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Over the years, I’ve worked with home builders who have invested significant time, money, and resources into developing their Online Sales Counselor (OSC) programs. They’ve hired talented people, invested in CRM systems, provided training, and established performance goals. But somewhere along the way, something happens. The OSC program stops being actively managed and starts being measured. How many leads came in this month? How many appointments were set? How many sales came from online leads? What’s the conversion rate? Don’t get me wrong. Those numbers matter. I’m a big believer…
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Over the years, I’ve worked with home builders of all sizes, helping them build, train, and grow their Online Sales Counselor (OSC) programs. And one thing I’ve learned is that even the best OSCs need more than great training to be successful. They need ongoing coaching, leadership, accountability, and someone who truly understands their unique role. But here’s the challenge. Who is managing your OSC program? In many homebuilding companies, that responsibility falls on the VP of Sales, Director of Sales, or another member of the leadership team who already…
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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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The Builder Marketing Summit has wrapped up for another year, and after two fast and furious days in Dallas, I walked away energized, full of ideas and, as always, wishing there had been just a little more time to talk with everyone. This was my fourth year joining Greg Bray of Blue Tangerine and Kevin Weitzel of Outhouse for the Summit, where they once again gave me free rein to lead the Online Sales Counselor track. That opportunity means a lot to me because there simply aren’t many industry events…
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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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“Everyone knows something you don’t… learn from them.” It’s a simple phrase, but one that’s resonated with me for decades. I’m not even sure where I first heard it, but it’s become part of who I am and how I approach life. Long before Blue Gypsy. Long before I was speaking at conferences or teaching classes. Before I ever became an Online Sales Counselor. It’s a mindset I’ve carried with me from experience to experience…country to country. I learned it years ago while traveling the world. Every place I visited…
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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…
Vulnerability Is Not the Opposite of Strength
We live in a business world that often rewards the illusion of perfection. You’ve seen it. Polished LinkedIn profiles, shiny headshots, carefully curated captions that make it look like everyone’s got it together all the time. (I mean check, check, check I have all those things going on!) It’s like we’re all somehow superheroes in blazers…well not me, I don’t think I own a blazer. It seems like we are dodging failure, fear, and insecurity…
Why Onboarding Your OSC Is Still YOUR Job (Even If You Hire Me)
So, you hired someone like me, an OSC trainer, coach, and hiring consultant, to help you find and train your next great Online Sales Counselor. Maybe we are even setting your program up from scratch. I love working with builders to identify the right candidates and teach them the ropes of what it takes to be a successful OSC. That’s what I do. But let me be really, really clear about one thing: hiring me…
High-Functioning Depression: Pushing Through with Grace
Let’s talk about something not often discussed in professional circles, but very real for so many of us, especially those of us who seem like we’ve got it all together on the outside. High-functioning depression. It sounds like a contradiction, doesn’t it? Functioning. Depressed. But it’s not. Is it a clinical term? No probably not. (Well definitely not…I looked it up!) What does it mean? It means showing up to work, meeting deadlines, staying upbeat…
Why Cutting Your OSC Is the Most Expensive Mistake You Can Make
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…
Stop Hoarding, Start Helping: Why Being an OSC Is More Than Just Racking Up Bonus Bucks
Okay, I’m going to say it. Louder for the people in the back, the front, and especially for those OSCs sitting in the dark corner of the CRM, aggressively tagging every incoming lead like a kid calling dibs on Halloween candy: Just because a lead touched your pipeline doesn’t mean you are owed a bonus on it. You have to do the work. And more importantly, just because someone walked into a home for a…
The Budget Axe Falls (Again): How to Burn Down Your Sales Funnel with One Bad Decision
Here we go again. I’ve seen it before, and I’m seeing it now. Whenever the building industry slows down, the panic button gets slapped, and out come the budget-cutting machetes. And somehow, every single time, the Marketing Department is one of the first on the chopping block. It’s like an annual ritual: Market softens? Fire up the spreadsheets, folks! Line items must be slashed. But don’t worry, let’s totally ignore the fact that those “line…
Fiddler’s Green, My First Dance with AI, and Why You Still Need Your Own Voice
I remember the first time I used AI to help me write and organize something. It was June 2023, and I was finally thinking seriously about putting my house on the water in Virginia onto the short-term rental market. My dad and I bought this house while I was still working on wooden schooners, and it was my place to go between boat jobs. Up to this point, I was an expert at couch surfing.…
The True Cost of Doing Business, and the Hidden Expense of Not Having a Well-Trained OSC
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…
Marketing Messages vs. OSC Communication: Why Your Emails Should Sound Human
Let’s talk about something that trips up a lot of OSCs, especially those just getting their feet under them: the difference between marketing messaging and your communication as an Online Sales Counselor. Yes, yes… I know you’re working for a home builder. And yes, marketing is super important. It drives interest. It tells the brand story. It pulls people in. But here’s the deal OSCs: you’re not marketing. You’re communicating. Once that lead hits your…
We Make Time for What We Truly Value – Part 2: Resolving the Tug-of-War Between Growth and Balance
Let’s pick up where we left off. In Part 1, we explored the idea that we naturally value what we prioritize. Our calendars, to-do lists, and mental energy are often the truest indicators of what really matters to us. But if that’s true… what happens when we feel like we’re stuck between two values? Welcome to the tug-of-war between professional growth and work-life balance. This is one of the most common internal battles people across…