-
One of the first things I ask for when I start working with a new builder has nothing to do with conversion rates, lead response times, or appointment-setting percentages. Well okay I ask for all of that stuff. But I also ask for this… I ask to see every follow-up sequence living inside their CRM. The automated emails. The texts. The videos. The call tasks. Everything. Why? Because before I can coach an Online Sales Counselor, I want to understand what the buyer is experiencing. Every email, every text message,…
-
I feel like I make a post about this almost every year… but spring cleaning isn’t just for closets, junk drawers, and that cup holder in your car full of receipts, hair ties, mystery crumbs, and old empty coffee cups from Starbucks. It’s for your follow-up too. Let’s be honest… somewhere in that CRM is a sales process you built with the best of intentions and then never looked at again. She’s out there. Collecting dust. Sending old emails. Possibly embarrassing you. This time of year, is the perfect excuse…
-
When it comes to building homes, every builder knows the phrase cost of doing business. But what’s less often discussed is the cost of not doing business the right way. Especially when it comes to your Online Sales Counselor (OSC) program. Profit Margins in Homebuilding According to the National Association of Home Builders (NAHB), the average net profit margin for builders was 7.0% in 2020 and rose to 8.7% in 2023, the highest in more than three decades. Public builders (like D.R. Horton, Pulte, Toll Brothers) often report consolidated net…
-
Let’s talk about something that trips up a lot of OSCs, especially those just getting their feet under them: the difference between marketing messaging and your communication as an Online Sales Counselor. Yes, yes… I know you’re working for a home builder. And yes, marketing is super important. It drives interest. It tells the brand story. It pulls people in. But here’s the deal OSCs: you’re not marketing. You’re communicating. Once that lead hits your inbox, your job shifts from drawing attention to building connection. And there’s a big difference.…
-
AI is everywhere right now. And in the OSC world, it can be a great tool – or a nightmare. AI can be like that super-organized friend who always has a to-do list, a backup plan, and a fully stocked snack drawer. It can help you stay on top of lead response, follow-up, and appointment setting without breaking a sweat. It’s fast. It’s tireless. It doesn’t panic when you come back to 42 new leads on a Monday morning. But use it wrong, and it turns into a misinformation machine,…
-
Let’s get this out of the way right now: I am not a CRM implementation expert. My job is to train and strategize with Online Sales Counselors (OSCs) and companies to help them thrive in their roles and their adoption of the CRM across all departments. It’s important for the marketing, sales, and online salespeople to all be rowing in the same direction when it comes to big tools like the CRM. I’ll give you the ideas and the parameters, but I leave the nitty-gritty of CRM setup to the…
-
In today’s competitive home building market, setting up an Online Sales Counselor (OSC) program that truly drives results is essential. However, time and time again, I see companies making key mistakes that limit their OSCs’ ability to build rapport with potential buyers and, ultimately, secure stronger appointments that will convert to sales. These errors often stem from unrealistic expectations around follow-up times and interaction quality, undermining what could be a highly effective lead engagement strategy. Here, we’ll look at two specific examples I’ve encountered recently, which highlight critical areas where…
-
In today’s world, where we’re all bombarded with information from every direction, it’s more important than ever for Online Sales Counselors (OSCs) to be adaptable, quick, and personal when reaching out to prospective buyers. This means we need to get creative and offer diverse ways to connect that cater to the buyer’s preferences—whether that’s via phone, email, text, or video email. But here’s the trick: we need to let go of our own biases about how we prefer to communicate and instead, meet buyers where they feel most comfortable.…
-
In the home building industry, marketing is more than just creating pretty brochures and planning events. It’s about developing a robust strategy to generate traffic to your website and convert visitors into viable leads. Effective marketing involves a blend of creativity, technology, and strategic thinking, all aimed at engaging potential buyers and guiding them through their journey. Here’s a closer look at the essential components of a successful marketing strategy for home builders. Beyond Brochures: The Heart of Modern Marketing Modern marketing for home builders goes far beyond traditional brochures…
-
In the fast-paced and competitive world of new home construction, establishing a meaningful connection with potential homebuyers is key to success. One of the most innovative and impactful tools in the arsenal of Online Sales Counselors (OSCs) and onsite Sales Agents is the use of video emails. In this blog post, we’ll explore the transformative power of video emails throughout the entire homebuyer journey, from initial engagement to contract signing. Engagement: Breaking Through the Digital Noise As an OSC, the challenge often lies in standing out amidst the myriad of…
Your Follow-Up Templates Have an Expiration Date
One of the first things I ask for when I start working with a new builder has nothing to do with conversion rates, lead response times, or appointment-setting percentages. Well okay I ask for all of that stuff. But I also ask for this… I ask to see every follow-up sequence living inside their CRM. The automated emails. The texts. The videos. The call tasks. Everything. Why? Because before I can coach an Online Sales…
Spring Clean Your Follow-Up: 5 Things Every OSC Should Audit Right Now
I feel like I make a post about this almost every year… but spring cleaning isn’t just for closets, junk drawers, and that cup holder in your car full of receipts, hair ties, mystery crumbs, and old empty coffee cups from Starbucks. It’s for your follow-up too. Let’s be honest… somewhere in that CRM is a sales process you built with the best of intentions and then never looked at again. She’s out there. Collecting…
The True Cost of Doing Business, and the Hidden Expense of Not Having a Well-Trained OSC
When it comes to building homes, every builder knows the phrase cost of doing business. But what’s less often discussed is the cost of not doing business the right way. Especially when it comes to your Online Sales Counselor (OSC) program. Profit Margins in Homebuilding According to the National Association of Home Builders (NAHB), the average net profit margin for builders was 7.0% in 2020 and rose to 8.7% in 2023, the highest in more…
Marketing Messages vs. OSC Communication: Why Your Emails Should Sound Human
Let’s talk about something that trips up a lot of OSCs, especially those just getting their feet under them: the difference between marketing messaging and your communication as an Online Sales Counselor. Yes, yes… I know you’re working for a home builder. And yes, marketing is super important. It drives interest. It tells the brand story. It pulls people in. But here’s the deal OSCs: you’re not marketing. You’re communicating. Once that lead hits your…
AI Can Be an OSC’s BFF… But It Still Needs a Chaperone
AI is everywhere right now. And in the OSC world, it can be a great tool – or a nightmare. AI can be like that super-organized friend who always has a to-do list, a backup plan, and a fully stocked snack drawer. It can help you stay on top of lead response, follow-up, and appointment setting without breaking a sweat. It’s fast. It’s tireless. It doesn’t panic when you come back to 42 new leads…
Unlocking CRM Potential: What to Look for and Why
Let’s get this out of the way right now: I am not a CRM implementation expert. My job is to train and strategize with Online Sales Counselors (OSCs) and companies to help them thrive in their roles and their adoption of the CRM across all departments. It’s important for the marketing, sales, and online salespeople to all be rowing in the same direction when it comes to big tools like the CRM. I’ll give you…
Two Common Mistakes in Setting Up Effective OSC Programs – And How to Avoid Them
In today’s competitive home building market, setting up an Online Sales Counselor (OSC) program that truly drives results is essential. However, time and time again, I see companies making key mistakes that limit their OSCs’ ability to build rapport with potential buyers and, ultimately, secure stronger appointments that will convert to sales. These errors often stem from unrealistic expectations around follow-up times and interaction quality, undermining what could be a highly effective lead engagement strategy.…
Meeting Buyers Where They Are: The OSC’s Key to Connection
In today’s world, where we’re all bombarded with information from every direction, it’s more important than ever for Online Sales Counselors (OSCs) to be adaptable, quick, and personal when reaching out to prospective buyers. This means we need to get creative and offer diverse ways to connect that cater to the buyer’s preferences—whether that’s via phone, email, text, or video email. But here’s the trick: we need to let go of our own biases…
Marketing in the Home Building Industry: Crafting Strategies for Effective Lead Generation
In the home building industry, marketing is more than just creating pretty brochures and planning events. It’s about developing a robust strategy to generate traffic to your website and convert visitors into viable leads. Effective marketing involves a blend of creativity, technology, and strategic thinking, all aimed at engaging potential buyers and guiding them through their journey. Here’s a closer look at the essential components of a successful marketing strategy for home builders. Beyond Brochures:…
Online Sales and Onsite Sales Teams Transform Homebuyer Engagement with Video Emails
In the fast-paced and competitive world of new home construction, establishing a meaningful connection with potential homebuyers is key to success. One of the most innovative and impactful tools in the arsenal of Online Sales Counselors (OSCs) and onsite Sales Agents is the use of video emails. In this blog post, we’ll explore the transformative power of video emails throughout the entire homebuyer journey, from initial engagement to contract signing. Engagement: Breaking Through the Digital…