Designed to give you a clear, working understanding of the entire system before we go deeper in the next sessions.

We will walk through what BoldTrail is built to do, how the major tools connect (website, CRM, lead flow, marketing, automation, and reporting), and how to navigate the platform with confidence so you know exactly where to go, what matters most, and how to avoid the common setup mistakes that hold agents back.

Designed to help you build a strong foundation inside BoldTrail by setting up your profile the right way before you start driving traffic and leads.

We will review step by step every key profile setting that impacts your branding, visibility, and lead conversion, including your contact details, bio, photos, service areas, and the behind-the-scenes settings that control what clients see and how leads routed and connected to your database.

Designed to help you take control of BoldTrail from the moment you log in by understanding what the dashboard is telling you and what to focus on first each day.

We will break down the key dashboard sections, where your leads and alerts show up, how to quickly prioritize follow-up, and how to spot the activity metrics that reveal whether your website and campaigns are actually working.

Designed to help you turn BoldTrail into a true CRM that keeps your business organized and your follow-up consistent. We will cover how to add and import contacts, organize your database with tags and smart lists, track conversations and tasks, and manage every lead from first inquiry to closed transaction.

By the end of this session, you will have a clean, structured client management system inside BoldTrail so you can stop losing track of people and start working your pipeline with confidence.

Designed to show you how to use BoldTrail's Listing Module to market your listings professionally, stay organized through the transaction, and keep your database engaged.

We will cover how listings are added and displayed, how to manage listing details and media, how to leverage listing pages and marketing tools to drive inquiries, and how to track performance so you know what is working.  Learn how to use the Listing Module for promoting listings.

Designed to help you understand how your BoldTrail website actually works and how to turn it into a lead-generating asset instead of a basic online business card.

We will cover the key website settings, page structure, branding and customization options, lead capture points, IDX search experience, and the most common configuration issues that prevent agents from converting traffic.  Learn how to adjust on your BoldTrail website to improve credibility, user experience, and lead conversion.

Designed to show you how to use BoldTrail Website Widgets to enhance your site with the right features in the right places, without clutter or confusion.

We will cover what widgets are, where they should be used, how to configure them for lead capture and engagement, and which widget settings most agents overlook that impact performance.  Learn how to add, edit, and optimize widgets so your website looks more professional and functions like a smarter conversion tool.

Designed to help you understand how BoldTrail's Lead Engine works so you can generate and manage leads with a clear strategy instead of guessing.

We will break down the different lead sources and how they flow into your CRM, how routing and alerts are handled, how to respond faster and more effectively, and how to connect lead activity to the campaigns and website experiences that drive conversions.

Designed to help you navigate the BoldTrail Marketplace with clarity so you know which add-ons and integrations are worth using, and which ones you can ignore.

We will review the most common Marketplace tools agents and brokerages rely on, how integrations connect to your CRM and website, what to look for before you activate anything, and how to avoid overlapping features or paying for tools you do not need.