CB Team Blue Print Jan 2019

TEAM BLUEPRINT YOU R GU I D E TO A N EM P OWER I N G BUS I N ESS Welcome to the Largest Real Estate Company in the World…

CONTENTS

C.B. T. E . A .M . S .

CULTURE

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A collaborative culture that supports learning and development

BUSINESS BUILDING

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We equip Teams to build prosperous businesses

TOOLS

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Providing the systems needed to run a successful business

EDUCATION

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Constantly creating value through empowerment

ADMINISTRATIVE SUPPORT

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The “secret sauce” to the success of Teams

MARKETING

Showcasing our Teams and the value they bring to the consumer

SYNERGY

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The combined power of Coldwell Banker and your TEAM

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CULTURE

“ I did a lot of research before choosing a brokerage in 1989 and Coldwell Banker, Ken Schmidt

and Tom Gray were the best choice. Watching Ken and Tom staff the offices benefited me greatly, when it was time for me to choose people. The success I experience now is a direct result of my high-quality team members. I have been very fortunate to surround myself with great people and I learned that from Ken Schmidt who surrounded us from the beginning with exceptional people. Mike Schmidt has carried on the tradition and added the most innovative technology and marketing. There is no other brokerage that even comes close.”

- Mark Hagan, REALTOR ® Mark Hagan Real Estate Professionals

B

A CULTURE OF PASSION, PURPOSE, AND INTEGRITY Coldwell Banker Schmidt Family of Companies knows that Teams are here to stay and the direction of the future. We provide a growth plan for our aspiring agents who are interested in taking their business to the next level. We have a collaborative culture that supports learning and development at it’s very core and provides the blueprint for agents who have the desire and leadership to break into this platform.

GENERATION

B LU E The Annual Gen Blue Experience brings together presenters and topics that motivate and inspire. Top tier learning. And a party that will go down in the record books.

Our Annual Awards Banquet provides an unmatched celebration of your Team’s success, recognition for your Team’s achievements, sparks productivity, and amazing prizes!

BUSINESS BUILDING

THE BUSINESS OF BUILDING A TEAM Our Team Philosophy focuses on the key skills of hiring, managing and leading a team, as well as harnessing innate entrepreneurial skills to build and run a business.

BUSINESS PLANNING / COACHING We will guide you through the process and help determine your needs. Setting annual, monthly and daily goals in alignment with your vision. Identify the activities needed to support your team’s financial goals. Develop strategies to implement into your business plan.

DEFINE YOUR TEAM Team Structure Define and Establish Roles Buyers Agent, Showing Assistant, Listing Agent, Inside Sales Assistant

COMPENSATION / ECONOMIC MODEL Financial Benchmarks Best Practices Value Proposition Agents often see themselves as just sales people rather than business owners. Shifting that mindset requires vision, goal setting and a solid plan that focuses on the key activities that will get results.

TOOLS

R

I “ Top Notch! There is no other way to describe the technology and tools made available to

our team at Coldwell Banker! With proper implementation of these tools into our real estate business every day, our team has been able to better systemize, manage and grow our business year after year!“ - Renee Bridges, REALTOR ® The HomeTown Team

WE EM P OWER Teams with tools as strong as our brand.

R EVOLUTIONARY

I N N O VA T I O N A Team can’t run a world class business without the proper tools. We work closely with the Coldwell Banker Brand to continually add to the arsenal of tools we provide to our Teams to support their businesses.

ü Contact Relationship Management Systems Access to an Electronic Transaction ü Premium Management System ü Automated Property Marketing Systems Banker Blue Matter Blog to Provide ü Coldwell Unlimited Content for all of your Social Media Platforms

Exchange provides immediate access to the ü CB most up-to-date content and tools to help you run your business smarter.

Zap helps identify the hottest prospective ü CB buyers easily and quickly. is visualization of big data. From arriving at ü CBx the right market value to to determining where potential buyers are located.

EDUCATION

“ Coldwell Banker Schmidt has given me the platform to build my team. The training and

educational opportunities help me grow members of my team into future top producers.

I also feel fortunate to have access to other team leaders within the company.”

- Geno D’Angelo, REALTOR ® The Geno D’Angelo Group

EDUCATION & GROWTH Emerging Team Leaders need training too!

Designed to empower our Team Leaders to become better leaders, we provide Growth Plans, Masterminds, Financial Benchmarks and best practices. Agents want to be inspired. The success to retention on Teams is to constantly create value to all while recognizing that every member of the team plays an integral part.

• Global Luxury Certification Training • Smart Home Certification Course • Annual Innovation Exchange to Keep You “In The Know” • Team Training Provided with Complete On-boarding of all Team Members • Ongoing Instructor-Led Sales Training Provided for Agents at all Levels • Coldwell Banker University Online Learning Portal • Motivational and Business Experts Brought in to Take Your Career To The Next Level

ADMINISTRATIVE SUPPORT

“ A highly trained full time in-office administrative assistant supports us with all clerical tasks

allowing us to spend our time on income-producing activities. A company paid paperless storage filing system reducing paper and ensuring accuracy of all documents supports our teams at a high level. Our team has peace of mind that comes with knowing our files are compliant with all legal requirements and we have an extra layer of protection with the backing of Coldwell Banker. Having the same person at the front desk every day to greet our customers makes our team look professional and our customers feel at home in the office.”

- Kristen Conti, REALTOR ® Team Conti

THE SECRET SAUCE TO YOUR SUCCESS We recognize that administrative support plays a vital role to the success of a Team, and as such, we will hire and train the Administrative Support*, as well as provide resources during this process.

Team Policy on Agency Provided For You Team Agreements Assistance Recruiting and Hiring Your Team Members and Administrative Staff Job Descriptions

*To any Team who qualifies for this option.

MARKETING

“ The Marketing Team is priceless and essential to our team’s success. CBx is a platform that we

embrace and it beats our competition out. We love Listings to Leads with social advertising and individual property websites. It creates team exposure next to none. Brand recognition is at a level not seen at other real estate companies. This provides a greater platform for our team. As a team, we can offer superior service with Coldwell Banker Schmidt Family of Companies and win more listings.”

- Anthony Colantuono, REALTOR ® Real Estate Legacy Group

WE ARE HERE TO SUPPORT YOUR TEAM MARKETING This is an area where we really shine! Agents are not designers, they are in the business of creating exceptional service during the home buying and selling process. At Coldwell Banker Schmidt Family of Companies, we believe in showcasing our agents and the value they bring to the consumer with a World Class Marketing Department. Our Marketing Department spans Ohio, Michigan, Florida and the U.S. Virgin Islands. We are laser focused on providing the exposure our agents need. From Branding, to Press Releases, to customized Listing Presentations, Global Luxury Advertising for qualified listings and so much more.

World Class Support is our specialty Vice President of Marketing

Marketing Specialists

Referral Coordinators

Director of Technology

Sales Managers

Property Management Specialists

Director of Luxury

Agent Service Coordinators

Mortgage & Title Services

Digital Media Specialist

In-House Attorney

and MORE!

Regional Marketing Directors

Commercial Division

Marketing Designers

Relocation Services

SYNERGY

“ My experience with Coldwell Banker Schmidt Family of Companies has been very positive and supportive in helping my team and I grow and be successful. From the Marketing Department, company sponsored events, as well as, the involvement of the Schmidt Leadership Team and our Brand Headquarters in New Jersey.“

- Andrea Crossman, REALTOR ® Andrea Crossman Group

C.B. T.E.A.M.S. Creating the synergy for your success

CULTURE BUSINESS BUILDING TOOLS EDUCATION ADMINISTRATIVE SUPPORT MARKETING SYNERGY

MICHIGAN

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OHIO

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FLORIDA

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U.S. VIRGIN ISLANDS COLDWELLBANKERVI.COM