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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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Recently, a seasoned OSC reached out to me because she knows I do mystery shops. She also knows about the Annual Mystery Shop Report we conduct every year to get a pulse on the state of the industry when it comes to customer experience and the customer journey. She had been mystery shopped. On a Saturday. Her day off. Actually, it was the beginning of a four-day weekend for her. And as a solo OSC, she needs to take time off. Gone are the days when we should expect an…
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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…
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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…
The Book Is Out, Builders Are Buying, and IBS Is Around the Corner
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…
Why an In-House OSC Isn’t Just “Nice to Have” It’s Mission Critical
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,…
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…
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…
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…
From Click to Contract: Why Your OSC Can’t Do It Alone
Let’s set the record straight: Your Online Sales Counselor (OSC) is not a one-person army. They’re not a magician who can wave a magic wand over lukewarm leads and produce closings. And they’re certainly not a plug-and-play solution that runs on autopilot. If your online sales program is struggling—or worse, crashing and burning—it’s not just about the OSC. It’s about the system surrounding them. Too often, home builders invest in the idea of an OSC…
Evaluate Your Online Sales Counselor’s Performance with Precision
In today’s competitive homebuilding market, your Online Sales Counselor (OSC) program can make or break your lead-to-sale conversion rate. OSCs are often the first point of contact for prospective buyers, which makes their performance a crucial part of your customer journey. That’s why Blue Gypsy Inc. offers a comprehensive 45-day Mystery Shopping Solution designed specifically to evaluate, measure, and improve the effectiveness of your OSC team. This isn’t just a performance check—it’s a strategy-shaping experience…
What DiSC Can (and Can’t) Tell You About Finding a Great OSC
Hiring an Online Sales Counselor (OSC) is like finding a unicorn that can juggle fire while smiling at strangers and analyzing a spreadsheet—all at the same time. No one person is going to nail every skill on the wishlist: people skills, task management, analytical thinking, adaptability, emotional stability, and the drive to perform. That’s why tools like the DiSC assessment can be incredibly helpful—not as a crystal ball, but as a flashlight to illuminate learning…