convert more leads. Heather H Holliday, Your Social Marketing Nut is well-versed in all RE/MAX tools and has an extensive working knowledge of Canva, BoldTrail, MAXTECH Powered by kvCORE, Lofty CRM, YouTube, BombBomb, Mailchimp, Constant Contact and many other marketing and website platforms. Additionally, she has been a mentor coach for training programs with Tom Ferry, Brian Buffini, Craig Proctor, and several others. Heather's goal is to work with agents to create an online marketing plan that they can put into action to take their business to the next level. Her approach is to help agents work smarter, not harder, through personalized training and support. Social Marketing Nut Visit Our Website: www.socialmarketingnut.com Facebook: https://www.facebook.com/H3SocialNut Instagram: https://www.instagram.com/socialmktgnut/

Mastering Email Templates for Client Communication in BoldTrail Thinking of sending on email to a client? How about sending to a group of people? Check out this video on setting up an email template with all your information first to save you a ton of time! Heather H Holliday, Your Social Marketing Nut is well-versed in all RE/MAX tools and has an extensive working knowledge of Canva, BoldTrail, MAXTECH Powered by kvCORE, Lofty CRM, YouTube, BombBomb, Mailchimp, Constant Contact and many other marketing and website platforms. Additionally, she has been a mentor coach for training programs with Tom Ferry, Brian Buffini, Craig Proctor, and several others. Heather's goal is to work with agents to create an online marketing plan that they can put into action to take their business to the next level. Her approach is to help agents work smarter, not harder, through personalized training and support. Social Marketing Nut Visit Our Website: www.socialmarketingnut.com Facebook: https://www.facebook.com/H3SocialNut Instagram: https://www.instagram.com/socialmktgnut/

Send automated emails/texts on your contacts' birthdays and their anniversary of purchase!  But first, check to make sure to check and see what is going to be sent out and edit if you want! In this video, I walk you through how to manage and customize birthday and anniversary email and text templates in our marketing system. I emphasize the importance of cloning templates to make them your own and how to ensure they pull the correct information from client profiles. I also highlight the need to regularly update and save your changes to keep our database organized. Please make sure to review and adjust the templates as needed. Heather H Holliday, Your Social Marketing Nut is well-versed in all RE/MAX tools and has an extensive working knowledge of Canva, BoldTrail, MAXTECH Powered by kvCORE, Lofty CRM, YouTube, BombBomb, Mailchimp, Constant Contact and many other marketing and website platforms. Additionally, she has been a mentor coach for training programs with Tom Ferry, Brian Buffini, Craig Proctor, and several others. Heather's goal is to work with agents to create an online marketing plan that they can put into action to take their business to the next level. Her approach is to help agents work smarter, not harder, through personalized training and support. Social Marketing Nut Visit Our Website: www.socialmarketingnut.com Facebook: https://www.facebook.com/H3SocialNut Instagram: https://www.instagram.com/socialmktgnut/