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October is here, which means we are officially entering the last quarter of the year. And I think this is a really important time to ask ourselves a question: What are we going to do with the next 90 days? There is a lot of uncertainty in our industry right now. Interest rates, affordability, consumer confidence, traffic and the economy are all creating questions about what the rest of this year will look like and what we can expect when we head into the spring selling season. We can’t control…
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Why an AI Tool Isn’t the Same as an AI Strategy AI is everywhere in new home sales right now. Chatbots, automated follow-up, texting, dialers, lead nurturing, appointment setting. There are some incredible tools available, and I am certainly not anti-AI. Used correctly, AI can help us respond faster, manage more opportunities and take some of the repetitive work off our plates. But buying an AI tool is not the same thing as having an AI strategy. You don’t just buy it, unbox it, plug it into your website or…
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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,…
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In our last blog post about One Team, One Experience I talked heavily about alignment. If the move from online to onsite is done well, it should feel natural from the buyer’s perspective. Exciting, even. The OSC should be building anticipation, not creating confusion. It should sound more like: “I’d love for you to meet my good friend; they’re going to have a much better handle on those specific house questions and help you take the next step.” That is a handoff. Not: “Here’s the appointment. Good luck.…
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Earlier this month, I had the pleasure of joining an NAHB Shop Talk with a title so good I figured it deserved a blog post of its own: One Team, One Experience: Turning Spring Traffic into Sales. When a topic is this relevant, this timely, and this painfully familiar to anyone in home building, you don’t just leave it neatly tucked inside a one-hour conversation. You bring it back out, dust it off, and say, “Alright, let’s talk about what this really means.” The discussion was moderated by Kelly Fink,…
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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…
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One thing I’ve learned over the past 19 years of building and rebuilding Online Sales Counselor (OSC) programs, and 14 years of consulting with builders across the country is this: Hiring a consultant doesn’t automatically change a program. It’s what happens between consulting, training, strategy, and leadership that makes the difference. I can build structure. I can train skills. I can create systems that make your OSC team run like a machine. But if leadership isn’t plugged in, reinforcing, and managing the program after I leave, even the strongest team…
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Being an OSC in the homebuilding industry isn’t just a job, it’s a balancing act, a communication art form, and a powerhouse role that lives at the crossroads of marketing and sales. If you’re looking to level up your performance and stand out, these 7 habits of highly effective OSCs will help you build stronger relationships, streamline your workflow, and ultimately set more appointments that convert. Let’s break them down: Be Numbers Driven Know your metrics like your best friend’s birthday. If you’re not tracking, you’re guessing. Your numbers tell…
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Every year I walk into the International Builders’ Show with the same challenge. There is simply too much good content. IBS is one of the few places where you can find yourself staring at your schedule thinking, “I want to be in three different rooms at the same time.” Between sales, marketing, technology, leadership, and customer experience sessions, there is always more to learn than any one person can realistically absorb in three days. That’s honestly part of why I keep coming back. This year is no exception. I’m especially…
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When margins are tight, it’s tempting to look for places to cut costs. Too often, the OSC program ends up on the chopping block. On paper, removing a salary line or trimming bonuses may look like savings. In reality, it’s one of the most expensive mistakes a builder can make. An OSC isn’t just another role. They are the engine that converts costly digital traffic into real appointments and closed sales. Without them, your marketing dollars evaporate, your conversion rates sink, and the homes you thought you’d sell this year…
Debunking 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…
Bridging 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…
What Does No Lead Left Behind Really Mean?
While the online sales program has evolved a lot over the past 20 years since it first started to show up as a position for new home builders, there are some things that remain the same. Though we have gotten away from some of these things over the last couple of years. It’s time for a few reminders. Remember, the online sales counselor is NOT a secretary, and their true role is to develop the…
What Happens When You Rush the Process?
Sometimes in our need for speed, we lose sight of some of the basics. While it’s true that an OSC’s role has always been about appointment setting and getting people in front of the site agents there are several factors that must be addressed. Appointments Need to be Strong – the whole point of filtering all the digital leads to the OSC is to make sure to find out what people really want. There’s a…
Has Follow Up Improved From Last Year? Our Results Are In…
In the 2nd Annual Homebuyer Mystery Shop Blue Gypsy, Inc. got together with Melinda Brody & Company and Denim Marketing to shop 50 new home builders across the country. We looked at national, regional, and local builders and spent 30 days tracking the follow-up a customer would receive if they submitted an inquiry with their name, phone number, and a question. As usual, we looked at speed of follow-up, frequency, and diversity of touch points.…
Is Long-Term Follow Up Still Important?
The last 18 months have seen crazy things happening in the new home construction world. It’s no secret that we have more buyers than homes. So, is it really necessary to have long-term follow up? The answer is YES! For the first quarter in a while, we are seeing the lead volume slow down. What does that mean? Well for most it means a more normal volume. But that change in frequency can leave many…
Can’t an Online Sales Counselor Just Take The Lead Through Sale? NO!
I saw this question recently asked in a forum. This goes right along with “Don’t Break The Process.“ You don’t want to take leads generated by marketing (The seed) and hand them off directly to the agents before they go through lead development for reasons discussed previously in Don’t Break The Process. Likewise, if your OSC became responsible for the entire buying process, it would be the same thing as handing off that lead to…
Change Isn’t Easy – But It’s An Important Part of Growth
Recently, I’ve undertaken a huge task. I’ve been updating all of my training materials and my online sales counselor training program. From the way it flows, to the way it’s presented – it’s undergone a complete refresh. But most importantly the content is the most up to date and progressive online sales training program I can possibly put out there in the world. The first online sales counselor program I ever created was 14 years…
Performance Vs. Stress: How to Create Peak Performing Online Sales Programs
I was talking with my father the other day and Performance vs. Stress is one of the topics he discusses with his mentees. My father has spent several decades mentoring CEOs of companies and provides great insights to help them improve their company culture and grow their businesses. So, it’s great that I have this wonderful insight in my own backyard. We were talking about the change in the market and how much more many…
Online Sales Counselor Training Isn’t About the Hours or Canned Packages
I get asked all the time by builders if I have an hourly rate or an hourly package they can purchase. I also have builders that ask me if I have a recorded set of lessons. The thing is I can’t track hours, and I can’t feel good about putting together pre-canned “education.” If someone wants something that is only 30 days or 3 months… I can’t in good faith do it. That’s just not…