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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…
Hiring a Unicorn – Lasso Webinar
I had the privilege of giving a talk to the Lasso community recently on what it takes to embark on “Hiring a Unicorn.” According to the Oxford Languages definition, a unicorn is “something that is highly desirable but difficult to find or obtain.” While unicorns are simply fictional, in the world of new home construction, finding that unicorn takes on a whole new meaning. The role of an Online Sales Counselor (OSC) is truly one…
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…
If 100% of My Sales Come Through Online Sales Counselors. Should I Restructure OSC Pay?
Noooooo! Not unless you are going to pay them MORE! I keep seeing this over the past year, as more and more traffic for new home builders comes to your online sales counselors. More leads are being set into appointment because there is less walk-in traffic. Some builders are having “heartburn” over how much they are paying their online sales counselor. Especially for appointments. WHHHYYYYY? Why would you penalize your online sales counselors for refining…
How to Grow Your Online Sales Department
By now, and if you’ve read my last two posts – Don’t Break The Process and Can’t an Online Sales Counselor Just Take the Lead Through Sale? NO! – then you may be starting to consider growing your online sales department. Before a little thing called COVID, most walk in traffic really was digital traffic. Did I just blow your mind? Everyone in sales now is saying they’ve always had walk-in traffic. True. But…
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…
Don’t Break The Process!
There’s been a marked slow down of walk-in traffic to models all across the country. With agents twiddling their thumbs in sales offices it may be tempting to ask the question why don’t we send the digital leads to them and eliminate the “middle man” The OSC? That would be a big mistake. Lead development is a process within the sales process. If done correctly we optimize sales. If done incorrectly, we flush marketing dollars…
Quick Tip Tuesday: Don’t Forget About Proper Lead Nurturing
If we don’t do our lead nurturing correctly now, we will be regretting it later. While in the ever changing landscape of online sales, so much more has been thrown on the plate of an OSC, it’s important that we don’t forget the basics. The reasons why this position exists in the first place. To nurture leads and make sure that they are getting the feeling of a personalized experience with the builder, well before…
Hiring the Right OSC Requires A Social Media Check
In today’s digital world, it’s important to be careful about what you put out in the world, especially publicly. Time and again we see people removed from their jobs because they’ve expressed a stance that their companies cannot abide by, nor do they want to be held accountable for in society. As online sales counselors in the new home building industry we are especially susceptible to this sort of scrutiny. the online sales counselor is…
Guest Post: Capturing and Nurturing Leads in a Hot Market
Guest Blog Post by Lasso CRM With most builders experiencing a banner year, how you keep track of your leads is more important now than ever before. I don’t know if you can ever have too many leads, but if you’re not properly capturing and nurturing them, this is a problem. When times are good, it’s easy to forget the pain of the bad times and make excuses about why it’s not the right…
Quick Tip Tuesday: One Size Doesn’t Fit All in Online Sales Counselors Programs and Training
It’s important to understand that a one-size-fits-all approach for online sales counselor programs is not beneficial to new home builders across the industry. First it’s important to see that training doesn’t happen in a bubble. There is an entire program set up required in order to create a successful online sales program. Sometimes we think if we just hire an OSC and train them, we’re good to go. To set yourself up for success you…