CB Marketing Experience / Company Tools / Overview

Welcome to the CB Marketing Experience Workshop.

We appreciate you being here since this program is optional and discusses best practices for your consideration. If you are thinking of adopting any of them, please make sure to review the requirements in your area or region with your broker, branch manager 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 or contacted the lead in a while. You will also want to check the DNC lists anytime you don't have express permission. Automated calling and texting platforms should never be used. Pre recorded messages and artificial voices should never be used. You will be personally liable for any violations of the tcpa.

As your dedicated team of marketing specialists, we can help you to utilize Coldwell Banker tools to help you sell more homes, make more money, work more efficiently. That's production power. In today's workshop we will discuss online resources and profile setup, marketing tools Overview, Brand and self promotion, Prospecting, Farming, Lead generation, Property marketing, education, Next steps and resources let's start with Coldwell Banker's online presence. ColdwellBankerHomes. Com features all homes for sale throughout your state and the country, giving your listings massive exposure to buyers locally and across the nation. Whether buyers are searching from their mobile device, tablet, device or computer, they will enjoy all the site has to offer, including homepage, featured properties and localized content include the Essentials, Brand Boost and Disruptor Packages, Farming, Prospecting, Lead Generation and CRM moxiworks provides one of the most popular and powerful technology platforms in the industry. This suite of products are offered to Coldwell Banker affiliated agents at no cost. It has a multitude of functions for your business including prospecting, sales, CRM, database management and nurturing and proactive marketing of you and your listings via websites and Moxie and Press. You can create your listing presentations through moxypresent. Manage your CRM with Moxie Engage Create your website through Moxi Websites and find do it yourself property marketing with MoxiEimpress. We also offer a personalized affiliated agent website through MoxiWorks. Moxi Websites by MoxiWorks is a web content management system that gives control to you to create professional websites without knowing a line of code. Moxie Engage by moxieworks is a powerful CRM and business planner designed specifically for real estate professionals. Moxie Engage keeps you on task and in flow, syncing and updating info and insights about your clients and ultimately helping you save the day every day. Start your day in your dashboard with a flyover view of your business. Your contacts, your tasks and your income goals. Drive your business further with a CRM that keeps you organized, increases productivity, and truly strengthens your relationships by focusing on your sphere of influence first. More affiliated agents achieve their financial goals when they have a sidekick supporting them in Moxie Engage. Set your annual GCI goal and allow Moxie Engage to align tasks, campaigns and guidance to aid you in achieving your goal. Each day, your dashboard starts your workday with a snapshot of upcoming tasks and events as well as a few recommended contacts to stay in touch with. Campaigns can pull mail Merger Fields Cultivating better relationships by delivering personalized information the Neighborhood News feature creates and delivers content for your contact's specific zip code, neighborhood or custom area, giving them unique insight into their local market. Automated touchpoints keep your sphere up to speed on what's new in their hometown. Help getting started Classes on CBU and self help videos are located on Desk. Moxi Present Want to impress prospective clients and win more listings? Moxypresent is the listing, presentation and comparative market analysis tool that can help you succeed. Moxipresent creates sleek professional presentations integrated with your MLS to provide accurate and up to date market data, establishing you as a tech savvy expert on your local market. A great listing presentation can make the difference between winning a listing or missing out creating customized data. Rich, polished presentations that stand out is a time consuming and can be difficult without the right tools. Prospect Square Nurturing your sphere of influence is an important way to grow your business. Staying connected with your existing sphere and expanding your contact list leads to new opportunities and new clients, but it is challenging to consistently generate engaging content that your friends and family will appreciate receiving. Prospect Square is built to help affiliated agents easily provide interesting and valuable content that their contacts will enjoy. The reports and campaigns in Prospect Square are automated so affiliated agents can set it and forget it while knowing that they are staying top of mind with their sphere. An agent's sphere of influence can be an amazing source of business if they know how to tap into it. The time and effort required to craft and manage sphere marketing can be a roadblock to maintaining valuable connections and cultivating new ones. Prospectsquare helps affiliated agents stay connected to their contacts, engage their sphere and grow their business through automated set it and forget it reports and campaigns that provide valuable content their contacts will appreciate and enjoy receiving from them. The Prospect Square Newsletter Real estate newsletters can be an effective marketing tool for keeping your name top of mind with your past and current clients, your sphere of influence, and your prospects. The Prospect Square newsletter offers a monthly mix of customizable content, market updates and featured listings to share with your sphere, The Clients for Life and Sphere Marketing. Your sphere of influence is your most powerful business opportunity. That's why we created Clients for Life, a highly impactful sphere marketing program that puts you in touch with your contacts every month automatically. Whether offering tickets to a local sporting event, providing a seasonal activity guide brimming with fun, inviting them to participate in a fulfilling charity event, or giving them a chance to win a valuable gift card in an exciting giveaway, these monthly emails will grab attention and showcase you. Next up MarketQuest MarketQuest provides affiliated agents multiple ways to attract potential clients and impress existing clients with its comprehensive MLS transaction data. Affiliated agents can quickly find how their brand is ranked in their area, generate market share reports, and generate real estate trend reports. MarketQuest offers marketing pieces that allow affiliated agents to promote their brand and inform their clients of new trends via social media and email. With this tool, affiliated agents can demonstrate their knowledge of the real estate market and help their clients make smart decisions. The problem it Solves Affiliated agents need one tool to access all their MLS data and generate branded reports. Affiliated agents no longer have to spend time using multiple MLS sites to export data. To create manual reports with MarketQuest, affiliated agents can have the ability to download market share and market activity reports that include their contact information, their company branding, and follow brand standards. Not only will reports be available for download, but the data in MarketQuest can also be emailed and shared on social media effortlessly.

You.

Marketing center is a digital content management solution and digital asset generator that gives affiliated agents and staff the ability to download company and brand logos, access any brand photography, customize and post social media assets, as well as download virtual meeting backgrounds. Marketing center also hosts materials related to any brand campaigns, including St. Jude Quotables, CB, Good News, COVID 19, and more. Marketing center provides quick and easy access to brand logos and listing templates that are organized into custom categories. Affiliated agents can easily customize to make it their own, all while staying within brand standards. Share Customized Social Assets directly from Marketing center when you're finished with your project, click Share at the top right of your screen and several social media sites will appear in the dropdown. Click on whichever site you'd like to share to and follow the subsequent instructions. Plus, Marketing center has an integration with ExpressDocs, allowing you to print directly from the product. And if you're unfamiliar ExpressDocs is one of our preferred print vendors where you can find personal and property marketing print materials. ExpressDocs can be found on desktop. Okay, now let's talk about Property Marketing. Listing Concierge A comprehensive automated listing marketing program that is company subsidized and designed to help you become a stronger affiliated listing agent. Listing Concierge is a marketing program designed to 1 win every listing period, 2 enhance your value proposition and 3 wow your seller. Turning one listing into three showcase you the affiliated agent we have three listing marketing packages Launch, Reach and Luxury. All these listing Concierge innovation packages are designed to help you become a stronger listing agent. Each package comes with various property marketing elements. Your local staff or marketing specialists will be happy to go over the various packages, pricing and options with you. Boost Ads Boost our digital and social media advertising. This increases and automates the exposure of Affiliated Agents Listings. New listings are featured within 48 hours of entry into the MLS. This links to customer branded property landing pages and affiliated agent information. Exclusive Look Exclusive look is an in network marketing platform that offers affiliated agents a place to share their upcoming listings as sneak peeks or as brokerage exclusives. Affiliated Agents can also post their client wants and needs here to possibly be matched with another affiliated agent's exclusive listing before it even hits the open market. Moxi Impress a place to find do it yourself listing materials such as brochures, flyers, postcards, social media and more.

The RealVitalize program can help your client make needed improvements and repairs to prep their home for sale at no cost to them until closing. This program covers a variety of non structural services including staging, painting, cleaning and landscaping, flooring, carpentry, handyman services, electrical and plumbing and so many other things. No enrollment fees or interest charges, complimentary walkthroughs and estimates and access to qualified service providers and project support.

Now let's go over some skill building resources.

Resources available to you through MyCVdesk.com are the 2025 Affiliated Agent Marketing Plan, the CB Email Signature Generator, the Design Concierge Portfolio, Microsoft Office 365 Support, Moxieworks Resource Center. You can submit a help desk ticket and also make a next available appointment. Your local field marketing team is here to help. We offer our affiliated agents one on one consultations one on ones on our CB tools, Social media assistance, digital advertising, website assistance tools and technology training, branding assistance, enhancing your online presence, listing Marketing and the strategy consultation appointments. Should you need quick and efficient virtual marketing support, check out the next available appointment service where you can book a 20 minute solution oriented virtual appointment with one of our over 100 marketers in as little as two business hours. You can book these appointments for support on our core marketing tools atnext available appointment.com outside of the support from your Marketing Specialist, we have amazing marketing education workshops available. Looking for more workshops? Elevate your business with the best tools in the industry by attending future marketing workshops designed to help you grow your business, bring your brand to life, amplify your reach on social media, promote your listings, generate leads and more. Scan the QR code or visit cbrmarketingworkshops.com this website is easy to use and provides you a streamlined sign up process so you can unlock sessions five days a week. If the upcoming workshops don't fit your schedule, don't worry. Our YouTube channel is a robust library.

Of recorded workshops and quick tips available.

For on demand viewing so you can watch at your own pace anytime, anyplace. Scan the QR code to visit our channel and don't forget to subscribe. Check out the Marketing Catalog, your ultimate guide to mastering marketing. Whether you're new to real estate or looking to grow your business, the Marketing Catalog offers a comprehensive array of live and on demand marketing workshops covering essential skills and advanced strategies along with social media content, live support from our Marketing Specialist team and more. You can explore it@themarketingcatalog.com where it's best viewed on a computer or tablet for easy, streamlined access. We've put all of our amazing marketing support resources available@coldwell bankermarketing.com Here you can browse through the latest edition of the Marketing Catalog, sign up for an upcoming workshop, view on demand marketing education via our YouTube channel and book a virtual marketing appointment via Next available. Scan the QR code on your screen or visit coldwellbankermarketing.com to take advantage of these amazing marketing resources anytime, anywhere. Thank you for watching the CB Marketing Experience Workshop.