Home Buyer & Seller Smart Campaign

Description

Complete Home Buyer and Seller Lifecycle Smart Campaign for BoldTrail Users

The Home Buyer & Home Seller Lifecycle Campaign is a complete a smart campaign built specifically for agents using BoldTrail (or kvCORE) CRM. It automates communication with buyers and sellers at every stage of the real estate lifecycle. As a result, agents stay top of mind, nurture relationships, and generate new future opportunities with minimal manual effort.

Capturing Leads with Your Home Buyer and Seller Smart Campaign

Your campaign includes two personalized and branded landing pages.

These pages capture visitors who arrive from newsletters, smart campaigns, social media, and organic traffic. Once a visitor selects their interest, the system assigns them the correct campaign path.

Included Landing Pages

• New Interested Buyer Landing Page

• New Interested Seller Landing Page

After a visitor submits their information, the system moves them into the appropriate messaging sequence. As a result, each lead receives relevant information without manual intervention.

This automation helps agents focus on conversations rather than campaign management.

Branded Email Master Template

A strong email design increases engagement and encourages readers to stay connected.

For this reason, the package includes a fully branded master template designed specifically for all of your BoldTrail email campaigns. Each email uses the same professional structure while allowing you to highlight different content and can be used in as many custom campaigns you assemble in the future.

Included Template Modules

• Branded Email Header and Footer

• Preformatted Title and Heading Section

• Questions Module

• Reviews / Testimonial Module

• Generic Home Search Module

• Mortgage Calculator Module (if purchased)

• Homeownership App Module (if purchased)

• Popular Counties Module

• Open House Events Module

• Price Reductions Module

• Just Listed Properties Module

• Preferred Social Feed Module

• Get Financing Module (if purchased)

• Instant Listing Alerts Module

• Home Value Module

• The Writer’s Block (if purchased)

Because these modules are flexible, you can highlight listings, share insights, and promote your services within the same email structure.

Bundled Seven Automated Campaigns

The package includes seven meticulously structured, automated, and branded smart campaigns designed to match each stage of the real estate process.

Instead of managing separate marketing efforts, the campaigns guide leads through a logical progression.

Included Smart Campaigns

• Sphere of Influence – 4 Year Duration

• New Buyer Campaign – 4 Month Duration

• New Seller Campaign – 4 Month Duration

• Contracted Buyer Campaign – 3 Month Duration

• Contracted Seller Campaign – 2 Month Duration

• Closed Buyer Campaign – 2 Year Duration

• Closed Seller Campaign – 2 Year Duration

Because the campaigns extend long after closing, they also support repeat business and referrals.

Personalized Messaging Inside Your Home Buyer and Seller Smart Campaign

A strong home buyer and seller smart campaign requires targeted messaging.

This package includes up to 100 personalized outgoing emails designed for different lead types and transaction stages!

Email Types Included

• Targeted lifecycle messaging

• Follow-up emails

• Anniversary emails

• Referral request emails

• Market update emails

• Just listed notifications

• Open house invitations

• Blog article promotions (if purchased)

• Social media highlight emails

• Pro-User Tips (if purchased)

Each email aligns with the recipient’s status. Therefore, buyers and sellers always receive relevant information.

Built-In Call Reminders and Text Messages

Automation works best when it supports personal communication.

Throughout your campaigns, call reminders appear within your newsletters. These reminders prompt you to reach out to leads at strategic moments.

Additionally, text messages are scheduled during the buyer and seller contracted phases. These messages provide quick updates and keep communication active during important milestones.

As a result, automation supports your relationships rather than replacing them.

One-Hour Training Session Included

After your campaign setup is complete, we schedule a one-hour guided training session.

During this session, we review the key areas of your new BoldTrail Smart Campaign.

You will learn how to:

• Locate campaign messaging

• Update email content

• Adjust campaign timing

• Customize templates and modules

This walkthrough ensures you understand how to manage your system moving forward and adjust as needed.

Turnaround Time

Your Buyer & Seller Lifecycle Campaign is fully developed and configured within 12 business days.

During this time, we build the campaigns, configure the templates, and prepare your automation environment.

Once completed, your system begins working for you as soon as you click “Activate”.