Please note: For Templates, you will be prompted to login to marq, please use your cb desk login.
JANUARY
Guide: Bio Builder
Use to craft a compelling bio that highlights your expertise, experience, and personality.
Social Media Scorecard
Score your social media profiles to identify what areas need improvement
Guide: Creating Canva Folders
Quick tutorial on how to create folders within Canva.
Guide: Profile Checklist
Ensure you have the key details to maximize your profile's visibility with our profile checklist!
Pop-By: New Year Fresh Start Kit
Branded calendar or planner with a note: “Here’s to a successful year ahead — I’m here to help with your new year's home goals.”
Pop-By: Warm Welcome to the New Year
Mug with cocoa packet or coffee sample: “May your home and your cup stay full this year!
Pop-By: Your Realtor for Every Season
Branded notepad and pen with a seasonal message: “A fresh start begins with a great plan — let’s make your 2025 move part of it.”
FEBRUARY
Guide: How to Create a Landing Page in Listing to Leads
Build pages with forms that automatically sync new contacts to your CRM.
Guide: Running an Ad Campaign with Listing to Leads
A step-by-step walkthrough on how to run your ads using listing to leads.
Using Canva to Design Ads
Quickly customize Coldwell Banker branded templates for social and print.
Pop-By: We Go Together Like Home & Heart
Valentine’s candy bag or cookie enclosed with a tag: “Thinking about a move? Let’s find your perfect match!”
Pop-By: Your Home’s True Love Story
Valentines Card with a QR code to your home value page: “Every home has a love story — find out what yours is worth today.
Pop-By: Keys to My Heart
Small house-shaped stress ball: “Your next home could be the key to your heart — let’s start your search!”
MARCH
Guide: Removing Backgrounds from Headshots in Canva
How to remove a background from a headshot in canva.
Guide: Creating & Organizing Canva Folders
How you can edit and personalize existing templates.
Pop-By: Fresh Look for Spring
Mini microfiber cloth with branded sticker: “Spring is a great time for fresh starts — including your home goals. I’m always here when you’re ready!”
Pop-By: Warm Welcome to the New Year
Branded notepad: “Every move starts with a plan — and I’d love to be part of yours this year.”
Pop-By: Your Realtor for Every Season
Small magnet frame: “Homes tell stories — and I’d love to help with your next chapter.”
APRIL
Guide: RPR® Seller’s Report Walkthrough
Learn how to generate a professional Seller’s Report and export visuals for listing presentations.
Guide: Creating a Resume & Testimonial One-Sheet in Canva
Format a clean, printable agent one-sheet and insert testimonials to build credibility.
Guide: Building a Listing Presentation in MoxiPresent®
Combine your RPR® report, bio, and testimonials, then export versions for in-person meetings, email, and iPad use.
Pop-By: Spring Home Prep Kit
Branded Compressed Sponge or Scrub Daddy “Real Estate can get Messy - good thing you have me! Whenever you're ready to move, I've got your back!”
Pop-By: Find a New Nest
Nest-shaped jar opener. “A little helper for your current nest — and when it’s time to open the door to your next one, I’m here to make that easy too.”
Pop-By: Best Time to Sell
Branded Poncho Ball Keychain or Poncho “April showers are here — and so are serious buyers. Thinking about selling? April is one of the strongest months to list.”
May
Guide: RPR® Market Report Basics
How to navigate and use RPR®’s built-in tools to create market reports.
Guide: Creating Canva Templates for Neighborhood Spotlights
How to build Canva templates to highlight communities and neighborhoods.
Guide: Building Landing Pages in MoxiWebsites®
How to create and edit landing pages in Moxi.
Guide: How to Turn Blog Content into Reels
How to repurpose company blog content into Reels and Stories for social media.
Pop-By: Pack of batteries for smoke detectors.
Branded Shamrock or Lottery Ticket "Lucky to You & Your Referrals"
Pop-By: Your Home’s Spring Value Check
Mini flower pot for Mother’s Day: “Just a little something to celebrate the amazing moms who make every house a home.”
Pop-By: A Sweet Thank You, Neighbor
Treat bag with a locally made baked good or snack: “Supporting local and sharing a little joy — thank you for being part of this community!”
JUNE
Guide: Importing Contacts Into Your CRM & Creating Groups
How to map spreadsheet columns correctly and create and filter client groups.
Guide: Sending Review Requests with Testimonial Tree
How to send bulk and personalized review requests and connect them to your Realtor profiles.
Guide: Designing Testimonial Graphics in Canva or Marketing Center
How to format quote graphics in square, horizontal, and story sizes, use client first names only for privacy, and save them in your Testimonials folder in the Content Library.
Guide: Scheduling Testimonial Content in Listing to Leads (L2L)
How to rotate review content across multiple weeks, mix testimonials with listing and community posts, and avoid posting the same review too frequently.
Pop-By: Seller’s First Step
Business Card Checklist Magnet: “If selling is on your radar this year, step one is understanding your market. I’m always happy to prepare a quick report for you.”
Pop-By: Homeownership Looks Good on You
Mini sunscreen or lip balm with a branded sticker: “Just a little summer hello — hope you’re loving life as a homeowner!”
Pop-By: Kind Words Go a Long Way
Small notepad with your review QR code: “If you’ve ever felt I earned it, I’d be honored by a quick review — it truly helps my small business.”
JULY
Guide: Removing Backgrounds from Headshots in Canva
How to remove a background from a headshot in canva.
Guide: Creating & Organizing Canva Folders
How you can edit and personalize existing templates.
Pop-By: Fresh Look for Spring
Mini microfiber cloth with branded sticker: “Spring is a great time for fresh starts — including your home goals. I’m always here when you’re ready!”
Pop-By: Warm Welcome to the New Year
Branded notepad: “Every move starts with a plan — and I’d love to be part of yours this year.”
Pop-By: Your Realtor for Every Season
Small magnet frame: “Homes tell stories — and I’d love to help with your next chapter.”
