Brokerage Services
Every month, agents get three training classes designed to help them build better systems, use their tools, create better marketing, and stay consistent. Connect, collaborate, and grow with peers who share your vision for high impact, accountability, and continuous improvement.
Includes:
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3 monthly classes with Replay access
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Monthly training calendar
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Worksheets/checklists
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Private group access - Coming Soon!
Classes range from Tech & Marketing, AI, Canva, BoldTrail, Agent Onboarding and so much more!
We are also working towards small group classes!
After purchase we will reach out for your agent list and create a unique coupon code to easily add new agents to the course!
Feel free to charge your agents as well to cover your hard costs! Buying in bulk gives them a huge savings and a ton of tools!


LIVE CLASS FOR YOUR BROKERAGE
4 Sessions - 1hr each class
A full course branded to your office loaded with resources, additional quick tutorials for each class and so much more!
SESSION 1: DASHBOARD OVERVIEW SET UP
Dashboard, Profile, Automations Dashboard Overview, Vitals Automations Set Up (smart campaigns, marketing reports, home valuations, behavorial alerts)
SESSION 2: Website Settings & Enhancements
Basic settings, quick design enhancements to make your own, overview of page buildin, blogs, and widgets.
SESSION 3: Marketing Tools
Marketing: Smart Campaigns (Add my Monthly Newsletter & holiday Campaigns - learn how to edit), create e-mail templates, schedule mass email, Present, Listing Machine, Social Automation, and Design Center overview
SESSION 4: Lead Tools:
Call & Text Capture, Squeeze Pages & Landing Pages.
Bonus Videos Inside Course:
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Quick Homework Video Tips
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In depth CRM & Smart Campaigns
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Present CMA Video - Template, Settings, Buyer Tours & building CMA's
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Quick Homework video tutorials



Canva Pro Templates
Not ready to commit to a full monthly marketing membership? No problem! If you’re simply looking to add a few eye-catching Canva Pro templates to boost your current social media strategy, you’re in the right place. Browse our collection below and grab the designs that fit your brand and goals—no subscription required!
1:1 Coaching Session with Heather
Looking for help with your MAXTECH Powered by BoldTrail Platform? Marketing or Canva Help? Onboarding a new team member and need help trainingthem on REMAX Tools? Schedule a 1:1 Coaching Session with Heather!
If you are looking for information on a service we provide,please use the FREE consultation link on the page with those services. This link is for a paid coaching link.
If you are looking for a Virtual Assitant to help you with BoldTrail, Your CRM, Social, Google Business & More - Click Here for recommendations
If you do a paid Coaching session with me and decide to use us for one of our services, we will deduct the coaching fee from the service invoice.

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