Step 1: Start Your Day in BoldTrail (Time Required: 1 Hour Minimum)

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 2: Prioritize Your Lead Follow-Up

Focus on the most important leads first:

1. Hot Leads – These should be your top priority. Respond immediately and follow up aggressively.

2. New Leads – Contact within minutes whenever possible.

3. Past Clients – Maintain relationships for future referrals and repeat business.

4. All Other Leads – Keep in touch based on their position in the pipeline.

Overdue Tasks? Re-evaluate at the end of each day and reschedule as needed.

Step 3: Follow the Lead Management Touchpoint Cadence

Immediate Response (0-5 Minutes):

• Instant automated text or email confirmation.

• Personal follow-up call or text ASAP.

• If no answer, leave a voicemail and send a follow-up text.

First 7 Days (High-Touch Phase):

• Day 1: Call (if no answer, text & email).

• Day 2: Follow-up text with a valuable resource.

• Day 3: Email about process/next steps.

• Day 5: Call (leave voicemail if needed).

• Day 7: Personalized check-in text.

Days 8-30 (Engagement & Nurturing):

• 1x per week: Call or text.

• 1x per week: Value-based email (market updates, listings, etc.).

• Engage on social media when appropriate.

• Use BoldTrail Smart Campaigns for automated nurture emails.

Long-Term Follow-Up (Cold, Not-Ready, or Future Leads):

• Monthly Email: Market update, success stories, or local events.

• Quarterly Call/Text: Check-in to reassess their situation.

• Annual Personal Touch: Birthday, home anniversary, or holiday message.

• Tag Leads in BoldTrail based on priority (Hot, Warm, Cold) and set reminders.

Post-Transaction Touchpoints (Past Clients & Referrals):

• 30 Days After Close: "How's the new home?" check-in call/text.

• 3-6 Months: Home maintenance tips or equity check-in email.

• 1-Year Anniversary: Personal note, gift, or call.

• Ongoing: Monthly newsletter & periodic personal check-ins.

Step 4: Keep Your CRM Data Accurate & Updated

Update Notes Every Time You Make a Contact Attempt

• Whether you reach the lead or not, log the attempt in BoldTrail.

• Keep track of responses, objections, and next steps.

Update Tags as Needed

• Ensure leads are categorized properly for easy follow-up.

Step 5: 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 Contact Info – Keep lead details current.

• Not Logging Contact Attempts – Always track your outreach.

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

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