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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…
Blue Gypsy Inc. Turns 15: Reflections, Realizations, and a Look Ahead
Time flies when you’re building dreams—and helping others do the same! As I sit down to reflect on Blue Gypsy Inc.’s 15th anniversary, I can’t help but chuckle at how this milestone snuck up on me, much like that epiphany I had years ago in South Africa. I was a dive instructor in Sodwana Bay, gearing up to celebrate my 33rd birthday with friends, when it hit me: I wasn’t beginning my 33rd year on…
The Right Way to Handle Online Sales Leads: A Tale of Two Companies
I recently heard about a company whose Online Sales Counselors (OSCs) were instructed to stop following up with leads after just 15 days of no response. That’s right, if a lead didn’t respond within two weeks, it was essentially treated as dead, or it was moved over to a broad marketing drip with no further personal outreach. I have to say, that’s absolutely insane! When I heard this, I couldn’t believe it. Abandoning leads after…
The Power of Cross Training: Harmonizing Online and Onsite Sales for a Seamless Customer Experience
In the fast-paced world of home sales, the harmony between online and onsite sales can be likened to a well-tuned orchestra. When each section knows its part and plays in sync, the result is a beautiful symphony that resonates with potential buyers. Cross-training between online sales, and onsite sales ensures that everyone is singing from the same sheet of music, leading to better teamwork, seamless handoffs, and ultimately, more sales. Understanding the Roles: Building a…
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…
Enhancing Builder Efficiency Through Effective Online Sales Counselors
4th Annual Online Homebuyer Mystery Shop Report In the ever-changing arena of new home building, the role of Online Sales Counselors (OSCs) has proven indispensable. The 4th Annual Online Homebuyer Mystery Shop Report, a collaborative effort between Melinda Brody & Company, Denim Marketing, and Blue Gypsy Inc., sheds light on this crucial role. This annual report serves as a barometer for industry standards and practices, offering insights that help refine the strategies of home builders…
Can Onsite Sales Agents or Realtors Be Effective OSCs?
We often call OSCs unicorns. The number of onsite sales agents or realtors that can shift from their role as community manager or resale agent to the role of an OSC are unicorns basking on a rainbow, balancing a leprechaun’s lucky gold piece on the tip of their horn. The transition from an onsite sales agent or realtor to an Online Sales Counselor (OSC) involves more than just a shift in workplace or title; it…
Blowing Up The Marketing Funnel In New Home Sales
Recently at the International Builders’ Show in Las Vegas, I had the pleasure of moderating a panel of marketing experts both in and outside of new home builder’s offices. We talked about the changing dynamic of lead generation and how builders see the buyers journey verses how buyers really want to take that buyer journey. At the beginning of our presentation, we blew up the notion of a funnel. Take a look at our…
Understanding What OSCS Do Daily, Weekly, Monthly
In our blog post, “We Are All on The Same Team,” one of the keys to leading your organization is to understand what an online sales counselor does, not just in general but day-by-day, week-by-week and month-by-month. This means understanding the purpose of their position and what needs to happen as a whole. We have a million posts on here about what an OSC’s purpose is. But as a reminder, they are not an order…
Marketing and Online Sales Goes Together Like Peanut Butter and Jelly
When you try to think of two things that naturally go together for some reason peanut butter and jelly come to mind. Okay maybe it’s just my mind. Maybe it’s because there was a long streak in 5th grade where all my mom sent to school with me was peanut butter and jelly. Maybe it’s because to this day it’s one of my favorite comfort foods, or maybe it’s because they complement each other so…
Online Sales Counselors, Sinking Ships, Mindset, Mindshift, Energy, and the Customer Experience
Did that catch your attention? I’m going to tell you a story here. Right now, there is a lot of scarcity mindset going around. I hear OSCs concerned about not getting enough leads, or not setting enough appointments, and for some of them they equate this with not making enough money or even being fearful of losing their jobs. This, in turn stresses them out because they can’t pay their bills, which is understandable, but…