Q4 Year End Marketing Playbook for Agents

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Letter from regional President

As we approach the final quarter of 2024, I want to take a moment to acknowledge the hard work and dedication you’ve shown throughout the year.

Your commitment to excellence has not only driven your personal success but has also contributed significantly to our collective achievements.

To ensure we finish the year on a high note and set ourselves up for an even more successful 2025, we have crafted a comprehensive playbook designed to guide you through the remaining months. This playbook is packed with strategies, tips, and resources tailored to help you maximize your performance and close out the year with strong results.

We believe that by leveraging these resources and maintaining the momentum you’ve built, you can achieve remarkable success in the final stretch of 2024 and lay a solid foundation for 2025.

Thank you for your continued hard work and dedication. Let’s finish strong and make 2024 a year to remember!

Success is achieved with a clear vision & strategic plan

Opportunity

It’s the beginning of Q4, and there are 3 months left to maximize listings, sales and income. While the industry typically slows down, you can work to boost Q4 earnings and ensure a strong start in 2025.

Strategies to Finish Strong in 2024 for Success in 2025

To ensure you finish the year on a high note and set yourself up for an even more successful 2025, the field marketing team has created a comprehensive playbook. This playbook is packed with resources and strategies designed to help you convert potential sellers and buyers into listings and sales over the next three months. Additionally, it will help you create momentum to kick off the new year with a pipeline of potential business.

AREAS OF FOCUS

Evaluate Current Progress

Articulate Your Value

Generate Leads

Listings

Buyers

FOCUS 01 Evaluate YOUR Current Progress

Objective

Assess the goals set at the beginning of the year and identify areas that need more focus.

Actions

Evaluate your Award Designation Level

Visit the enhanced Agent Award Portal on Desk to determine the number of transactions needed to finish the year strong and establish your goal for next year.

Set Q4 Targets

Establish clear, achievable goals for the final quarter to stay motivated and track progress, leading to Q1 2025 success.

Meet with your Support Team

Gain valuable insights and guidance on how to prepare for success and improve your performance - set up meetings with your support team, find time to meet with your marketing team and your manager.

Develop a Business Plan

Strategize for the 4th quarter and the upcoming 2025 year to maximize your outreach and success.

Agent Award Portal

Desk > My Production

Develop a Marketing Plan Desk > My Business

Attend a Workshop

Find marketing workshops at CBRMarketingWorkshops.com

Next Available Appointment

Rehearse your pitch with Marketing at NextAvailableAppointment.com

Recorded Workshops

Watch recorded Marketing Workshops at Youtube.com/@CBRMarketingWorkshops

Marketing Strategy

Contact your local Field Marketing Specialist for a 1:1 meeting

FOCUS 02

articulate your value

Objective

Articulate your value proposition with confidence and clarity.

Recognize how to marry your individual strengths with that of the Coldwell Banker® brand mastering both your 30-second and 3minute pitches.

Actions

Perfect Pitch

Use storytelling to demonstrate your overall value or tailor it to a specific situation. The ability to articulate your value to buyers or sellers is critical.

Leverage Perfect Pitch to:

Master your verbal pitches

Update your materials: bios, marketing materials, and personal brand

Create a campaign to your sphere that highlights your value

Bring your pitch to life in your social media and online content

Lean on power of AI to double your impact

FOCUS 02

Resources

Perfect Pitch

Desk > My Business

Attend a Workshop

Find marketing workshops at CBRMarketingWorkshops.com

Craft Your Perfect Pitch Using CoPilot

Perfect Pitch: Agent Value Proposition

Next Available Appointment

Rehearse your pitch with Marketing at NextAvailableAppointment.com

Recorded Workshops

Watch recorded Marketing Workshops at Youtube.com/@CBRMarketingWorkshops

Marketing Strategy

Contact your local Field Marketing Specialist for a 1:1 meeting

FOCUS 03 generate leads

Objective Actions

Engage your sphere to build a strong business pipeline.

Work your Database

Call your database and sphere. Personalize your outreach and strengthen relationships.

Online Presence

Website: Update your Moxi Website by scheduling an appointment with the field team.

Social Media: Use Boost to help increase your visibility and engage potential buyers.

Email Marketing & MoxiEngage (CRM)

Newsletters/Market Updates: Set up an appointment with the field team to create a newsletter or market update in Prospect Square.

Lead Management: Review how you are managing and nurturing your leads in MoxiEngage.

Personalized Emails / Follow-Up: Automate emails in MoxiEngage to stay in touch with potential clients.

Open Houses / Networking

Host open houses and attend local events to attract buyers and meet potential clients.

Content Marketing

Create video content regarding your farming area and post on social media.

Activate Your Move Meter Campaign

Create a weekly Move Meter Campaign to generate leads.

MoxiWorks

Desk > MoxiWorks Help Center Tile > Training Resources

Resources Include:

MoxiWorks SEO Tips and Tricks Playbook

How to Add Modules to MoxiWebsites

Adding Customer Reviews to your Moxi Website

Content Marketing

Desk > Marketing Center > New Project > Custom Video

Attend a Workshop

Next Available

Appointment

Booka 20-minute, solution-oriented virtual appointmentfor your marketing needs with a Field Marketing Specialist. Visit NextAvailableAppointment.com

Recorded Workshops

FOCUS 04

Objective

Secure new listings and rejuvenate stagnant properties.

Actions listings

Master the 12-Minute Listing Presentation

Build confidence by regularly rehearsing your listing presentation to help you effectively articulate your value.

Leverage Listing Concierge

Comprehensive marketing plan for your listings

Reinvigorate Frozen Listings

Develop new strategies to rejuvenate stagnant properties.

Present Your Home for the Holidays

Invite clients over to build stronger relationships in a warm, welcoming environment.

Leverage RealVitalize

Enhance your listing’s appeal with home updates and renovations, increasing chances of a quicker sale and potentially higher offers.

FOCUS 04 listings

Resources

12-Minute Listing Presentation

Listing Concierge Help Center > Training Resources > 12-Minute Listing Presentation

Listing Concierge

Listing Concierge Help Center > Training Resources.

Present Your Home for the Holidays

Available on Marketing Center

RealVitalize

RealVitalize Help Center > Agent Resources

Attend a Workshop

Find marketing workshops at CBRMarketingWorkshops.com

Win the Listing with Realvitalize Craft a Compelling Listing Presentation

Next Available Appointment

Make the Most of Your Listing After the Sale Discover the Power of Listing Concierge

Booka 20-minute, solution-oriented virtual appointmentfor your marketing needs with a Field Marketing Specialist. Visit NextAvailableAppointment.com

Recorded Workshops

Watch recorded Marketing Workshops at Youtube.com/@CBRMarketingWorkshops

Marketing Strategy

Contact your local Field Marketing Specialist for a 1:1 meeting

FOCUS 05 BUYERS

Convey your value proposition to effectively attract and engage buyers. Clear, compliant and confident

Master the 12-Minute Buyers Presentation

With recent buyer agency changes, it’s imperative to confidently convey your value proposition. Use the pre-built presentation asis, or tweak for your business needs to effectively attract and engage buyers.

Buyers Bundle

Utilize the collection of buyer materials with extensive information about buying a property.

FOCUS 05 BUYERS

Buyers Bundle

Desk > Marketing > Prospecting

Buyer’s Agent Compensation Flyer: Available to personalize in Marketing Center and as additional page in New 12-minute Buyer Presentation.

Buyer Agent Essentials social media content

Desk > Company > Industry Updates

12-Minute Buyer’s Presentation and Agent Scripts

Desk > Marketing > Prospecting

Customizable “About Me” Marketing Assets with your Perfect Pitch and relevant buyer stories.

Marketing Center, MoxiEngage, and Custom Video.

Attend a Workshop

Find marketing workshops at CBRMarketingWorkshops.com

Guiding Your Buyer to Their Dream Home

Next Available Appointment

Booka 20-minute, solution-oriented virtual appointmentfor your marketing needs with a Field Marketing Specialist. Visit NextAvailableAppointment.com

Recorded Workshops

Watch recorded Marketing Workshops at Youtube.com/@CBRMarketingWorkshops

Marketing Strategy

Schedule a meeting with Field Marketing to refine your stories.

Resources

Landing Page

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To easily access all resources shown throughout this playbook, please scan the QR code below.

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