

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!
Duff Rubin
Regional President, Southeast Coldwell Banker Realty
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.
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.
Evaluate Current Progress
Articulate Your Value
Generate Leads
Listings
Buyers
Objective
Assess the goals set at the beginning of the year and identify areas that need more focus.
Actions
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.
Establish clear, achievable goals for the final quarter to stay motivated and track progress, leading to Q1 2025 success.
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.
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
articulate your value
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.
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
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
Engage your sphere to build a strong business pipeline.
Call your database and sphere. Personalize your outreach and strengthen relationships.
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.
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.
Host open houses and attend local events to attract buyers and meet potential clients.
Create video content regarding your farming area and post on social media.
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
Desk > Marketing Center > New Project > Custom Video
Attend a Workshop
Next Available
Booka 20-minute, solution-oriented virtual appointmentfor your marketing needs with a Field Marketing Specialist. Visit NextAvailableAppointment.com
Recorded Workshops
Secure new listings and rejuvenate stagnant properties.
Build confidence by regularly rehearsing your listing presentation to help you effectively articulate your value.
Comprehensive marketing plan for your listings
Reinvigorate Frozen Listings
Develop new strategies to rejuvenate stagnant properties.
Invite clients over to build stronger relationships in a warm, welcoming environment.
Enhance your listing’s appeal with home updates and renovations, increasing chances of a quicker sale and potentially higher offers.
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
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
Convey your value proposition to effectively attract and engage buyers. Clear, compliant and confident
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.
Utilize the collection of buyer materials with extensive information about buying a property.
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.
Find marketing workshops at CBRMarketingWorkshops.com
Guiding Your Buyer to Their Dream Home
Booka 20-minute, solution-oriented virtual appointmentfor your marketing needs with a Field Marketing Specialist. Visit NextAvailableAppointment.com
Watch recorded Marketing Workshops at Youtube.com/@CBRMarketingWorkshops
Schedule a meeting with Field Marketing to refine your stories.
Scan QR Code
To easily access all resources shown throughout this playbook, please scan the QR code below.