Live Training Calendar
Join live CRM, marketing, lead generation, AI technology, implementation workshops, and Q&A labs designed for real estate production.
Top 3 Reasons You’re Not Generating BoldTrail Leads
Thursday, July 2, 2026 - 4:00PM EST
Real estate agents, are you using BoldTrail but still wondering why the leads are not coming in? Today, I’m teaching a class that breaks down the top 3 reasons agents are not generating leads from their BoldTrail website — and more importantly, what to do about it. A lot of agents think the problem is the platform, but most of the time, it comes down to a few key things: Your website is not getting enough traffic. Your offers are not strong enough to capture leads. Your follow-up and conversion strategy is not set up correctly. In today’s class, I’ll show you what may be holding your BoldTrail site back and how to start turning your website into a real lead-generation tool. If you are tired of having a real estate website that just sits there with no leads, this class is for you. Let’s fix what’s holding you back.
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Ask the Expert: Live BoldTrail Town Hall
Friday, July 3, 2026 - 1:00PM EST
Bring your BoldTrail questions and get practical answers in our live and interactive Zoom session. We'll cover setup, follow-up, digital marketing, AI integration, SEO, PPC, and the tools real estate agents need to work more efficiently.
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BoldTrail Platform Overview - Day 1
Monday, July 13, 2026 - 1:00PM EST
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.
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Your BoldTrail Profile Configuration - Day 2
Tuesday, July 14, 2026 - 1:00PM EST
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.
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BoldTrail Dashboard - Day 3
Wednesday, July 15, 2026 - 1:00PM EST
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.
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BoldTrail Client Management - Day 4
Thursday, July 16, 2026 - 1:00PM EST
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.
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BoldTrail Listing Module - Day 5
Friday, July 17, 2026 - 1:00PM EST
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.
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BoldTrail Website - Day 6
Monday, July 20, 2026 - 1:00PM EST
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.
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BoldTrail Website Widget - Day 7
Tuesday, July 21, 2026 - 12:00PM EST
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.
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BoldTrail Lead Engine - Day 8
Wednesday, July 22, 2026 - 1:00PM EST
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.
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BoldTrail Marketplace - Day 9
Thursday, July 23, 2026 - 1:00PM EST
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.
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