

WINTER 2026
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WINTER 2026
Elevate your marketing mastery with our ultimate resource for innovation and expertise. Dive into a treasure trove of marketing technology demonstrations, quick tips, and more exclusive video content.
Robust Workshop Library
Quick & Practical Tips
Insider Insights

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Level up your marketing with our enhanced, one-stop-shop marketing education hub!

Here’s what’s waiting for you:
Attend live marketing sessions 5 days a week
Discover an easy, all-in-one platform
Effortlessly select and register for workshops
Engage in strategy-driven, interactive workshops
Explore a comprehensive and diverse curriculum
Browse the calendar and register for an upcoming Marketing Workshop at:
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Our talented marketing team offers a comprehensive curriculum of workshops designed to help you sharpen your skills and expand your understanding of our marketing tools and products.
We offer four levels of workshops
, each designed to help you choose the right fit for your needs.
These workshops offer high‑level demonstrations that provide an informative overview of our product capabilities. They serve as a great starting point for understanding what our products can do and how they benefit clients.
These workshops take a deeper dive into a product to help you understand essential functions of a tool and gain a comprehensive understanding of core features and functionalities to maximize your effectiveness.
These workshops focus on demonstrating the advanced features and capabilities of our products. They also thoroughly explore integration possibilities with other products to enhance their overall utility, functionality, and efficiency.
These workshops are where creativity meets strategy. Go beyond the core application of our products and explore innovative approaches, marrying them with other products and methods to achieve specific outcomes.
Navigate all of your company tools on one unified, customized platform, where you can easily manage your online profiles, listings, and learn to leverage various company tools to enhance your business operations.


Navigate Desk, a customizable platform that unites the key products and tools that you need to run your business in one cohesive, integrated solution.
Learn to manage your bio, profile specifics, and listings in CBHomes Admin to resent yourself in the best possible light in a digital focused market
New to Coldwell Banker? This Marketing Orientation delivers high-level overviews of Coldwell Banker marketing products
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Desk is your virtual office for essential tools, products, and updates Get the scoop on how to navigate and update your company profile in Profile Manager
Learn how to manage your listings and upload highresolution photos Learn our Insight tool for tracking web traffic to understand your listing’s exposure
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Design Concierge, powered by the marketing experts at The Studio, unites smart personalization technology with some of the industry’s most talented advertisers, copywriters, and designers to help build your personal brand.
Learn how Design Concierge, our in-house branding agency, helps you create a brand that’s uniquely you and stand out in your local market.
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Learn how to place an order, best practices for ordering, and what to expect when working with your Design Concierge Coordinator.
Discover how Design Concierge can boost your brand with eye-catching digital assets and how to use them strategically across your online platforms
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Explore Design Concierge packages that integrate your personal brand with Listing Concierge marketing materials









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Design Concierge offers exceptional, industryleading real estate personal branding and broker support for any professional to grow their business and drive success.


MoxiWebsites by MoxiWorks is a web content management system that empowers agents or teams to create professional websites without any coding knowledge. It offers a flexible solution for real estate agents to manage their website content easily.
Learn how to build and maintain an engaging website with MoxiWebsites, providing a valuable resource for your sphere of influence and online visitors.
Learn to create and manage website content with MoxiWebsites: edit, organize, and add pages, use the editor, and set up a client testimonials page.
Watch On Demand (30 mins)
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Explore advanced customization options for your MoxiWebsite, including creating custom pages with templates and using Page Builder to tailor your design.
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Create personalized property searches on your website and CRM to match clients' needs. Keep them engaged with real-time updates and tailored listings
Capture leads organically on your MoxiWebsite. Add the CB Move Meter and Home Estimate widgets to aid in generating leads Results are not guaranteed
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Learn how to use AI to quickly create and add blog posts to your website, keeping your content fresh and your website up to date with ease
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Listing Concierge is our in-house, state-of-the-art, property marketing platform that helps agents boost their business by winning more listings, proving their value, showcasing properties effectively, and selling more homes.


Learn all about Listing Concierge, our innovative and comprehensive property marketing platform that can help you win EVERY listing and turn one into three.
You’ve got your listing and now you are ready to place an order Learn how to set up your profile, place an order, and what to expect once your order is placed.
Learn the basics of getting your order through the finish line, proofing each item and essential tips for an efficient experience
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Learn about Listing Concierge’s eye-catching single property websites Learn how to edit and manage these sites and effective ways to promote them
Take a deep dive into Listing Concierge’s print marketing options Learn pro tips for proofing, editing, and deployment timelines
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Explore the AI feature in Listing Concierge, created to streamline your workflow, freeing up valuable time for business growth
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In partnership with the Coldwell Banker Global Luxury® program, Luxe and Reach packages through Listing Concierge come with complimentary enhancements for $10M+ properties including, but not limited to:
Property highlight in the Trending This Month section of ColdwellBankerLuxury com ' s The List
Luxury Presence single property website
Extended 3 month Boost digital ad campaign
Custom curated list of 300 ultra high-net worth contacts to be used for marketing
Access to specialty national print or digital advertising through our Luxury Media partners


For a uniquely tailored Luxury Property Marketing Plan, contact your local Luxury Marketing Team.
Your listing sold, but there’s more marketing to do Learn how to deploy the remaining products in your order and leverage the sale to boost your business.
Listing Concierge’s YouTube ads target local audiences by search behavior Learn how to proof video ads, ad analytics, and ways to promote them
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Learn about digital offerings within Listing Concierge, including QR codes, vanity domain names, YouTube ads, your Boost ad, possible leads, and more
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Understand and articulate what sets you apart from your competitors Learn how to craft compelling narratives, present evidence of your success, and leverage your expertise to build credibility and ultimately win more business


Define your unique agent value with credibility and relevance while mastering your pitch for greater differentiation and impact.
Learn how RealVitalize prepares homes with no upfront costs, offering services and project management to boost listings and grow your business
12-minute listing presentation showcasing Listing Concierge’s benefits and strategies to communicate its value and secure more listings
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12-minute listing presentation showcasing Listing Concierge’s benefits and strategies to communicate its value and secure more listings For FL & NE markets only
Harness AI to craft your Perfect Pitch. Enhance your value proposition with credibility, crafting a pitch that highlights your strengths and sets you apart
Learn how to find and use RealVitalize marketing materials for social media, email, and print to promote and showcase its value to potential sellers
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MoxiPresent by MoxiWorks empowers you to create dynamic and informative presentations. It’s more than just a CMA tool, it helps you seamlessly engage prospects and clients, making your presentations both insightful and captivating.
Your one-stop shop for creating compelling presentations for buyers and sellers Learn the basics of creating effective listing and buyer presentations.
Create a CMA and leverage key marketing materials to enhance your listing presentation and to effectively appeal to sellers.
Learn how to create informative and easy-tounderstand buyer guides and tours to support your clients’ decision-making during the buying process
Elevate your client presentations with custom print and digital content to deliver a unique and impactful message tailored to your business
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Master advanced template and page customization across print and digital Create bespoke presentations, embed dynamic elements, and use Design Concierge for professional results
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Market Quest offers agents comprehensive MLS data to attract new clients and impress existing ones. Easily generate market share and trend reports while showcasing your brand’s top performance.


Learn how Market Quest delivers comprehensive MLS data and lets you download reports and social graphics highlighting key market insights.
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Learn how to leverage Coldwell Banker’s strong positioning in the market by generating and sharing market share and position reports.
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Learn how to share key market data with your clients and SOI You can generate detailed PDF reports and eye-catching social graphics
Learn how to create market snapshots that can be shared as posts and stories on your favorite social sites and apps such as Instagram, LinkedIn and Facebook

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of buyers ranked Real Estate Agents as their most useful information source, demonstrating that people rely on agents to interpret, contextualize, and advise on market data.
*Accordingtothe2025NationalAssociationofREALTORS®(NAR)ProfileofHomeBuyersandSellers.
MoxiEngage CRM by MoxiWorks is tailored for real estate agents, focusing on sphere-marketing. It utilizes property data to nurture leads, drive repeat business, and help agents achieve their sales goals.


Get an overview of your CRM tool, covering key features, functionality, and how to upload contacts and navigate the platform efficiently.
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Learn the basics of managing and organizing contacts and how to market to your client base at every stage of the home buying or selling process.
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Strengthen your marketing efficiency with email drip campaigns that feature a variety of content to keep you top of mind with your sphere of influence
Learn the MoxiEngage CRM dashboard, explore key metrics and analytics, and gain insights to make informed decisions and optimize your workflow
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Unleash your creativity by customizing email content. Learn to personalize emails, use templates effectively, and craft compelling messages tailored to client needs
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Prospect Square is your go-to sphere marketing platform that includes Clients for Life, market reports, property e-blast templates, and a monthly newsletter, all designed to help you remain memorable with your clients and contacts



Prospect Square is a sphere-marketing tool featuring the Clients for Life Campaign, market reports, a monthly newsletter, and property e-blasts.
Keep your SOI informed by leveraging informative automated market data campaigns These data-filled reports position you as the go-to local market expert.
Clients for Life offers your contacts exciting monthly content that help you touch base with unique offerings that set you apart from the competition Please note that Clients for life is not available in all markets.
Learn to create captivating property emails in Prospect Square that engage and convert, whether you ' re an experienced agent or just starting out in the industry
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Set up and personalize a monthly newsletter where you can select your own local articles and imagery to create captivating and memorable monthly content
Learn how to increase engagement for your Clients for Life campaign by learning strategies for sharing on your favorite social media platforms
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Stay ahead of the curve with custom video content that tells your story and highlights your expertise Equip yourself with the tools and techniques to produce high-quality videos that drive results


Learn how to create engaging videos, explore key features, apply basic edits, and easily download and share your content to enhance your brand.
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Learn to create and embed custom videos on your website, integrate YouTube videos, and showcase your expertise with engaging content.
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Learn to integrate video into your strategy using our tools while mastering SEO, tags, and metadata to maximize audience engagement and elevate your marketing.
did you know..
TAKE ADVANTAGE AND ADD IN A COMPLIMENTARY
89% of businesses used video as a marketing tool in 2025. Short-form video reports the highest ROI of all content formats. ** * property vertical video for your property when you purchase a
Luxe package through Listing Concierge
*AccordingtoSproutSocial’ssocialmediavideomarketingstatisticsreport. **Accordingtothe2025StateofMarketingReportfromHubSpot.
CUSTOM VIDEO
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Boost automates digital advertising campaigns, enabling you to quickly create ads that promote yourself or your listings to targeted audiences in just minutes Reach the right people with more efficiency


Discover how to streamline your digital advertising efforts across social media and highly trafficked websites.
Learn how to create eye-catching digital ads for your listings to capture email leads Learn techniques to maximize the visibility and impact of your listing ads.
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Learn how to advertise your business through targeted online ads. Create content that resonates with your target audience and elevates your brand
BOOST
Discover the fundamentals of creating custom videos and using them in targeted Boost advertising campaigns to enhance your online marketing efforts
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Use your leads from Boost and turn cold leads hot Learn how to upload these leads into Prospect Square and MoxiEngage to cultivate new relationships
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BOOST
Discover a variety of products and tools designed to help you create and promote marketing materials for your listings more effectively These tools, from customizable templates to digital resources, simplify marketing and boost your listings' visibility.


In-house advertising portal for CB agents to market off-market listings or pre-MLS properties Showcase properties and buyers' needs within our large network.
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Master DIY Property Marketing using MoxiImpress Create digital and print materials, and explore the core features available to elevate your marketing efforts
Watch On Demand (15 mins)
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Learn which tools to leverage when advertising open houses, how to use them effectively, and where to deploy your marketing for maximum exposure
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Some say off-market homes get better offers, but the truth is less exposure means fewer buyers, weaker offers and no competitive bidding Agents at Coldwell Banker Realty provide the best of both worlds by leveraging our Exclusive Look tool providing early exposure to 100,000+ agents that protects their listing’s value with MLS-compliant marketing

Understand how AI can enhance your real estate marketing, from leveraging simple tools to streamline everyday tasks to applying advanced strategies for personalized branding, content creation, and client engagement at scale.


Learn prompt-writing, property descriptions, asking for reviews, market updates, social posts, and time-saving tips to keep your marketing flowing effortlessly.
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AI Foundations teaches real estate pros to use AI responsibly and effectively, saving time and boosting their marketing.
Discover how Microsoft Copilot boosts productivity Use Chat for content creation, Create for visuals, and practical tips to streamline your workflow
Take Self-Paced Course
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Turn AI into your lead-gen assistant with easy tools and prompt templates to connect, farm, follow up, and keep your pipeline full
Optimize your online presence, stay consistent across platforms, and use conversational content to boost visibility in AI-driven search results
Learn how to use AI tools to match your voice, craft authentic marketing, prompt effectively, and repurpose content for consistent branding across platforms
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Marketing Center empowers agents to easily access, customize, and download branded materials. It’s your go-to solution for streamlining content management and elevating your marketing game with professional, on-brand assets at your fingertips.


Learn how Marketing Center provides quick and easy access to the content creation you need to effectively market yourself and your listings.
Take a deeper dive into Marketing Center Learn how to keep organized, share projects, find stock imagery, and create captivating social graphics.
Discover how to locate and download social media assets to enhance your marketing and attract more clients
Learn to quickly find and create listing marketing materials in Marketing Center, using tools and techniques to produce effective promotions
ADVANCED
Learn advanced Marketing Center outputs including presentations, flipbooks, print orders, social sharing, and download settings
UNLOCKED
Discover how to leverage creative content from Marketing Center across MoxiEngage, MoxiWebsites, MoxiPresent, and Prospect Square
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®
Coldwell Banker Global Luxury is recognized as a world leader in the marketing of exceptional properties and is considered to be among the world’s consummate marketing programs for promoting luxury properties to a local, national and international marketplace.


A strategic and comprehensive overview of the program ’ s marketing capabilities, certification process, exclusive partnerships, branded marketing assets, and more.
Watch On Demand (50 mins)
Strategically leverage the Coldwell Banker Global Luxury® Trend Report to reinforce your authority and position yourself as a trusted luxury market expert.
Watch On Demand (50 mins)
Find a Live Workshop
Deliver an elevated marketing experience with the Global Luxury Listing Guidebook your blueprint for marketing distinctive properties with precision and confidence
Deliver polished, professional presentations that stand out in the luxury market, using Global Luxury talking points and Coldwell Banker’s marketing tools
Understand the powerful marketing tools, strategies to help you expand your reach, elevate your brand, and connect more effectively with today’s luxury buyers
Explore WealthEngine®, One Million Impressions, Google AdWords, and premium media placements with expert support to reach affluent buyers and grow your brand
Find a Live Workshop
Luxury Listing Guidebook
Watch On Demand (35 mins)
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Find a Live Workshop
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Global Marketing Program Brochure
A Coldwell Banker Global Luxury certification enhances your credibility as a luxury property specialist and serves as a signal for high-net- worth individuals that they are working with an exceptional real estate professional

LEARN MORE OR REGISTER TODAY


Explore how intelligent, data-informed marketing, refined messaging, and strategic marketing channel selection elevates your credibility with discerning sellers.
Find a Live Workshop
Dive into using Wealth Engine® to identify, qualify, and engage high-net-worth individuals using detailed wealth, lifestyle, and philanthropic insights
Find a Live Workshop
Craft and deliver bespoke listing presentations that reflect sophistication, strategy, and confidence so your value is unmistakably clear and your expertise is powerfully felt
Learn the tools, strategies, and resources needed to elevate your brand, market high-end properties effectively, and grow your luxury real estate business
Learn strategies designed to help you navigate the luxury real estate space, increase personal brand visibility and establish authority in the luxury marketplace
Find a Live Workshop
Watch On Demand (40 mins)
Watch On Demand (30 mins)
Prepare for and deliver a standout luxury listing presentation, effectively presenting with confidence to maximize the impact of every luxury listing opportunity
Watch On Demand (30 mins)
Position yourself as a premier luxury real estate expert by leveraging the Coldwell Banker Global Luxury program and differentiating yourself in the luxury marketplace ®
Watch On Demand (40 mins)

The Coldwell Banker Global Luxury® program produces an annual, award-winning report series that draws upon insights and data from leading sources like the Institute for Luxury Home Marketing, Wealth-X, and other industry experts.
> THE TREND REPORT
> THE MID-YEAR REPORT
These reports provide a unique perspective on the evolving landscape of luxury real estate, highlighting the key trends shaping the market today and predicting future directions of luxury property buying and selling.


Learn how to harness the international reach of the Coldwell Banker Global Luxury worldwide network, to elevate your listings and expand your business. ®
Explore the latest marketing strategies and tools to elevate your luxury listings, maximize exposure, attract affluent buyers, and leverage premium marketing resources
Watch On Demand (45 mins)
Watch On Demand (25 mins) Luxury Listing Checklist
Move beyond traditional events to create luxury experiences with intention strengthening relationships, expanding influence, and reinforcing your personal brand
Unlock your perfect Global Luxury pitch to articulate your value alongside the unique strengths of the Coldwell Banker Global Luxury program with clarity and impact ®
Designed to help agents craft emotionally rich, story-driven narratives that resonate with affluent clientele You’ll learn how to move beyond features to evoke lifestyle, aspiration, and legacy
Find a Live Workshop
Watch On Demand (30 mins)
Watch On Demand (25 mins) The Art of Storytelling Takeaway





Coldwell Banker Global Luxury® is widely considered to be among the world’s consummate marketing programs, promoting luxury properties to a local, national and international marketplace, attracting affluent buyers all across the globe.
The Luxury Property Specialist Guidebook Program Resources View All Resources
A Coldwell Banker Global Luxury certification enhances your credibility as a luxury property expert and serves as a signal for high-net- worth individuals that they are working with an exceptional real estate professional. Find out how you can become a Luxury Property Specialist.
Blueprint for Success Learn More or Register Today
Does your new listing qualify for the Coldwell Banker Global Luxury® program marketing? Check the list price against the GL threshold tool and contact your Luxury Marketing Team for luxury property marketing recommendations
Visit the Global Luxury Threshold Tool


ColdwellBankerLuxury com is our flagship destination for Coldwell Banker Global Luxury® qualifying properties and Luxury Property pecialists, drawing an elite international audience
VIEW THE FAQ TO LEARN MORE
Understand how AI can enhance your real estate marketing, from leveraging simple tools to streamline everyday tasks to applying advanced strategies for personalized branding, content creation, and client engagement at scale.


ANNUAL PLANNING
Review this year ’ s Agent Marketing Plan, a powerful tool to help you stay organized and effectively plan your goals, strategy, and budget for the upcoming year.
SPHERE OF INFLUENCE
Leverage advanced digital tools and prospecting techniques to identify and connect with potential leads, driving growth and expanding your client base.
Boost your online visibility through a live audit of your digital presence Learn tailored strategies, designed to improve your digital footprint and attract more clients
Stay proactive and prepared with our expert tips and strategies for maintaining momentum and engagement between listings
LISTINGS
Kickstart your marketing efforts with expert tips and strategies, designed to maximize your listing's visibility and attract potential buyers right from the start
Refresh your listing strategy when a property has stalled Review current marketing efforts and apply new tactics to drive renewed interest and engagement
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Harness the power of social media to build meaningful connections with your friends, clients, neighbors, and community Learn how to engage authentically and make a lasting impact through your online presence


An introduction to Facebook, Instagram, and LinkedIn, highlighting key features and strategies to increase brand visibility, engagement, and business growth.
Learn how to enhance your brand's visibility and engagement through stunning visuals, captivating posts, and effective strategies for community building
Watch On Demand (15 mins)
Social Media Guide
Watch On Demand (10 mins)
Instagram Best Practices
Learn how to get the most out of your Facebook business page and Meta Business Suite Learn how to organically grow your business on social media
Learn to enhance your LinkedIn profile by showcasing expertise, building connections, and creating engaging content Explore best practices for optimizing visibility
Unlock the power of Meta in this hands-on workshop Create engaging content, attract leads, showcase listings, and build a strong online presence
Deliver stories that connect Learn how to write compelling captions, design eye-catching visuals, and tailor your posts that resonate with your audience
Create social content that captivates, builds your brand, and drives results Gain strategies to spark engagement and stay top-of-mind in today’s digital world
Watch On Demand (15 mins)
Facebook Best Practices
Watch On Demand (15 mins)
LinkedIn Best Practices
Find a Live Workshop Takeaway PDF
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Learn the essentials of creating high-quality video content using just your phone Learn practical tips that elevate your video presence and drive engagement.
Stop the scroll and grow your business! Learn how to create Instagram Reels that showcase your listings and grow your real estate business
Find a Live Workshop Takeaway PDF
Find a Live Workshop Takeaway PDF
Learn how to design polished, professional graphics that elevate your brand. Create eye-catching marketing materials that make your business stand out
Find a Live Workshop Takeaway PDF
Learn to create custom templates, apply brand kits, and design standout visuals that capture attention, build consistency, and showcase your brand
Use AI to streamline social media Learn tools and techniques to post more efficiently and enhance your overall strategy
Find a Live Workshop Takeaway PDF
Learn how to target the right audience, craft compelling creatives and understand ad objectives across Facebook, Instagram, Google, LinkedIn, Tiktok and YouTube
Find a Live Workshop Takeaway PDF @coldwellbanker @coldwellbanker @coldwellbanker @coldwellbanker
Find a Live Workshop Takeaway PDF










Step-by-step guidance to help you with everyday setup and tasks These demos are designed to simplify your workflow. Whether you ' re troubleshooting or learning something new, these recordings are a valuable resource


DESK & SERVICE NOW
SUBMIT AN IT HELP TICKET
Watch On Demand (3 mins)
GENERATE A QR CODE Watch On Demand (1 min)
MICROSOFT TEAMS
DOWNLOAD TEAMS APP & JOIN MEETING ON A PC Watch On Demand (2 mins)
DOWNLOAD TEAMS APP & JOIN A MEETING ON A MAC Watch On Demand (2 mins)
SCREEN SHARING ON TEAMS FOR PC Watch On Demand (3 mins)
SCREEN SHARING ON TEAMS FOR MAC Watch On Demand (3 mins)
OFFICE 365
ACCESS OFFICE 365 APPLICATIONS Watch On Demand (3 mins)
GENERATE AN EMAIL SIGNATURE & ADD TO OUTLOOK Watch On Demand (4 mins)
SOCIAL MEDIA
DOWNLOAD & SHARE WEEKLY SOCIAL MEDIA CONTENT Watch On Demand (2 mins)
Support when you need it.
Booking the Next Available Appointment is designed for agents to book 20-minute, solution-oriented appointments to help solve specific and actionable tasks relating to any of our core marketing tools. These include:
MoxiWorks® Listing Concierge
Prospect Square
Market Quest
Desk
Profile Manager
In addition to core product support, you can book five new strategy-focused 40-minute sessions designed to provide in-depth marketing guidance at key points in the listing lifecycle These consultations cover strategic marketing topics such as:
Revive My Listing
New Listing Now What?
I Want to Enhance my Online Presence
Build and Maintain Your Sphere
In Between Listings, What Should I do?
Book your virtual appointment today at: NEXTAVAILABLEAPPOINTMENT.COM



SUBMIT A MOXIWORKS SUPPORT TICKET Watch On Demand (3 mins) MOXIWORKS®
UPDATE YOUR MOXIWORKS PROFILE Watch On Demand (3 min)
MOXIENGAGE®
UPLOAD YOUR CONTACTS TO YOUR MOXIENGAGE CRM Watch On Demand (2 mins)
ACCESS & FILL OUT THE MOXIENGAGE CONTACT TEMPLATE Watch On Demand (2 mins)
CREATE GROUPS FOR CONTACTS IN MOXIENGAGE Watch On Demand (3 mins)
CATEGORIZE CLIENTS IN MOXIENGAGE Watch On Demand (4 mins)
MOXIWEBSITES®
SET UP YOUR VANITY DOMAIN NAME & SSL CERTIFICATE Watch On Demand (3 mins)
ADD CLIENT TESTIMONIALS TO YOUR MOXIWEBSITE Watch On Demand (3 mins)
CONNECT GOOGLE ANALYTICS TO YOUR MOXIWEBSITE Watch On Demand (4 mins)
ADD CUSTOM MENU LINKS TO YOUR MOXIWEBSITE Watch On Demand (4 mins)


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