2024 Idea Box Resources

QUICK NAVIGATION: TEMPLATES | GUIDES | SCRIPTS

Please note: For Templates, you will be prompted to login to marq, please use your cb desk login.

50 Years of #1 Campaign Assets

Get the 50 Years of #1 Campaign Assets

66 Days to Building a Habit Challenge

Read more about the challenge

All Available Scripts

See our available scripts

Branded Seeds

Use for your April Pop-by to delight customers!

Building Better Habits Checklist

Use this routine to keep you on track

Building Engagement Social Media Posts

Use these templates to engage with your social audience

Business & Marketing Plan, Excel Sheets

Utilize for detailed review/tracking of your business and marketing plans.

Buyer / Seller Landing Page Assets

Download these assets to use for your Buyer/Seller landing page.

CB Quotables Social Media Graphics

Show off our national accolades (search “quotable” in the marketing center)

CB-Preferred Vendor List

Partner with a preferred vendor from our concierge list

Content Marketing Plan

Download the CB Social Content Calendar for reminders on content to post.

Farming Program Sign-up

Sign-up for our CB Farming Program!

Guide: 150 Ways to build database

Add these 150 people to your SOIL to grow your business!

Guide: 28 Reasons people move

Be familiar with the multitude of reasons people buy and sell everyday outside of interest rates.

Guide: 8x8 New Client Follow-up Strategy

use this strategy to ensure 8 touches across 8 weeks with your new clients!

Guide: Adding Custom Pages to Moxi Presentations

How-to incoprorate a custom page, like market share, into your Moxi Presentation.

Guide: Best Practices for New Clients for Lead Source Tracking

Learn the best practices for tracking lead sources, so you can better determine what's working and what's not.

Guide: Best Practices for Testimonials Online

Learn some tips and tricks on posting testimonials online for the greatest reach!

Guide: Bio Builder

Use to craft a compelling bio that highlights your expertise, experience, and personality.

Guide: Blue Crew ToolBox

Use this guide to learn more about the tools we offer at CBH!

Guide: Boosting on Social Media

Learn how to easily boost/advertise your content, so that you can expand your audience past your current followers/likes.

Guide: Buidling Online Engagement

Ideas to start getting engagement on your social media

Guide: Collobarating with Affliates

Learn how best to navigate working with Affiliates

Guide: Contact Categorization Guide

Inspiration on ways to better divide your contacts for results and easy instructions on how to do it!

Guide: Creating a Listing to Lead Landing Page

Learn how to create your very own buyer and seller guide landing page.

Guide: Creating Labels with Moxi & Avery

Learn how to Create Labels with Moxi & Avery

Guide: Creating Testimonial Tree Graphics in Testimonial Tree

How to generate your own testimonial tree graphics for social media.

Guide: Customizing Content in L2L

Choose the content themes that make sense for your social media audiences!

Guide: Customizing Moxi Task Manager

Use this guide to find out how to customize the Moxi task manager to match your transaction routine.

Guide: Email Marketing Cheatsheet

Get the cheatsheet on the do's and dont's of email marketing

Guide: Engaging with Your Hood

Learn how to build trust and brand awareness in your neighborhood!

Guide: Exporting LinkedIn Contacts

Learn how you can export your LinkedIn Contacts to add to your sphere.

Guide: Finding Coldwell Banker Heritage Lingle Templates on Marketing Center

Looking for a template in our new marketing center? Use this guide to help make finding templates easier!

Guide: Generating a Testimonial Graphic

Generate and use this testimonial graphic on your social media!

Guide: Home Value Tool QR Code

Get Your Home Value Tool QR code in L2L

Guide: Inviting Clients to Like Your Page

Grow your Facebook Page Audience by asking friends, family and clients to like your page

Guide: L2L Playbook - PDF Guide

Learn how to generate leads using PDF guides!

Guide: L2L Playbook - Short Form Video

Learn how to generate leads with short form videos and gated content!

Guide: L2L Playbook: Maximizing Listings

Playbooks to learn how to generate leads

Guide: Maximizing Online Profiles

Ensure you are following this list to maximize your online profile!

Guide: Neighborhood News

Learn more about what the neigborhood news is and how to use it.

Guide: OpCity Best Practices for Leads

Learn the tips you need to know to improve your odds of getting additional and higher quality leads.

Guide: Pop-by Best Practices

Learn tips and tricks to help make things easier for your next pop-by effort.

Guide: QR Code Generation

Use this guide to learn how you can easily and quickly generate a QR code!

Guide: Reviewing Running Campaigns in Moxi

Learn how to identify what is currently running in Moxi Engage

Guide: Scheduling Content in L2L

Learn how you can add and modify your social media content schedule

Guide: Setting-up Neighborhood News

Learn how to set-up your Neighborhood News in Moxi!

Guide: SMART Goal Setting

Use this guide to make smart goals!

Guide: Using Campaigns & Groups in Moxi Engage

Identify within your sphere who might be curious about their home value with a Home Value Tool email campaign.

Guide: Using L2L Video Scripts

Learn how to find and use these scripts to create videos to engage your social audience

Guide: Using Marketing Center

Learn how you can personalize your marketing materials!

Guide: Using Moxi Present

Use Moxi Present to create a professional, emailable presentation

Guide: Using the Ford Method

A Method for identifying potential connections with your clients to help strengthen your relationship.

Guide: Using the Home Value Tool

Guide to help you learn more about what the home value tool is and how to use it.

Guide: Your First Video Guide

Incorporate these tips to make your video shine.

Moxi Goal Tracking

Learn more about tracking GCI goals in Moxi

Order a Car Magnet

Increase your brand awareness while you're driving or at the supermarket.

Order a Yard Sign

Let your neighborhood know a realtor lives in the neighborhood by ordering a personalized yard sign.

Order Branded Mug

Get a Branded Mug for Your Clients

Order Business Card

Order professional print business cards so they can easily contact you.

Order Digital Business Card

Order professional digital business cards so they can easily contact you.

Order Home Value Assets

Order a Home Value Tool magnet or card!

Order Pop-By Swag

Looking for swag to include with your pop-by? Check out the low minimum items we've included in our swag shop!

Previous Pop-By Graphics

Use our 2023 pop-by ideas!

Professional Photo

Sign-up to take an up-to-date, professional photo or lifestyle photo-shoot

Profile Checklist

Ensure you have the key details to maximize your profile's visibility with our profile checklist!

Ron's 5-a-DAY

4 Questions to identify business within your sphere!

Social Media Calendar

Get ideas to help you engage and generate leads on social media.

Social Media Ideas for Listings

Here are a few ideas you can use to help promote your listing.

Social Media Scorecard

Score your social media profiles to identify what areas need improvement

Template: Market Share Digital Graphics

Use our market share graphics to show that we are #1

Template: Market Share Post Card

Use the Market Share Post Card to let your farm know our position in the industry!

Template: Neighborhood News Graphic

Download and use our neighborhood news graphic to promote your neighborhood news.

Template: Personalizable Buyers Guide

Personalize your buyers guide to show your photo and contact info.

Template: Personalizable Sellers Guide

Personalize your sellers guide to show your photo and contact info.

Template: Referral Request Post Cards

Use this direct mail template to ask your sphere for referrals.

Template: Resume

Demonstrate your experience and expertise to a potential client

Template: Social Media Testimonial Graphic

Let your potential clients know how much your existing clients love you!

Template: Spring Recipe Card

Use this recipe card template for your Spring pop-by!

Templates: View All

Check out all of the templates that we have from the idea book on the marketing center!

Testimonial Tree Checklist

Get the checklist you need to follow to ensure your account will automatically be sent an email once transaction is closed in Dotloop.

Thanksgiving Card Sign-up

Sign-up for CB Branded Thanksgiving Cards

Using L2L Bio Link Guide

Centralize all of our available resources into one easy place for your clients

Ways to Grow Flow Chart

Interested in growing your marketing? Use this flowchart to determine potential opportunities based on your goals.

Your Options for Listing Materials

We have a few options for listing materials, learn more about these options to pick the best for you.