Hands-on coaching for individual agents and high-energy trainings for teams and brokerages — all built around the BoldTrail platform and the tools that support it. Virtual by default; in-person available for group trainings.
Working sessions focused on your business: pipeline, follow-up, and the BoldTrail workflows that keep deals moving. We build the system together, live.
Live virtual trainings for teams and brokerages on BoldTrail, the CRM, and the supporting tools around it. Your whole team learns the same system, together.
On-site workshops for brokerages and large teams. A full working session where everyone leaves with their BoldTrail workspace configured and their next 30 days planned.
Pay online by card and book your first session right away. All sessions are virtual, one hour each, and held on your schedule.
Two 1-hour private sessions over 2 weeks.
Five 1-hour private sessions over 5 weeks.
Ongoing coaching, billed monthly. Cancel any time.
Monthly coaching: $399 your first month, then $199/month. No minimum — cancel any time. Secure card payment.
Every session is built from these modules — we start wherever your business needs the most help and work down the list from there.
FoundationsYour profile, branding, and account settings done properly once — so everything you build on top of it actually works.
FoundationsImport, tag, and organize your database so the right people surface at the right moment.
FoundationsEmail, calendar, and contacts connected, so your CRM logs your day instead of adding to it.
AutomationThe one screen that runs your day: tasks, appointments, and follow-up in a single place.
AutomationLong-term follow-up that runs itself, so leads stay warm for months without daily effort.
AutomationMass emails and drips that land in inboxes and actually get replies.
Lead GenFree lead capture pages you can build in minutes and share anywhere.
Lead GenTurn signs, flyers, and open houses into tracked leads in your database.
Lead GenAutomated listing alerts and market updates that keep you in front of buyers and sellers.
GrowthMarketing pieces for every listing without hiring a designer.
GrowthThe handful of numbers that tell you whether the system is working.
GrowthUse the built-in AI and free search traffic to get found without paying for leads.
Every engagement is about one thing: turning BoldTrail into the operating system of your business — so leads get worked, pipelines stay honest, and the team runs on the same playbook.
Get your team onto BoldTrail correctly from day one — users, permissions, pipelines, and templates set up right.
Dashboards your leaders actually use: stage hygiene, conversion metrics, and weekly reporting rhythms.
Smart plans, drip campaigns, and lead routing that make sure no lead sits untouched.
The weekly operating rhythm high-performing teams run: huddles, accountability, and clean data.
Book a coaching session or a team training — pick a time that works and we'll get to work.
Book a Session
