You're Going To Be Great At This!

If you're anything like me, you hate to cold call. Especially when the weather is nasty. But when I first started out in the business, I had to "drop in" on people because I didn't have any contacts or referral sources.  Working in a B2B setting was difficult to get the decision maker when he or she was out playing golf or "taking the rest of the day off" when it was nice and sunny. I did realize, however, that the odds of contacting business owner and manager increased greatly when the weather was bad. I also realized that the worse the weather was, my competitors wouldn't be out in it either. That left me, alone in the rain or sleet or hail, to call on prospects that I wanted to convert to customers. And it worked more often than not. If you're having a hard time trying to pin your B2B prospect down, try making an in-person visit or a phone call when the weather is bad. It may work for you.    Chris Castane s is a humorous speaker who helps sales ...

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.

One of the biggest hurdles I've faced in my career has been finding prospects, moving them through the sales process, and turning them into clients, all while constantly being on the hunt for more prospects. It's an endless cycle. (In my industry, it can be even harder to sell something when people ultimately don't want to buy. If your client is a young couple with kids and a mortgage, do you think they would rather spend money on a vacation or a life insurance policy?) Having a good referral system and making networking effective are the best ways to start the process of keeping the pipeline full. Having a center of influence or creating a friendly relationship through networking can save a lot of time and be much less expensive than buying leads.   One of the most effective things you can accomplish is to establish a "referral network". This may take some time to get going but if you can find four or five good sources who are willing refer to each other, you can...

Have you had a great sales run, with the wind at your back as you continue to sell and make money, only to have some event or holiday slow down your momentum? It's happened to all of us. I compare it to running at full speed down a field, and out of nowhere comes a patch of mud and tar, designed specifically to slow you down and make you work harder.  An example of this is the holiday season. For some industries, the end of the year is a great time to make those last minute sales and thin out inventories. But for others, it can be horrible. Let's face it, the holidays are about spending money on fun stuff, like electronics and clothes. No one is even thinking about buying insurance, unless they have to.  "I can't spend any money on life insurance because I have to buy Christmas gifts," is what I hear each year. (Nice priorities, by the way!) Having been through this for a few years I now plan ahead. Instead of beating my head against a wall trying to get people to...

If you are like me and carve out time from your schedule to work the phones booking appointments, you know how frustrating it can be when people don't show up. I'm not sure what the statistics are but if I book five meetings, there's a good probability that only three or four will actually keep their appointment.  Yes, there are legitimate reasons why people don't always keep their appointments. Emergencies happen. Cars break down, people get sick and a litany of other reasons can keep your prospect from seeing you. However, the reason that most often prevents me from seeing someone is that they forgot about it. Apparently, these folks don't think that the appointment is important enough to put in their calendar. When you are "smiling and dialing" to fill your calendar, you can tell by their tone if someone is actually going to keep their appointment. If they say something like, "I may be busy but you can come by." In my opinion that doesn't ...

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 ...

When I graduated from college, the idea of a career in sales was not scary, as much as it was just strange. In my head, sales people were pushy, manipulative and a bit underhanded. There was no way I was going to be the stereotypical sales guy.  However, I was in need of a job, so I used some sort of twisted logic to believe that if I could do well selling crappy accident insurance plans, I could move up in the organization. I apparently was incorrect on several parts of that argument.  It didn't work out that way at all. But I did get some basic sales training, which helped me in my next career move, which was at an office supply company.  The owners of the company had decided that they needed to add an outside sales person to the mix, something their competitors had been doing for years. They took one of their employees, Ed, who worked part-time in the retail store, and moved him to a newly created outside sales position for a summer. With no training, Ed managed to get...

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...

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...

One of the great things about being an independent contractor is that I, as a "business owner", get to make my own decisions when it comes to marketing. Instead of trying to reinvent the wheel, I can look at what has worked for others in my industry and put my own spin on that. But every once in a while, I like to see if I can find a way to reach prospective clients in a way my competitors haven't. At the end of last summer I was having a meal at a chain restaurant. Our server, a young woman in her early 20's, was lamenting that people stole her pens when paying with a credit card. "I have to go to the store each day and buy pens," she said with a tired look in her eye. "People just assume that the pens are for the taking." I nearly forgot the conversation until a few weeks back when my own daughter, who had just gotten a job as a server at another chain restaurant, made the same complaint. She had called to ask if we had any extra pens at our hous...

As mentioned in the previous post I have worked with a lot of different companies over the years, and a few had a sales training course which I was required to attend. The one I discussed earlier focused on memorizing a sales pitch word for word and indoctrinating the class into a "cult" of positive mental attitude (PMA). I think the latter was because their product was so horrible we had to keep a plastered smile on our faces while trying to sell it. About 15 years later I went to work for another insurance company which had a completely different approach to their training. All they taught us for a solid week was their products, which were okay, but made the training meaningless since we weren't given much other pertinent information.  Imagine I gave you a toolbox and said, "This is all you need. Now get out there and build me a house!" If you had no construction experience, you wouldn't know which tools were appropriate, how to plumb pipes, saw wood, when...

When one is hired as a new sales rep for a company, they may be required to attend a sales training course as part of the onboarding process. Recently some coworkers and I were discussing the various companies we have worked for over the years and how these training sessions differed from one employer to the next.  My first job in sales had a required two week sales class. As I have mentioned in previous posts, this company was so shady that we were in the third day of the training when one of our classmates finally realized that we were hired for door-to-door sales. "When were you going to tell us?" the angry young man screamed at the instructor.  It had been previously suggested to us that we would have clients ready to see and that referrals and leads would be served up on a silver platter. None of these things were true, as were most of the other things they told us while hiring us. This was my first experience dealing with a company being less than truthful with me, but ...

Years ago I realized that I needed to work on my public speaking skills because I was winding up in situations where I would have to stand up in front of a crowd and talk about myself or my business. A prospective client told me about his great experience at Toastmasters, so I looked into it and joined my local chapter.  One of the added benefits of joining an organization like Toastmasters is the opportunity to meet some awesome people from all walks of life. And even though it's not a networking group per se, I have managed to get some clients and great friendships through the club. One of those people is my friend, Rachel Pitts.  Rachel is a Master Sales Coach who brings her experience as a realtor, mortgage loan officer, entrepreneur and fitness coach to Sales Gravy. She understands the challenges that realtors face, which helps her relate to her realtor partners as she assists their buyers get a mortgage. After 10+ years as a realtor, she made the switch to the mortgage s...

When I give talks to groups, I like to explain how basic sales techniques are used by people all the time, whether they know it or not. You see, my definition of sales is a bit broader than most people would have. The majority of people think that sales or selling is a transaction. You give me money and I give you a product or service.  In my world, that "sale" is a transaction, but everything leading up to that transaction is "sales" or "selling". Think of a sale as a noun. It's a thing that happens as a result of selling. So what is "sales" then? It is the process of trying to convince someone to do something they may or may not normally do, and to take action now . That sounds confusing at first, but break it down.  Sales is a process . It's a series of steps, which can have a beginning and an end. The beginning may start with getting a referral or meeting someone at a networking event. The end will hopefully be a sale. All of that in...

Do you work for a company or does a company work for you? Do you have a boss or manager? Are you on straight commission or are you getting a salary too? These are reasonable questions to consider when you think about working in sales.  Currently, I'm a 100% bona fide self-employed person who works on a 1099 status. That means I am contracted through several companies to sell their products on a 100% commission basis. As such, I set my own hours, I pay my own operating expenses and am, in a nutshell, accountable to no one but myself. It hasn't always been like that though.  Back in the 1980's I sold office supplies on a B2B basis. I enjoyed it because I didn't have to call on people in there homes as I had done previously selling insurance. The nice part about calling on businesses is that you get to work during "business hours", which means I was usually home in time for dinner.  That job gave me a small salary as a cushion for the slow weeks, which was great ...