Bold Trail Training

ONBOARDING TRAINING 2026.02.11

Master your database with this deep-dive session on BoldTrail. Learn the "Build, Nurture, Convert" framework, how to automate lead follow-up without sounding like a robot, and the exact steps to optimize your digital storefront for maximum profitability. Stop guessing and start using the tools that move the needle.

TRAINING 2 - 2026.03.12

STREAMS BETA

FAQ DOWNLOAD

Lead Dropbox and Contact Organization

Walkthrough of BoldTrail lead management and automation for TCFG agents — how to route and prioritize leads, connect Zillow/Zapier, organize contacts, and use Smart Campaigns and the AI Smart Assistant to accelerate follow-up.

What this video covers:

Lead Dropbox setup
- - Email parsing to get leads in through Lead Dropbox
  - Zillow API integration for automatic lead routing
  - Using Zapier for additional lead sources and testing connections
Contact organization: statuses, types, hashtags, and saved filters for prioritization
Smart Campaigns, behavioral automation, and property search alerts to drive site visits
Using the Smart Assistant (ChatGPT) for personalized outreach and call/email scripts
Marketplace services, mobile apps, and Streams early-access overview

Actions assigned to agents:

Create and save filters for: no-search-alert, no-market-report, and no-campaign contacts.
Run daily outreach to those saved filter groups using the Smart Assistant.
Install the BoldTrail mobile app and enable push notifications.

Forward third‑party lead emails into Lead Dropbox and copy the Lead Dropbox email key into the sender platforms.
Connect Zillow using the provided API key and test the connection with a sample lead. (Owner: Unspecified)
Use Zapier to connect other lead sources/webforms (Facebook, Calendly, Google Sheets) and test those Zaps.
Organize contacts consistently using status, type, and hashtags.
Use Vitals → More Reports → System Activity to find and reclaim unengaged leads.
Prioritize property search alerts for web leads and ensure alerts are accurate and private.
Deploy and tune Smart Campaigns (pause/adjust after direct engagement).
Enable behavioral automation for favorites, revisits, and related triggers.
Use the Smart Assistant for personalized/mass emails, texts, and call scripts (always review AI output).
Explore Marketplace Done‑For‑You Services and contact Marketplace for consultations/quotes.
Arrange Streams app early access and invite attendees (contact Megan or Rachel for early access).

TRAINING 3 - 2026.04.08

Lead Generation Focus

Training covered free BoldTrail lead-generation tools and consistent execution.
Emphasis on consistency and creative, repeated promotion.
Free tools require ongoing effort to produce results.
Free resources are unlimited: landing pages, text codes, Streams app

Landing Pages

Landing pages convert social call-to-actions into BoldTrail leads.
- Use a single idea per page (book meeting, buyer guide, listing).
- Post widely (social, QR code, signage, print).
Embed booking/calendar links in "URL after login" to send users to scheduling.
- Set submit button text and optional phone requirement.
- Add a hashtag to tag generated leads (example: booking).
Custom backgrounds require hosting an image URL in BoldTrail blog.
- Create visuals in Canva, upload to blog, copy the image URL.
- Landing page builder cannot undo deletions; simpler layouts recommended.

Custom Text Codes

Create unlimited custom text codes to auto-respond and capture leads.
- Typical codes: listing address (e.g., 123Main) or "book with ____".
- Response can include MLS info, booking link, and a tracking hashtag.
Choose smart number type based on campaign scope.
- Use personal smart number for high-volume print campaigns.
- Office smart number is shared; avoid buying leads for other agents.

Open House App and Streams App

Open House app captures digital sign-ins directly into BoldTrail.
- Sync via Wi‑Fi to import leads into open house smart campaign.
- Use cheap tablets or loaned devices for on-site sign-in.
Streams app provides mobile BoldTrail activity tracking and AI assistant.
- Use voice logging to update contact notes and appointments.
- EXP promo: download and use Streams by May 15 to enter eXpCON 2026 - Salt Lake City free ticket drawing.

Training 4 - 2026.05.13

Lead Generation Part 2

Covering lead generation, AI-powered automation tools, and Marketplace products designed to help agents generate and nurture leads more efficiently.
Focus on speed-to-lead, consistent follow-up and automation.
Discussion around building scalable systems for both buyers and sellers.

Property Boost & Lead Funnels

Property Boost ads help agents generate leads, increase listing exposure, and strengthen listing presentations.
Boost active, sold, or open house listings on Facebook and Instagram.
Ads automatically route leads into BoldTrail with campaigns and hashtags applied.
Discussion on lead funnel stages: social media, Google PPC, and portal leads.

Nosy Neighbor Farming Tool

Training covered targeted farming using BoldTrail’s Nosy Neighbor platform.
Automated postcard campaigns triggered by nearby listings and sales.
QR-code based engagement identifies homeowners considering selling.
Focus on geographic farming and seller lead generation.

Stream App & AI Productivity Tools

Introduction to the new BoldTrail Streams mobile app.

AI-powered voice assistant can update contacts, notes, tasks, and appointments automatically.
Real-time syncing between mobile and desktop CRM.
Discussion around mobile productivity, notifications, and AI-assisted workflows.

Retargeting & AI Video Ads

AI-powered retargeting campaigns help agents stay in front of website visitors and database contacts.
Automated YouTube and social media ads created using AI-generated videos.
Designed to re-engage past website visitors and sphere contacts.
Discussion around top-of-mind marketing and database reactivation.

Training 5 - 2026.06.10

Streams App & AI Productivity

Streams designed to prioritize actionable tasks over CRM navigation.
Focus on improving productivity through a simplified daily workflow.
Positioning Streams as the primary mobile productivity app alongside the BoldTrail dashboard.
Dashboard remains the hub for customization, marketing, and website management.

Retargeting & AI Video Ads

Create consistent daily habits using Streams and BoldTrail:

Use My Day to manage new leads, texts, emails, missed calls and tasks.
Review The Stream to monitor high-intend lead activity and website engagement.
Work Vitals daily to improve follow-up and maintain CRM health.
Goal is to complete actionable tasks daily (zero inbox workflow)

Lead Follow-Up & Engagement

Speed-to-lead remains a key factor in lead conversion.
Multiple follow-up attempts are necessary before leads engage.
Most internet leads convert 12-18 months after initial registration.
Search Alerts, Smart Campaigns, and Market Reports support long-term nurture.
Vitals helps identify contacts needing immediate attention.

AI Assistant

Generate priority call lists based on contact activity.
Draft emails, texts, and follow-up messages.
Add notes, tasks, appointments, and update contacts using voice or text.
AI can summarize recorded calls and recommend next actions.
Suggested using detailed prompts for more personalized responses.

Streams Mobile Features

Smart Number support for outgoing calls and text messages.
Voice commands for CRM updates and task creation.
AI suggestions displayed when daily tasks are complete.
Android version announced for beta testing following the iOS launch.

Training 6 - 2026.08.05

How to Re-ignite your Pipeline

Turn your existing CRM database into a consistent source of future business.
Organize contacts, track follow-up and stay top of mind without relying on memory.
Tailor communication to where leads are in their buying or selling journey.
Nurture past clients, older leads, and sphere contacts to uncover missed opportunities.

The 10-Minute Daily Power Routine

Clear your My Day tasks in BoldTrail Streams app and prioritize contacts who need immediate follow-up.
Complete one intentional engagement activity each day, such as posting content, sharing a listing or asking for a referral.
Use the Streams AI Assistant to create 3-5 person call list and make a few quick check-in calls.
Build consistency through small daily actions that compound into long-term pipeline momentum.

Weekly Engagement & Lead Gen

Use squeeze pages, landing pages, and blog content to provide value and drive traffic back to your Bold Trail website.
Set up search alerts for leads so relevant listings are automatically delivered based on their criteria.
Create useful, market-specific content that answers common questions and positions you as a trusted local resource.
Explore tools like Property Boost to generate leads and increase exposure for listings.

Monthly Database & Marketing Strategy

Review and clean your database to keep statuses, tags, and contact information accurate.
Create custom website pages such as buyer guides, seller guides, relocation resources, and local vendor lists.
Maintain an evergreen monthly touchpoint to stay connected with your sphere and past clients.
Explore AI-powered tools like MarketReal to automate personalized video market updates and ongoing engagement.

AI Powered Engagement

Explore AI tools that help create personalized content and market updates.
Use AI to generate ideas while keeping your messaging authentic and personal.
Discover MarketReal for automated video market reports and ongoing client engagement.
Leverage Bold Trail’s AI capabilities to make daily follow-up and marketing more efficient.

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