🏁 Getting Started
Your all-in-one resource hub to kickstart success—access daily tasks, essential resources, and powerful tools to build and launch campaigns that convert.
Welcome Section
1. Daily Cadence
This section provides quick access to your daily activities and routine actions.
• My Opportunities
Direct access to your opportunities, where you can manage leads, follow-ups, and potential deals.
• My Tasks
A dashboard view of all your tasks, helping you stay organized and on track.
• My Calls
A simple shortcut to view and manage your scheduled calls, ensuring you’re always prepared.
2. Resources
This section includes free resources to support your business development and sales activities.
• Free Cold Calling Scripts
Access to effective, proven scripts tailored for real estate cold calling to help you open conversations and build rapport with leads.
• Free Real Estate SOPs
Standard Operating Procedures (SOPs) for real estate, providing a framework for handling daily business tasks efficiently.
• Cold Email Mastery Guide
A guide to cold emailing strategies, designed to increase open rates, responses, and engagement with potential clients.
3. Custom Solutions
Access personalized services and tools to enhance productivity.
• Hire a Full-Time VA
Get assistance by hiring a dedicated Virtual Assistant to handle repetitive tasks and increase your productivity.
• Docusign Form Automations
Set up automated workflows for document signing using Docusign, allowing you to manage agreements and contracts seamlessly.
• 1-on-1 Consulting with Matan
Schedule a personalized consulting session with Matan for tailored advice and business guidance.
Getting Started with DealTrail
A set of step-by-step onboarding guides that help new users navigate and utilize DealTrail’s core functionalities.
• Onboarding Guide
A structured, button-based guide that takes you through the essential steps of setting up and using DealTrail. Each button directs you to the specific feature in DealTrail, helping you implement each step smoothly.
Follow our step-by-step onboarding guide button and watch this video for detailed information on navigating DealTrail’s core features, setting up tasks, and making the most of your dashboard.
Create and Launch
Tools to help you build, design, and launch campaigns that reach and convert clients.
• Campaign Builder
A robust tool for creating targeted campaigns, with options to manage ads, emails, and more.
• Design Center
Custom design tools for crafting visually appealing marketing materials that enhance brand identity.
• Lead Store
Access to verified homeowner and property data to ensure your campaigns reach the right audience.
• Outbound Email by DealTrail
Tools for constructing cold email campaigns designed to convert leads into clients effectively.
