BoldTrail Playbooks: Automate Your CRM

Описание: Master Your CRM LLC - 2025
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In this video, I show you how to use BoldTrail Playbooks to automate outreach, assign tasks, and keep every lead moving—without losing your personal touch. We’ll cover what Playbooks are, how to customize them for buyers/sellers/sphere, and the exact mapping so new leads trigger the right actions automatically.

What you’ll learn
• What BoldTrail Playbooks do (and when to use them)
• How to pick a template (Buyer, Seller, Open House, Sphere, Re-engage)
• Customizing steps: texts, emails, tasks
• Mapping triggers by source, status, tag, price/area
• Testing, publishing, and tracking performance

Pro Tips
• Keep first 2–3 touches personal (merge fields + short texts).
• Name conventions matter: “Buyer • New Internet Lead • 0–30 Days.”
• Test with yourself first; confirm tags/statuses

Chapters
• Intro & why Playbooks matter - 00:43
• How to find Playbooks - 2:08
• Playbook templates overview
• Customizing steps (texts/emails/tasks) - 2:19
• Gather your sphere - 2:29
• Work your Sphere Contacts - 9:15
• Promote a listing - 12:42

If this helps, like & subscribe to Master Your CRM. Drop a comment with which Playbook you’re launching first!