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

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.

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

Key Takeaways from Verl Workman’s 2026 Planning Event (Designed for agents & team leaders to build their 2026 plan TODAY) 1. Start with LIFE, not business - First question in your 2026 plan: “What do I want my life to look like in 5 years?” - Build the business to SUPPORT the life — never sacrifice family, faith, fitness, friends, or fun for finances. - Define your “Freedom Number” (the net worth or annual passive income that lets you make every decision without money being the deciding factor). 2. Embrace the Pressure → Joy Cycle - Pressure is a gift — it’s the catalyst for innovation and growth. - The “messy middle” is where new habits and breakthroughs are born. - Joy is a daily practice, not a future reward. Find joy in transformation (helping clients), not just transactions. 3. Set STUPID Goals (not SMART goals) - S.T.U.P.I.D. = Strategic | Transformational | Unrealistic | Purpose-driven | Innovative | Dynamic - “Realistic” goals are for sandbaggers. Set goals so big that even failing feels amazing (“fail up”). - Example: $500k goal → instantly quadrupled to $2M just by changing the question. 4. Build FOUR Pillars of Income (each pillar must be able to hit 100% of your goal on its own) Classic Workman pillars (customize to your market): 1. Sphere / Top 50 + Past Clients (listings only) 2. Geographic farm or niche farm 3. FSBOs + Expireds + Circle prospecting 4. Agent-to-agent referrals (out-of-area agents) or Open Houses / Online leads / Paid leads → Focus 95% of your personal time on listings. Buyers are time-suckers. Every listing = 1.5–2 buyer sides + 6–8 leads/month. 5. The Math is Simple – Reverse Engineer Everything Example done live on stage: - Goal: $500k net → became $1.27M net in <10 minutes - Needed 65 closings → built 4 pillars that each deliver ~65 listings - Added buyer agents on tiered splits (40/60 → 50/50) → leader exits production and still nets $737k+ 6. Daily Success Habits = Predictable Greatness

I want to hear from you. As we plan next year’s BoldTrail Academy sessions, your feedback is critical. How has our weekly podcast and Zoom training supported your business? Which sessions delivered the most impact for you, and which ones did you bookmark to revisit? Your input helps shape the content, tools, and guidance we deliver each week so we can continue driving real results for your real estate business.