📅 Weekly Training Recording
This week’s training focused on managing leads inside OfferBolt, including how to properly download and skip trace lists, track what’s already been exported, and keep workflows running without interruption.
The session also covered increasing daily drip rates, uploading new lists, handling follow-ups, using the Lead Connector app, and resolving A2P registration or workflow sending issues.
Several live account examples were reviewed to clarify common mistakes and best practices.
🎯 What Was Covered
How to properly download leads from the Leads tab and ensure Lead Trace is selected to include phone numbers and emails.
Why you must download leads instead of using “Save to CRM” when preparing lists for marketing.
How to use Years of Ownership filtering to:
Reduce list size under 10,000
Track what was already downloaded
Prevent duplicate exports
Best practices for maintaining consistent marketing flow by:
Uploading at least 9,000–10,000 leads for a 300/day drip
Setting reminders to pull new lists before workflows run out
How to increase your daily drip rate safely (and when to request support assistance).
How to submit a List Upload Request and the 48-business-hour processing expectation.
Using the Lead Connector app to manage:
Conversations
Appointments
Notifications
Calendar syncing
How follow-up messages compound over time and continue sending even after initial messages are complete.
When and how to remove unwanted lists (e.g., condos/townhomes) from workflows.
Differences between standard filters and upgraded filters (e.g., pre-foreclosures vs. tax delinquency).
Troubleshooting paused workflows, A2P registration concerns, and message sending issues.
🎥 Watch the Training
🤖 How This Training Helps
How do I download just one lead or a specific batch of leads?
What happens if I forget to select Lead Trace before exporting?
How do I keep track of what lists I’ve already downloaded?
Why did my daily messages stop going out?
How do I increase my daily drip from 50 to 300?
How many leads should I upload to last 30 days?
What’s the difference between absentee and pre-foreclosure filters?
Why am I only seeing follow-up messages sending?
How do I remove a list I don’t want in my workflow?
How do I sync my OfferBolt calendar to avoid double booking?
What should I do if my workflow is paused or not sending messages?
📌 Closing Note
The most recent weekly training is always listed at the top of the OfferBolt Training section. Be sure to review each session to stay up to date with platform improvements, workflow best practices, and troubleshooting guidance.