Start here! Learn how to use this Playbook effectively.

1.1 Let's Get Started!
1.2 Playbook Purpose
1.3 How to Use This Guide
1.4 Need Help?

Step-by-step guidance to organize and convert leads.

2.1 Getting Started with BoldTrail
2.2 Daily CRM Workflow
2.3 Smart Campaigns
2.4 Lead Nurturing & Follow-Up Strategies
2.5 Organizing & Categorizing Contacts

Buyers, sellers, & leases. Everything you need for smooth transactions.

3.1 Working with Buyers
3.2 Working with Sellers
3.3 Lease Transactions
3.4 Transaction Management
3.4.1 What is Brokermint?
3.4.2 Checklists & Document Management
3.4.3 Compliance

Proven strategies to attract and convert leads.

Winning conversations for every situation.

5.1 Scripts for Buyer Leads
5.2 Scripts for Seller Leads
5.3 Follow-Up Text & Email Templates
5.4 Voicemail & Call Scripts

Time management, workflows, and best practices.

6.1 Task & Time Management
6.2 Using Todoist for Task Organization
6.3 Structuring Your Daily Workflow

Resources to sharpen your skills and grow your business.

7.1 Onboarding & First Steps
7.2 Continuing Education & Certifications
7.3 Coaching & Training Resources

Quick answers to common questions and links to outside resources.