sales

No Follow-up-No Glory!

By | Mortgage Business Tips | No Comments

CoffeeCupIdeaOne of the biggest foibles that will cripple any sales person’s business growth is lack of follow-up.

In coaching Mortgage Professionals over the last decade, I’ve been told countless times by my clients how they feel that their #1 weakness in their business is poor follow-up as it relates to potential referral partners, attendees of presentations/classes they’ve given, leads from various, costly systems, and even with their own team members regarding task assignments and project management.

Why a sales person doesn’t follow-up at all or does so poorly, stems from one or more of the following (3) root causes:

  1. Lack of self confidence
  2. Lack of organization/time management
  3. Lack of systems

In most situations, tackling the latter two causes will cure the first, so my recommendation is if you find that you struggle with strong and consistent follow-up, turn your attentions, first, to identifying in which circumstances you fail to follow-up the most and then ask yourself the following questions:

  • Do I have a proper series of follow-up call and email scripts for this given opportunity?
  • Exactly how many, “touches” do I feel is required to gain the value from this opportunity?
  • How much time am I willing to invest overall in the opportunity?
  • What system can I utilize to automate my follow-up efforts?
  • What system can I utilize that will prompt me to take each follow-up step?
  • Am I able to decipher between a good and viable opportunity for me vs. an opportunity that is best passed along or left on the table for someone else?

In answering the six questions above, you will then possess a detailed needs list in which to develop your perfect follow-up strategy to any given opportunity.

The last question from the list above generally stops people in their tracks. Many sales people have the mindset that every opportunity should be tackled with with the same amount of gusto. However, throwing yourself into every co-marketing offer, potential referral partnership, seminar series, membership and board committee is going to immediately hamper your ability to follow-up and follow through effectively in order to gain a real return on investment from any one of these opportunities. I am here to tell you that not all opportunities are to be treated equally, which is a whole other article topic in and of itself, so stay tuned for that one!

Need help in creating and implementing your Perfect Follow-up Strategies? Feel free to FOLLOW UP with me. I’m never too busy to help you achieve your business growth goals!

 

 

No Time for Hibernating!

By | Mortgage Business Tips | No Comments

hibernatingDo your Realtors and Mortgage peers seem to curl up and go into some form of hibernation around the Holiday seasons?

Then that’s the perfect time for YOU to turn up the heat on your own business planning efforts.

Don’t just send out cards, make calls before the holiday rush is in full force.

Don’t just squirrel away cuz it’s chilly outside, grab your parka and make it to those holiday mixers, company parties, town festivities, etc.

Don’t just talk about what you’re going to do differently in 2017, gather up a couple of B2B professionals and write down your goals together, brainstorm, collaborate and become each other’s accountability partners through the winter season.

Don’t let your Realtors go it alone with their charity events, fundraisers, etc., Call ’em up and ask how you can lend your helping hands to their causes this holiday season.

And when the ice and snow simply get to a point where driving anywhere is just not an option, then that’s the perfect time to really delve into social media, blogging and videos.

Staying active, even when your Realtors may grow cold and house-bound, creates an enormous edge for you so that when everyone does finally come out of their hibernation haze, YOU will be the first one they immediately warm up to!