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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…
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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 on a Monday morning. But use it wrong, and it turns into a misinformation machine,…
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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 elusive ‘balance.’ But here’s the truth: balance is a myth. Progress happens when we go…
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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 fears it could take over your jobs. Heck, I see stuff all the time that…
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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 Denim Marketing, this year’s report offers a fresh look at how builders are managing digital…
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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 the ideas and the parameters, but I leave the nitty-gritty of CRM setup to the…
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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 be the best that they can be in the role of an Online Sales Counselor.…
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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 time to implement a solution. If you’re not using the right CRM, or one at…
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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 a baseball player practicing your swinging skills. You are clutching the base of the bat…
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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 for the company I was hitting the number out of the park! Back then we…
Balancing Business and Quality of Life: 7 Lessons
This time last year leading up to the holidays I had a client that ran me ragged. Several times I felt like dropping this client, but I didn’t. Now a year later, looking at an unpaid invoice that languishes in my quickbooks I know that the client was actually a lesson in disguise. Seven lessons in fact Lesson #1: Go with Your Gut – Don’t ignore those red flags. They almost never prove themselves to…
Time and Priorties: Event Planning for Your Business
Now if there’s one thing I can emphasize to individuals and companies, and especially to individuals who are sole proprietors, it’s to have a very clear business plan for your event. My plan for Blue Gypsy Bluesfest was, “hey I want to have a party and brand my company!” At first it was targeting the real estate industry in Hampton Roads, but then I just said, hey lets do this for charity and get anyone…
Balance: Work and Life
When you work in front of computer all day, and you own your own business, the tendency is to work to fatigue. At least that’s what I do. There is always something that needs to get done, and there seem to not be enough hours in the day to get it all done. At some point, you, have to step back and say, it isn’t all going to get done today. Set reasonable expectations for…
How Much Time Does It Take To Plan A Successful Event?
How much time should you give yourself if you are planning an event for your business? That is an excellent question everyone should ask themselves as they embark on the journey of putting on a function or corporate event. No really, I’m telling you, ask yourself how much time you think it will take to plan, execute and have create a successful outcome for the event. And then at least double that time. I learned…
Nothing Like Under Estimating How Long A Project Will Take
Time management. A key ingredient to being an effective small business owner or independent contractor. Your time is literally money. You need time to spend on each client and project. And you need to know how effectively to manage all that time, juggle your projects and keep your clients happy. But there are times when a project balloons out of control. A contractor quits, you run into glitches, simple things become more complex and all…
What Is Your Time Worth?
When is it time to hire help? It’s hard as a small business owner to make the decision to “cut into your earnings” to hire help. But that’s just what you may need to do in order to increase your revenue. It’s a huge leap of faith, but if you are organized and know what you need and what you want it can be well worth the expense to hire help. It can help you…
Ya Gotta have A Plan: Goal Setting and Business Planning
To expand on my last blog post about creating a vision, the end of the year is always a good time to examine goal setting techniques, business planning, and creative visualization. This is true both for our personal lives and for our business lives. And the techniques are surprisingly the same. There are a couple of key points to include when creating business and personal goals for yourself. This is part of the road map…
Are Jobs in Sailing And Real Estate Both 24 Hours A Day?
Why is it so difficult at times for buyer’s agents and new home sales agents to get on the same page? We all share a common goal, to help someone find their dream home. Doesn’t that makes us on the same team? Yet at times it’s like we are in two completely different professions. As an Online Sales Consultant for a new homes builder I deal with many different people all over the world on…