CATALOG Marketing
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
Design Concierge
Exclusive Look
Boost
Insight
CBU Learning Center
Marketing Center
Ready to get started? Book your next appointment in as little as two business hours at
NEXTAVAILABLEAPPOINTMENT.COM
CBR MARKETING EDUCATION WORKSHOPS
At Coldwell Banker Realty, our field marketing team offers a comprehensive curriculum of marketing education workshops designed to master your marketing skills and knowledge of our Coldwell Banker marketing tools and products. We offer four levels of workshops: Overview, Essentials, Advanced and Unlocked, each designed to help you choose workshops that fit your needs.
WORKSHOP LEVELS
Overview
These workshops offer high-level demonstrations that provide an informative overview of our products' capabilities. They serve as a starting point for understanding what our products can do and their potential benefits.
Essentials
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.
Advanced
These workshops focus on demonstrating the advanced features of our products. Moreover, they explore integration possibilities with other products to enhance their utility and efficiency.
Unlocked
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.
DON’T JUST MARKET MASTER
IT
Your marketing strategy just got a MAJOR upgrade. We've made the sign-up process easier than ever so you can:
Access live sessions 5 days a week.
Discover a simpler way to learn with the best tools in the industry, all in one place.
Select the workshop you’d like to attend, register and you’re good to go!
Browse the calendar and sign up for a Marketing Workshop at:
CBRMARKETINGWORKSHOPS.COM
BOOST
Boost automates digital advertising campaigns, allowing you to create ads that promote you or your listings to targeted audiences in just minutes
Overview
LEAD GENERATING SOCIAL MEDIA ADVERTISING
Explore key features and familiarize yourself with the interface. Discover how to streamline your digital advertising efforts across social media and highly trafficked websites.
Essentials
Watch On Demand (15 mins)
Find a Live Workshop Book Next Available Appointment
CREATE LEAD GENERATING LISTING ADS
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.
Watch On Demand (15 mins)
Find a Live Workshop Book Next Available Appointment
ADVERTISE YOUR BUSINESS WITH TARGETED DIGITAL ADS
Learn how to advertise your business through targeted social media and online ads. Discover how to create content that resonates with your target audience and elevates your brand.
Advanced
Watch On Demand (20 mins)
Find a Live Workshop Book Next Available Appointment
BOOST YOUR REACH WITH TARGETED VIDEO ADS
Leverage custom videos from Morpheus to create targeted online advertising campaigns. Learn to download videos and add them to your Boost campaigns.
Watch On Demand (20 mins)
Find a Live Workshop Book Next Available Appointment
FOR NEW BOOST LEADS
Use your leads from Boost and turn these cold leads hot. This demonstration will show you how to upload these leads into Prospect Square and MoxiEngage to cultivate new relationships.
Watch On Demand (25 mins)
Find a Live Workshop
Book Next Available Appointment
PROSPECT SQUARE
Prospect Square is your go-to sphere marketing platform that includes Clients for Life, data reports, property e-blast templates, and a monthly newsletter, all designed to help you remain memorable with your clients and contacts.
prospect square
Overview
TOP-OF-MIND-SPHERE MARKETING
Get started with this powerful sphere-marketing tool that includes our Clients for Life Campaign, market data reports, a monthly newsletter, and property e-blasts.
Essentials
Watch On Demand (35 mins)
Find a Live Workshop
Book Next Available Appointment
ESTABLISH YOUR MARKET EXPERTISE
Keep your clients and contacts informed by leveraging informative automated market data campaigns. These data-filled reports will showcase your local knowledge and expertise.
Watch On Demand (65 mins)
Find a Live Workshop
Book Next Available Appointment
STAY TOP-OF-MIND WITH A MONTHLY NEWSLETTER
Set up and personalize a monthly newsletter where you can select your own local articles and imagery to create captivating and memorable monthly content.
MAKE THEM YOUR CLIENTS FOR LIFE
Clients for Life offers your contacts engaging and exciting monthly content that help you touch base with unique offerings that set you apart from the competition.
Advanced
BEYOND THE DRIP CAMPAIGN
Leverage the content that Prospect Square provides outside the application. Learn ways to showcase these materials and enhance your connection with your sphere of influence.
GET SOCIAL WITH CLIENTS FOR LIFE
Learn how to increase the visibility and engagement for your Clients for Life campaign by learning strategies for sharing on your favorite social media platforms.
Watch On Demand (-- mins)
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Watch On Demand (30 mins)
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Watch On Demand (-- mins)
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Watch On Demand (-- mins)
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MARKETING CENTER
Marketing Center is a digital content management solution and digital asset generator that gives employees and agents the ability to download company and brand logos, access any brand photography, customize and post social media assets, as well as download virtual meeting backgrounds
MARKETING CENTER
Overview
MARKETING CONTENT CREATION
Learn how Marketing Center provides quick and easy access to the content creation you need to effectively market yourself and your listings.
Essentials
MASTER YOUR MARKETING
Take a deeper dive into the traditional offerings from Marketing Center. Learn how to keep organized, share projects, find stock imagery, and create captivating social graphics.
CRAFTING COMPELLING FLYERS
This demonstration equips you with the knowledge and ability to create and identify materials that captivate your audience and leave a lasting impression.
Watch On Demand (30 mins)
Find a Live Workshop Book Next Available Appointment
Watch On Demand (25 mins)
Find a Live Workshop Book Next Available Appointment
Watch On Demand (25 mins)
Find a Live Workshop Book Next Available Appointment Advanced
MAXIMIZE YOUR MARKETING CONTENT
Learn advanced output options in Marketing Center such as utilizing the presentation and flipping book feature, ordering print pieces, sharing assets to social media, and navigating the download settings.
Watch On Demand (40 mins)
DEPLOY CREATIVE CONTENT ACROSS CB TOOLS
Use creative content from Marketing Center across MoxiWorks tools and Prospect Square. Embed emails with live links in MoxiEngage and Prospect Square, as well as on your MoxiWebsite. Download pages for presentations in MoxiPresent
Watch On Demand (-- mins)
Find a Live Workshop
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MARKET QUEST
Market Quest provides agents multiple ways to attract potential clients and impress existing clients with its comprehensive MLS transaction data. Agents can quickly find how their brand is #1 in their area, generate market share reports and generate real estate trend reports.
MARKET QUEST
Overview
LEVERAGE YOUR LOCAL MARKET DATA
Learn about Market Quest, our tool that provides comprehensive MLS market data. Download a variety of content including PDF reports and social graphics displaying key market data.
Essentials
Watch On Demand (60 mins)
Find a Live Workshop
Book Next Available Appointment
LEVERAGE COLDWELL BANKER’S POWERFUL MARKET SHARE
Learn how Market Quest can help you leverage Coldwell Banker’s strong positioning in the market by generating and sharing market share and position reports.
Watch On Demand (10 mins)
Find a Live Workshop
Book Next Available Appointment
KEEP YOUR SOI INFORMED ON LOCAL MARKET DATA
Learn how Market Quest can help you share key market data with your clients and SOI. You can generate detailed PDF reports and eye-catching social graphics.
Your Market In A Snapshot
Learn how to create market snapshots from MarketQuest. Tailor your snapshots into tall formats for Instagram Stories, wide formats for Facebook and LinkedIn, and square formats for Instagram.
Watch On Demand (-- mins)
Find a Live Workshop
Book Next Available Appointment
Watch On Demand (-- mins)
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Listing Concierge
Listing Concierge is our in-house, state-of-the-art, property marketing platform that helps agents win more listings, prove their value, and sell more homes.
LISTING CONCIERGE
Overview
360 DEGREE PROPERTY MARKETING
Ready to win every listing presentation and turn one listing into three? This workshop will introduce you to Listing Concierge, our innovative and comprehensive property marketing platform.
Essentials
Watch On Demand (-- mins)
Find a Live Workshop
Book Next Available Appointment
HOW TO PLACE A LISTING CONCIERGE ORDER
You’ve got your listing and now you are ready to place a Listing Concierge order. Learn how to set up your LC profile, place an order, and what to expect once your order is placed.
Watch On Demand (25 mins)
Find a Live Workshop
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EFFICENTLY MANAGE AND PROOF YOUR ORDER
You’ve placed your Listing Concierge order and now it’s time to get to work. Learn the basics of getting your order through the finish line, proofing each item in your order, and essential tips for an efficient experience.
Watch On Demand (25 mins)
Find a Live Workshop
Book Next Available Appointment
CREATE & PROMOTE YOUR SINGLE PROPERTY WEBSITE
Learn about Listing Concierge’s eye-catching single property websites. This demonstration shows you how to edit and manage these sites and discuss effective ways to promote them.
Watch On Demand (25 mins)
Find a Live Workshop
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MANAGING YOUR PRINT MARKETING MATERIALS
Take a deep dive into print marketing options from Listing Concierge. Learn about proofing and editing print materials, tips and tricks, and the timelines for deploying materials like mailers and brochures.
Watch On Demand (-- mins)
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STREAMLINE YOUR WORKFLOW WITH A.I.
Discover the Power of Listing Concierge + AI. Explore the AI feature in Listing Concierge, created to streamline your workflow, freeing up valuable time for business growth.
Watch On Demand (10 mins)
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CBR MARKETING WORKSHOPS
DEMAND WORSKHOPS, WHEN YOU NEED IT YOUTUBE CHANNEL
ON
Unleash your marketing mastery with our ultimate resource for innovation and expertise Dive into a treasure trove of marketing technology demonstrations, quick tech tips, and more exclusive video content from the Coldwell Banker Realty Field Marketing Team
Why Subscribe?
Cutting-Edge Demos: Experience the latest tools in action Quick & Practical Tips: Boost your strategies with rapid, actionable advice.
Insider Insights: Gain knowledge from the marketing professionals who know the industry best.
Ready to revolutionize your marketing game? Scan the QR code to visit our YouTube Channel. Smash that subscribe button and stay ahead of the curve and transform your marketing strategy
LISTING CONCIERGE
Advanced
MARKETING YOUR BUSINESS AFTER THE SALE
You’ve sold your listing, but the job is not done yet! Learn how to deploy the remaining products within your Listing Concierge order and leverage the sale to promote your business.
YOUTUBE VIDEO LISTING ADS
Listing Concierge’s YouTube video ads target local audiences based on their search habits. Learn how to proof these ads, the timeline for completion, ad analytics, and ways to promote them.
Unlocked
Watch On Demand (-- mins)
Find a Live Workshop
Book Next Available Appointment
Watch On Demand (-- mins)
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OPTIMIZE YOUR DIGITAL PROPERTY MARKETING MATERIALS
Learn about the digital offerings within Listing Concierge, including creating QR codes, vanity domain names, YouTube ads, your Boost ad and possible leads, and more
LIGHTS, camera, REAL ESTATE!
use Listing Concierge video assets on social media platforms like YouTube, Instagram, and TikTok. Learn strategies to increase visibility, engagement, and conversions with video content.
Watch On Demand (-- mins)
Find a Live Workshop Book Next Available Appointment
Watch On Demand (-- mins)
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DESK, PROFILE & LISTING MANAGEMENT
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.
DESK, PROFILE, & LISTING MANAGEMENT
Overview
NAVIGATING YOUR VIRTUAL OFFICE
Learn how to navigate Desk. Desk is a completely customizable platform that unites the key products and tools that you need to run your business effectively in one cohesive, integrated solution.
Watch On Demand (15 mins)
Find a Live Workshop
Book Next Available Appointment
OPTIMIZING YOUR ONLINE PRESENCE
Learn about CBHomes Admin where you can manage your bio, profile specifics, and listings, ensuring you present yourself in the best possible light in a digital focused market.
CB MARKETING EXPERIENCE
New to Coldwell Banker? Take advantage of this Marketing Orientation where you will learn how to use Desk and get live overviews of the different products offered at Coldwell Banker.
Essentials
Watch On Demand (15 mins)
Find a Live Workshop
Book Next Available Appointment
Watch On Demand (20 mins)
Find a Live Workshop
Book Next Available Appointment
KEEP UP WITH COMPANY PROFILE & UPDATES
Learn how Market Quest can help you leverage Coldwell Banker’s strong positioning in the market by generating and sharing market share and position reports.
Watch On Demand (15 mins)
Find a Live Workshop
Book Next Available Appointment
MANAGE & TRACK YOUR LISTINGS ONLINE
Learn how to manage your listings and upload highresolution photos, ensuring they look great online. Learn about our Insight tool for tracking web traffic and understanding your listing’s exposure.
Watch On Demand (10 mins)
Find a Live Workshop
Book Next Available Appointment
DESIGN CONCIERGE
Design Concierge, powered by the marketing experts at The Studio, unites smart personalization technology with some of Earth’s most talented advertisers, copywriters and designers to help build your personal brand.
DESIGN CONCIERGE
Overview
BUILD YOUR PERSONAL BRAND
Learn about our in-house branding agency to help you create a brand that is uniquely you. Design Concierge can help you become the memorable real estate expert in your local market.
Essentials
Watch On Demand (20 mins)
Find a Live Workshop
Book Next Available Appointment
BRING YOUR BRAND TO LIFE WITH DESIGN CONCIERGE
Learn how to place a Design Concierge order. Plus, learn suggested best practices when placing an order and what to expect when working with your assigned Design Concierge Coordinator.
Watch On Demand (-- mins)
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ELEVATE YOUR BRAND ONLINE WITH DESIGN CONCIERGE
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Advanced
Watch On Demand (-- mins)
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INTEGRATING YOUR BRAND WITH YOUR PROPERTY MARKETING
Learn about the available packages offered from Design Concierge where you can seamlessly integrate your personal brand with Listing Concierge’s property marketing materials.
Watch On Demand (-- mins)
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DIY LISTING MARKETING
Explore products and tools that can help you effectively promote and put together marketing materials for your listings.
DIY LISTING MARKETING
Overview
SHOWCASE YOUR OFF MARKET LISTINGS & BUYER NEEDS
Exclusive Look is our in-house advertising portal for Coldwell Banker agents to market off-market listings or pre-MLS properties. Showcase properties and buyers' needs within our large network.
Watch On Demand (20 mins)
Find a Live Workshop
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DIY PROPERTY MARKETING: A MOXIIMPRESS OVERIVEW
Master DIY Real Estate Property Marketing using MoxiImpress. Learn how to create digital and print materials, and explore the core features available to elevate your marketing efforts.
Essentials
Watch On Demand (15 mins)
Find a Live Workshop
Book Next Available Appointment
DIY LISTING MARKETING WITH MARKETING CENTER
Learn how to efficiently locate and create listing marketing materials using Marketing Center. We'll guide you through the tools and techniques needed to craft effective promotional content.
Watch On Demand (20 mins)
Find a Live Workshop Book Next Available Appointment
MOXIENGAGE
The MoxiEngage CRM, by MoxiWorks, is designed to fit the unique selling needs of real estate agents. MoxiEngage is centered around the sphere-selling methodology, because an agent’s sphere is what makes their business world go round. It leverages property data, encourages long-term lead nurturing, drives repeat and referral business, and helps to keep agents on track to reach their sales goals.
MOXIENGAGE
Overview
CLIENT RELATIONSHIP MANAGEMENT
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Essentials
Watch On Demand (15 mins)
Find a Live Workshop
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EFFECTIVELY MANAGE YOUR MOST Valuable CLIENT BASE
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Watch On Demand (15 mins)
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ENGAGE YOUR SOI WITH AUTOMATED DRIP CAMPAIGNS
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MASTERING YOUR CRM DASHBOARD
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Advanced
Watch On Demand (-- mins)
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Watch On Demand (-- mins)
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CRAFTING CONNECTIONS WITH PERSONALIZED MARKETING
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Watch On Demand (-- mins)
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MOXIPRESENT
MoxiPresent, by MoxiWorks, gives you the power to take your audience on a journey: from selling guidance and pricing consultations, creating virtual open houses, recruiting new talent, sharing neighborhood insights. Deliver amazing presentations to prospects and clients all while barely lifting a finger. MoxiPresent is more than a top-notch CMA tool.
MOXIPRESENT
Overview
CREATE CLIENT PRESENTATIONS
An Overview of your one-stop shop for creating compelling presentations for buyers and sellers. Learn the basics of creating effective listing and buyer presentations to enhance your business. Watch On Demand (40 mins) Find a Live Workshop
Next Available Appointment
Essentials
CRAFT A COMPELLING LISTING PRESENTATION
Create a Comparative Market Analysis and utilize marketing materials to enhance your listing presentation, effectively showcasing a property's value and marketing exposure to potential sellers.
GUIDING YOUR BUYERS TO THEIR DREAM HOME
Create informative presentations for your buyers. This tool helps affiliated agents create easy-tounderstand buyer guides and tours to support decision-making during the buying process.
Watch On Demand (30 mins) Find a Live Workshop
CUSTOMIZE YOUR CLIENT PRESENTATIONS
Elevate your presentations with MoxiPresent. Create custom print and digital content, including embedded videos, to deliver a unique and impactful message tailored to your business
THE POWER OF YOU: BRANDING YOUR CLIENT PRESENTATION
Learn advanced customization for templates and pages that blend print and digital mediums Create bespoke presentations, embed dynamic elements, and use Design Concierge for professional results.
On Demand (15 mins) Find a Live Workshop
Next Available Appointment
MOXIWEBSITES
MoxiWebsites, by MoxiWorks, is a web content management system that gives control to agents (or teams) to create professional websites without knowing a line of code. A flexible website content management system for real estate agents.
MOXIWEBSITES
Overview
LAUNCHING YOUR AGENT WEBSITE
Learn how to build and maintain an engaging website with MoxiWebsites, providing a valuable resource for your sphere of influence and online visitors.
Essentials
MANAGING YOUR WEBSITE CONTENT
Learn to create and manage website content with MoxiWebsites: edit, organize, and add pages, use the editor, and set up a client testimonials page.
Advanced BUILDING CUSTOM PAGES & TEMPLATES FOR YOUR WEBSITE
Explore advanced customization options for your MoxiWebsites site, including creating custom pages with templates and using Page Builder to tailor your site’s design.
LEAD GENERATING TOOLS FOR YOUR WEBSITE
Capture leads organically on your MoxiWebsite. Add the CB Move Meter and Home Estimate widgets. These tools can aid in lead generation, but results are not guaranteed and best practices vary.
LEVERAGE THE POWER OF AI TO CREATE WEBSITE CONTENT
Learn how to use AI to quickly create and add blog posts to your MoxiWebsites, keeping your content fresh and your website up-to-date with ease
AGENT VALUE PROPOSITION
Understand and articulate what sets an you apart from your competitors. Learn how to craft compelling narratives, present evidence of your success, and leverage your expertise to build credibility.
AGENT VALUE PROPOSITION
Overview
PERFECT PITCH AGENT VALUE PROPOSITION
Define your unique agent value with credibility and relevance while mastering your pitch for greater differentiation and impact.
Essentials
Watch On Demand (35 mins)
Find a Live Workshop
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THE 12 MINUTE LISTING PRESENTATION
The 12-minute listing presentation highlights the unique benefits of Listing Concierge. Learn strategies to effectively communicate its value and win more listings.
Watch On Demand (20 mins)
Find a Live Workshop
Book Next Available Appointment
THE 12 MINUTE LISTING PRESENTATION: FLORIDA & NORTH EAST
The 12-minute listing presentation highlights the unique benefits of Listing Concierge. Learn strategies to effectively communicate its value and win more listings. For Florida and NE markets only.
Advanced
Watch On Demand (20 mins)
Find a Live Workshop
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CRAFT YOUR PERFECT PITCH WITH COPILOT
Harness AI to create a your “Perfect Pitch” using CoPilot. Enhance your unique value proposition with credibility, crafting a personalized pitch that highlights your strengths and sets you apart.
Unlocked
Watch On Demand (25 mins)
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CRAFTING YOUR 12-MIN BUYER PRESENTATION & AVP
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CRAFTING YOUR 12-MIN LISTING PRESENTATION & AVP
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Watch On Demand (-- mins)
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SOCIAL MEDIA
Harness the power of Social Media to engage with your friends, clients, neighbors, and local community.
SOCIAL MEDIA
Overview
SOCIAL MEDIA 101: AN OVERVIEW OF THE PLATFORMS
Discover top social platforms and learn powerful strategies to boost growth, connect with your audience, increase engagement, and drive business success.
Find a Live Workshop
Essentials
CRAFT COMPELLING SOCIAL MEDIA CONTENT
Master crafting captivating content that stands out, engages your audience, and drives meaningful interactions. Discover secrets to making your message unforgettable and impactful.
Find a Live Workshop
INSTAGRAM 1.0
Explore an in-depth overview of Instagram, learning how to effectively post content, engage your audience, and grow your presence with impactful strategies and creative techniques.
Find a Live Workshop
MAXIMIZE YOUR FACEBOOK BUSINESS PAGE
Master essential strategies to maximize Facebook's potential, elevate your brand, and drive organic growth for your business with engaging content and smart tactics.
Find a Live Workshop
LEVERAGING LINKEDIN
Discover the best practices for leveraging LinkedIn to build a powerful professional network, enhance your brand, and drive business growth through meaningful connections.
Find a Live Workshop
Perfect Pitch Social MEdia Workshop
Elevate your pitch and captivate your audience across social media with compelling, personalized content. Showcase your unique value and engage followers with a powerful, polished presentation that stands out in the digital crowd.
Find a Live Workshop
SOCIAL MEDIA
Essentials
SOCIAL MEDIA CONTENT CURATION
Find and download social media assets from Marketing Center. Access banners, real estate templates, and create property-specific graphics to attract more clients with compelling visuals.
Find a Live Workshop Watch On Demand (15 mins)
CREATE CUSTOM VIDEOS
Unleash your creativity by creating custom videos using Morpheus. Learn how to craft compelling visual narratives, add personalized touches, and showcase your business in an engaging way.
Find a Live Workshop Watch On Demand (35 mins)
Advanced
VIDEO MARKETING FOR SOCIAL MEDIA
Master the art of leveraging captivating video content on social platforms to attract, engage, and grow a loyal following that stands out.
Find a Live Workshop
TIKTOK & REELS WORKSHOP
Explore the essential strategies and tools for creating engaging TikTok videos and Reels that captivate audiences, boost engagement, and enhance your brand’s digital presence.
Find a Live Workshop
Unlocked
SOCIAL MEDIA MASTERMIND
Join our Social Media Mastermind, where each month we dive deep into a specific platform, sharing strategies, insights, and tactics to elevate your social media game and boost your brand's impact.
Find a Live Workshop
TECH TIPS
Recorded technology demonstrations to assist you with day-to-day set up and tasks.