Agent Playbook | 2023

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Agent Playbook

Nothingcompares.

S A N D I E G O C A L I F O R N I A 20 23
S O T H E B Y S R E A L T Y C O M

Today,clients are looking to connect with real estate professionals in new ways.The smartest agents are reinventing their efforts and evolving with the help of tools that simply weren? t available in the past. Together,we create experiences for our clients unlike any other luxury real estate brand in the world.

This playbook has been designed to stay current with consumer trends and to make an impactful statement in your market.We have broken down some of our most powerful marketing tools into simple, actionable items that you can utilize to promote yourself and broaden your reach.By leveraging the Sotheby?s International Realty®brand in a modern way you can truly elevate your business to the next level

We hope this playbook helps you fully harness the power of our brand.

C H I C A G O , I L L I N O U S
INTRODUCTION

YOUR B US I N ESS

Access Agent Profile

Personalized SIRApp

CRM Learning Platform

YOUR M A RK ET I N G

Property Syndication

Co-op Advertising

GPS Unit

Email Marketing

Social Ad Engine

Public Relations

OUR B RA N D

Nothing ComparesCampaign

Global Media Plan

Social Media Content

Global Network

Sotheby's Auction House

Gifting Collection

YOUR L I ST I N GS Design Vault

Presentation Suite

Virtual Staging Apple TV

Luxury Outlook

RESIDE® The Collection

Development Advisors

Sotheby's Concierge Auctions

Brand Events

Uncorked

New Story

Brand Standards

Contents

Access

Our communication and collaboration platform ? access sir com ? offers many exciting features and acts as the gateway to all our brand has to offer.

HOW DO I USE IT?

Log in to access sir com using your brand-provided @sothebysrealty com email address Navigate through the main menu to view the latest updates,access brand applications,and collaborate with Sotheby?s International Realty®peers around the globe.You and your clients benefit from access to the most current data,tools,and resources,helping you facilitate day-to-day operations and elevate your business.

ACCESS

YourAgent ProfilePage onsothebysrealty.com

The latest agent profile pages on sothebysrealty.com offer more opportunities than ever to showcase your personality,business style,and market expertise.

HOW DO I USE IT?

You can use the agent profile page like your very own website.It isimportant to have an updated,well-written bio,and a current headshot The agent profile page also includes an agent video,awards,quotes,client testimonials, and stats The more you build out your profile,the more engaging your pagewill be for clients

AGENT PROFILE PAGE

26,000 1,000 81

PersonalizedApp

The Sotheby?s International Realty®mobile app is designed to have the same user experience,features,and functionality of sothebysrealty.com ? language translation, currency conversion,inclusion of your HD property videos,3D virtual reality tours, lifestyle searches,destination pages,developments,and more.This new app can be personalized for each sales associate at no additional cost.

HOW DO I USE IT?

Include your personalized app in your listing presentation,share with clients during meetings and showings,or make it a part of your email marketing campaign

Personalized URLs with your first and last name have been created for all sales associates in the Sotheby?sInternationalRealtynetwork.Access your personalized page on your mobile device directly and download from your respective app store.

Personalized URLstructure as follows: app sir com/sir[FirstNameLastName]

If your brand login ID/ Vanity email includes a number,the URL will follow the same format: app.sir.com/sir[FirstNameLastName#]

SIR MOBILE

CustomerRelationship Management (CRM)

Cloze provides a CRM platform that automatically keeps track of your email,phone calls, meetings,documents,Evernote,LinkedIn,Facebook,Twitter,and more.Cloze?s learning algorithm knows who is important to you and automatically prompts you when it is time to reach out,so you?ll always be on top of things.

HOW DO I USE IT?

Cloze is a native mobile app making it easy to access all its features from your phone

Everything you can do on mobile you can also do on the web Once you signup and create your account,the app will help you get set up and ready to go.Pleasecontact your brokerage marketingexpert toinquire about your brokerage?sCRM toolofchoice.

INTEGRATED CRM PLATFORM

LearningPlatform

The Next Level Learning Platform by Sotheby?s International Realty is a dynamic,interactive,and digitally driven learning platform aimed at enhancing and boosting the brand?s learning and training offerings for you.

HOW DO I USE IT?

Curated by the Global Learning Team,the platform will enhance your learning experience at every stage.Additionally,as the platform is designed to be highly interactive,it allows you to directly access what you need,when you need it.Head to the Learning Library where you will find a wide array of courses easily categorized by type and content.

NEXT LEVEL LEARNING PLATFORM

DesignVault

Design Vault is a complimentary design tool that allows you to create agency-quality marketing campaigns for you and your business This is an easy tool for creating elements for both print and digital placements within your listing?s marketing plan

HOW DO I USE IT?

The templates in Design Vault are preset to match the brand aesthetics,so all you have to do is personalize the ad with your listing photos and your details.You can also send your items to a professional printer in a few clicks and easily share your graphics to social media with optimized integration.Youmust be loggedintoAccesstouse the buttonbelow.

DESIGN VAULT OVERVIEW

DESIGN VAULT

PresentationSuite

Presentation Suite is an innovative listing presentation tool that allows you to easily showcase all the features and benefits that you can offer a potentialseller. The presentation templates have complete pages leveragingthe brand?sheritage, technology,and innovation differentiators.There are also pages available for customization with your own content that can include your sold properties, presence in your community,and more.

HOW DO I USE IT?

The goal of an effective presentation is to successfully articulatea comprehensive and continuously updated list of features and benefits provided by you, by your company,and by the Sotheby?s International Realty®brand to maximize the value proposition for the client.Please contact your brokeragemarketing expert toinquire about your brokerage?slistingpresentationtoolof choice.

PRESENTATION SUITE

VirtualStaging

Virtual staging is the transformation of a single photo intoa uniquely virtually staged scene It helps listings that are not furnished or in needof a refresh, look more appealing Virtually staged photos can be used for online marketing exposure on sothebysrealty.com,Apple TV,and SIRMobile,and will also be sent to the brand?s syndication channel partners.Any property can be transformed with virtual staging technology.

HOW DO I USE IT?

Include virtual staging in a listing presentation as a unique toolthat allowsyou to enhance and expedite the process of showing a home to prospective buyers.

Use virtual staging on sothebysrealty.com and other mediaoutletsto promote a listing that can benefit from a redesign ? all without thecost of physically renovating or staging.

VIRTUAL STAGING

A F T E R B E FO R E

AppleTV

Our innovative Apple TVapp offers consumers the big-screen details of our properties in the comfort of their living rooms.Displaying our high-definition photography and videos in a large-screen format allows us to showcase our brand properties with impact no other company can match.

HOW DO I USE IT?

Download the app on the Apple TVapp store and search for ?Sotheby?s International Realty.?Use Siri voice dictation to search by city,state or country and also to directly contact a sales associate on every property listing.You can also explore via our Lifestyle visual search,featuring properties that exemplify each consumer?s unique passions.

ABOUT THE APP

PropertySyndication

The Sotheby?s International Realty®brand provides unparalleled exposure and worldwide reach for our listings,a crucial piecethat sets us apart from the rest of the industry.

Once a home is showcased on sothebysrealty.com,it is exclusively distributed via the ListSync platform to the most authoritative news, luxury lifestyle,financial,and real estate-centric websites around the world at no additional cost to the agent.

HOW DO I USE IT?

The Property Syndication graphic highlights the globalreach of the Sotheby?sInternationalRealtybrand,illustratingthe immense value of the curated,high-profile publication websitesand is a local market differentiator.Offices can leverage the brand graphic on Access.

Toensure your propertyisbeingsyndicated,please contactyour marketing representative toensure alllistingrequirementsare beingmet.

PROPERTY SYNDICATION

Cooperative Advertising

The Sotheby?s International Realty®cooperative advertising program,in collaboration with Sky Advertising,provides an array of print and digital options for listing advertising This program leverages high-profile,global media partners and offers targeted reach and vast worldwide exposure at highly negotiated rates.

HOW DO I USE IT?

The cooperative advertising program offers relevant advertising opportunities strategically curated to reach targeted buyers Visit skyadgroup com/sothebysrealty to view the full print and digital cooperative advertising offering, as well as to place your reservations

SKY AD GROUP

TheGlobalProperty SearchAdUnit

This ad unit shows how our proprietary list of media partners helpsincrease clicks and impressions.This exclusive,geotargeted placement letsviewers browsemultiple homes based on their search criteria.One click takes them to the listing pageon sothebysrealty com The unit runs across multiple media publisher sites,including Architectural Digest,The New York Times,The Wall Street Journal,Financial Times, Nikkei,Google,and Facebook.

HOW DO I USE IT?

Properties must be submitted for approval on DASH via theProperty Display Feed program.You can also get exposure on our homepage,and the Top Tier eGallery on Apple TV.

Contact your brokerage marketingrepresentative toensure your propertieshavebeensubmittedfor review.Acustomizable GPSUnit Brochure isavailable onDesignVault.

20 23 MARKETING BROCHURES
LIVE EXAMPLE

EmailMarketing Campaigns

ActivePipe is an enterprise email marketing solution that helps you deploy beautiful,professional,and mobile responsive emails in minutes.

The Sotheby?s International Realty®brand will be using this platform to provide branded email templates to promote properties and programs to your local markets.

HOW DO I USE IT?

The ActivePipe editor is integrated with the Sotheby?sInternational Realtylistings database for easy drag and drop of property information.

You will be able to use the pre-designed templates to showcase new or coming-soon listings,announce an open house,or create your monthly newsletter.The tool also allows you to create distribution lists, categorize your contacts,manage your database,and easily upload to social media channels

Please contact your brokerage marketingrepresentative toinquire about your brokerage?semailmarketingtoolof choice.

ACTIVEPIPE

SocialAdEngine

The Sotheby?s International Realty®Social Ad Engine isa proprietary,custom-built platform designed withagents in mind. In under five minutes,you can launch a campaignto reach new audiences,drive new leads,and increase traffic to your listings webpage.It's fast,simple,and effective.

HOW DO I USE IT?

Simply select a property or template to promote,confirm the campaign copy and assets,select your targeting and let Social Ad Engine do the rest Campaigns are automatically optimized using Facebook?s industry-leading algorithms to ensure your ad dollars are working for you.

SOCIAL AD ENGINE

PublicRelations

Sotheby?s International Realty is the most profiled real estate brand in the press. Which,of course,is a huge advantage to you,your clients,listings,and sales.As a result of our PRteam?s strong relationships with leading media outlets,we are able to generate greater exposure for your business.PRefforts not only showcase the remarkable properties we represent around the globe,which ultimately helps increase traffic to our website,the team is also well-versed in industry trends and insight,presenting added exposure opportunities for you to illustrate your expertise and leadership in your respective market

HOW DO I USE IT?

If you have a special property that could be a candidate for additional public relations exposure,be sure to let us know in a timely fashion Connect with your company?s marketing contact to review and submit to the corporate PRteam

PR RESOURCES

LuxuryOutlook

The brand?s Luxury Outlook report offers a deep diveinto high-end residential markets across the globe.The report evaluates trends happening in the world?s primary and secondary markets,as well as the wealth trends that will drive discretionary investment decisions. The last report generated nearly 600 press placementswith coverage in leading publications such as Bloomberg,CNBC,Architectural Digest,Yahoo Finance,and more

HOW DO I USE IT?

Share this year?s Luxury Outlook report with your sphereof influence using the ActivePipe template.The Luxury Outlook emailcampaign remains the most popular ActivePipe template.Customizethe report on Design Vault with your local market information and current listings to build trust and credibility among clients.Design Vault also offers social media assets to post on your various channels.

OUTLOOK

LUXURY

RESIDE Magazine

RESIDEis the Sotheby's International Realty®magazine devoted to the absolute finest in inspirational homes and lifestyles worldwide Our magazine features captivating,in-depth stories and pictures centered around Sotheby's Auction,interior design trends,architecture,locations,lifestyles and more.

RESIDEis a distinctly powerful way to differentiate yourself in your market.All the content is artfully curated by Sotheby?s International Realty and Sotheby?s auction house,to impress and engage readers You can leverage this content ? and our reputation ? to reinforce your own position as an authority on fine living

HOW DO I USE IT?

The Sotheby?s International Realty®brand has created a turnkey custom publishing program through Sky Advertising.Affiliate offices around the world can present their own customized issue of RESIDEto their local markets to strengthen their market position while showcasing their listing inventory

For offices that do not create a custom edition,you can still leverage this outstanding content in your digital marketing and social media efforts by utilizing RESIDEsocial and email marketing assets in Active Pipe and Design Vault.

® RESIDE® OVERVIEW RESIDE® DIGITAL EDITION

TheCollection

The Collection is the exclusive marketing program for private listings and new-to-market notable properties representedby Sotheby?s International Realty.

Every quarter,the program reaches 7,500+ top-tier Sotheby?sauction house clients with a newsletter promoting a curation of properties available for their exclusive preview.

To enhance exposure of these exclusive properties,The Collection is also distributed to a list of top sales associates affiliated with the brand.

HOW DO I USE IT?

The Collection is an effective acquisition tool that will enable you to build a long-term relation with a new client Workwith your marketing team members to nominate your listings for consideration

THE COLLECTION

Sotheby'sInternational RealtyDevelopment Advisors

Sotheby?s International Realty®Development Advisors offer support and information to agents in their efforts to plan,market and sell new development projects both domestically and abroad.With our new development expertise, the Sotheby?sInternationalRealtybrand's advantages,and our vast industry knowledge,we deliver faster absorption and higher sellouts for our clients.The Development Advisors team includes experts in new development marketing, sales,research,and project management

HOW DO I USE IT?

Please contact DevelopmentAdvisors@sothebys.realty for more information.

DEVELOPMENT ADVISORS

Sotheby's ConciergeAuctions

Sotheby's Concierge Auctions is the leading global marketplacefor luxury real estate auctions.This platform is an additional toolfor selling one-of-a-kind high-end listings that protects the listingagent's commission.Auctions can build interest and competitionfor realestate in a finite time period,just as they do for expensive artwork,wine,and cars. By using this tool alongside the traditional tactics,sellers can bring more predictability to the process and accelerate the timing of asale to as little as 60 days.

HOW DO I USE IT?

If a $2 million-plus listing is approaching expiration,there aren't many, if any,comparables in the market,or if there has not been significant buyer interest,consider Sotheby's Concierge Auctions as your next step This approach can recalibrate interest and bring predictability,liquidity, and certainty for sellers looking to accelerate the sale

Resources are available to help you begin a conversation with sellers about whether the auction format might be appropriatefor their listings. Visit Design Vault for a customizable brochure and ActivePipe for a monthly email template

SOTHEBY S CONCIERGE AUCTIONS

BrandCampaign: NothingCompares

We created the Nothing Compares campaignwith aholistic design system in mind.The campaign can be adaptedto work across social media,digital banners,video,print ads, and more.Plus,we made it easy to incorporate your listings.Of course, the more consistently we use this design system,the stronger our branding becomes.The Nothing Compares ads drovean 11.8% increase in positive brand lift,exceeding recall,awareness,and favorability norms across our established affluent audience,aswell as the emerging affluent audience.

HOW DO I USE IT?

When you use templates from the campaign in your personal marketing,clients are more likely to remember and havea favorable impression of you You can utilize Design Vault to create everything from social media assets to postcards,and ActivePipe for your email communications Campaignvideos are also available to you in varying lengths of time,specs,and can run as-is or has the option for customization.

NOTHING COMPARES CAMPAIGN

GlobalMediaPlan

The global media plan is Sotheby?s International Realty®brand's portfolio of global advertising partnerships and exposure opportunities available to the network Sotheby?s International Realty delivers content by partnering with the world?s leading media powerhouses

The cutting-edge innovation,strategic positioning,and international impact of these media partnerships enables our brand to successfully connect with discerning audiences worldwide.

HOW DO I USE IT?

Our global media partners help us drive leads,website traffic,and brand awareness.We leverage these relationships to articulate the Sotheby?sInternationalRealtybrand strategy and value,a differentiator competitors cannot replicate.Use the Global Media Brochure as a resource to highlight our global reach,as well as the specific brand exclusives that truly set us apart.

Alladvertisingcampaignsthroughout the GlobalMedia AdvertisingBrochure are at no additionalcost.Tobe featured,propertiesmust be submitted for considerationvia the propertypromotionform onAccess.Please contact your marketingdepartment for more information.

20 23 MARKETING BROCHURES

SocialMediaContent

Brand videos,brand hashtags,and all published brand content provide rich resources of material you can use to enhanceyour social media presence This is an opportunity to present yourself as a member of the Sotheby?s International Realty®network ? with access to all the brand has to offer ? and to add notes about your market expertise.

BRAND HASHTAGS: The Sotheby?sInternationalRealty brand has created its own branded hashtags to use across socialmedia.We encourage you to utilize these hashtags on your ownsocial media accounts in order to contribute to a larger,network-wideconversation and enhance your social reach.

#sothebysrealty #EPOTD #SIRcleTheGlobe #SIRNewDev

HASHTAGS TO CONSIDER: Hashtags about your destination (#NewYork,#Cabo,#Rome etc.),real estate/architecture(#colonial, #penthouse,#victorian,etc ),amenities (#livingroom,#kitchen, #infinitypool,etc ),and lifestyle (#golf,#ski,#waterfront,#ranch,etc ), can be used when relevant ? don? t forget to search your hashtagson Instagram before you use them.Also,make sure your findingsalign with your goals.#sothebysrealty can be used on all brand-related posts.

SocialMediaContent (cont?d)

BRAND CONTENT: Any media published by the brand is a resource of curated content you can repost on your own social media profiles.This content includes articles on the blog,press releases,property highlights,lifestyle features,company events,ad campaigns, auction house news,partnership announcements,and much more.

HOW DO I USE IT?

Using brand content can be as simple as reposting the videos,images,and/or text to your own social media profiles.For greater engagement with your followers,you can choose to edit the text on these posts to speak directly about the properties you represent in your market.Amplify the content created by the brand,and your own original content,using one of the striking templates crafted for you in Design Vault.

BRAND HASHTAGS

SOCIAL MEDIA EXPOSURE

STANDARDS & GUIDELINES

SocialMedia Content (cont?d)

LEADING IN LUXURY ON INMAN: The brand presence on Inman?s influential platform is designed to highlight sales associateswithin our network who can share their expertise with an audienceof their peers. Inman promotes the stories every Monday onits homepage and shares the content in its daily newsletter and on Inman social media accounts.

HOW

DO I USE IT?

Sharing the Leading in Luxury articles on your social media profiles or with your contacts ? including excerpts on your email marketing campaigns ? are great avenues for promoting yourself as an industry expert.In addition,we have created templates on Design Vault designed for social media to promote these articles.

BONUS! On Mondays,look for the latest brand updates and most recent Inman articles in the brand?s ?What?s New?newsletter

LEADING IN LUXURY

Sotheby?sInternationalRealty GlobalReferralNetwork

The Sotheby?sInternationalRealtybrand has offices in the most significant markets in the world.These markets act as catalysts in generating sales traffic for one another. Additionally,our broker-to-broker referral network augments the deep personal connections between sales associates.Sellers benefit from the added opportunities to find buyers through the referral network as well as through Sotheby?s auction clientele.

HOW DO I USE IT?

Connect with your peers,reach out to other Sotheby?sInternationalRealtyoffices and sales associates in your feeder markets,participate in both global and local networking events,and work with your referral manager to make sure your referrals are always entered in our system

Visit the apps and tools section of Access and click on the Global Referral Network icon to enter the system,view your active referrals,and search for referral partners around the globe.

EVENTS CALENDAR
® GLOBAL REFERRAL NETWORK

Sotheby?sAuctionHouse

The collaboration between Sotheby?s International Realty and Sotheby?s leverages our brand?s rich history,heritage,and unmatched credibility.This is a powerful distinguisher in the global markets we serve.Many sales associates have already experienced the power of this partnership by making the auction house a part of their ongoing marketing efforts.

Sharing auction news,highlights,and upcoming events with your network is an easy and effective way to showcase your connection with the auction house.In addition,we offer complimentary ads designed to communicate your collaboration with the auction house in listing presentations and print materials.Consignment referrals and advertising opportunities in the auction house?s exclusive publications and newsletters are some of the additional programs available to you as part of the Sotheby?s International Realty®brand

For auction consignments,auction house tours and referral information contact:

Susan Janowsky,Auction House Relationship Manager, +1(212) 606-7500 | Susan.Janowsky@sothebys.realty

HOW DO I USE IT? SOTHEBY'S AUCTION

COLLABORATION

GiftingCollection

Sotheby?s International Realty®Signature Gifts offers an exclusive collection of high-end items designed to impress the most discerning recipients.Present your clients with an exquisite gift from this collection adorned with our exclusive branded pattern.

HOW DO I USE IT?

Create meaningful interactions and foster long-term relationships with clients by presenting them with a memorable,branded gift.Visit our Signature Gifts page on Access to view our full offering.

SIGNATURE GIFTS

BrandEvents

Our brand events provide unparalleled global exposureand networking opportunities with the world?s most-sought-after realestate and luxury enthusiasts.Through immersive,one-of-a-kind experiences,our network delivers exclusive property promotion opportunities.We also partner with the acclaimed Sotheby?s auction house to build high-profile sponsorships, engaging prospective sellers and buyers and showcasing the most inspiring properties in the world

HOW DO I USE IT?

Sponsoring or participating in one of these events gives you an opportunity to network with Sotheby?s International Realty®affiliatesand to showcase listings to the most affluent clientele worldwide.

EVENTS CALENDAR

Uncorked

Uncorked is an exclusive Sotheby?s International Realty®wine tasting experience with Sotheby?s Wine featuring Sotheby?s Own Label Collection

The Wine Tasting kits will provide you with the essential tools for hosting a branded Sotheby's auction event brought right to your door It?s a true turnkey event and is perfect for an open house

HOW DO I USE IT?

With just four easy steps you can host a cost-effective and accessible branded event:

Step 1.Purchase a premier wine tasting kit through Xpressdocs.

Step 2.Order the tasting wines through Sotheby?s Wine.Please note that Sotheby?sWinenor their third-partyshipper can shipwine toallstatesand cannot shipinternationally.

Step 3 Utilize digital host templates available in ActivePipe & Design Vault and welcome banner offered through Xpressdocs,

Step 4.Hire caterer for your event location.

UNCORKED

NewStory

Sotheby?s International Realty chose New Story as our charitable partner because we believe that everyone deserves a safe place to call home New Story is a non-profit organization that puts 100% of donations towards transforming dangerous living environments into communities of safe,sustainablehomes.

HOW DO I USE IT?

You can sign-up to have a monthly donation go directly to New Storyat a denomination of your choice.Assets are available in ActivePipe and Design Vault to share the news of your efforts.This is a fantastic avenue to engage your community while spreading the word about this notable cause.

NEW STORY PARTNERSHIP

BrandStandards

The Sotheby?s International Realty®brand is the voice of luxury real estate.Our style guide,?The Voice of the Brand,?was created to help you communicate with consumers in our distinctive way While this guide focuses on sothebysrealty com,the basic tenets apply to every medium Additionally,as licensees of the name ?Sotheby?s,?the Sotheby?s InternationalRealtybrand,is required to follow the brand standards outlined in the Identity Standards Manual.

HOW DO I USE IT?

Use these brand standards and guidelines to elevate the presentation of your services and to keep you in compliance with the Sotheby?sInternationalRealtybrand licensing agreement

Check out these chapters from the Identity Standards Manual to understand proper use of the Sotheby?sInternationalRealtyname and mark.

Section 2 (Legal Disclaimers,Using our name in text,Website Guidelines,Typography)

· Section 3 (Logo Lockup)

Section 4 (Signage)

Section 5 (Business Cards,Photography guidelines)

Section 6 (Teams)

STYLE GUIDE - VOICE OF THE BRAND IDENTITY
STANDARDS MANUAL
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