Hiring an Online Sales Counselor (OSC) is like finding a unicorn that can juggle fire while smiling at strangers and analyzing a spreadsheet—all at the same time. No one person is going to nail every skill on the wishlist: people skills, task management, analytical thinking, adaptability, emotional stability, and the drive to perform. That’s why tools like the DiSC assessment can be incredibly helpful—not as a crystal ball, but as a flashlight to illuminate learning styles, communication patterns, and potential red flags. Over the years,…
Read MoreFoundational Reflections for Successful OSC Programs
There are certain things that successful OSC programs need, and as we prepare for the coming year it’s time to make sure that we are doing the best we can with this important program. The Right Person or People in the Right Seats – I’d love to say that every online sales counselor is gold… but that’s just not true. Many of them can be with the right training and coaching. But sadly, there are…
Read MoreBetter Together: Reflections From the Tropical Sales Training Retreat
Every day this week in Florida, I’ve woken up at 2am. And then I start reflecting on the day, the week, and really this entire year. It’s amazing how much planning goes into an event like the Tropical Sales Retreat. And I also reflect on how grateful I am on so many levels. Grateful to Roland Nairnsey for taking me up on my offer to do an OSC track at the conference. Grateful for my…
Read MoreThe Rule of 3’s with a New Online Sales Counselor Program and Seasoned Agents
Adopting a new online sales counselor program can be like adopting a rescue dog. Not that the OSC is the rescue, the site sales agents are. Okay, okay, okay hear me out… I just recently started up a brand new full-time online sales program for a new home builder. For 8 years previously they had a part-time online sales counselor, and the program was not structured for optimum results. Tracking was off, the role was…
Read MoreDebunking 5 Myths About Online Sales
As someone who started out in an online sales role for builders near the very early times (I like to call it back in the Stone Age) It’s time to debunk some myths about the online sales role. Myth #1 OSCs have only been around for about 10 years or so – While I started in the role back in 2007 which is 15 years ago, there were OSCs as far back as at least…
Read MoreBridging the Gap Between Digital Marketing and Your Online Sales Team
Online Sales can’t happen in a bubble. There are two areas where an online sales counselor does not have control of the customer journey and the sales process. The first is at the very start which is generating the leads. The last is at the very end which is closing the deal. This is why I often say online sales is the crossroads between marketing and sales. When implementing an online sales program the most…
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