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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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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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It’s finally here! My new book, Attract, Engage, Convert is now available on Amazon and I couldn’t be more excited! This book is for builders, OSCs, marketing teams, sales leaders, and anyone trying to make sense of what really works and how to set up a successful OSC program. It’s built from nearly two decades in the trenches, helping builders and OSCs create meaningful, intentional online sales programs. And it was a labor of love. Even better, builders are already buying copies for their OSC teams. That’s exactly what I hoped…
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If you’re considering launching an Online Sales Counselor (OSC) program, or reviving one that’s stalled, you may be tempted by the promise of outsourcing. The idea of offloading the responsibility of nurturing your digital leads to a third-party service may sound like a time-saving solution. But here’s the hard truth: There is no easy button when it comes to creating a successful OSC program. Whether you bring your OSC in-house or contract the role out, the same requirements apply: learning your tools, your process, your product, your people, and most…
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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…
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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…
Help!! My OSC is Making Too Much Money!
As a new home builder did you really just tell me that? Did you really just say that? The worst thing you can do in this current climate is to throttle your OSC income or change the way they are compensated because you feel like they are, “Making too much money.” Don’t kill your unicorn. There is a misconception sometimes when appointments increase – that “anyone can do this job.” Get that out of your…
2021 Thoughts and Holiday Wishes from Blue Gypsy Inc.
I’m not going to weigh you down with a ton of goal setting rules and regulations. Just a few quick thoughts before we slide into the next year. While 2020 has had it’s ups and downs for many, for the most part the building world has been fast and furious. Record breaking sales have happened for so many, and the way we do things have changed. One of the things I hear from builders though…
Quick Tip Tuesday: Possession vs. Ownership
This may be controversial in some circles but I feel this is a really important part of online lead management. If you are familiar at all with the online sales program — and lets face it, if you weren’t you wouldn’t be here — then you know that an online sales counselors job is to set appointments for the site agents inn the model homes. But I’ve realized over the years that there…
Quick Tip Tuesday Video for Online Sales Programs – Understanding Metrics
In our last blog post we talked about metrics for online sales counselor programs, but it’s really important to understand that in the age of COVID things have changed, and it’s important to adjust expectations in order to maximize ROI on online leads. Right now more “walk-in” traffic is coming through the Online Sales Counselors then we’ve seen in the past. If you’d like to discuss metrics and OSC metric performance feel free to set…
Metrics Aren’t Everything…WHAT?
There, I said it. Metrics are not everything when it comes to a well-oiled Online Sales Counselor program. Especially in the Age of COVID. I just blew the minds of many people including all my perfectionist OSC’s. You know how I know this? I’m nominating several of my past OSC’s I’ve trained for National Awards through the NAHB, and that means getting all their current metrics to report for a 12 month-period. What are the…
Online Sales Counselors Need to be The CRM Expert for New Home Builders
I am a coach, a mentor, a trainer, a consultant. I am not technical support or here to set up your Customer Relationship Management tool (CRM.) Why? Because the only way to become an expert in your CRM is to dive in, learn it, break it, fix it, and as Nike used to say, Just Do It! When I work with builders, one of the most important foundational tools they will ever use with their…
The Results Are In! Is Follow Up Your Weakest Link?
Blue Gypsy Inc. Partnered with Melinda Brody & Company and Denim marketing to shop 50 new home builders across the country. We spent 30 days tracking the follow up processes and examined speed, frequency of messaging and diversity of touch points. The results will shock you. Or maybe not. In our mystery shop we noted the follow-up behaviors of the group as a whole, as well as looking at those who did have online…
2020 Vision: It’s a Game Changer – Webinar September 11
Is your follow up your weakest link? I’m a guest this week on the 2020 Vision: It’s a Game Changer series – by Kimberly Mackey Founder and consultant at New Homes Solutions Consulting and Carol Morgan Founder of Denim Marketing. Myself, and Ben Marks – President of Melinda Brody & Company – in conjunction with Denim Marketing recently completed putting together the results from a 3o day mystery shop of 50 builders across the country!…
Quick Tip Tuesday Video – How To Optimize Live Chat
Today’s Quick Tip for Online Sales Programs in the Building Industry is about Live Chat. Watch this Quick Tip on YouTube → If you are going to have your OSC utilize Live Chat you need to make sure these 3 things are happening. I’ve always been on the fence about live chat because all too often I’ve seen this become a band-aid for a true online sales counselor program. If you only tend to your…
Don’t Burn Out Your Online Sales Counselor
Look, I’ve been doing this since 2007. Back when I began as an OSC we did not have the same kind of marketing and lead generation as we do now. I worked for a builder that sold about 350 or more homes per year, and back then we said if an OSC was doing 20-25% of overall sales for the company they were doing a great job. As a producer hitting 32% of overall sales…