The Edge Blog · BoldTrail Tutorials · June 29, 2023 · 1 min read
Never Miss a Birthday or Anniversary Again
Welcome to another episode of 'BoldTrail PRO 101' with Kevin Johnson, your guide to mastering BoldTrail PRO. As the CEO of CENTURY 21 Edge in Florida, I am here to help you defy mediocrity and deliver…
Welcome to another episode of 'BoldTrail PRO 101' with Kevin Johnson, your guide to mastering BoldTrail PRO. As the CEO of CENTURY 21 Edge in Florida, I am here to help you defy mediocrity and deliver extraordinary experiences in your real estate practice.
In this episode, we delve into the personal side of customer relationship management by focusing on an often underutilized but critical aspect – remembering and acknowledging special occasions such as birthdays and home purchase anniversaries. We will uncover how to use BoldTrail PRO to set up automatic emails and SMS messages for these events, ensuring no customer is overlooked.
Through clear, step-by-step instructions, I'll guide you through changing the email template for these personalized messages, giving them your unique touch and voice. But we won't stop there – you'll also learn how to filter your leads to identify those that lack birthday information. This not only maintains the integrity of your database but also presents an excellent opportunity for a personal call and catch-up, further strengthening your relationships.
Join me in this episode as we explore how these thoughtful, automated touches can help foster lasting connections and nurture relationships with your clients. Let's make sure no client falls through the cracks, and each one feels appreciated and remembered. Welcome to 'BoldTrail PRO 101' – let's create extraordinary customer experiences together.
