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Organization

Be Organized BY Appointment

Last month my blogs were about ‘leading by example’ as a sales manager: to demonstrate Sell it or Schedule it with a guest, to coach a sales associate from Sell it or Schedule it, and to use Sell it or Schedule it as an operating system for interactions and intentional outcomes. 
The same goes for being organized - by appointment. 

When one is committed to making appointments and sees the value in making them, they will organize their calendar accordingly, with slots dedicated to appointment…

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What is Your Relationship to Organization?

As a natural list maker, it still surprises me when I work with someone who relies solely on a daily to-do list and doesn’t use a calendar. Is that you?

A daily to-do list is an insufficient structure for organizing actions in time. They are good vehicles for prioritizing results per day…but using them exclusively fosters high stress and a narrow perspective…which is why I encourage using a calendar with at least a weekly view. It encourages a wider vision of the time allowed and the best tim…

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Organizing Actions in Time

“Time Management” is a misnomer because you cannot manage time. You can, however, manage ACTIONS in time.
Begin with your targets – what you WANT to accomplish. And working back from them, identify the actions that need to happen to achieve them. Start small and plan the actions at the best time to execute them and to achieve the result.

Plan a week at a time and support the week with a daily to-do list...but expand your perspective beyond one day…don’t rely on a daily list to manage a week …

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Practice – the rewards

I need to bring the topic back around to selling.

Ah, the practice of selling. It is a practice. There are so many elements: the practice of setting goals, the practice of connecting with strangers, the practice of asking discovery questions, the practice of presenting solutions to customer priorities, the practice of handling objections, the practice of asking for a commitment, the practice of being silent and still, the practice of follow up and outreach, the practice of organizing your bus…

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Who you gonna call?

Do you have your customers and prospects in a CRM or accessible and organized format?
Are your contacts stored somewhere that you can get to easily?

If you aren’t using a CRM program, you can get by with putting your contacts in Outlook or in an Excel or Google spreadsheet. You probably have systems in your computer (or the company does) that you can use to get started, so ask before you take on building something that might already be in existence.

For trade showrooms, begin to organize your…

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Securing Appointments

What secures an appointment is a confirmation call and ALL in-person appointments need to be confirmed. If it's a morning appointment, ask them if a call the evening before or early that morning works better for them. If an afternoon appointment, tell them you will call them that morning (say between 9-11) to confirm the appointment.

A call works better than an email or a text because you want to TALK to them! And if you give them homework (whatever was missing when you met them such that …

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Process for Selling Intangibles

Selling intangible outcomes like appointments is different from selling tangible outcomes, like sofas or chairs. Selling an intangible requires a process of introducing the concept when you first realize that it will be the intended outcome of the sales interaction. This is because it is CLEAR that the customer cannot buy today – based on the answers to your questions that were intended to determine that (not your assumptions).

At that point, introduce the concept: “Since we can only accompl…

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Organized for Appointments

The Greek poet Archilochus said: “We don’t rise to the level of our expectations; we fall to the level of our training”. The same is true for our level of structure and organization.

If we are really intending to manage our actions in time and achieve our targeted outcomes by successfully making and executing appointments, we need to be structured to do that.

And that means to be organized by having appointments IN YOUR CALENDAR as one-hour placeholders, using the repeat function on yo…

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The Last Month of the Year

December is a funny month. 

For retail showrooms, this tends to be a slower traffic month with a lower average sale. And, like November, it also tends to be a good delivery month, with holidays driving making homes lovely for family and guests. 

Residential trade business continues to be strong and retail traffic has started to wane a bit but is still sufficient to hit targets. And trade showrooms can go either way as these are not typical times. 

Given the unpredictability, this is a c…

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Part 2 of 20: HubSpot Sales Statistics…With Secret Sauce Added

Hi everyone….

This is my second in this series of posts. I am taking apart and talking about a data set that HubSpot published in 2018 on Sales Enablement Statistics. These are great bits of information for salespeople and sales managers to know in order to impact the actions they take with prospects and with selling and coaching time. Over time, I will address all 20 points.  I encourage you to share how they impact YOUR actions with your team or with your prospects.

2. At a company with 100–500 …

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