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:…
Spring Clean Your Follow-Up: 5 Things Every OSC Should Audit Right Now
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…
AI Can Be an OSC’s BFF… But It Still Needs a Chaperone
AI is everywhere right now. And in the OSC world, it can be a great tool – or a nightmare. AI can be like that super-organized friend who always has a to-do list, a backup plan, and a fully stocked snack drawer. It can help you stay on top of lead response, follow-up, and appointment setting without breaking a sweat. It’s fast. It’s tireless. It doesn’t panic when you come back to 42 new leads…
We Value What We Prioritize: Rethinking Balance and Growth
Lately, I’ve swapped my mindless Facebook scrolling for something a little more intentional, LinkedIn. Fewer ads, more inspiration, and the chance to connect with friends and colleagues in the industry. So when I came across a post from Morgan Lurz, President of Cannonball Moments, I had to stop the scroll. She wrote: “Forget work-life balance—what we truly value is what we prioritize. I’ve been knee-deep in interviews lately, and nearly every candidate brings up that…
How to Train Your Dragon… I Mean, Your AI!
I am a huge How to Train Your Dragon Fan. Not just because my husband loves animated movies and has bought me all the dragon stuffed animals that have been created from the original movies. But also, because dragons are amazing! And at the same time, they can seem scary. But when you try to get along with them, they can be your best friend! AI can feel a little dragon-like at first. There are…
How Does Your Follow-Up Stack Up? The 5th Annual Online Homebuyer Mystery Shop Report Is Here
Online leads are one of the most valuable sources of opportunity for home builders—but only if they’re handled well. In today’s competitive market, buyers expect timely, personalized, and consistent communication. So, the big question is: How well are builders actually doing when it comes to online follow-up? That’s exactly what the 5th Annual Online Homebuyer Mystery Shop Report set out to uncover. Conducted by Blue Gypsy Inc., in partnership with Melinda Brody & Company and…
Unlocking CRM Potential: What to Look for and Why
Let’s get this out of the way right now: I am not a CRM implementation expert. My job is to train and strategize with Online Sales Counselors (OSCs) and companies to help them thrive in their roles and their adoption of the CRM across all departments. It’s important for the marketing, sales, and online salespeople to all be rowing in the same direction when it comes to big tools like the CRM. I’ll give you…
Getting Outside the Box and Hiring an OSC
I love it when a client says, “Honestly I would have passed over those two candidates’ resumes.” And then they see how strong they’d be for the OSC role when I vet them, and then we interview them together. This makes me happy. I’m genuinely happy when I can help a client cut through the stacks of paper and find a good fit for their company, culture, and someone who is willing to learn to…
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…
No One is Dying: Ways to Manage Your Time as an OSC
With the onset of COVID and the current climate in the building industry, having time as an OSC is nonexistent. Homebuyers are forced to begin their search online whether they like it or not. Even prior to the pandemic, the internet has become the top source when searching for a new home. With the amount of volume that builders are seeing across the country, OSC’s are becoming more and more spread thin. Imagine you are…
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…