Name
*
First Name
Last Name
Office Location
Fayetteville
Bentonville
Rogers
Email
*
List the # of contacts you have loaded into Moxi Engage.
*
List the # of Moxi Engage Contacts that are receiving an email campaign. i.e. Neighborhood News, Listing Alerts, House-versaries,Campaigns, etc.
*
List the Moxi Email Campaigns you are utilizing
Neighborhood News
Listing Alerts
Blue Review - Local NWA Monthly Newsletter
House-aversaries
Buyer campaigns
Seller Campaigns
Holiday Campaigns
Are you reaching out to 5 people per day?
*
Yes
No
If you checked yes, what method?
Phone Call
Text
Direct Message On Social Media
Mailer/Letter
Email
I am NOT Reaching out to anyone
Other
If you selected Other, what are you using?
If you answered "Other" to track communications, please explain your method below.
Based on your tracking, How many call/texts/messages is it taking for you to get an appointment?
*
Are you utilizing your Moxi Website?
*
Yes
No
Are you sharing your website with your Database?
*
Yes
No
How are you sharing your website?
*
Place website link in every social media post
Text it to clients
Email signature
Listed on all your other online profiles (i.e. Zillow, realtor.com, social media, etc.)
Placed on promotional materials (i.e. T-shirts, pens, stickers, business cards, etc.)
What pages/content are you sharing from your website?
*
Listings
Market Stats
Town pages
Neighborhood News
Move Meter
CB Estimate
Home Searches
What online profiles have you completed?
*
Instagram
Facebook
LinkedIn
Google My Business
YouTube
Realtor.com
Zillow
TikTok
Pinterest
Twitter (X)
Apple Maps
Yelp
Bing
Other
If you selected "Other", and created additional online profiles what have you used?
When is the last time you logged into all online profiles and updated information?
*
I have checked within the last 6 months
It has been a year since I last checked
It has been more than 2 years since I last checked
I have not checked
How are you sharing your Business card, DIGITALLY?
*
I have a contact card filled out on my phone
I use a 3rd party service like Popl, HiHello
I do not share in this format
How often do you post on Social Media?
*
4x+ per week
3x per week
1-2 per week
Inconsistent posting, maybe a few time per month
Not posting at all
Have you signed up for SocialBay automated posting?
*
Yes
No, Tell me what that is?
Other than SocialBay, is a 3rd party vendor posting on social media for you?
*
Yes
No
Because posting is NOT ENOUGH, are you Engaging with followers on social media everyday?.
*
Yes
No
If you said "YES" to engaging with people on social media daily, what are you doing specifically?
Commenting on others' posts
Creating conversation/commenting in Groups
Sharing content from other people
Seeking out business pages related to Real Estate to comment on and share
Searching for conversations in groups on real estate topics
If you selected "Yes" to the Engagement question above, how much time do you dedicate to this daily?
5 min per workday
15 min per workday
30 min+ per workday
Never do this
Where are you getting content for social media?
*
Share listings from my Moxi Website
SocialBay Automated Content
Sharing from @coldwellbankernwa pages
Monthly Market stat reports sent by marketing
Sharing content/pages from my Moxi Website
Morpheus Custom Videos
Monthly Blue Review Newsletter
Marketing Center on DESK
Moxi Impress
RPR ( Realtors Property Resource)
Market Quest within DESK
Community News Links from weekly sales meetings
Make my own videos from house tours
Take pics of house tours
How often do you make videos on social media?
*
1x a week or more
2x a month
1x a month
Only a few times a year
I never make videos
What are you doing to gather more names for your database?
*
Working with Relo and their programs
Working rental leads via Harris McHaney Property Management
Working Floor Duty
Working Downtown Bentonville Office Duty Shifts
Hosting or working Open House events for listing agents
In-person networking
Online networking- i.e. active in social media group, etc.
Other-Name anything else you are doing to meet more people below
Write what additional actions your are doing to gain more leads for your Database
Are you paying any 3rd party vendors for Leads?
*
Yes
No
If you answered "YES" to paying for leads, what sources are you using?
What assets are you using to WIN Listings?
*
Moxi Present Seller Preesentation
Printed Seller Presentation
Printed Moxi Impress marketing assets
Showcase Marketing Kit in Moxi Impress by entering THEIR address and crating marketing kit
MarketQuest® Reports
RPR Reports
Showcase Social Media Campaign
Showcase "Listing Marketing Plan"
Other
What actions do you take to market your listing?
*
Post on social media
Run paid ads on social media through Boost By Homespotter
Email out to your database
Reverse Prospect in MLS
Contact agents that have sold in neighborhood
Open House Events
Shoot Videos of property
Utilize Global Luxury
Purchase paid AdWerx ads
Other
Please list any additional actions you take to market a listing
Have you reviewed the " 2024/2025 Listing Marketing Plan" ?
Yes
No, but I would like a copy
What do you use to showcase your marketing strategy for your listings to the Sellers?
*
Marketing a Checklist Worksheet
Listing Presentation in Moxi Present
Listing Presentation - Printed Booklet
ListTrac
I send updates weekly to seller on what I am doing
I do nothing after the listing is live
What personal/promotional items are utilizing to market yourself as an Agent?
*
Tshirts
License plates
Car door magnets
Car Decals
Hats
Pens
Marketing Center Flyers
Other swag
Do you design anything on your own? i.e. social posts using Canva, your own flyers, etc.
*
What print marketing are you utilizing?
*
Moxi Impress Listing Flyers/Postcards
XpressDocs Global Luxury Materials for Listings
XpressDocs listing materials
Mailing postcards to neighbors of listings via XpressDocs
Farming Postcards
Promotional Magazines
Open house flyers to neighborhood
From Your Friends Discount Mailers
Branded Open House signage
Distributing Business Cards
Holiday Cards
Sending Home Valuations ( CMAs) to Prospects
Sending Home Valuations ( CMAs) to Closed clients
Doorhangers
Buyer Guide
Listing Presentation booklets
Phase 1
*
NABOR Required Courses: 1. Self Paced ETHICS course, 2. Onboarding Through NABOR, 3. NABOR Orientation
Moxi Engage Agent Training Portal (located in CB learning center)
BootcAMP for New Agents
Business planning with your coach
Introduction to Contracts with your Broker/Coach
I have not taken Any Classes in Phase 1
Phase 2
*
C.O.R.E. Intro to Moxi Engage ( in person, with training manager)
C.O.R.E. Form simplicity ( in person, with training manager)
C.O.R.E. Skyslope training ( in person, with training manager)
C.O.R.E. Marketing Orientation ( in person, with training manager)
C.O.R.E. Moxi Present ( in person, with training manager)
C.O.R.E. A-Game " How to Win a Listing" ( in person, with training manager)
C.O.R.E. Floor Duty & Open House ( in person, with training manager)
I have not taken Any Classes in Phase 2
Intro to Contracts Class or Meetup Trainings ( Contact Broker/Coach)
Phase 3
*
18HR Post License Course
Have you completed Marketing Homework? Check if yes
Review Agent Scripts Library in CBU Learning Center
I have completed all classes in Phase 3
Phase 4
*
90 day partnership/goals review (with coach)
Clients for Life Course (In CBU Learning Center)
My Best Day. Ever. Course (In CBU Learning Center)
Hotsheet Course (In CBU Learning Center)
Client Personalities (In CBU Learning Center)
Leads/Relocation Orientation Course ( In person at CBHMF)
Lead Generation SOI Course (In CBU Learning Center)
Farming Tips by Pam Candler ( Located in CBHMF Training videos)
I have not taken Any Classes in Phase 4
Phase 5
*
Owning Objections Course (In CBU Learning Center)
Owning Your Value Course (In CBU Learning Center)
Pricing Strategies Course "Build the CMA"(In CBU Learning Center)
Pricing Strategies Course "Guide the Seller" (In CBU Learning Center)
6-Month Business Plan Follow Up (Contact Broker)
I have not taken Any Classes in Phase 5
Phase 6
*
Converting with Confidence Course (In CBU Learning Center)
7 Negotiation Skills that will Change Your Business (In CBU Learning Center)
REALationship Builder (In CBU Learning Center)
A.M.P. Achieve Maximum Productivity (In CBU Learning Center)
National Association of REALTORS® C2EX Course Certifications ( Found at nar.realtor/realtors-commitment-to-excellence)
12 month Business plan meeting ( Meet with Coach)
I have not taken Any Classes in Phase 6
Are you tracking the SOURCES of your business? i.e. You got 10 leads from Open House, 12 from database marketing, etc.
Yes
No
Would you like to schedule a Business Plan meeting with your coach?
*
Yes
No
Do you have any additional items you'd like to mention?
What do you believe are your pain-points when it comes to Marketing in general or Marketing yourself/your business?