Build Your Personal Brand / Design Concierge / Overview

This is a recorded YouTube presentation and live demo (uploaded Aug 1, 2024) introducing Coldwell Banker’s Design Concierge — an in-house creative team for agents to build personal branding. The speaker explains legal precautions (TCPA, DNC), shows how to access the Design Concierge tile via mycbdesk, reviews semi-custom and custom a la carte products (logos, headers, business cards, brochures, websites, signatures, social templates, etc.), and describes three bundled packages (Essentials, Brand Boost, Disruptor) with stated prices and savings. The demo also highlights the Help Center (Action Plans), portfolio browsing, integration with Marketing Center/Listing Concierge, and the Next Available Appointment booking service.
Questions this video answers
August 1, 2024.
$99.
Semi custom logo; semi custom email signature; semi custom social media and email header — price $279 (savings $18).
Custom logo; custom bio; semi custom business card; semi custom email signature; semi custom social media and header — listed price $9.99 (savings $248).
Custom logo; custom bio; custom business card; semi custom personal brochure; semi custom email signature; semi custom social media and email header — price $1749 (savings $397).
Chapters
Welcome to a Design Concierge Overview. Today we are going to be discussing how to build your personal brand. We appreciate you being here since this program is optional and discusses best practices for your consideration. If you're thinking of adopting any of them, please make sure to review the requirements in your area with your broker or manager, including those related to contacting consumers. We do want to highlight the importance of the Telephone Consumer Protection act, better known as tcpa. The general rules are that it's okay to call people if the person recently gave you their phone number, but remember to check the DNC lists regularly if they haven't spoken to that person in a while. You'll also want to check the DNC list anytime you don't have permission. Automated calling and texting platforms should never be used. Pre recorded messages and artificial voices should never be used. You will be personably liable for any violations of the tcpa. And on that note, here is how you can identify records on the Do Not Call list through the Do Not Contact tile on desk. If you sign on to desc, you can click on Do Not Contact, type in the phone number to be checked and the results will show up for you. Moving right into Design Concierge Design Concierge is our in house, creative, deadline driven design team that specializes in real estate branding and marketing. Design Concierge offers a full service agency experience with professional designers, clients, copywriters, account and project managers who know the Coldwell Banker brand and understand the legal requirements and rules of each state. So with all that being said, Design Concierge delivers the best possible design solutions without the agency price. Some key features that we'll go through today are that Design Concierge offers semi custom products, fully custom products and bundled package options. One is called the Essentials, one is the brand Booster and the other is the Disruptor. What Design Concierge is as we already mentioned, it's for your personal marketing, easy to use, aligned with brand standards, and it's integrated with a lot of our CBDESK tools. Let's talk about what Design Concierge is not. Design Concierge is your personal branding solution, but we're not set up to meet the quick turn demands of Listing Marketing marketing needs. So if you're looking for listing Marketing, consider using Listing Concierge. It's also not a resource for rush Branding. The team will work with you to make sure your products are done right and that you're super happy with them. And that can take time so it's not an overnight solution. Design Concierge is Also not like working with a freelancer. Design Concierge includes a robust proofing process and it keeps up with Coldwell Banker brand guidelines. Lastly, Design Concierge products do not include printing. A lot of the products you'll receive from Design Concierge will either be in a template format then integrated into your Marketing center tile on desk or they will be released for print in PDF files. So you can either print with Express Docs or the printer of your choice. That way you're able to select the paper you want, the quantity coding and delivery options. In today's agenda, we will be doing a live demo of how to get started with Design Concierge, where to access resources and then we'll walk through the available products and packages and do a quick overview of Design Concierge Studio's portfolio. Okay, we're going to jump into the live demo now. So to get started with Design Concierge, you'll first want to log into mycbdesk.com from there you can scroll through your apps and find Design Concierge. But what I like to do is use the Find an App option and just search for Design Concierge. From there you will see Design Concierge pop up. Before we jump into all of your product options, I do want to highlight these two options on the tile Help center and the Portfolio. We will get into the Portfolio a little bit later in the demo, but I do want to touch on the Help Center. So if you click on that it will open up a ton of resources for you including again the portfolio, a product brochure, any FAQs and training resources. One really great training resource that I often share with agents are the Design Concierge Action Plans. So these are actually plans put together in a PDF format for any agent who decides to purchase a package with Design Concierge. So it will tell you what to do with each marketing asset and material you get with your package. Super Great. Helps you implement your new designs and branding pretty much immediately after getting your materials back from Design Concierge. And again, that was all in the Design Concierge Help Center. So let's get into it. If you click into Design Concierge, You will be brought to a page that looks something like this. So first things first, I want to highlight up in the top right. Make sure you're clicking on this drop down here and going to your profile there you will be able to add your personal information. You can update your headshot. If you already have a personal logo, you can add that there. Any designations or social media info that you want included on your designs. So it's really important to have your profile updated before you place an order. To get started on a new order, you'll see this big blue button, the plus sign you'll click on Add new order, continue with your location. And it will take you to a package selection page that looks something like this. We're going to walk through different products you have the option to purchase and then we'll get into the packages. So first we're going to start with the package or the products under a la carte and we're going to walk through the semi custom products that are available to you. First up on the right here is your semi custom logo. This product offering allows you to select fonts, colors and icons that best represent your brand and the design team will put the finishing touches on it. And also while I'm in here, you'll see there's an I next to semi custom logo and some of the other product options. So with that it just means you can access more information. So if you were to click on that, you can get a little bit more of a deep dive into your options with the semi custom logo. Also I want to quickly highlight that how it kind of works to select your a la carte options. So if you do want a semi custom logo, for example, you would just click this toggle on and you'll see right above in the a la carte it's updating the price. It'll take one second but you'll see the price is now showing $99 which is the cost of a semi custom logo. Moving right along. Semi custom Social Media and Email header. These are perfectly sized versions of your branded headers that you can use in a variety of places throughout your marketing, like your Prospect Square newsletter or your market reports. Of course, on social media like Facebook and LinkedIn you have the option for a semi custom Outlook email signature. This is one that you'll use every day and quite possibly the marketing that people will see the most. Right, because it's showing up every time you send an email. So with this semi custom option you can pick from a template and have your name, personal logo, contact info and credentials shown in every email you send. Moving down to the semi custom Business card. This is exactly what it sounds like. It's a business card that helps you network in style. Semi custom Personal brochure. This helps you gain recognition and client leads with an engaging brochure. Again focused on your own personal branding. So you can take this and leave it behind at listing appointments. You can have it on hand at open houses or other community events. Semi Custom Listing Concierge Property Marketing Templates this is another option for you to get some LC templates that can integrate with the program. So if you are someone who's using Listing Concierge a lot for your property marketing, it's a great idea to incorporate your personal logo here in Design Concierge. And you can then have those templates put into Listing Concierge for you to use with your property marketing going forwards. Next up in a semi custom product department we have the Moxie website. So this is actually an option for Design Concierge to customize your personal Moxie website. So this helps you and your team put your best foot forward. Keep in mind if you're considering purchasing this semi custom Moxi website through Design Concierge, there are a few pages in your website that cannot be customized. Some of those are the property search or the move meter. So keep in mind there's a ton of customization to be done to your Moxie website, but there are just a few limitations. Moving down to the Semi Custom Marketing center social starter set, that is the option to have social media templates designed for you with your personal brand and they will be put into Marketing Center. So that integration is amazing because then you can access these at any time going forwards within Marketing center and you can pop in your new property, your new testimonial or whatever that template calls for. Going to move on to your custom project options under the A la carte. So starting with a custom logo so your logo is your first impression, right? With the custom logo it's similar to your semi custom, except you have all the creative freedom. So you can even upload other logos, fonts or icons you like and give the Design Concierge team a little bit more of an understanding of your vision. Or you can even give the designers free rein on creating something for you based on your colors and preferences with fonts. Custom Professional Bio this is an amazing option for those agents who don't like writing about themselves or if they just prefer a third party to write their biography. The bio is for you. So you'll answer a series of questions about your work history, your strengths, unique abilities, experiences, all of that. And professional copywriters will then provide a well written biography for you. Another huge point with this bio is that you'll actually get back two different length biographies. One is 200 characters and one is 400 characters. And that's because you can use these different lengths on different platforms or materials. Moving on to the custom business card, again, it's just what it sounds like. Similar to the semi custom business card, except you get all the creative freedom. There is a custom brochure option. The options with this brochure feel endless. There's different size, shape and fold options. You can do a small square tri fold or a long full sized calendar fold brochure and you can choose based on the way you plan to use it in your own business. With this custom brochure, each page is customizable in content and layout. So I've seen agents use this to show off their portfolio of properties, they've sold testimonials, their bio, or talk about their marketing plan if they plan to use this at seller appointments. So that is the custom brochure. Next up is custom advertising. If you're thinking of putting together a magazine ad or creating a social media campaign or honestly any other advertising project for digital or print, the expert designers at Design Concierge will bring that idea to life. And the last few custom pieces here that I'm going to mention, there's a postcard, a flyer, signage and a door hanger. Down here a bit more. So these are just exactly what they sound like. Custom projects for property promotion or a personal promotion. As an agent, what you can offer if you're thinking of promoting yourself on a billboard, that custom signage option is could be a great idea for you to help you create an eye catching advertisement. Custom Outlook Email Signature this again just gives you a little bit more of wiggle room with your design. There is a semi custom option as well from a template. The custom offering just lets you bring in a little bit more of your personal flair with the freedom of layout and design. Moving on to the custom listing presentation, this project is meant to give clients a comprehensive look at your accomplishments and capabilities as an agent. So this would be great for your seller presentation, right? You can incorporate your personal logo and any other content that is specific to you and your brand. The last option in your products in your a la carte is an agent branding consultation. So this is a one on one consultation with someone at Design Concierge dedicated to uncovering your personal brand so your values, your colors and your styles and really how they can help you set yourself apart in your local market. So after that consultation you will then get help with placing your order and you'll be provided a $75 coupon towards your new logo or package purchase. Again, if you click on this I next to the consultation you can get a little More insight into what all comes with the agent branding consultation. So that is all of your a la carte product options, both semi custom and custom, and of course the agent branding consultation. Now I'm going to scroll all the way back up and walk through the packages. So let's discuss the different package offerings. First off is the Essentials package which includes three different items. The semi custom logo, the semi custom email signature, and the semi custom social media and email header. The cost is 279, but you'll have a savings of $18. And you'll also notice in these packages you'll have the green check mark across from the products that are included in that package and a red X next to the ones that are not included in that package. Next up is the Brand Boost package. This includes a custom logo, a custom bio, a semi custom business card, a semi custom email signature, and semi custom social media and header. The cost for Brandboost is $9.99 with a savings of $248. And again, that savings comes from bundling it rather than purchasing it all separately a la carte. Finally, there is the Disruptor package. This includes a custom logo, a custom bio, a custom business card, a semi custom personal brochure, a semi custom email signature, and semi custom social media and email header. The cost here is 1749 with a savings of 397. So I've covered literally all of your options within Design Concierge. And if it isn't obvious, there's just so much you can do with this studio and the design team in house. But I do want to showcase some of the final products. So the port or the studio has a portfolio and this can be found on the design concierge tile and desk, as I pointed out earlier in this demo. Or you can head to design concierge portfolio.com and from here you can kind of work your way around the site. But how I like to do it is to actually look at products up here in the top, right, so you can check out examples of their work by particular product, depending on what you're interested in having done. So you'll see here there's the postcards, the brochures, the logos, and you'll see they have it in this really nice format where you can kind of scroll through a ton of examples of work they've done in the past. For agents, this is something I would suggest doing before placing an order, especially if it's a custom order with the team, because you can kind of get an idea of the work they've done in the past, and you can even reference some of these designs in their portfolio when you place your order, depending on if you like how something looks. If you maybe don't like how something looks, it's a good idea to have an understanding of your options. Okay, now that we've reviewed all of your product and package options, how to Access Design Concierge, and we've even reviewed the portfolio, my live demo is complete. Let me go ahead and jump back into my slides. I want to remind you of our Next Available Appointment service where you can book a 20 minute, solution oriented virtual appointment with one of our over 100 marketers and you can get this appointment in as little as two business hours. So you can book these appointments for support on any of our core marketing tools atnext available appointment.com.
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