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Are you ready to take your real estate game to the next level? Join us for an exciting 4-week journey through the BoldTrail system, designed to equip you with the skills and confidence to navigate your CRM and website like a pro!

 

 What You'll Learn: 

 Week 1 : Basic Review of Your Dashboard, Uploading & Organizing your Database 

 Week 2: Website Updates & Content (Blog, Widgits, Landing Pages, etc)

 Week 3: Creating Engaging Emails & Editing Smart Campaigns 

 Week 4: Exploring Other System Tools (Lead Engine, Hashtags, Call & Text Features)

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Download our Full Onboarding Checklist & Resource List! More than our Class Workbook, this will give you a full checklist of items we covered and items that should be done inside your MAXTECH Powered by BoldTrail Platform!  We also have ideas for your 20 minutes a day tasks and a monthly calendar for your accountability!

CLASS REPLAYS

Weekly Class Replays

Class 1 Homework

  • WEEK 1: Agent has at least 100 contacts in sphere / past clients - 5 pts

  • WEEK 1: Agent does CRM saved search (No Bdays, no market reports, etc) 4 pts

  • Agent completes weekly Homework *on time* - 5 pts

  • Social Post for each class using #BoldTrailExpedition or Tag the office on Social - 3 pts 

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Click here  to learn more about importing your leads.

BoldTrail Lead Import Template

We recommend using their template

Copy & Paste your contacts into template

Add Hashtags, etc

Organize Your Database with a saved search!

Need help with ideas for "Sphere"?

Check out Tom Ferry's ABC of Building your Database!  Click Here

WEEK 1

Class 2 Homework

  • WEEK 2: Add a Content Page for your website 5 pts

  • WEEK 2: Create a Blog Post 5 pts

  • Agent completes weekly Homework *on time* - 5 pts

  • Social Post for each class using #BoldTrailExpedition or Tag the office on Social - 3 pts 

 

Class 3 Homework

  • WEEK 3: Create an email Template (Holiday, B-day, Newsletter etc) 5 pts

  • WEEK 3: Send a Mass e-mail 5 pts

  • Agent completes weekly Homework *on time* - 5 pts

  • Social Post for each class using #BoldTrailExpedition or Tag the office on Social - 3 pts 

 

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WEEK 2
WEEK 3

Class 4 Homework

  • Week 4: Create a call/text code -  4 pts

  • Week 4: Create a Landing page - 4 pts

  • Week 4: Create a squeeze page link - 4 pts

  • Agent completes weekly Homework *on time* - 5 pts

  • Social Post for each class using #BoldTrailExpedition or Tag the office on Social - 3 pts 

 

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Use my Squeeze Page Spreadsheet Template to create & re-use links easily! Click Here

WEEK 4

Optional Bonus Points

BONUS POINT ACTIVITIES:

  • Completes Agent Quick Start Course - 5 pts

  • Run a Property Boost 4 pts

  • Send a CMA and add #CMAaday to client - 1 pt each (up to 10 total per course)

Homework Instruction Videos

HOMEWORK INSTRUCTIONS

More BoldTrail Resources - Click Here >

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Download our Full Onboarding Checklist & Resource List!
More than our Class Workbook, this will give you a full checklist of items we covered and items that should be done inside your MAXTECH Powered by BoldTrail Platform!  We also have ideas for your 20 minutes a day tasks and a monthly calendar for your accountability!

PALM PLACE | MURDOCK

1808 Tamiami Trail, D2 D3,

Port Charlotte, FL 33948

Ofc: (941)  743-5525

PORT CHARLOTTE

24001 Peachland Blvd, # 3

Port Charlotte, FL 33954

Ofc: (941) 889-7654

VENICE ISLAND

307 W Venice Ave
Venice, FL 34285

Ofc: (941) 929-9090

LAKEWOOD RANCH

8215 Natures Way, # 109

Lakewood Ranch, FL 34202

Ofc: (941) 929-9090

DOWNTOWN SARASOTA

1501 Laurel Street Suite 101
Sarasota, FL 34236

Ofc: (941) 929-9090

SOUTH VENICE

2095 S Tamiami Trail

Venice, FL 34293

Ofc: (941) 929-9090

SIESTA KEY

6633 Midnight Pass Rd

SIesta Key, FL 34242

Ofc: (941) 929-9090

© 2025 RE/MAX Palm Realty

Proudly Designed and Managed by Social Marketing Nut, Inc

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