You're Going To Be Great At This!

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...

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 ...

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...

Over the years I have moved around a bit working for several companies. The reasons for doing this have varied, but mostly it came down to a couple of factors. The first one being money.  For example, I went to work with a very large insurance company years ago. They offered me a base salary and a commission based on my sales. My job was to contact current clients and have them come by the office to purchase life insurance. When these people would come into the office the other staff members would write the policies seeing notes I had already put into the client's file. I didn't get my commissions and brought this up to my superior, who didn't care. After seeing this happen again and again I left with no explanation.  Another reason I have left jobs is because the recruiting manager was less than truthful about the job. As I have mentioned in my book, when I interviewed for my first sales job (I was right out of college) the recruiter said all kinds of things that weren...

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...

As a person who enjoys networking, I do my best when it comes to sites like LinkedIn. So it was a nice surprise when  I recently met Michael Seabolt through a LinkedIn insurance professionals' group. As I am an insurance agent who works directly with clients, I thought it would be interesting to give you some insights from the perspective of someone who works behind the scenes with agents and financial advisors.  Michael Seabolt is currently the managing member of Flower Risk Advisors, LLC, a cannabis industry focused tax and risk mitigation consultancy. In this role, Michael consults with cannabis business owners and executives, and their tax and legal advisors, providing risk and tax management solutions for the legal cannabis and hemp industries. Michael also is a contracted consultant with Bell & Associates Consulting, LLC is Phoenix, AZ which is an independent insurance brokerage firm representing over 70 of the largest life insurance and...

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...

As I have mentioned in my book, we all are selling something. Whether you are selling cars, books, workshops, financial services, real estate, or even yourself (see: applying for a job), we are at some point trying to sell something. My definition of sales is trying to get someone to do something, right now, that they could do later or don't want to do at all.  That all sounds pretty opaque, so let me give an example. Let's say that Mary needs a new car, but she's been putting off the purchase for various reasons. She shows up at your lot "just to see what prices are like these days". Mary honestly has no intention of purchasing a vehicle, but thinks she is doing research.  First off, Mary could be doing this on the internet, but Mary is old school. By showing up on the lot, we can assume that she is interested in a car, even though she says that "now isn't a good time." Sorry Mary, but you should know that you have walked into a den full of closers....

A few weeks back I touched on the subject of coworkers who were trouble in a post titled " What Can I Do To Succeed? " This time I thought I would give a few more true stories of these toxic people and how they operate. First off, let me say that I have probably been one of these people at some point in my career in sales. It's a hard job and especially tough when one is not succeeding. As I have said many times, people who do not do well in sales are, in many cases, not given an honest assessment of the job when they are brought on board. Too many hiring managers and recruiters will only tell new hires the good parts of the job and leave out the bad.  For instance, a few years ago I interviewed with a very large life insurance agency in Charleston, SC. The manager showed me a leaderboard with all of the top producers' names and production. There were about a dozen names on the list. I had seen this kind of pitch before, so I asked how many agents were in the agency. ...

We all have a specific market that we would like to aim our attention to, be it business owners, single moms, realtors, or some other group of people. For me, as an example, I prefer working with small business owners, but I also do a lot of work with realtors. I didn't go looking for them, but we just have so many realtors in my area that it couldn't be helped. There are times, however, when you find yourself working in a totally different market, That's fine because in the end a sale is a sale. I'm not going to turn away business because the client was not in my business plan. And neither should you. When you do have someone approach you that you had not planned on helping, it's important to remember they may have different needs and budgets than what you are used to. Your usual banter may not be applicable or appropriate when talking to a new group of clients either. A good example of this is when I recently found myself getting referred to several school employe...

For anyone who is a business owner, entrepreneur or otherwise in sales, you need to know people. Even if you haven't gotten your business going yet or if you are still in school, networking can pay off for you in spades. Getting your name out there and building relationships is one of the best ways to grow your business. How you do it is up to you, but making it part of your daily routine is of utmost importance. There are several reasons why you should be networking. The most obvious one is to get referrals. Word of mouth recommendations don't cost a penny but are so much more effective than paid advertising. Having someone in your corner as an advocate for you lets others know that you are trusted and good at your job.   Of course, it's important to make sure that the person speaking on your behalf has a good network to refer you to. Sure, it's great to meet the new person in town, but if they don't know anyone their recommendations of you will be limited.  Then t...

Growing up in North Carolina, we were like most kids on April 1, who would carry out mildly dumb jokes and pranks on our friends and teachers. "You're shoes are untied!" was a classic to use. The other person would naturally look down to see that their shoes were tied just fine, only to get "April Fools!" yelled at them. It was even funnier when the other person had shoes with no laces, like loafers.  In my opinion, the best jokes were simple and harmless, like the above example. No one got hurt and it was over in a few seconds, so we could move on with the rest of our day, or to the next victim. And the most important rule was that if you were going to dish out a joke, you better be prepared to take one as well.  However, there were those people who just couldn't take a joke very well. For instance, there was a tightly wound kid (I'll call him Bill) who lived in the dorm room next to me. I spoke to him rarely because I always sensed he had all the attri...

For the last year I have been trying to maintain my business. Luckily for me, I'm a one-person operation, so I am not on the hook for payroll, much less overhead for a staff. But while in the throes of a pandemic, I have had to look for a whole new clientele that is hunkered down in isolation. Meeting people has been tough to say the least. Sure, people are going places, but everyday events like going to the movies, festivals and other places have been rare. And I'm the first to admit that Zoom meetings are not my forte. In person networking meetings, on the other hand, are right in my wheelhouse.  I love a good networking event, so much so that I even discussed how to get the most out of one in my book . So you can imagine how thrilling it was to actually attend a good luncheon again this week.  This particular group typically meets once a month and always was a great source of clients and referrals for me. It's a very loose knit group with not a lot of structure. No dues ...

Everyone wants to be successful, but not everyone knows how to define that success? Is it a nice car and a big home in a great neighborhood? Is there a specific time you know you have "arrived", like when you are driving your yacht or playing golf at a very exclusive resort? Or is it when you finally break $100,000 in sales, or better yet, personal income? The answer to all of this is very easy to determine. The way to succeed is to first have a goal. When you reach that goal, you have succeeded. That's when you set another goal and do it all over again. You can have more than one goal and have a series of smaller goals to get there.  Let's say that your ultimate goal is to make $100,000 in income this year. What activities do you need to accomplish to hit that goal? Assuming that each sale makes you $1000, you are going to need 100 sales over 50 weeks (you get 2 weeks vacation), so we have now broken it down to bite size pieces. Two sales a week will garner you $100,...