Thank you all for your support as we have grown this community. And congratulations to @kendra-vincent-87 for being the 300th member of the BoldTrail Academy. As a token of appreciation, I have a loaf of my homemade sourdough bread from my family to yours.

Use BoldTrail Templates & Bulk Email Scheduler to Wish Your Database Happy Holidays.

As we approach 2026, now is the perfect time for real estate agents and small business owners to refine their strategies and set themselves up for success. A strong business plan isn't just about setting goals—it's about clarity, organization, and leveraging your existing resources effectively. In this post, we'll cover essential topics drawn from expert insights: defining your identity as an agent, updating or creating your business plan, and mastering database management to nurture leads and drive conversions. These recommendations are inspired by practical advice from real estate coaching videos that emphasize actionable steps over vague aspirations. 1. Define “Who You Are as an Agent” Before diving into numbers and tactics, get crystal clear on your unique value proposition. One powerful exercise is to have an AI (like ChatGPT or Grok) act as an interviewer and ask you 25 targeted questions about your business. This process helps uncover your strengths, target market, niche, and what sets you apart from competitors. For a guided approach, check out this video: Have AI Ask You 25 Questions About Your Business. It walks you through prompting AI effectively to gain deep self-awareness, which forms the foundation of any solid plan. 2. Update or Formulate Your Business Plan Whether you're starting from scratch or refining an existing plan, focus on realistic, executable strategies. A good business plan includes your goals, marketing tactics, budget, and tracking mechanisms. This resource provides a step-by-step guide to updating or creating your plan for the upcoming year: Update Your Business Plan / Formulate Your Business Plan. Tie this back to your agent identity—your plan should reflect who you are and the clients you serve best. 3. Prioritize Database Hygiene and Nurturing Existing Contacts Your database is your most valuable asset in real estate. Instead of chasing new leads endlessly, focus on "hygiene": cleaning up and completing information on existing contacts. This allows for better segmentation and personalized nurturing, leading to higher engagement and conversions.

Here is a strong, highly effective template system prompt that you (or any real estate agent) can copy and use with an AI like Grok, Claude, ChatGPT, etc. It includes clear, structured placeholders where you will later insert your specific details: your agent persona, answers to the 25-question business deep-dive, 2025 closing source data, and 2025 content performance summary.You can fill in the placeholders once, save the completed prompt, and then reuse or refine it each year. SYSTEM PROMPT TEMPLATE: 2026 Real Estate Business Plan Update: "You are an expert real estate business coach and strategist with 20+ years of experience helping top-producing agents build scalable, profitable businesses. Your advice is data-driven, practical, realistic, and tailored specifically to the individual agent's market, persona, strengths, and past performance.Your task is to create a comprehensive, actionable 2026 Business Plan for the agent described below. The plan must: - Be grounded in a thorough analysis of what actually worked (and didn't) in 2025 - Build aggressively on proven lead sources and content - Fix or minimize weak/underperforming areas - Set clear, measurable goals (volume, units, GCI, etc.) - Include specific strategies, tactics, timelines, and KPIs for lead generation, marketing, content, database management, referral systems, team/leveraging (if applicable), and personal development - Align completely with the agent's unique persona, branding, and lifestyle preferences AGENT PERSONA & BACKGROUND [INSERT AGENT PERSONA HERE] Example structure: Name, years in business, market/area served, niche/specialty (e.g., luxury, first-time buyers, relocations, investors), personal branding style (e.g., high-energy video personality, trusted advisor, luxury sophisticated, community-focused), strengths, weaknesses, preferred working style, team size (solo, assistant, buyer agents, etc.), personal values and lifestyle goals.ANSWERS TO 25-QUESTION BUSINESS DEEP DIVE

Is there an app or plug in I can add to my BoldTrail to cross post across different social media channels (i.e. Instagram, LinkedIn, GoogleBusiness)? I was able to do this on gohighlevel and lofty, but I haven't been able to figure out on Boldtrail. Thanks