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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…
OSCs Are Driven When You Give Them the Right Car
An OSC is going to be just as driven as a sales agent to create sales for the company as long as you give them the right vehicle to do so. That vehicle means having the right: Company Support Pay Structure Tools Training Company Support – The gas that fuels the car Energy is everything. The tone set by the leadership of the company can make or break a program. This role needs to have…
Guest Post: Customer Experience in the Fast Lane: A Key to Closing Home Sales
Guest Post by Greg Bray President of Blue Tangerine Founder & Home Builder Digital Marketing Podcast Founder of the Home Builder Digital Marketing Summit October 18-19, 2023 in Denver Pioneering home builders have started to embrace the reality of selling homes completely online. However, buying a home online does not mean the process will be completely self-service. A new home is often the largest purchase someone will ever make, buyers will have questions along the…
Don’t Say I Don’t Know: An OSC’s Guide to Building Trust – Scenario Three
The past couple of posts have explored how to build trust and not use the words, “I don’t know.” It’s not that we are trying to be dishonest when we don’t know the answer check out Scenario One for situations where we just may not know the information because we are new, or we haven’t committed something we SHOULD know to memory. Or that we are trying to be deceptive when we haven’t been given…
Don’t Say I Don’t Know: An OSC’s Guide to Building Trust – Scenario Two
In part one of Don’t Say, “I don’t know.” We attacked a scenario that’s easy to fall into if you are a brand new OSC, or even when you have been doing this for a while, but there may be things you just don’t know. Saying “I don’t know,” is the quickest way to kill trust with a new home buyer and have them rudely asking for someone who does know. But in scenario two…
Don’t Say I Don’t Know: An OSC’s Guide to Building Trust – Scenario One
As I got going writing this up, I realized it was waaaaayyyyy too long for a single blog post. So here’s part one of three! As an online sales counselor, whether you are new, or you’ve been doing this a while there are questions you simply can’t answer. Either because you don’t know the answer, the information doesn’t exist, or it’s not your question to answer… I’ll explain these scenarios in a three part series,…
Guest Post: Not So Random Advice From, Kimberly Mackey, A Top Trainer in the Building Industry
Guest Post by Kimberly Mackey Founder of New Homes Solutions Consulting Co-Host of Sales & Marketing Power Hour National Trainer & Speaker Recently Kimberly Mackey, co-host of the Sales & Marketing Power Hour & National Speaker, posted a thread on her Facebook group asking for “Random Advice” No specific topic, just good advice. To start the ball rolling she gave us a true gem that needs to be heard by leadership, online sales, and sales…
Understanding Emotions… Not Playing on Emotions
It’s often said the buying a home is an emotional purchase. While of course budget, location, and timeline for needing or wanting to move is important, there is a deeper psychology that comes into play when purchasing a home. At its core, owning a home begins with the foundational levels of Maslow’s hierarchy of needs. This motivational theory in psychology from American psychologist, Abraham Maslow’s 1943 paper, “A theory of Human Motivation,” published in the…
Guest Post: Code Cracking – Unlocking the Power of Analytics in Interactive Floor Plans
Guest Post by Stuart Platt Managing Partner Outhouse, LLC You implemented Interactive Floor Plans (IFPs) on your website months, if not years ago. Maybe you have seen a report that your IFPs are experiencing a lot of visits which is fantastic; but what else can you find out? You ask yourself, what other information can I gain from Google Analytics and how can I take advantage of this data? Depending on when you read…
Why Do You Need Executive Coaching with an Online Sales Program?
Whether you are setting up a new online sales program, or working on auditing, improving, or revamping an old OSC program, whoever is going to lead the OSC program or team, needs to be on the same page and understand how to communicate goals to the entire company. I’ve said it before, training an OSC cannot happen in a bubble. The leadership of the company, marketing, and sales teams all need to know what to…
What Does “When in Doubt Send It Out” Mean?
Yes, we all want to be setting appointments. Especially if your leads have slowed down, but we don’t want to set just any appointment. We want to set strong appointments that will convert, otherwise we aren’t doing what OSCs are supposed to do. You may have heard the term, “When in doubt, send it out.” But what exactly does that mean? It doesn’t mean short-cut your job as an online sales counselor and bypass the…