A CRM full of overdue tasks quickly becomes discouraging. Set aside time to review your BoldTrail tasks and rebuild a follow-up plan you can realistically maintain. Try This: Complete or remove outdated tasks Reschedule contacts who still need follow-up Add notes from recent calls and conversations Create next steps for active buyers and sellers Use Smart Filters to identify contacts without future tasks MAX Tip: Every active opportunity should have a clear next action and a
Reach out personally – A quick call, text, or personal message goes much further than another generic email. Ask how they’re doing—not whether they’re ready to buy or sell. Lead with value – Share useful market updates, neighborhood information, homeownership tips, or local recommendations that give people a reason to stay connected. Use life events as opportunities to connect – Birthdays, home anniversaries, job changes, graduations, and community events are natural reasons
Refresh your marketing for the new season without redesigning everything. Create one coordinated set of fall templates that can be reused throughout September and October. Your campaign could include: Fall home maintenance tips Preparing a home for the autumn market Local festivals and community events Seasonal buyer and seller advice Cozy home features and outdoor living Try This: Start with one branded Canva design Resize it for posts, stories, emails, and blogs Keep your f