Start your day in BoldTrail

Every day, complete these essential tasks:

• Check Your Tasks – Review and complete any scheduled follow-ups.

• Check Daily Calls – Make your assigned calls for the day.

• Update New & Existing Contacts – Ensure all new leads are entered and existing leads have up-to-date information.

• Make Calls, Send Texts & Emails – Follow up with leads based on the recommended cadence.

• Log Your Communication – Every contact attempt should be recorded, whether successful or not.

• Organize Your Leads – Move leads within the pipeline as needed.

• Plan Appointments and Future Tasks in BoldTrail – Schedule and track all appointments and follow-up tasks in the CRM.

Step 1: Check and prioritize leads

• Open BoldTrail CRM, select the Dashboard, and review recent lead activity, today's tasks, calls and overdue follow-ups.

• Prioritize New Leads and Active Leads first, followed by overdue tasks.

• Check for responses from past messages and reply as needed.

Step 2: Lead engagement

New Leads

• Call, text and/or email immediately. If no response, leave a voicemail and send a follow-up text.

Next step: Update contact status as New Lead or Prospect and set a follow-up.

Active Leads & Clients

• Follow up as scheduled. Maintain consistent weekly contact (at minimum once or twice a week, more often as necessary).

Next step: Log call/text and schedule the next follow-up task.

Sphere & Past Clients

• Send monthly check-ins, home value updates, or event invites.

Next step: Assign a Market Update or Listing Valuation if applicable.

Overdue Tasks

• Call, message, or reschedule if necessary. Don't let yourself become overwhelmed by your task list!

Step 3: Organize and assign

• Update Contact Statuses – Ensure leads are in the correct category:

  1. Sphere

  2. Prospect

  3. New Lead

  4. Active Lead

  5. Client

  6. Contract

  7. Closed

• Set Follow-up Tasks – Create a follow-up after every communication attempt.

• Assign CRM Automations

  1. Smart Campaigns for long-term nurturing.

  2. Search Alerts for buyers.

  3. Market Updates & Listing Valuations for sellers.

Step 4: Wrap up and plan for tomorrow

• Review unfinished tasks and reschedule follow-ups as needed.

• Log any missed calls, texts, or conversations before logging out.

• Prepare for the next day's priority leads.

Avoid common mistakes

Biggest Mistake: Not Using the CRM!
Many agents lose leads simply by failing to log in and stay consistent. Avoid these additional pitfalls:

• Not Updating Lead Contact Info – Keep lead details current. Ensure leads are correctly categorized.

• Not Logging Contact Attempts – Always track your outreach. Log every call, text, and email in BoldTrail.

• Slow Response Times – Speed matters. Reach out immediately to new leads.

• Poor Follow-Up – Stay persistent and follow the system.