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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…
Building the Bridge Between Online Sales and Marketing
While your online sales counselor should not be the same person in charge of your marketing, there are many reasons why these two departments within a new home builder’s office should collaborate. It may seem fairly obvious that the marketing department’s job is to create awareness, drive traffic to the website, and generate leads. Just as important, the online sales counselor’s position is there to field these leads, build rapport, and set appointments that assist…
Follow Up – How Many Times Should You Contact a Lead
Follow Up. The other day in one of the professional groups I belong to on Facebook I saw someone lamenting the fact that prospects were not returning his emails. He asked, “How long do you follow up before you just feel like you are being a pain?” I was astounded by the answers given by these professional social media people. The answers ranged from “one and done” to “You’ve done your job to follow up…
Prequalfying Leads and Safety for Real Estate Agents
Recently the tragic kidnapping and murder of Beverly Carter, a prominent real estate agent in Jackson, Tennessee has placed a renewed focus in on job safety for real estate agents. The sad fact is that real estate agents feel they need to be available 24/7 at the drop of a hat to show a home both for the sake of their sellers, and the buyers who call with the desire for instant information on properties.…
Lead Conversion Optimization: Lead a Horse To Water…And Make Them Drink
My previous blog post talked about developing a system to manage your leads. If you generate leads and then do not have a systematic way to deal with them, you might as well not have paid to generate the leads. Darin Persinger of Productivity Junkies has some great insights in the following video into the topic of Lead Conversion Optimization. The fact is you can’t convert a lead if you don’t have a system. But…
Lead Management: Having a System
When I tell people my business is Lead Management, sometimes I get weird looks. What is that? What do you mean lead management? Do you generate leads for clients? Lead generation and lead management are two different things. You can’t have one without the other. But if you only generate leads and you don’t manage them you might as well not bother. There are services out there, especially in the real estate realm, that will…
Grassroots Efforts: Cold Calling Under Rated Along With Other Outbound Marketing
I know, you are all cringing right now. Yuck I hate it when someone calls me unsolicited and asks me to do something, pay something, buy something, or well…something! You hear so much about inbound marketing these days, is outbound marketing dead? Just one aspect of outbound marketing is cold calling. These days it seems that people are not only against cold calls, but they are into scheduling their phone calls as well. It is…
Is Lead Management The Same as Gardening?
The other day I attended my first networking luncheon in Northern Virginia. I just moved recently and now that I’m starting out from scratch, it’s an interesting process. Sometimes networking is a little bit like traveling around the world. There are set questions that people ask as soon as you meet them. With travel it was the where have have you been, where are you going how long are you traveling variety of question. But…
Realtors: Should You Push Your Listings on Facebook and Twitter?
Are twitter and facebook the best places to push out your listings? If all I ever did was talk about my travels around the world, people would shut their ears, roll their eyes, and walk away. If people can’t identify with what you are doing they tend to filter it out. The same goes for listings on facebook and twitter. I’ve noticed one local brokerage puts out listings only on twitter, and they do it…
And the Miss Understanding…OSC’s Pay Attention, That’s Their Job!
In my last post I talked about an agent who put out a public tweet on losing a sale due to perceived lack of follow-up on the part of a customer… My intention was never to slam this agent nor make her look bad. (hence I kept the name out of it) And for the record, this is an excellent agent with an amazing track record. The point of my post, and if I missed…
"I Sell Houses, I Do Not Sell Attention."
Okay did that get your attention? Recently I was reading through my twitter feed and a real estate professional had this written in their feed lamenting the fact that they lost a sale because someone said their follow-up was poor. As an Online Sales Consultant, and Lead Gypsy (CEO) of my new business, Blue Gypsy, Inc. a lead management service for builders and real estate professionals, I can tell you that attention is exactly what…