eXp BoldTrail Training Schedule

All of your questions – answered! Dive into BoldTrail tips, tricks, and best practices with these live training webinars.

Discover Everything BoldTrail Has to Offer

All sessions will be hosted on Mondays and Wednesdays at 2pm EST

Live Webinar

Why Choose BoldTrail?

Learning Objective: Learn the unique value proposition of BoldTrail and its ecosystem

Understand the core components of the BoldTrail platform, including Contacts, IDX websites, and Marketing Autopilot.
Learn how BoldTrail supports agents, teams, and brokers in scaling your real estate businesses.
Identify the benefits of transitioning to BoldTrail.

Session Dates & Times Below. Registration Links Coming Soon:

Live Webinar

Getting Started

Learning Objective: Equip new users with the foundational knowledge to set up and navigate the BoldTrail platform effectively

Set up a complete and optimized agent profile, including social media integrations and email signatures.
Navigate the Smart CRM dashboard and understand the key features available.
Import and organize contacts, apply filters, and initiate communication.
Access training resources and support within the platform.

Session Dates & Times Below. Registration Links Coming Soon:

Live Webinar

Next Level Training

Learning Objective: Advance your BoldTrail proficiency by exploring deeper functionalities and customization options in the platform

Customize and enhance your BoldTrail website to align with personal branding.
Create and manage Smart Campaigns for automated lead nurturing.
Utilize advanced CRM features, such as advanced filtering and behavioral automations.

Session Dates & Times Below. Registration Links Coming Soon:

Live Webinar

CRM Marketing

Learning Objective: Leverage BoldTrail’s Marketing & Lead Generation tools to nurture and convert leads effectively and:

Implement Smart Campaigns tailored to different lead types and behaviors.
Integrate social media and email marketing strategies within the CRM and integrating Listing Machine and Design Center
Monitor and adjust marketing efforts based on engagement analytics in the Vitals of BoldTrail

Session Dates & Times Below. Registration Links Coming Soon:

6/30 @ 2PM EST

7/28 @ 2PM EST

8/11 @ 2PM EST

Live Webinar

Advanced CRM Marketing

Learning Objective: Master sophisticated marketing strategies and tools within BoldTrail for maximum ROI

Develop multi-channel marketing campaigns that integrate with external platforms.
Utilize the Smart Assistant’s AI to personalize communication and follow-ups.
Explore the BoldTrail Marketplace for additional marketing tools and integrations.

Session Dates & Times Below. Registration Links Coming Soon:

7/23 @ 2PM EST