Summer Database Check-In ☀️

🚨 The Weekly Edge with Heather 🚨

☀️ Summer is HERE… and so are missed opportunities hiding in your CRM.

Before business gets busy with vacations, closings, and summer events…take 15 minutes this week to clean up your database.

✔ Remove duplicate contacts

✔ Add notes from recent conversations

✔ Update tags & categories

✔ Check for missing phone numbers/emails

✔ Make sure your automations are still running

🎯 Quick Tip:

Inside BoldTrail/MAXTech, create a “Summer Follow-Up” Smart List for:

🏡 Buyers still searching

🏡 Sellers waiting until summer

🏡 Past clients you haven’t talked to lately

Your CRM is only powerful if your data is clean.

👉 Small cleanup = BIG long-term results.