Marketing Your Business After the Sale / Listing Concierge / Advanced

An advanced training video (Listing Concierge) explaining how to market a property after closing using Listing Concierge tools. Covers compliance reminders (TCPA, DNC checks), where to mark listings as sold, managing and approving Just Sold email flyers, Boost social/web ads, Just Sold postcards and silver envelope mailers, updating single-property websites, flyers, social banners, and ordering/republishing assets. Includes workflow steps in CB Desk, ProspectSquare, and Boost Homespotter, plus recommendations to notify coordinators and use Next Available Appointment for expedited support.
Chapters
Hello and welcome to marketing your business after the sale. Today we're going to look at how to make the most of Listing Concierge after closing. Please keep in mind that this is an advanced course experience level. If you're new to the listing concierge product, I definitely recommend taking some of our preliminary courses. However, this is going to be useful if you have a listing concierge order currently placed. We do appreciate you watching our content since this program is optional and discusses best practices for your consideration. If you're thinking about adopting any of these best practices, please make sure to review the requirements in your region with your managing broker, especially including those related to contacting consumers. I do want to highlight the importance of the Telephone Consumer Protection act, better known as tcpa. The general rules are that it is okay to call people if the person recently gave you their phone number, but remember to check the DNC list regularly if they have not spoken to you in a while. You will also want to check the DNC list anytime you do not have permission. Automating, calling and texting platforms should never be used. Pre recorded messages and artificial voices should also never be used. You will personally be liable for any violations of the tcpa. Here's how you can access the DNC list through the CBdesk. Step number one is to sign on to desk. Step number two is to click on the Do Not Contact tile. If you do not have this tile, you can add it by selecting the Add App. Option. Step number three is to type in the phone number to be checked. This can be done either as a single record or as in multiple records and step number four the results will show records for federal, State and anywhere Advisors Company Do Not Call Lists Listing Concierge is a company subsidized, innovated and simple to use listing marketing program. This unique program was created to help you win more competitive listings, enhance your value proposition while eliminating the Commission debate and turn one new listing into three by wowing the seller. It features a marketing plan that enables agents to grow their business with powerful lead generation across all channels including social media, videos, online advertising and print with trackable QR codes. Backed by a wonderful team of listing concierge coordinators who are here to assist you throughout the order process and can accomplish many of the marketing tasks for you. A few key features of the listing concierge package are going to be the three innovative packages Launch, Reach and Lux. An impactful lineup of digital offerings and marketing customization options. The ability to tailor packages according to your needs. Plenty of lead generation opportunities and targeted approaches through digital advertising, so make sure that you reach the right audience. Ever wonder if you're getting the most from your listing concierge package? Let me guide you through ways to maximize your property marketing after the sale or in the event that some repurposing needs to happen. In this video, I will be doing an overview of the Just Sold materials, giving examples of repurposing materials for post closing advertising as well as exploring what to do with materials if the listing sells before assets are completed. We are going to get started in the CB Desk and access the Listing Concierge tile. Once we're signed into our listing concierge platform, we're going to locate our current order and just select the Manage Order option. There is a great video on our marketing workshops YouTube channel that goes through the process of managing and proofing your order, so do make sure to watch that video when managing your order. As a reminder, you can always check the status of your order by scrolling the right hand side of the Product tracking table on your Order Management page. Before we look at our Just Sold items, one of the most important things to do is to make sure that we mark our listing as Sold in our Listing details. This could be done either by clicking on the Listing Details option on the sidebar menu or by clicking the Manage Details option in the center of the Order Management page. Once your order has sold, you're going to want to come into the Listing Details section and change the listing status from Active or Pending to Sold. Make sure to scroll down to the bottom and hit the blue Save button.
Reminder Please notify your Listing Concierge coordinator if your listing status changes to Sold. Any changes made to the status in the Listing Details section will not automatically alert your coordinator.
Now we're going to explore a few of the Just Sold items that will come with your order. To view the included items of your order, you can either view them in the Product Tracking section of the Order Management page or by going into the Products and Services tab on the left hand side. All packages are going to have a Just Sold email flyer. You might notice that this feature is grayed out on your listing concierge order platform. That is because this product is done for you as a courtesy by your Listing Concierge Coordinator. They will send out a Just Sold email flyer through your Prospect Square account.
Reminder Please notify your Listing Concierge Coordinator once your listing is sold and request them to create and send the Just Sold email flyer.
In order for them to do that, you want to make sure that you have prospectsquare contacts loaded into your account. This is going to be the same as well for the Just Listed email flyer, so you might have already completed this step. In order to add those contacts into your Prospect Square account, you're going to want to access the Prospect Square tile on desktop and add those contacts via a CSV file. Another service that is going to be done for you is going to be the Social and web advertising Powered by Boost. Do keep in mind that the Launch package, which is that first primary package, only includes a just listed advertisement. The Reach and the Luxe package will include a seven day Just Sold ad. However, double check your order details because you might have added additional ad time when placing your order note.
Please remember to inform your listing concierge coordinator if your listing status changes to Sold so that they can run the Just Sold Boost ad.
Keep in mind that the social and web advertising Powered by Boost will be visible through the Boost Homespotter tile through Desk. This is also where you can go to be able to edit your advertisement or or add custom targeted audiences. You can come into Boost Homespotter and go to the Add Campaign section and then click on the View or Edit option. If the campaign is listed as scheduled or running, you will have the option to come into the Boost Homespotter ad to make changes. To do so you can click on the Edit Campaign button and then you'll have the option to edit the ad Creative. This allows you to change the Facebook headline as well as the link descriptions or any of the other text materials. You'll be able to add additional target areas in the section that says who will see this ad. You click Edit and you can add up to five areas. Do keep in mind that this will default to a radius around your subject property and you can either delete that, keep that and add up to five areas total. These areas do not have to be in state and they could be throughout the country. All packages for listing concierge will come with a just listed ad. If your property happens to go pending under contract or sell during the timeline of that just listed ad, always come in here to edit that campaign and change the verbiage to reflect that new status. The last Just Sold item that I'll talk about that comes with your listing concierge order is going to be the Just Sold postcard. This is going to be a printed material that comes with the Reach and the Looks packages or could be added a la carte to any package. The Just Sold postcard is going to work similar to many of the other printed materials in your listing Concierge order to approve your Just Sold postcard, you're just going to click on the Just Sold Postcard item. Through your product tracking menu or in Products and Services, you can find the Just Sold postcard and click on the item.
When you click into the Just Sold Postcard item, you will be able to review your proof. Once released by your listing concierge coordinator, we are able to make edits at this time time or request a revision from your coordinator. Make Edits yourself. You're just going to click into the Make Edits button. You will also have the option to change design. If I want to make some quick edits like swapping out the photos or changing the text, I can just hit the Make Edits button. However, if I want to change the format of my design, I'm going to select the option to change the design. The option to change the design. You will see that I have a few different options available to me. Some have multiple photos and some have larger areas for text. I can preview by just simply clicking on the image and it will load a preview option for me. Whichever design I like best, I can just hit the button to select this.
Design.
And then hit Confirm. If I wish to make any quick edits, I'm just going to select the Make Edits button. Here I am able to change my headline text as well as swap out some of my photo images. To change the images I just select the camera icon up in the top right. This will open my gallery of images and I can simply just drag and drop my changed image into the design. If I want to change anything on the back of the postcard, I just select the back page option. And then click in and edit my design and then save my changes. Once I'm happy with my copy text here. Once I'm done editing I just want to hit the blue Done button at the top. When I'm ready to approve my proof, I'm just going to select the blue Next button in the top right corner. From here I'm going to select the option for Next then going to select my delivery method. This is where I can opt to have my delivery mailed or shipped. Mailed is going to go to either a radius around the property or or an uploaded list of my own contacts. Shipt is going to send these to a specific address so these would be if I wanted to send them to myself and mail out myself. Once I select my delivery method I can then go to Mailing options. Two postcards are going to send to both you, the agent, or as well as your seller. You can always change these addresses if you wish to send these to possible prospects. From here you'll be able to choose if you wish to upload a contact list or mail to your surrounding radius. If I wish to mail to a surrounding radius, I can choose between owner, occupied, absentee, or a combination of the two. Or I can choose between single family or condos and townhomes. Once ready, I can continue and place.
My order now that we wrapped up looking at the Just Sold materials, let's move on to repurposing materials to update your network with the stage of your listing Listing Concierge does have materials that you can continuously update and use. Those materials are going to be the single Property website, property flyers, the social media banners, silver envelope mailers, and postcards. First, I'm going to show you how to update the single property website. To do so, you're going to look in your product Tracking section or the Products and Services section and click on the Website option. In here you'll be able to adjust your headline as well as the body text for your listing. You can add any noteworthy disclaimers for your sale. Examples could include if it was a particularly short sale, you could include the time on market. You could also include if there were competitive offers or if multiple offers were given for the property. Or you could include if the final accepted offer was above asking or any other noteworthy example. Once you make your changes, make sure to hit save.
If your website has already been published and you make changes, click the Republish button to make the changes appear online.
Another thing you could showcase on that property description. Instead of describing the property, talk about the transaction experience. You could talk about your marketing experience and how you marketed this property, as well as any client reviews or testimonials from this listing. Next, we're going to look at the Property Flyer. This flyer is very useful because this is something you could be using for open houses, showings, door knockings, et cetera. But this also works for a Just Sold flyer. So when we're back in our product tracking section, you can click on the Flyer option. The flyer is great because this is something that you can use again and again throughout the process of your order. I can come in and change my headline, I can swap out photos, and I can change that description that's added in here as well. Again, with your flyers description you can get creative and showcase any of those highlights from the transaction that you wish to promote. I can also select the button Change Design to select from a variety of templates and choose a different template. For my Just Sold flyer.
You might.
Notice that it says Listed at your price point here on your flyer. If you wish to change that, you can go into your Listing details section and you can change the price label. Once you've sold the listing, you can change it to Sold for that list price and then hit save. The next area we can make changes is going to be the silver envelope mailer and postcards. This is a great opportunity if your listing does sell early and you want to capitalize on that momentum of the transaction. For for example, you can always use that silver envelope mailer as a Just Sold product. To do so, we're going to click into the Just Sold envelope mailer from the product tracking section. You can click on the button to make edits. And this will allow you to adjust the copy text. You can also select the Request Revision button and have your listing concierge coordinator help you with these revisions.
If a printed product has already been completed, you can go back, make edits, change the design, and order and pay for more copies.
Another material that you can use again and again is going to be the social media banner. The social media banner is going to be a square social media graphic that can be used on Facebook, Instagram, LinkedIn, et cetera. What I might want to do is go to change design at the top and this is going to give me a whole gallery of different templates that I can use. Some of these are going to automatically show Just Sold in the template, but a lot of these can be revised to be able to read as whatever you want. For example, I can select this design that says New listing and I can change my headline text just to say Just Sold. And if you want to change the photo, you can do this by clicking on the camera icon and drag and drop in the photo of your choice. Once I'm happy with what my text is saying, I just hit the done button and then I can download a low res or a high resolution version. And before closing out your order completely, make sure to check the status on the right hand side of your product tracking table here and just make sure that everything is either in that pending field or done. You can always reach out to your listing concierge coordinator if you have any questions about your order products or reach out to your local field marketing team to make sure you're getting the most out of your listing concierge order. You don't want to leave any of those products on the table unused and we want to make sure that you get everything you paid for. Looking for More Marketing Workshops? Elevate your business with the best tools in industry to help you grow your business, bring your brand to life, amplify your reach on social media, promote your listings and generate leads. Visit www.cbrmarketingworkshops.com to browse our calendar that has an easy to use and streamlined signup process to unlock live sessions five days a week. However, if you are looking for some more immediate tutorials, check out more videos on our YouTube channel. You can watch at your own pace for full recordings of marketing workshops like this one or explore some helpful quick tips. You can book a Next available Appointment. This is going to be your resource for expedited marketing support. This 20 minute next available appointment is going to be solution oriented and can be booked as soon as two hours. It will help you receive virtual support for a dozen of our core tools. Thank you for watching this video. Please reach out to your local field marketing team if you need any further assistance. Also, you could always reach out to your listing concierge coordinator if you have any questions about the listing concierge product for your current order.
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