BoldTrail Trainings
From setup to strategy — get the BoldTrail training you need to grow.
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Flexible Training Built Around You.
Whether you're an individual agent or leading a brokerage, our BoldTrail Trainings are designed to meet you where you are. Choose from hands-on sessions focused on setup, strategy, or advanced tools — all tailored to help you get the most out of the BoldTrail platform. Each session includes a personalized Zoom link and promo materials to help you share the opportunity with your team.
Training Options
JUMPSTART SESSION
$99
1 HOUR SESSION
In this session we will:
Review and optimize your current BoldTrail setup
Set up lead routing and automation
Build lead gen tools like landing and squeeze pages
Organize and clean up your database
Train you on any specific BoldTrail features
Assist with website content, layout, and more
ADVANCED LAB
$199
1 TWO HOUR SESSION
During the Advanced Lab, we will dive into:
Best practices when you get a new listing
Building effective lead generation funnels
Advanced database organization and management
Creating custom content in BoldTrail
Improving client communication strategies
Overall system optimization and workflow tips
BROKERAGE BOOTCAMP
$499
2 TWO HOUR SESSIONS
During the bootcamp, we will cover:
Logging in, dashboard overview, and CRM basics
Understanding Playbooks, Smart Number, and hashtags
Creating campaigns and sending mass emails
Building websites, squeeze pages, and landing pages
Live Q&A to address your specific questions
Ready to take BoldTrail from overwhelming to unstoppable?
Our team is here to guide you every step of the way. Whether you're setting things up for the first time or looking to master advanced features, we’ll help you make BoldTrail work for your business.