You're Going To Be Great At This!

In a world where automation and AI are becoming the standard, human-centric service is no longer just a "nice-to-have"—it is a competitive advantage. In a recent episode of the "You're Going To Be Great At This" podcast, Dave Gulas,  co-founder of EZDC 3PL and host of the Beyond Fulfillment podcast, tells us about how he makes customer service a priority while making the most of his competitors' complacency. We also discuss 3PL's (third party logistics) and how they help online businesses. He also  shared his philosophy on how to bake customer service into the very DNA of an organization. Dave emphasizes that you cannot provide world-class service to your clients if you aren’t providing it to your employees first. When employees feel supported, valued, and empowered, that positive energy naturally overflows into their interactions with customers. One of the simplest yet most effective ways to stand out is through responsiveness. Dave discusses the impor...

Networking is important for the success of our business, sales goals, and even personal relationships. Meeting people and building a rapport with them can lead to other introductions and referrals. But what should you do after a networking event to increase the odds of meeting your goals? Years ago, I would go to a networking event and hand out business cards like I was dealing poker. People would be polite and say "thank you" with an occasional "I'll give you a call". Of course, they did not call. Disappointed, I would question why I should bother and ask myself how this was working for other people. A coworker explained that I needed to be more proactive. Instead of handing out my cards (which are not cheap, by the way), I should be collecting cards from others, and following up on my own. This worked and I was soon booking appointments and getting some traction. Recently, I had Dorien Morin-Van Dam, host of the Strategy Talks podcast (a great listen) and we ...

As entrepreneurs, business owners and other self-employed types, we are always try to learn how to work efficiently, maximize profits and keep our focus on the future. Sometimes, we overlook an obvious resource. By listening to the stories of how others in our shoes have made the journey to successful business person, we can see how our own stories are either similar or completely different. I personally love reading biographies of successful business people throughout history. Recently I finished David McCullough's book, "The Wright Brothers". Most of us know the story of these two bicycle shop owners who figured out how to fly and control the flight. However, there were other parts of this story that I learned. Their tenacity, business acumen and planning were integral to their success.  This is usually the case of most successful people.  By reading or hearing of these kinds of examples, we can look at our experiences to learn as well. Recently I had Adam Griggs of the...

I met Carl Willis a few years ago through LinkedIn and I immediately was struck by his generosity. He is always happy to get on a Zoom call or accept my invitation to appear on my podcast. He has even invited me on his podcast, as well as other online events like his webinar.  In this episode, Carl and I discuss working on skillset, and more specifically, communicating your business' mission online. Listen in and let me know what you think. And please subscribe/follow the podcast! Chris Castane s is a humorous speaker who helps sales people succeed through workshops and humorous presentations. His new book, "Nearly Motivated" is available on Amazon. For booking information,  click here . His new podcast,  "You're Going To Be Great At This!"  is available on most platforms.   He's also the president of  Surf Financial Brokers  selling life and disability insurance in several states.

As someone who is self-employed, I have found that a great way to get my message out and to network with people I want to meet. By joining my local chamber of commerce, I've met great people, become referable and learned about all kinds of businesses that I didn't know existed. In an episode of the "You're Going To Be Great At This" podcast, I talked with Wendy Malenfant of the Little River (SC) Chamber of Commerce and we discussed the perks of joining a chamber.  I sincerely hope you find value in our podcast and ask that you follow/subscribe.  Chris Castane s is a humorous speaker who helps sales people succeed through workshops and humorous presentations. His new book, "Nearly Motivated" is available on Amazon. For booking information,  click here . His new podcast,  "You're Going To Be Great At This!"  is available on most platforms.   He's also the president of  Surf Financial Brokers  selling life and disability insurance in sever...

We all want to land that one big prospect that can make our month or year. But how do we work on that "whale" while working our usual market? In this episode of our podcast, I discuss how to recognize which ones of these "whales" we are targeting and how to turn them from prospect to client. As always, I appreciate your support. Please follow/subscribe to the podcast. Thanks! Chris Castane s is a humorous speaker who helps sales people succeed through workshops and humorous presentations. His new book, "Nearly Motivated" is available on Amazon. For booking information,  click here . His new podcast,  "You're Going To Be Great At This!"  is available on most platforms.   He's also the president of  Surf Financial Brokers  selling life and disability insurance in several states.

A friend of mine recently did some contract work for a company. The project took several weeks and the work was much more detailed than my friend anticipated. Not only was the work itself difficult, but so were the other people who he had to deal with while completing the designs and other specifications.  When he was done he did something very important. He waited a few days and then took an objective look at the entire process, where he discovered what worked well, what didn't work well and the lessons he learned in the process. He even posted all of this information in a "bullet point" style on social media. With that information, his future projects will be somewhat easier if he runs into the same issues. Many people in sales and marketing fail to do this. If something works well, they just move on to the next deal. But if they hit a snag and fail to get the sale, they complain about something, usually the client or the working conditions, without having an honest ass...

Over the last few years I have realized that I really enjoy being a guest on podcasts. I've been featured as a guest on about a dozen and they have always been fun. The hosts are as diverse as their podcasts. One host was apparently in the Middle East while others were comedians or local entrepreneurs.  Recently I was asked to share my experiences on the Sales Hindsight with Patrick Kagan of the PK Solutions Group. I met Patrick through a group on LinkedIn and he has been a great supporter of my work, even contributing a blurb for my newest book, "Nearly Motivated".  He's an internationally renowned author and speaker as well.  We had a great talk and I wanted to share it with you. We discuss branding yourself and using humor, among other topics. Patrick is a skilled host and makes the podcast informative AND interesting.  Take a listen here and let me know what you think. Ch ris Castane s is a humorous speaker and former comedian who helps sales people succeed thro...

I recently had a great conversation with Bill Whitaker, realtor and owner of RawtapeRPM.com. Bill talks about his time in the real estate business, and his journey that led to running a business as a consultant and coach for real estate agents all over the country.  Below is the footage of the conversation. Please subscribe to our YouTube channel. Ch ris Castane s is a humorous speaker and former comedian who helps sales people succeed through workshops and humorous presentations. His newest book, "Nearly Motivated", is yet another humorous look at sales. For booking information,  click here.  As president of  Surf Financial Brokers  ,  he sells life and disability insurance in several states.

Are you leveraging social media to help your business? Are you posting daily and creating content like the "experts" say to do? Most importantly, are you getting results? I've tried using most of the more popular platforms for my insurance business, as well as my writing and speaking business. To say the results are "mixed" would be generous. This may be because I really haven't invested much into advertising on these platforms.  The way I see it, when Facebook, for example, allows me to set up a free page for my business, that is like a "free trial" to see if I can get any interest in my product or service. After nearly 15 years of this trial period, I have garnered little to no business.  One can come up with two arguments here. The first is why would you throw money at advertising when you haven't seen any returns. The other side is that "you could have done better if you had quit being a tight ass penny pincher." Fair enough. But ...

Over the years I've worked with, and for, many companies, large and small. And as each of these companies varied in size, structure and philosophy, there was also differences in how they handled the issue of a "holiday" party.  As the Christmas party became a Holiday party (and to be fair, not everyone celebrates Christmas and I can respect that), the parties themselves morphed into several formats, or worse, just disappeared altogether.  One company I worked with left the issue to each location's manager to provide for a small "get together" and a small amount of petty cash could be used for refreshments. Since our location was rather small, the manager would order a few pizzas and provide soft drinks in their home. There was an unofficial "bring your own" policy for alcoholic drinks and we even had a gift exchange.  It was all good and everyone behaved, however each year we would receive some story from the home office about how another location...

I've been off the grid for a while, and for good reason. In a nutshell, I had hit a wall. Creating content for this blog, along with memes (which I hope are funny) and short videos takes a toll. And since I have another role as president of Surf Financial Brokers , which can involve lots of travel, my time and mental energy had nearly gotten wiped out.  However, I have also used that time to decide what I wanted to focus on in my next book. My only other book, " You're Going To Be Great At This! " was written and published in 2017, so you would think I have more to offer. But I didn't want the follow up to be the throwaway information. In a lot of ways it's like a musician who releases several albums and then the record label wants to release the stuff that sucked and didn't make it to the other albums. I don't want to do that to you. Also, my master plan is to use the next book as a link to my future speaking engagements. Hopefully Covid is behind us ...

A few years ago I was working with an insurance company that provided a "book of business", which consisted of clients who already had our insurance policies. These "orphaned" policies were written by agents who had left the company (which is not unusual in the least as the industry is rife with turnover). The hiring managers would try to attract new sales reps by offering up these clients as "people who need to be serviced", which was to mean that we could call these people and set appointments to try to sell more insurance to them. I learned quickly that my time was better spent prospecting locally, mainly because the vast majority of this book of business was over an hour away. Apparently an office had closed in another city and these clients were from those accounts.  One of my co-workers had, on the other hand, been working the phones and trying to see these people. He would try to set appointments to make his driving time as efficient as possible whi...

Covid is starting to show a steady decrease in cases, hospitalizations and deaths, which I hope continues. Of course, the Debby Downer in me sees the cold weather and holiday gatherings around the corner, which can mean that people are gathering indoors again. Let's continue to think positive thoughts though. With that in mind, I have been considering in-person networking events that have begun again or will soon. I have attended a few online events that really didn't give me an opportunity to really network, as we had to wait for our turn to speak, which can dampen a spontaneous conversation. One of my concerns is that for those who have not done any networking in person, this skill set can be rusty. Also, there are those who haven't gotten into a field during the pandemic and have never even been to an event before.  There will be those people who will jump right back into networking and say "It's just like riding a bike!" Bless their hearts! For the rest of...

Sales people know that one of the hardest parts of the job is prospecting. As a former colleague of mine used to say, "I spent most of my day just trying to find someone to talk to." Prospecting is what keeps the sales pipeline full. An empty pipeline can mean trouble.  Of course, there are different ways to solve the issue of the pipeline. One is to cold call, which can work for some people. I spent the early years of my sales career calling on people at their homes, which was a horrible way to work. Putting yourself in the prospect's shoes, you probably wouldn't want someone to come to your home unexpectedly while you were relaxing after a hard day at work, much less someone trying to sell you something. Personally speaking, I have no problem whatsoever with cold calling businesses. As a matter of fact, after calling on people at their homes for a year of so (and having guns pulled on me), any fear of cold calling an office building was non-existent. The battle was ...

For those of us who work on a "commission only" basis, it can be difficult to make a budget for household expenses or other personal financial decisions. Not knowing from one month to the next what your income will be can be tough. With this in mind, many sales professionals have decided to supplement their income with extra income, by either working a part-time job, starting a business on the side, or working as a "gig" employee. Years ago when I was just getting started selling insurance, I would work a part-time job in a retail store. This extra income helped to pay some of my expenses, which helped out tremendously until I could get my career off the ground. As soon as it looked like I may be okay, I turned in my notice. The funny part was that my retail manager asked if she could keep me on the payroll in case one of the other employees called in sick. I worked about once a month for them for another 2 years. A friend of mine who is also an insurance agent, has...

How do you deal with your competitors? For some, a little friendly competition is a good thing. On the other hand, our competitors are taking sales away from us, which means a loss of income. And some will try to work with their competitors by forging alliances or even just taking over their business by buying them out. Years ago, I met a gentleman who was established in the insurance field. I was an upstart just getting back into the business after an absence. He and I chatted from time to time and we really didn't cross paths too much when it came to our clientele. Generally speaking we got along.  One day a lady called me and said she wanted to change her insurance. She was going through a divorce and was on her soon to be ex-husband's group plan. She said she had tried to reach her agent but he wouldn't return her phone calls. I obliged her and got her a policy she could afford.  About a month later the other agent approached me in the hallway at a networking function, ...

I was recently the guest on a Solutions From The Huddle podcast , which was a lot of fun. I'll pull back the curtain and tell you a little secret of almost all of the podcasts in which  I have been lucky enough to participate. They usually either send you the questions in advance or they let you send in the questions you want to be asked. In this case, neither happened.  The host, Titus Bartolotta, did an excellent job. We talked for about 10 minutes before the actual recording started so we could go over the general topics to be discussed. He said something like "I'm going to let you do most of the talking" and he was good to his word. We discussed a lot of great information about insurance, my agency, marketing, my book and a few other topics over the course of about 40 minutes.  This stream of consciousness approach was refreshing to say the least. As Titus was asking questions, I was thinking of other information, and you can hear that coming through. I could actu...

In the previous post, I discussed how companies, and their management teams, react when sales drop. The numbers affect the bottom line, which affects the profitability of the company, which in turn can lower bonuses and other perks, like profit sharing. The company, not sure what to do, begins to institute a program of micromanagement, making everyone more accountable for their time, while at the same time, making all the sales people miserable. That's the macro perspective. On the other hand, what happens to the sales person is a bit different. Especially if they are dependent on commissions, which are a reflection of their sales numbers, to pay their bills. Yes, they are miserable because they are under a microscope from management. Suddenly the sales person has to copy their bosses on items like details of appointments, how many phone calls were made, why the customer didn't buy and so on. Along with getting pestered by management, the sales person is also having to figure o...

A couple of years ago, before Covid arrived, I was asked to speak at a breakfast meeting of a local civic organization. I brought a few copies of my book along just in case someone wanted to purchase one. The person who had invited me to speak apparently had a last minute appointment or something and couldn't be there, but he let the rest of the group know who I was and why I would be there. As I walked in a young professional looking man approached me and introduced himself. "Hi, I'm Bob. We're looking forward to your talk," he said. "Please feel free to eat something. It's on us." He pointed to a table filled with store bought muffins and Krispy Kreme doughnuts, my favorite. Since I had not eaten breakfast at home (I was told there would be food) I thanked him and treated myself to an assortment of the delicious round treats. In retrospect, I probably had too many, but hey, you only live once, right? The young man was the president of the group and...