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Okay. Okay. So welcome, everyone.

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Glad that you could make this.

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And as you probably so this is

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the first

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in our series for 2026

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for

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the sales series.

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And

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as you know, the sales series all have,

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a theme that correlates with the blogs and the posts

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during the month if you're following

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my newsletter or log on to actually read it. And

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not surprisingly,

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December and January

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are good goal

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topic

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months.

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So I'm going to assume, but I'd love to hear from you. I'm gonna assume that

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if you're here, there is some

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value

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to goals and writing them and

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following them and achieving them, that means something to you. So I'm gonna take that as a,

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as an opening.

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So is there because we are gonna be talking about goals today, and I wanna hear from as many of you as possible,

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and I know that some people are on camera and some people aren't. But

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what is it about so that I can have it in my head. What is it about goals,

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talking about them, or what's the struggle that you might have with them? Whether it's

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how to write them, how to articulate them effectively,

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how to create a good strategy, what act like, whatever it is

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about goals,

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I would love to hear it. So you can either

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unmute yourself and just shout it out.

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You could put it in the chat, whatever is most comfortable for you.

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So who wants to go first?

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Accountability.

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Accountability.

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Okay. So

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what about it that

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that accountability

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is a built in feature?

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Hi, Erica. A built in feature

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of writing goals or

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how to elevate the level of accountability

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when you do write them

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or yes to both?

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Yes to both.

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Okay. Mostly keeping accountability,

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like, staying at you've set the goal, it was important,

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and how sometimes it loses its importance over time and keeping yourself tied in and accountable to that goal.

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That's a good one.

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Thank you, Chris.

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You're welcome. Yeah. Anyone else? Anything else about goals?

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Either Erica, do you have anything to ask? Or we have two Erica's.

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Sorry. I'm late. I just hopped on. I didn't hear the question.

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So I'm So the question is, what is it about goals that has you hop on the call today?

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Or and you can say, I didn't even know the goals was the topic.

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I just wanted to be on the call, which is a great answer as well.

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I knew goals was the topic. I'm excited to be on the call.

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No. We,

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it's a new year and kind of a

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I say this all the time, but

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a new fresh start for Garrison's, and so we are, like, hitting it hard.

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Some of the things we started talking about last winter is what I'm doing right now, so here I am.

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Yay.

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Great. Great. Well, and the ads for Garrison's have been wonderful too.

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I know Brian looks adorable as always as always. Yes.

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Excellent. And an and a new microphone. I mean, we're in the new era. Wow.

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Wow. Wow. Wow. Wow. We are blazing new trails for 2026.

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Right. Okay. Well, let's go then. So let's talk about them. So

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wherever you are about goals

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is wherever you are.

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Nothing to defend, nothing to feel bad about, nothing nothing nothing about that.

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So,

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you may be here because you've written goals and they're not articulated

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quite the way you want them to be.

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Or you've written a goal, but you don't really know how to write a strategy.

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Or you've written a strategy, but you don't

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you don't really know what actions specifically are gonna get you to achieve that.

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Or you don't know if your goal is big enough

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or anything

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about that. So

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let's go over some really

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simple stuff.

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And

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and

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I wasn't kidding when I said I tend to talk about goals in December actually,

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November,

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in December and January

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because it's still a little squishy and gray out there in terms of getting them

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articulated and, you know, up in front of you to remind

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you for of your actions for the day and the week.

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So when we write goals, in terms of the world of articulation

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so we want to have a goal that matters to us, first of all.

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If you have a goal that is anything less than,

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let's even say, burning, then find another goal because you're gonna have some obstacles that are gonna come up in the process of achieving that goal

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that are gonna knock you back in your boots.

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And so you wanna have a goal that's got some staying power for you, that you want

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that you're gonna make you are willing to do uncomfortable things

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only because they're not familiar or foreign or out of your habit

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that

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that you're going to need to do in order to achieve it. That's just the facts of it.

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Because if you keep doing

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what you're doing, you're gonna get what you already have, if not less

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than, because everything around you has changed.

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Right?

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So when you pick a goal and I'm gonna use because most of most of the people on the call are in sales or sales management.

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So most people are gonna have some sort of a revenue goal.

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And when you write your goals, I use the SMART structure,

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s m a r t.

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SMART s stands for specific.

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And I'm gonna make up a goal and say write $1,000,000

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by 12/31/2026.

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So the specific part of that is write $1,000,000.

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It's not write a lot. It's not do more. It's not beat last year. It's got a really specific

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number in there

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so that

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you know if you did it.

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So one of the criteria for goals, being a good goal, is that it's specific.

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Two, m,

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measurable.

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Replace

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more, less, better, almost, at least

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with a number.

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It can

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be a number like an integer

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or it can be a percentage.

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You can say,

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increase

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revenue in 2026

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by 22%

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over 2025.

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I'll get to whether that's attainable in a minute. So but you want it to be specific

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and measurable.

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So if anywhere in anything you've written, there's more or less, better than, at least, any of those words,

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replace them with a number.

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Three.

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Attainable.

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So

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that's important. You want to write a goal that challenges you

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but is not out of the realm. And it's and it's challenges you in a couple of ways.

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One is is that it challenges you to do it at all,

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and it challenges you to do it in the time allowed, which is what the t stands for.

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So specific, measurable, attainable.

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R is about relevant to you, that when you look at that goal in a larger context of what you're looking to create for 2026

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or any year,

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it they align, and it matters to you. It's not something that you're doing for someone else only,

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or we have to do this as part of our team,

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or my boss makes me. It's not in that world. It's in the world of, since I'm in charge of my life,

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this is what I wanna achieve

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by a particular time.

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Right? So specific, measurable,

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attainable,

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relevant to you, and time bound. So you wanna put a date on it.

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So if you say write a million dollars as a salesperson, not a store,

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write a million dollars in January

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2026,

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that might not be attainable for a person, but it might be attainable for a team.

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Right? So that really matters, that you want to write goals that are

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that that really that really are accurate.

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So that that whatever you're looking to achieve is doable.

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Okay.

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So

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some of you, we have we have managers, sales managers, designers.

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We have we have a lot of different people on the on the on this call. So when you start looking at,

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creating that as salespeople,

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especially salespeople on commission, you wanna start thinking about that number in terms of

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what do I need to contribute to the team? What did I do last year?

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What do I need to contribute to the team to keep my seat on the bench?

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And what do I need to make as a result of what I write?

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So with some of you that I've worked with, we work on those,

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what's the goal and what's the basement number. And so if you go back to the blogs, I have you

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do a couple of exercises of one, what do I need to

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what do I need to write

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for what I need to cover

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in my fixed and variable expenses every month as a salesperson?

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So what is that first of all, I need to know what that number is.

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And then to start to calculate that number

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based on what do I need to bring home every month

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and add 25%

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to that for what do I need to

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gross every month.

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Excuse me.

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And then based on that, you wanna take that number and divide it by whatever your commission rate is, let's say 6%,

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to come up with what you need to write at 6%

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to make that gross number for what you need to bring home.

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All of this is being recorded, everything I just said, so it's not confusing.

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Because that's what I call your basement number.

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Now

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you may have you may work on a team that as a salesperson, that to keep your seat on the team,

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let's say you need to write 50,000 in in revenue every month.

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That's the standard that keeps you in the building.

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But your basement goal

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is, say, 60 and 8,000 is what you need to write at 6% commission.

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Forget about protection, any other spiffs. 6% commission

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for what you need to bring home,

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right, is 68%.

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But you might have a goal of 75 to $100,000

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because that's the number in abundance

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of where you wanna live.

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Right? It's not just

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survival.

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It's actually abundance.

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So when you start to create that number, whatever that number is,

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calculate it.

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Calculate it. Alright. One more thing about that.

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This is for both sales managers and for salespeople.

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Your showroom has seasonal numbers. You have every month

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is equal to a percentage

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of 100.

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So, you know, in home furnishings and furniture, we may have January and February tend to be pretty good months, so that may be like a 10% month or an 11% month.

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So you wanna have a three year history,

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maybe five, but three years. It gets us beyond COVID.

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So a three year history of

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what

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each month means in a percentage to 100.

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Because when you take your big number of, say, $1,000,000

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for salesperson

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and you've got an 11%

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month for January,

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you need to write a $110,000.

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Now I know

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that if you wrote $84,000

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every month, you're gonna make

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a million dollars a year.

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But January is a bigger month than that, and April is like a 7% month.

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So you're only gonna do 70,000. You're gonna, like, barely make what your breakeven is,

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right, what your basement is. So you wanna calculate it so that your numbers

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always

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are an accurate reflection of what the history is so that they feel even more real to you.

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Because if you just did 84,000 every month,

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it just doesn't it doesn't it doesn't ring.

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The basement,

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that number doesn't change unless you change your fixed and variable expenses.

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That number doesn't change, but your goal is actually gonna change.

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So

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now you've got a twelve months that each have a a percentage

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to one to that equals a 100. You're gonna have to fudge a little bit. That equals a 100.

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What you wanna look at next is you wanna look at your quarterly goals.

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You might have first quarter's 31%,

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quarter q two is 27%,

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24%,

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so that each quarter has

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around 25%,

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but has a a

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a a percentage toward 100

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as well. Because here's the deal. You can miss a month in your goal, but you cannot miss a quarter.

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You

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cannot ever

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miss a quarter.

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Like, you cannot carry a deficit

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from one quarter to the next. Like, ever, never, never.

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So that's for Chris Cooley for accountability.

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00:14:09.870 --> 00:14:11.410
You can't ever do that.

254
00:14:11.949 --> 00:14:16.050
You just can't do that because it's just too hard to make it up. So

255
00:14:16.430 --> 00:14:24.145
one of the things that I like to do, I did it by accident one year and then I do it by intention every year since then is I don't may I don't use all twelve months.

256
00:14:24.145 --> 00:14:29.525
I use eleven months because I wanna make my goal my as I have a sales goal, I'm a salesperson just like you guys.

257
00:14:29.985 --> 00:14:36.725
I have to make my goal by the end of thank by after Thanksgiving because I don't wanna be thinking about it in December.

258
00:14:37.170 --> 00:14:39.830
You know and I know that for most home furnishings retailers,

259
00:14:40.529 --> 00:14:44.310
December's not a month that you can rely on. Either it's a 6% month.

260
00:14:44.529 --> 00:14:50.290
Maybe you have a floor clearance between Christmas and New Year's, and so you might, like, get some juice with that.

261
00:14:50.290 --> 00:14:57.435
But it's not a month that you can rely on if you're if you're expecting to make a goal that you haven't made yet in December.

262
00:14:57.895 --> 00:15:00.555
So really try to get it all in by Thanksgiving.

263
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Then

264
00:15:01.975 --> 00:15:05.675
you can spend December enjoying your friends and family,

265
00:15:06.215 --> 00:15:07.275
enjoying the holidays,

266
00:15:08.510 --> 00:15:09.010
reflecting

267
00:15:09.790 --> 00:15:10.290
on

268
00:15:10.910 --> 00:15:16.370
the first eleven months and what happened. What worked? What didn't work?

269
00:15:17.150 --> 00:15:21.330
What do I wanna do differently? How is my life changing how I wanna work?

270
00:15:21.345 --> 00:15:24.545
So that as I look to the new year, how is that gonna be different for me?

271
00:15:24.545 --> 00:15:25.925
Because it's always different.

272
00:15:26.545 --> 00:15:32.245
As well as looking ahead, what has happened to the marketplace? What has happened to our business?

273
00:15:32.305 --> 00:15:36.510
What's happened to our competition? Do I have more people or fewer people on the team?

274
00:15:36.830 --> 00:15:37.970
Like, what's happened?

275
00:15:38.670 --> 00:15:43.150
Right? I'm gonna be doing more house calls this year instead of relying on the door as much.

276
00:15:43.150 --> 00:15:48.210
Like, what has happened as you look forward? So let's use December

277
00:15:48.830 --> 00:15:51.170
as the month to really reflect

278
00:15:51.735 --> 00:15:52.714
and to envision

279
00:15:53.415 --> 00:15:58.154
and then to start setting the numbers that are associated with that.

280
00:15:59.175 --> 00:16:01.275
Okay. So far so good?

281
00:16:02.295 --> 00:16:05.595
Okay. We got some head nodding on that. That's a beautiful thing. Alright.

282
00:16:06.695 --> 00:16:07.195
Now

283
00:16:08.630 --> 00:16:14.410
you write the goal. You have a revenue goal. Say, I'm gonna keep it at write $1,000,000

284
00:16:14.709 --> 00:16:16.089
in 2026.

285
00:16:16.149 --> 00:16:20.230
That is specific, measurable, attainable, relevant to you, and time bound.

286
00:16:20.230 --> 00:16:26.165
Now what's gonna make it attainable is the next step, which is what's your strategy?

287
00:16:26.704 --> 00:16:31.764
And this is where I find aside from articulating in a way that really makes sense

288
00:16:32.065 --> 00:16:33.444
and meets those criteria,

289
00:16:34.144 --> 00:16:39.030
the second place that I find where salespeople miss their goal or managers,

290
00:16:39.570 --> 00:16:40.310
is that

291
00:16:41.010 --> 00:16:41.830
the strategy

292
00:16:42.770 --> 00:16:43.750
is insufficient

293
00:16:44.530 --> 00:16:46.310
for the goal that they've set.

294
00:16:48.050 --> 00:16:49.830
The strategy is insufficient.

295
00:16:51.375 --> 00:16:55.075
The goal is a million. The strategy is $7.50.

296
00:16:55.375 --> 00:16:58.515
It's like you are never gonna write a million dollars with that strategy.

297
00:16:59.855 --> 00:17:02.595
So you wanna look at your strategy and ask yourself,

298
00:17:03.135 --> 00:17:05.635
how am I gonna write a million dollars?

299
00:17:06.929 --> 00:17:07.429
So

300
00:17:07.809 --> 00:17:10.149
for some people, let's say for salespeople.

301
00:17:11.009 --> 00:17:14.470
For salespeople, it might be, how am I gonna do it?

302
00:17:15.250 --> 00:17:17.750
Excuse me. You might look at your business and say,

303
00:17:18.609 --> 00:17:19.730
I want to drive

304
00:17:20.234 --> 00:17:23.694
I'll say retail retail salespeople in a furniture store.

305
00:17:23.994 --> 00:17:28.095
I wanna drive 60% of my business with design projects this year.

306
00:17:29.434 --> 00:17:29.934
Okay?

307
00:17:30.635 --> 00:17:31.535
That's one.

308
00:17:32.075 --> 00:17:33.375
Or you might say,

309
00:17:34.470 --> 00:17:35.690
I want to be

310
00:17:36.710 --> 00:17:37.210
converting,

311
00:17:39.590 --> 00:17:40.470
30%

312
00:17:40.470 --> 00:17:41.929
of unsold opportunities

313
00:17:42.870 --> 00:17:44.010
to be back appointments.

314
00:17:45.350 --> 00:17:46.809
Or you might say,

315
00:17:47.804 --> 00:17:49.024
I wanna close

316
00:17:49.884 --> 00:17:50.784
20%

317
00:17:51.085 --> 00:17:53.504
of first time sale of first time customers.

318
00:17:54.125 --> 00:17:55.424
But you wanna pick

319
00:17:57.004 --> 00:17:58.705
a way of working

320
00:17:59.245 --> 00:18:04.310
and a way of doing it that's gonna work for you. We might have some people on the call who,

321
00:18:05.330 --> 00:18:08.630
are sort of in their more senior years on the floor,

322
00:18:09.170 --> 00:18:11.030
and you have amassed

323
00:18:11.810 --> 00:18:12.310
a

324
00:18:12.690 --> 00:18:13.190
significant

325
00:18:13.570 --> 00:18:14.550
customer base.

326
00:18:15.010 --> 00:18:16.550
And so you might say,

327
00:18:17.945 --> 00:18:20.845
I am gonna cultivate 40% of my business

328
00:18:21.385 --> 00:18:21.885
myself

329
00:18:22.505 --> 00:18:23.485
from my database

330
00:18:23.945 --> 00:18:26.525
with social media posts, with outreach,

331
00:18:27.385 --> 00:18:27.885
with

332
00:18:28.265 --> 00:18:31.885
networking and prospecting through my database and in my marketplace.

333
00:18:32.450 --> 00:18:34.070
I'm not gonna rely on the door.

334
00:18:34.610 --> 00:18:38.230
I'm not gonna rely on the door for more than that. Right?

335
00:18:39.010 --> 00:18:42.790
So when you look at it and that's where looking at your performance actually matters.

336
00:18:43.490 --> 00:18:48.405
That's what so you might say that. I would say don't take more than three strategies.

337
00:18:49.025 --> 00:18:52.965
Because with that, you might say, well, then here's what I need to do. I need to

338
00:18:53.825 --> 00:18:55.365
increase my close ratio

339
00:18:55.985 --> 00:18:57.285
from 32%

340
00:18:57.585 --> 00:18:58.565
to, let's say,

341
00:19:03.460 --> 00:19:04.600
43%

342
00:19:05.220 --> 00:19:10.200
by the end of the year. And what I'm gonna do is I'm gonna increase it by this much

343
00:19:10.500 --> 00:19:11.320
every quarter

344
00:19:11.779 --> 00:19:14.039
using the quarters as a milestone.

345
00:19:16.015 --> 00:19:20.434
I found this year I'm doing it this year in, like, health area

346
00:19:20.975 --> 00:19:22.595
that I'm finding milestones,

347
00:19:22.895 --> 00:19:30.530
like, a smaller amount, whether it's two to three months and making headway that is actually stickable, not just going back.

348
00:19:30.830 --> 00:19:34.050
But I'm finding that that it works better for me

349
00:19:34.430 --> 00:19:36.370
than just looking at the end goal,

350
00:19:36.750 --> 00:19:37.870
but to have increments.

351
00:19:37.870 --> 00:19:44.850
So if you say I wanna go from, what did I say, 32 to 38 close ratio, that is increasing at one point

352
00:19:45.735 --> 00:19:46.875
over two months,

353
00:19:48.375 --> 00:19:49.275
which is great.

354
00:19:49.655 --> 00:19:53.095
Like, you're not adding asking to average 38%

355
00:19:53.095 --> 00:19:56.135
by the end of the year, but you wanna achieve 38%

356
00:19:56.135 --> 00:19:57.755
close ratio by the end of the year.

357
00:19:58.140 --> 00:20:01.920
Right? So if you say average sale or close ratio or or

358
00:20:02.460 --> 00:20:04.780
performance index revenue per opportunity

359
00:20:05.660 --> 00:20:08.640
and Dave and Corey and I have had this conversation that

360
00:20:08.940 --> 00:20:10.640
I like revenue per opportunity

361
00:20:11.020 --> 00:20:15.165
as a measure, and I like it as a measure especially for sales managers.

362
00:20:15.165 --> 00:20:16.625
So I'm gonna talk to you for a minute.

363
00:20:16.925 --> 00:20:18.705
So if you're using that number,

364
00:20:19.565 --> 00:20:24.705
I would use that number too as a sales manager in establishing the strategy for the team

365
00:20:25.320 --> 00:20:26.059
by saying,

366
00:20:26.360 --> 00:20:33.159
you know, our our our revenue per opportunity right now is at eight fifty, and I want us to get to $9.75

367
00:20:33.159 --> 00:20:34.220
by the end of the year.

368
00:20:34.679 --> 00:20:35.580
Now we know

369
00:20:35.960 --> 00:20:39.820
that revenue per opportunity is a combination of close ratio and average sale.

370
00:20:40.125 --> 00:20:41.585
You might have some people

371
00:20:42.045 --> 00:20:48.125
on your team that their average sale is really strong, but the close ratio is not, and some that are the other way.

372
00:20:48.125 --> 00:20:51.585
But as a manager, you wanna hit that number for you.

373
00:20:52.220 --> 00:20:53.680
Now with your team members,

374
00:20:54.300 --> 00:20:58.880
they're gonna be going at it in whatever way they need to create a strategy based on their numbers.

375
00:20:59.100 --> 00:21:04.080
But your number of increasing it to where it needs to go, you'll still be good with that.

376
00:21:04.300 --> 00:21:05.280
So whether it's

377
00:21:05.695 --> 00:21:09.395
increasing a metric, whether it's increasing a way of doing business,

378
00:21:09.855 --> 00:21:14.915
that's what the strategy is for. And we don't have a million things. I would not exceed

379
00:21:15.375 --> 00:21:15.875
three

380
00:21:16.575 --> 00:21:17.875
in terms of your strategy.

381
00:21:18.090 --> 00:21:23.309
So it might be close ratio, it might be average sale, and it might be a way of doing business,

382
00:21:23.850 --> 00:21:27.309
whether it's more house call business, closing more opportunities.

383
00:21:27.610 --> 00:21:29.390
Some of you might be using which,

384
00:21:31.544 --> 00:21:33.005
they they performance

385
00:21:33.385 --> 00:21:35.005
what's it called? It's called,

386
00:21:35.865 --> 00:21:37.085
productivity ratio

387
00:21:37.865 --> 00:21:39.785
that Dave McMahon came up with.

388
00:21:39.785 --> 00:21:43.980
It's a great thing because it's a great way of collecting more information.

389
00:21:43.980 --> 00:21:47.200
If you're on Trackwell AI, you've got this information.

390
00:21:47.660 --> 00:21:52.720
So that this means you either close them, you schedule them, or you've got contact information.

391
00:21:53.020 --> 00:22:01.215
And I would set that number significantly because if not, then you've got people that come and go and nothing, nothing, nothing to show for it.

392
00:22:02.075 --> 00:22:07.535
Right? So when you start setting your goals, look at those elements as you put it together.

393
00:22:08.475 --> 00:22:09.855
So that's goal,

394
00:22:11.170 --> 00:22:11.670
strategy.

395
00:22:12.050 --> 00:22:28.925
So your strategy, when you look at it and say, all right, if I do these, these are the things that if we increase our close ratio to this, if we increase our average sale to this, if we increase our outreach to x percent of our business or increase selling our intangibles

396
00:22:29.785 --> 00:22:30.285
from

397
00:22:30.665 --> 00:22:33.145
with from x to y, which is,

398
00:22:33.785 --> 00:22:35.805
selling protections, using financing,

399
00:22:36.185 --> 00:22:37.405
if we increase those,

400
00:22:37.750 --> 00:22:38.570
selling mattresses,

401
00:22:40.070 --> 00:22:43.690
you wanna just look at those. And if you add up your strategy,

402
00:22:44.470 --> 00:22:50.809
is it going to work if your traffic remains the same or doesn't go below 10% of what it currently is now?

403
00:22:51.794 --> 00:22:52.774
Will the numbers

404
00:22:53.235 --> 00:22:53.735
work?

405
00:22:54.514 --> 00:22:57.815
Because if not, you need to adjust your strategy

406
00:22:58.355 --> 00:23:00.375
so that it aligns with your goal.

407
00:23:01.955 --> 00:23:04.774
Got it? Alright. Any questions about that?

408
00:23:05.400 --> 00:23:13.900
Sell a million or 10,000,000 if you're a store and then have a strategy that has metrics and performance in it or some

409
00:23:15.160 --> 00:23:15.660
way

410
00:23:15.960 --> 00:23:17.580
of achieving that number.

411
00:23:18.875 --> 00:23:19.375
Okay.

412
00:23:19.754 --> 00:23:20.654
Yes. Corey.

413
00:23:22.634 --> 00:23:23.134
Caitlin.

414
00:23:24.154 --> 00:23:26.335
Hi. Caitlin. Caitlin. Caitlin. To

415
00:23:26.875 --> 00:23:28.495
the outlet. Yes. Mhmm.

416
00:23:28.554 --> 00:23:34.029
So I used to be a hairstylist and own a salon, and I did hair for about ten years.

417
00:23:34.409 --> 00:23:35.950
And I did social media.

418
00:23:36.010 --> 00:23:40.750
And then since I've been retired from doing hair for a couple years, I'm not on social media.

419
00:23:41.210 --> 00:23:44.909
So when you were bringing up the social media, I was wondering if

420
00:23:45.210 --> 00:23:47.309
in person or social media is

421
00:23:47.825 --> 00:23:50.165
better in your opinion. But in my opinion,

422
00:23:50.945 --> 00:23:54.085
I think meeting face to face with somebody and making that connection

423
00:23:54.385 --> 00:23:57.445
and handing out business cards, like, the old school way,

424
00:23:57.825 --> 00:23:58.325
is

425
00:23:58.625 --> 00:23:59.285
the best.

426
00:24:01.280 --> 00:24:05.040
And I was also asking how do I advertise on social media if it's,

427
00:24:06.960 --> 00:24:08.640
you know, for a furniture store?

428
00:24:08.640 --> 00:24:12.740
So, like, do I take pictures of the furniture and then advertise the price

429
00:24:13.205 --> 00:24:16.825
and then try to reach out to people that, you know, might be interested?

430
00:24:17.125 --> 00:24:17.625
Or

431
00:24:18.165 --> 00:24:19.865
how do you go about doing that?

432
00:24:20.085 --> 00:24:26.345
Well, I think that there are a few things to do, and I don't think that so imagine that we're not choosing between one or the other, but we're doing

433
00:24:26.650 --> 00:24:29.790
as much as we can. And I would put that under

434
00:24:30.490 --> 00:24:30.990
outreach.

435
00:24:31.610 --> 00:24:34.190
That's outreach. Outreach, whether it's networking,

436
00:24:35.050 --> 00:24:36.830
which is going within your group

437
00:24:37.290 --> 00:24:37.790
to

438
00:24:38.410 --> 00:24:39.870
have them refer you,

439
00:24:40.425 --> 00:24:45.405
prospecting, which is going in your group, in your day in your circle or your client base

440
00:24:45.705 --> 00:24:47.405
to have them buy from you,

441
00:24:47.945 --> 00:24:53.805
or whether it's using social media to be visible and relevant to the audience that you wanna do business with.

442
00:24:54.660 --> 00:24:55.160
Right?

443
00:24:55.620 --> 00:24:56.760
And and

444
00:24:57.940 --> 00:24:59.080
don't ever underestimate

445
00:25:00.020 --> 00:25:06.440
getting your name in the Yelp review so that when your customers do the review, put your name in it.

446
00:25:06.915 --> 00:25:10.995
Exactly. Right? There's that. So so you wanna do all of it.

447
00:25:10.995 --> 00:25:17.015
And if you were to create a strategy, and this is a little out of my wheelhouse, but if you were to create a strategy

448
00:25:17.475 --> 00:25:18.935
for using social media,

449
00:25:19.235 --> 00:25:21.415
you wanna create a strategy and actually

450
00:25:21.980 --> 00:25:26.720
stick with it. It's probably the biggest thing, not just a little bit and then abandon it.

451
00:25:26.780 --> 00:25:38.445
But when you have it, you you're gonna have to do that every single week and measure it to see if it's actually working, to see what elements of whatever you're doing is getting you some return on it.

452
00:25:38.505 --> 00:25:40.605
And if not, what you're expecting,

453
00:25:40.985 --> 00:25:43.005
what do you need to adjust that strategy?

454
00:25:44.345 --> 00:25:44.845
Okay.

455
00:25:45.385 --> 00:25:45.885
Okay?

456
00:25:46.549 --> 00:25:50.970
Okay. Did I answer that for you? Yes. Okay. Thank you. Alright.

457
00:25:51.030 --> 00:25:54.169
So so now you wanna start thinking about actions.

458
00:25:55.190 --> 00:25:56.090
And actions

459
00:25:57.910 --> 00:25:59.290
so as salespeople,

460
00:25:59.750 --> 00:26:01.770
they're selling actions. And

461
00:26:03.965 --> 00:26:07.184
they're often the things that either we do occasionally,

462
00:26:08.765 --> 00:26:10.865
or we think about doing and don't do,

463
00:26:11.485 --> 00:26:14.544
or we think about doing and aren't prepared to do.

464
00:26:14.924 --> 00:26:17.105
So you wanna look at as salespeople,

465
00:26:18.260 --> 00:26:24.360
I would suggest that when you look at those metrics, whether it's increase your close ratio or increase your average sale,

466
00:26:25.220 --> 00:26:29.720
that what are the biggest impact actions that you can actually take

467
00:26:30.445 --> 00:26:32.205
that are gonna increase those numbers?

468
00:26:32.205 --> 00:26:36.705
So I'm gonna put it out to some of you, and you can just, like, unmute yourself and answer.

469
00:26:36.765 --> 00:26:39.825
But if you were to think about what, as a salesperson,

470
00:26:40.525 --> 00:26:43.025
are your highest impact actions?

471
00:26:44.460 --> 00:26:45.200
What are

472
00:26:46.260 --> 00:26:46.760
they?

473
00:26:47.820 --> 00:26:50.880
What gets you the most? Either gets you to close

474
00:26:51.580 --> 00:26:52.400
more people,

475
00:26:53.020 --> 00:26:53.840
close ratio,

476
00:26:54.299 --> 00:26:56.159
or close for bigger tickets,

477
00:26:56.465 --> 00:26:59.605
which is average sale? What are the high impact actions

478
00:27:00.065 --> 00:27:02.085
associated with improving those metrics?

479
00:27:05.665 --> 00:27:06.485
Follow ups?

480
00:27:08.065 --> 00:27:09.365
Could you be more specific?

481
00:27:11.370 --> 00:27:13.150
Reaching out after the fact

482
00:27:14.410 --> 00:27:17.470
with contact information, giving them new promotional pricing.

483
00:27:19.210 --> 00:27:23.470
Okay. So is that an someone that you've seen in the store but didn't close?

484
00:27:24.195 --> 00:27:24.934
Yes, ma'am.

485
00:27:25.235 --> 00:27:28.934
Okay. So let's say that's one. So closing unsold quotes,

486
00:27:29.394 --> 00:27:30.835
right, would be a way of

487
00:27:31.235 --> 00:27:32.934
so let's say one of your strategies

488
00:27:33.235 --> 00:27:34.135
is gonna be

489
00:27:34.595 --> 00:27:35.975
that you're looking to

490
00:27:36.755 --> 00:27:38.774
close unsold quotes on the phone.

491
00:27:40.330 --> 00:27:42.350
Right? They had to go home and measure.

492
00:27:42.570 --> 00:27:51.710
They didn't they you know, things came up in conversations they didn't expect, and they had to think about it more than they thought they did, which, you know, you wanna think about that too in terms of cultivating confusion.

493
00:27:52.250 --> 00:27:52.750
But

494
00:27:53.105 --> 00:27:58.645
so you wanna look at it. And if we're if we're looking to do follow-up, then I would put a finer

495
00:27:59.985 --> 00:28:04.565
I would put a finer point on that. If you said as part of my your strategy

496
00:28:05.470 --> 00:28:09.250
that I want to increase my business by 25%

497
00:28:10.510 --> 00:28:12.050
over 2025

498
00:28:13.310 --> 00:28:14.130
with outreach

499
00:28:15.630 --> 00:28:16.130
activities,

500
00:28:16.830 --> 00:28:17.650
and then

501
00:28:18.195 --> 00:28:23.894
start to list what those would be and how you're gonna execute them would be a wonderful

502
00:28:24.515 --> 00:28:25.015
strategy.

503
00:28:25.794 --> 00:28:26.695
Like saying,

504
00:28:26.995 --> 00:28:28.375
I am going to close

505
00:28:29.394 --> 00:28:30.434
25%

506
00:28:30.434 --> 00:28:31.654
of unsold opportunities

507
00:28:31.955 --> 00:28:33.495
on the phone by appointment.

508
00:28:34.490 --> 00:28:35.950
I am going to close

509
00:28:38.330 --> 00:28:39.450
25%

510
00:28:39.450 --> 00:28:40.830
of my after delivery

511
00:28:41.930 --> 00:28:43.070
sales calls,

512
00:28:45.450 --> 00:28:45.950
period.

513
00:28:46.475 --> 00:28:52.975
And then when you look at that as a sub action, you can say, then I need to be sketching 50% of my opportunities

514
00:28:53.355 --> 00:28:54.655
so that I have sketches

515
00:28:54.955 --> 00:29:02.310
to call them with after delivery and say, you told me that you wanted to wait to have the sectional installed before you ordered the rug.

516
00:29:02.550 --> 00:29:05.190
Can you tell me how the rug that you have now looks with it?

517
00:29:05.190 --> 00:29:09.050
Because I can and I can send you some images to replace that one.

518
00:29:09.190 --> 00:29:16.250
It's that level of action that's gonna get the results you're looking for as well as articulating it

519
00:29:16.550 --> 00:29:17.050
well.

520
00:29:18.955 --> 00:29:24.475
So so I would say that in terms of follow-up is put a finer point on it. Where do you want it to be?

521
00:29:24.475 --> 00:29:25.775
Do you want it to be

522
00:29:26.315 --> 00:29:27.775
cultivating your database

523
00:29:28.475 --> 00:29:28.975
for,

524
00:29:29.595 --> 00:29:33.179
new business? And that would mean through networking and prospecting.

525
00:29:33.799 --> 00:29:38.780
They buy from you or they refer to you. That would mean, am I gonna be doing more

526
00:29:39.160 --> 00:29:42.460
after delivery phone calls as a sales call?

527
00:29:43.355 --> 00:29:46.415
And I've got a template for that. Most of you actually have that.

528
00:29:46.715 --> 00:29:51.135
And this is an area, I kid you not, I think as an industry, we so are horrible

529
00:29:51.595 --> 00:29:55.350
at this. We're so horrible. If I were sales manager, I would send someone home.

530
00:29:55.350 --> 00:30:01.530
If they said I'm not gonna open a can of worms with an after delivery call, I would have them go home and think about whether they wanna work here.

531
00:30:01.590 --> 00:30:05.770
We gotta get rid of some of that language because that's like it it is just

532
00:30:06.390 --> 00:30:11.145
it doesn't help us. Because if we have an after delivery call as outreach

533
00:30:11.845 --> 00:30:17.205
and we expect that when we call them, they're gonna love everything and it's gonna be perfect, remember this.

534
00:30:17.205 --> 00:30:18.505
There's nothing to sell

535
00:30:18.965 --> 00:30:20.345
if they love everything.

536
00:30:20.820 --> 00:30:25.460
We want to have to adjust the the room. We want to have to add some things.

537
00:30:25.460 --> 00:30:29.720
We don't want the tables that they have right now to look great with the new sectional.

538
00:30:29.940 --> 00:30:32.039
We don't want that rug to be perfect.

539
00:30:33.059 --> 00:30:34.760
We want other things to sell.

540
00:30:36.205 --> 00:30:37.585
We have to change our perspective.

541
00:30:38.125 --> 00:30:42.225
Right? So I think that when we look at follow-up, I think it's a brilliant

542
00:30:42.765 --> 00:30:43.265
strategy.

543
00:30:44.205 --> 00:30:47.025
Now start putting a finer point on it.

544
00:30:47.405 --> 00:30:50.540
Closing unsold opportunities on the floor, confirming

545
00:30:51.720 --> 00:30:53.180
and having b back appointments,

546
00:30:54.120 --> 00:30:54.620
closing,

547
00:30:55.720 --> 00:30:58.620
closing on the phone in after delivery phone calls,

548
00:30:59.480 --> 00:31:00.380
reaching out

549
00:31:01.160 --> 00:31:03.100
on a regular basis with

550
00:31:03.895 --> 00:31:04.395
clients

551
00:31:05.175 --> 00:31:06.475
to expand

552
00:31:06.855 --> 00:31:12.715
their original sale. It might be making a newsletter or doing social media posts

553
00:31:13.255 --> 00:31:15.434
that, again, keep you visible and relevant

554
00:31:15.815 --> 00:31:21.840
to your existing clients as well as to other people in your marketplace you might wanna do business with.

555
00:31:23.260 --> 00:31:26.560
I think that was a big answer to just follow-up, wasn't it?

556
00:31:27.340 --> 00:31:31.280
Right? Yes, ma'am. Yes, ma'am. Yeah. Did it help though? Absolutely.

557
00:31:32.060 --> 00:31:33.840
Okay. Well, that's good.

558
00:31:34.525 --> 00:31:37.745
So alright. So the question is still is,

559
00:31:38.445 --> 00:31:40.845
what are the highest impact actions?

560
00:31:40.845 --> 00:31:47.345
And high impact actions, I'm gonna define those as they increase close ratio and average sale.

561
00:31:47.920 --> 00:31:52.500
So what are the tools we have in the toolbox that if we got better at these,

562
00:31:53.760 --> 00:31:56.980
they're gonna increase both close ratio and average sale?

563
00:32:01.765 --> 00:32:03.625
It's your favorite, sketching.

564
00:32:04.005 --> 00:32:08.825
It is my favorite, sketching. Thank you, Corey. Yay to the Michael Allen Group. Exactly.

565
00:32:09.285 --> 00:32:12.345
So all this all the sales managers out there,

566
00:32:12.840 --> 00:32:15.320
again, you've heard me say this to you, but I'm a say it again.

567
00:32:15.320 --> 00:32:17.420
Your salespeople are a reflection of you.

568
00:32:18.120 --> 00:32:18.940
Their sketching

569
00:32:19.240 --> 00:32:20.220
is representative

570
00:32:20.520 --> 00:32:22.299
of your relationship to sketching.

571
00:32:23.640 --> 00:32:25.100
So if they're not sketching,

572
00:32:25.400 --> 00:32:25.900
like,

573
00:32:26.785 --> 00:32:31.845
do something about it. Whether it's talking about it in the huddles, whether it's actually

574
00:32:32.305 --> 00:32:36.085
making sure that everyone has graph paper to start their day in the huddle.

575
00:32:36.225 --> 00:32:40.085
Whether it's in the huddle, you have your five pieces of graph paper and you say,

576
00:32:40.919 --> 00:32:43.960
I'm gonna be coming around to to check with you throughout the day.

577
00:32:43.960 --> 00:32:49.500
If I notice you're not sketching, I'm just gonna hand you a piece of graph paper, and all you need to do is say thank you.

578
00:32:50.279 --> 00:32:52.279
Right? That's what we're gonna do.

579
00:32:52.279 --> 00:32:55.820
That's what it looks like when a sales manager's committed to sketching.

580
00:32:56.005 --> 00:33:01.625
What are their actions to support the sales team? And I'm not a fan of collecting sketches,

581
00:33:02.085 --> 00:33:03.465
but I am a fan

582
00:33:03.765 --> 00:33:09.210
of when you have your one on one meetings with them, have them bring all their sketches since the last time you met.

583
00:33:09.210 --> 00:33:12.669
And then put them all on the desk and say, what do you notice?

584
00:33:13.450 --> 00:33:14.510
And let them answer.

585
00:33:15.929 --> 00:33:18.750
What do they notice about the sketches that they are doing?

586
00:33:20.250 --> 00:33:23.710
Are there things that are consistent? Are there things that never happened?

587
00:33:24.125 --> 00:33:27.025
Are the notes pretty good, but the sketch is a little weak?

588
00:33:27.085 --> 00:33:30.545
Is the sketch really great, but there's no information on the bottom of the page?

589
00:33:31.085 --> 00:33:34.945
What are you noticing about the sketches? Because a collection of sketches

590
00:33:35.325 --> 00:33:36.705
is very telling.

591
00:33:38.010 --> 00:33:41.230
Right? So yay yay yay, Corey. Sketching is one.

592
00:33:41.290 --> 00:33:46.910
Sketching increases both close ratio and average sale. It is the best tool in the toolbox.

593
00:33:47.690 --> 00:33:48.910
And for coaches,

594
00:33:49.770 --> 00:33:57.035
it's your best coaching tool because it's an action that you can look at and read and coach from

595
00:33:57.495 --> 00:33:59.674
as to what created the information

596
00:34:00.375 --> 00:34:03.415
that's on there. And if they're at 20%

597
00:34:03.415 --> 00:34:06.475
sketches and they wanna get to 50% sketches,

598
00:34:06.980 --> 00:34:09.640
how do they what do they need to do in the conversation

599
00:34:10.100 --> 00:34:10.920
or preparation

600
00:34:11.860 --> 00:34:17.960
to improve that? I would suggest one thing that most salespeople who aren't sketching 50%

601
00:34:18.340 --> 00:34:19.960
are sketching in reaction

602
00:34:20.420 --> 00:34:21.880
to a customer concern

603
00:34:22.514 --> 00:34:25.014
versus sketching as an initiating action

604
00:34:25.315 --> 00:34:26.054
by saying,

605
00:34:26.355 --> 00:34:29.974
what can you tell me about the room that you're working with the way it is now?

606
00:34:30.355 --> 00:34:31.895
That's what I wanna understand

607
00:34:32.355 --> 00:34:36.135
so that I can help you with this together. And start there.

608
00:34:36.750 --> 00:34:38.750
Not when they say, I don't know if it's gonna fit.

609
00:34:38.750 --> 00:34:43.330
Say, well, what let's sketch it out and see if it works. Sketch the room the way it is

610
00:34:44.030 --> 00:34:45.330
and work from there.

611
00:34:45.389 --> 00:34:51.650
Then they never have to go home and measure because furniture standard sizes, you already know whether it's gonna fit or not.

612
00:34:52.335 --> 00:34:54.114
Alright. What other tools do you have?

613
00:34:56.815 --> 00:35:02.115
And I say this because the tools matter. Because the tools are gonna be related to your actions

614
00:35:03.215 --> 00:35:04.994
when you put your strategy together.

615
00:35:06.620 --> 00:35:08.320
So what are the tools do we have?

616
00:35:08.780 --> 00:35:10.240
Corey's going for two.

617
00:35:10.620 --> 00:35:11.520
House calls.

618
00:35:11.900 --> 00:35:14.080
Yeah. Okay. Well, let's say make it appointments.

619
00:35:14.460 --> 00:35:19.440
Yeah. Let's gain a whole new relationship with appointments. Because when we look at it,

620
00:35:20.055 --> 00:35:21.974
be back appointment, 67%

621
00:35:21.974 --> 00:35:26.474
close ratio, twice your average sale. House call appointments close at the first presentation,

622
00:35:26.935 --> 00:35:27.815
90%

623
00:35:27.815 --> 00:35:30.375
close ratio, four times your average sale.

624
00:35:30.375 --> 00:35:33.275
So when you look at good tools in the toolbox, appointments.

625
00:35:34.610 --> 00:35:38.550
I think if you sold on the phone, if the customer only had to go home and measure,

626
00:35:38.850 --> 00:35:40.630
and you scheduled the phone appointment

627
00:35:41.010 --> 00:35:44.550
to follow-up, you're gonna close that. It's gotta be 50% closed.

628
00:35:46.290 --> 00:35:50.150
Right? So she's right. She's got she's two for two right now.

629
00:35:50.904 --> 00:35:52.125
So appointments

630
00:35:52.505 --> 00:35:53.404
and sketching

631
00:35:53.785 --> 00:35:54.845
are two of them.

632
00:35:55.065 --> 00:35:59.805
What other tools do you have in your toolbox that you want to increase your skill at?

633
00:36:00.664 --> 00:36:06.650
Because they increase both there are two more. They increase both close ratio and average sale.

634
00:36:08.870 --> 00:36:10.490
This is for the retail salespeople

635
00:36:10.870 --> 00:36:11.690
and managers.

636
00:36:12.550 --> 00:36:14.650
The ability to connect with your guests?

637
00:36:16.484 --> 00:36:17.625
Well, you know,

638
00:36:18.005 --> 00:36:20.265
I think the ability to connect with the guest

639
00:36:21.444 --> 00:36:23.785
is I think it's a really great answer, Erica.

640
00:36:24.484 --> 00:36:27.464
And I think that the ability to connect with the guest,

641
00:36:28.859 --> 00:36:32.160
if you're using TrackWell AI to measure that,

642
00:36:32.940 --> 00:36:33.440
right,

643
00:36:35.259 --> 00:36:41.599
if we really looked at that now I'm kinda guessing on this. This is more instinct than than data.

644
00:36:42.140 --> 00:36:46.025
But I think if we were to look at the number of people that

645
00:36:46.325 --> 00:36:52.025
say I'm just browsing that they never connected with, we're probably less than 25%.

646
00:36:52.325 --> 00:36:53.224
Would you agree?

647
00:36:54.085 --> 00:36:57.765
Yeah. I think that's fair. Yeah. So then let's look at the 75%

648
00:36:57.765 --> 00:37:02.420
that we did connect with that we're not closing more than 30% of those.

649
00:37:04.400 --> 00:37:04.900
And

650
00:37:05.360 --> 00:37:13.780
I think when it comes that's one of the reasons that people don't sketch is that they say, I don't think I had enough of a connection with them to start sketching, so I didn't.

651
00:37:14.265 --> 00:37:19.085
Instead of looking at it as you only need them to barely tolerate you

652
00:37:19.385 --> 00:37:21.865
to say, what can you tell me about the room the way it is?

653
00:37:21.865 --> 00:37:26.070
And I'm gonna take some notes so I can get it all down. That person's gonna talk to you.

654
00:37:26.630 --> 00:37:31.450
And all that we want is we want them to like us enough to answer our questions,

655
00:37:31.910 --> 00:37:33.690
not to come for Thanksgiving dinner.

656
00:37:34.230 --> 00:37:38.970
So I think that we need to reset our measure of how much do they need to like us

657
00:37:39.270 --> 00:37:41.290
in order for them to tell us stuff.

658
00:37:42.125 --> 00:37:43.265
Yeah. Now

659
00:37:43.645 --> 00:37:49.744
if they do need to have some sort of a connection with us in order to make an appointment with us, though, that's really critical.

660
00:37:50.365 --> 00:37:50.865
Sure.

661
00:37:51.565 --> 00:37:53.905
Well, and, also, the point of connection also

662
00:37:54.365 --> 00:37:55.744
is key to

663
00:37:57.420 --> 00:38:00.079
engaging it all and being able to,

664
00:38:02.380 --> 00:38:05.520
have them even respond to any of your questions. So

665
00:38:05.900 --> 00:38:10.640
So if I were a sales manager with that, I would probably be be leaning into DISC.

666
00:38:10.955 --> 00:38:14.335
And Sure. Because if I if I if I'm a steady

667
00:38:14.875 --> 00:38:17.055
and I'm looking to connect with a compliant

668
00:38:17.435 --> 00:38:20.415
and I'm using my sense of comfort

669
00:38:22.395 --> 00:38:23.615
with a compliant

670
00:38:24.640 --> 00:38:26.500
who won't even look at me,

671
00:38:26.960 --> 00:38:28.560
and that's completely fine with them.

672
00:38:28.560 --> 00:38:33.300
If they're still okay with everything that's going on, and I think I don't have enough of a connection,

673
00:38:33.680 --> 00:38:37.635
you do for them. Mhmm. They don't want more of a connection with you.

674
00:38:38.195 --> 00:38:40.695
Right? So what am I measuring that with?

675
00:38:42.435 --> 00:38:46.295
So I would probably go there with that. With is DISC

676
00:38:46.835 --> 00:38:48.455
a part of our culture

677
00:38:49.075 --> 00:38:50.935
so that we're talking about

678
00:38:51.450 --> 00:38:54.270
our own development beyond what we're naturally

679
00:38:54.570 --> 00:38:55.630
wired to do,

680
00:38:56.250 --> 00:38:58.910
what we needed to do to adapt to different people.

681
00:38:59.210 --> 00:39:03.849
It's on the on the sheet with the graph paper and the stuff on top. Disc is there.

682
00:39:03.849 --> 00:39:05.150
Is that getting used?

683
00:39:06.405 --> 00:39:09.145
That would be a good I would ask that. Because

684
00:39:10.165 --> 00:39:11.545
as a sales manager,

685
00:39:12.805 --> 00:39:14.345
I think one of my favorites

686
00:39:14.805 --> 00:39:17.865
in terms of skill drills is at the front door.

687
00:39:18.485 --> 00:39:20.985
If we could get really good at the front door,

688
00:39:21.609 --> 00:39:23.790
you're right. Life would really be different.

689
00:39:24.170 --> 00:39:25.950
Mhmm. We'd at least eliminate

690
00:39:26.490 --> 00:39:31.150
I couldn't go beyond x because I couldn't connect with them. We'd at least eliminate that.

691
00:39:31.450 --> 00:39:33.869
Yeah. Yeah. Which would be a lot. Mhmm.

692
00:39:34.655 --> 00:39:36.675
Mhmm. Especially for some people.

693
00:39:37.295 --> 00:39:40.994
Yeah. Right? Not for Evan. Like, Evan is our star.

694
00:39:41.375 --> 00:39:43.075
I know. Right? I know.

695
00:39:43.535 --> 00:39:44.515
Yeah. Yeah.

696
00:39:45.135 --> 00:39:49.410
Okay. Thank you. You're welcome. So here's what we've got. Right? We've got

697
00:39:49.710 --> 00:39:50.210
sketching.

698
00:39:50.750 --> 00:39:51.650
We have appointments.

699
00:39:53.790 --> 00:39:54.930
We have two more,

700
00:39:55.390 --> 00:40:00.190
and I'm gonna give them to you. You want to get What? Did she get your Go. Go. Go. Go. Go. Go. Go.

701
00:40:00.190 --> 00:40:01.480
Go. Go. Go. Go. Go. Go. Go. Go. Go. Go. Go. Go. Go. Go. Go. Go. Go. Go. Go. Go. Go. Go. Go. Go. Go.

702
00:40:01.480 --> 00:40:01.980
Go

703
00:40:02.964 --> 00:40:04.505
Financing and Exactly.

704
00:40:05.045 --> 00:40:05.545
Financing.

705
00:40:07.925 --> 00:40:10.105
Yay for Michael Allen. So financing.

706
00:40:10.885 --> 00:40:12.585
So next month,

707
00:40:12.964 --> 00:40:15.464
this topic is gonna be selling intangibles.

708
00:40:15.765 --> 00:40:17.545
So come back for that next month.

709
00:40:18.140 --> 00:40:19.120
But financing,

710
00:40:19.740 --> 00:40:22.000
to build a different relationship with financing

711
00:40:22.300 --> 00:40:23.200
as a tool

712
00:40:24.620 --> 00:40:25.200
is critical.

713
00:40:25.740 --> 00:40:28.000
And to look at the reasons that

714
00:40:28.700 --> 00:40:31.520
it's not being used to its fullest extent

715
00:40:32.115 --> 00:40:35.955
and the stories that go along with them. Like, our clients have enough.

716
00:40:35.955 --> 00:40:38.455
They don't need to use financing, which is

717
00:40:39.875 --> 00:40:40.375
no.

718
00:40:41.395 --> 00:40:47.255
So I'm gonna give you the last one because I just came up with the last one in the last six months, and that's mattresses.

719
00:40:47.790 --> 00:40:49.970
And this is for the retail stores. It's like,

720
00:40:50.670 --> 00:40:53.250
we gotta we gotta be we gotta be selling mattresses.

721
00:40:53.950 --> 00:40:54.450
So

722
00:40:55.470 --> 00:40:56.430
math because mattresses

723
00:40:57.230 --> 00:40:59.330
We were gonna say Jody. Pardon?

724
00:40:59.675 --> 00:41:04.974
We were gonna say mattresses. Oh my god, you guys. I didn't even give you a chance. Shame on me.

725
00:41:05.515 --> 00:41:07.935
Alright. We'll give you credit for it anyway, though. Right?

726
00:41:08.315 --> 00:41:13.515
So and you had a doubt as one of your goals this year, so that's yay yay yay for you. Alright. So,

727
00:41:15.650 --> 00:41:18.710
when you look at Trackwell AI's monthly recaps,

728
00:41:19.890 --> 00:41:24.070
I think that they're so close ratio on mattresses is higher than,

729
00:41:25.810 --> 00:41:26.950
in in furniture.

730
00:41:27.810 --> 00:41:30.950
An average sale right now is about neck and neck.

731
00:41:31.994 --> 00:41:32.494
Right?

732
00:41:33.434 --> 00:41:36.174
Because there's not, like, cheap mattresses anymore.

733
00:41:36.875 --> 00:41:37.375
So

734
00:41:37.914 --> 00:41:38.894
I think that

735
00:41:39.194 --> 00:41:41.775
I've been thinking about this a lot lately because,

736
00:41:45.250 --> 00:41:45.750
especially

737
00:41:46.450 --> 00:41:49.430
with getting new people up and running really quickly.

738
00:41:50.290 --> 00:41:53.590
And I just wonder if we should really teach them how to sell mattresses

739
00:41:54.210 --> 00:41:55.350
because it's

740
00:41:55.970 --> 00:42:00.835
a it's a small product frame. And I don't mean that physically, but it's a small

741
00:42:01.214 --> 00:42:01.714
perspective.

742
00:42:02.895 --> 00:42:09.315
It's one kind of product, maybe with adjustable bases and pillows and stuff, but you're really in one mindset.

743
00:42:09.855 --> 00:42:14.910
And I think that if we help new people focus on mattresses, and I'm not right about this.

744
00:42:14.910 --> 00:42:15.970
It's just a hypothesis.

745
00:42:16.910 --> 00:42:19.810
I think if we help them get good at selling mattresses,

746
00:42:21.550 --> 00:42:25.010
they could always go there. They'd always be the go to person for it.

747
00:42:25.625 --> 00:42:28.845
But they'd learn better selling skills because I think that,

748
00:42:30.265 --> 00:42:33.244
and Erica with Garrisons, we certainly learned this,

749
00:42:33.625 --> 00:42:35.005
that selling mattresses

750
00:42:35.625 --> 00:42:36.765
and selling furniture

751
00:42:37.145 --> 00:42:39.484
like, seller's schedule is great with furniture,

752
00:42:39.800 --> 00:42:42.460
but you really have to amend it in selling mattresses.

753
00:42:42.760 --> 00:42:46.380
So you learn another way of selling. So I just encourage us

754
00:42:46.680 --> 00:42:50.540
with new people, maybe. Let's get them trained to sell mattresses

755
00:42:51.080 --> 00:42:55.515
because we get three ways. And I don't think it let's just say you took alright. So let's do this.

756
00:42:55.914 --> 00:42:59.694
Let's say one of the things you took on is that you wanna get your mattress percentage

757
00:43:00.154 --> 00:43:01.295
from nine to

758
00:43:01.755 --> 00:43:02.714
13%

759
00:43:02.714 --> 00:43:05.615
by the end of the year. So that's one point a quarter.

760
00:43:07.355 --> 00:43:07.855
Right?

761
00:43:09.600 --> 00:43:12.020
Where are the three air what are the three

762
00:43:12.320 --> 00:43:12.820
opportunities

763
00:43:13.120 --> 00:43:15.780
that you can start coaching as a sales manager?

764
00:43:16.320 --> 00:43:18.820
What are the three opportunities for selling mattresses

765
00:43:20.240 --> 00:43:21.540
as a sales manager?

766
00:43:27.845 --> 00:43:31.225
I'll give you the first one. Customer came in looking for a mattress.

767
00:43:34.165 --> 00:43:38.905
Right? So you've got one kind of person. Is the customer that came in looking for a mattress?

768
00:43:39.120 --> 00:43:40.340
Are we selling them?

769
00:43:42.000 --> 00:43:45.300
We have two other kinds of of mattress customers,

770
00:43:46.320 --> 00:43:47.140
which are

771
00:43:48.480 --> 00:43:48.980
Oh,

772
00:43:49.680 --> 00:43:51.060
people looking at bedroom?

773
00:43:51.440 --> 00:43:51.940
Exactly.

774
00:43:52.400 --> 00:43:54.820
Oh my god. They are so on top of it.

775
00:43:55.734 --> 00:43:56.234
Exactly.

776
00:43:56.535 --> 00:44:01.595
People that are buying beds, what is our attachment rate of mattresses to bedroom sales?

777
00:44:03.575 --> 00:44:04.955
And then the third one,

778
00:44:05.335 --> 00:44:09.510
Jimmy the Mattress Siegel from Alpert's Furniture, now Raymore and Flanagan,

779
00:44:09.890 --> 00:44:10.869
asking people,

780
00:44:11.170 --> 00:44:15.890
how'd you sleep last night? No matter what, you're selling them. How did you sleep last night?

781
00:44:15.890 --> 00:44:20.630
So that we can start having people thinking about and buying mattresses that never even thought about it.

782
00:44:22.125 --> 00:44:26.305
And I don't know that we're any of these things as sales managers,

783
00:44:29.725 --> 00:44:32.305
these are things we really need to take on

784
00:44:32.605 --> 00:44:35.099
as a business plan with a strategy

785
00:44:35.640 --> 00:44:38.140
for achievement that you can measure.

786
00:44:38.520 --> 00:44:42.220
What's the action I'm taking? What's the result on their end?

787
00:44:42.520 --> 00:44:46.140
What's the number that it's actually hitting? What kind of an impact in return

788
00:44:46.680 --> 00:44:48.540
is that doing? Whether it's training

789
00:44:49.155 --> 00:44:49.895
and coaching

790
00:44:50.275 --> 00:44:51.575
and skill drills

791
00:44:51.875 --> 00:44:53.095
and posting performance

792
00:44:53.475 --> 00:44:58.215
and talking about it in the huddles. As sales managers, what are the actions that you're taking

793
00:44:58.675 --> 00:45:00.055
around any of these

794
00:45:00.355 --> 00:45:01.735
to actually impact

795
00:45:02.195 --> 00:45:02.855
the outcome?

796
00:45:03.480 --> 00:45:04.780
So we've got goal,

797
00:45:05.400 --> 00:45:05.900
strategy,

798
00:45:06.200 --> 00:45:07.340
and then actions.

799
00:45:07.480 --> 00:45:14.460
And those actions, like, if you say one of the actions that we're gonna take that the sales peep one of my goals is the salespeople

800
00:45:14.920 --> 00:45:17.020
are gonna get to 50% sketches

801
00:45:17.480 --> 00:45:19.865
by the end of the year. 50%.

802
00:45:20.405 --> 00:45:23.305
And then what are your actions as a sales manager

803
00:45:23.845 --> 00:45:25.705
to see that that actually happens?

804
00:45:26.325 --> 00:45:27.545
And what are the salespeople's

805
00:45:27.925 --> 00:45:29.385
actions as salespeople

806
00:45:29.765 --> 00:45:31.545
to see that that actually happens?

807
00:45:34.440 --> 00:45:34.940
Right?

808
00:45:35.560 --> 00:45:36.060
Okay.

809
00:45:36.600 --> 00:45:38.300
So goal, strategy,

810
00:45:38.680 --> 00:45:39.180
actions.

811
00:45:39.720 --> 00:45:44.840
And the actions always begin with a verb, and you wanna be able to count that you're doing it.

812
00:45:44.840 --> 00:45:46.060
Like, how frequently

813
00:45:46.840 --> 00:45:47.980
am I doing that?

814
00:45:48.605 --> 00:45:53.105
How often am I doing that? When am I doing that? What is that action producing?

815
00:45:53.805 --> 00:46:02.385
And and when it comes to actions and this was in a I don't know, a blog couple of months ago that when it comes to actions, we wanna check the quantity of actions we're taking.

816
00:46:02.605 --> 00:46:03.984
Am I doing enough?

817
00:46:04.740 --> 00:46:10.040
And we wanna check the quality of action. Is the method that I'm using and the way I'm doing it

818
00:46:10.500 --> 00:46:13.080
going to produce the result that I'm looking for?

819
00:46:13.940 --> 00:46:15.800
Right? So in measuring actions,

820
00:46:16.100 --> 00:46:19.785
the quality and the quantity of the action is what we're looking for.

821
00:46:20.025 --> 00:46:21.805
Like, did they do enough sketches?

822
00:46:22.025 --> 00:46:27.305
And when I look at the sketches that they did, how much of it got filled in and how much

823
00:46:28.265 --> 00:46:34.525
and did they do it with the customer, or did they do it after the customer left so that we don't have to talk about this anymore?

824
00:46:36.020 --> 00:46:37.640
Right? So what really happened?

825
00:46:38.180 --> 00:46:40.599
Okay. So goals, strategy, actions.

826
00:46:40.900 --> 00:46:44.520
And then the last last two things that are that you wanna look at are

827
00:46:45.140 --> 00:46:49.560
why do I wanna do this? And you wanna make for some of you, if you're dominant or influence,

828
00:46:50.095 --> 00:46:55.075
you're probably gonna want to achieve it because you like to achieve things, get things, have things.

829
00:46:55.375 --> 00:46:56.595
So you'll have a motivation

830
00:46:57.295 --> 00:46:58.595
toward getting something.

831
00:46:58.895 --> 00:47:04.675
Write it down, whatever that is, what you wanna get or give yourself or have as a result of achieving your goal.

832
00:47:05.460 --> 00:47:07.400
And if you're a steady or compliant,

833
00:47:07.700 --> 00:47:10.359
you might have what's called away from motivation,

834
00:47:10.820 --> 00:47:14.440
which is you might wanna avoid things or not have things happen.

835
00:47:15.060 --> 00:47:20.185
So if that's the case, then use that. What matters is that it motivates you

836
00:47:20.485 --> 00:47:24.105
because you wanna be able to look at whatever that motivation is

837
00:47:24.485 --> 00:47:28.745
when you don't wanna do it. And then you don't wanna do it. And,

838
00:47:29.765 --> 00:47:30.905
and ask yourself,

839
00:47:31.220 --> 00:47:36.279
like and just remind yourself of why you're doing this, whether it's looking at pictures of your children

840
00:47:36.579 --> 00:47:40.359
or looking at a villa in Italy that you wanna go to on vacation.

841
00:47:40.500 --> 00:47:44.440
Whatever it is that you want, you wanna do it. But

842
00:47:45.875 --> 00:47:49.815
one of the things that I find with motivation, this came up with a team the other day,

843
00:47:50.275 --> 00:47:51.015
is that

844
00:47:53.795 --> 00:47:59.095
and you'll get this when I say it, is that you want your goals to be big enough

845
00:47:59.829 --> 00:48:02.329
that are gonna cause you to have different actions.

846
00:48:02.950 --> 00:48:07.130
If they're not, it's what I call a 5%. I wanna lose five five pounds.

847
00:48:07.750 --> 00:48:11.430
You know, if you don't start losing any weight, you're gonna just say forget about it.

848
00:48:11.430 --> 00:48:14.730
It's only five pounds. I'll live with it. It's not that bad.

849
00:48:15.105 --> 00:48:17.525
I'm doing alright in other things. Right?

850
00:48:17.585 --> 00:48:23.685
So you don't want your goals to be so small that you talk yourself out of them when things get a little difficult.

851
00:48:24.065 --> 00:48:25.685
So watch that for motivation.

852
00:48:26.465 --> 00:48:30.085
And then the last thing I encourage you to look at for the year is

853
00:48:30.579 --> 00:48:34.200
what are the skills that you wanna develop in 2026

854
00:48:34.260 --> 00:48:37.559
to help twenty twenty six goals be achieved

855
00:48:38.099 --> 00:48:39.400
and your work

856
00:48:39.700 --> 00:48:42.280
and your effort to be effective

857
00:48:43.059 --> 00:48:43.880
and efficient?

858
00:48:44.744 --> 00:48:46.125
It's easier to do.

859
00:48:47.065 --> 00:48:48.444
It takes less time.

860
00:48:49.065 --> 00:48:50.525
It's got a bigger result.

861
00:48:51.065 --> 00:48:54.605
So what skills? It's you know, whether it's selling skills,

862
00:48:55.144 --> 00:48:55.644
communication,

863
00:48:56.744 --> 00:48:57.244
technology,

864
00:49:00.010 --> 00:49:01.470
organization, time management.

865
00:49:01.930 --> 00:49:04.990
What are some of the areas that you might wanna develop?

866
00:49:05.690 --> 00:49:09.549
Because if they were if you were operating at a higher level with them,

867
00:49:10.890 --> 00:49:14.430
then you might be able to achieve your goals a little bit easier.

868
00:49:15.515 --> 00:49:16.015
Okay.

869
00:49:18.555 --> 00:49:19.455
So altogether.

870
00:49:19.915 --> 00:49:21.375
So goal, strategy,

871
00:49:21.755 --> 00:49:22.255
actions,

872
00:49:23.995 --> 00:49:26.335
motivation for achievement, and skill development.

873
00:49:27.830 --> 00:49:28.330
Right?

874
00:49:28.710 --> 00:49:34.150
So so if you need a worksheet for that, I have one, but you've got those five things.

875
00:49:34.150 --> 00:49:36.890
You don't need one, but I'm happy to send one if you need one.

876
00:49:37.030 --> 00:49:42.410
I'm also happy if you wanted to, like, send me your goals. And I'll say, make that more specific.

877
00:49:42.735 --> 00:49:44.115
Put a number in there.

878
00:49:44.415 --> 00:49:46.755
You can do more here. Try this.

879
00:49:47.375 --> 00:49:50.195
Send them to me. I'm happy to look at them

880
00:49:50.495 --> 00:49:52.675
and say and offer you something,

881
00:49:53.455 --> 00:49:56.095
another way of looking at it that might be helpful.

882
00:49:56.095 --> 00:49:59.480
You don't have to, but just know that it's out there and it's available.

883
00:50:00.580 --> 00:50:01.080
Okay.

884
00:50:03.060 --> 00:50:04.200
Oh my goodness. It's

885
00:50:04.660 --> 00:50:05.620
$3.51

886
00:50:05.620 --> 00:50:06.120
here.

887
00:50:06.980 --> 00:50:12.545
What else about any of this can I answer for you? What questions do you have about any of this?

888
00:50:12.545 --> 00:50:17.205
Because I know that we've got people from trade showrooms. We've got some designers on the call.

889
00:50:17.345 --> 00:50:19.925
We've got all sorts of folks on the call, which is wonderful.

890
00:50:20.385 --> 00:50:22.244
Any questions that you have about

891
00:50:22.920 --> 00:50:23.660
goal setting,

892
00:50:24.200 --> 00:50:25.020
the structure,

893
00:50:25.560 --> 00:50:26.380
the actions

894
00:50:26.680 --> 00:50:27.660
to for execution,

895
00:50:29.319 --> 00:50:33.579
the as Chris Cooley said, the accountability that if you put all that stuff down,

896
00:50:33.960 --> 00:50:38.385
you want your goals to be able to drop them into your calendar,

897
00:50:38.845 --> 00:50:41.185
drop the actions into your calendar

898
00:50:41.645 --> 00:50:42.865
at the best time

899
00:50:43.405 --> 00:50:45.425
to achieve the result of that action.

900
00:50:45.885 --> 00:50:47.985
It's not about filling up your calendar,

901
00:50:48.285 --> 00:50:50.945
but start using your calendar as a structure

902
00:50:51.805 --> 00:50:52.865
for fulfillment

903
00:50:53.940 --> 00:50:57.960
and put the actions that you're committed to as part of your strategy

904
00:50:58.420 --> 00:50:59.480
in your calendar.

905
00:51:01.859 --> 00:51:05.640
Right? Block out 10 spots a week for appointments

906
00:51:06.020 --> 00:51:07.560
on the phone, in the store,

907
00:51:09.075 --> 00:51:10.055
in their home,

908
00:51:10.515 --> 00:51:11.015
off-site,

909
00:51:11.875 --> 00:51:12.695
all that.

910
00:51:13.395 --> 00:51:13.895
Okay.

911
00:51:14.195 --> 00:51:15.575
What questions do you have

912
00:51:15.955 --> 00:51:17.575
so that I can stop talking?

913
00:51:17.875 --> 00:51:19.255
What questions do you have?

914
00:51:34.890 --> 00:51:35.390
Any?

915
00:51:37.425 --> 00:51:37.925
I

916
00:51:41.105 --> 00:51:42.645
don't see any in the chat either.

917
00:51:43.345 --> 00:51:43.845
Okay.

918
00:51:44.225 --> 00:51:44.725
So

919
00:51:45.185 --> 00:51:49.685
as I said, feel free. If you wanna send them, do that. If you need a

920
00:51:50.510 --> 00:51:53.490
a road map or that form that I just outlined,

921
00:51:54.270 --> 00:51:56.930
reach out and ask me for it. I'm happy to send it to you.

922
00:51:57.390 --> 00:52:00.609
If you want another set of eyes to look at the goals that you've set

923
00:52:00.990 --> 00:52:01.490
for,

924
00:52:02.829 --> 00:52:04.770
adjustment, feel free to do that.

925
00:52:05.355 --> 00:52:09.455
But I would say this, it's the twenty first of the month. Do not let January

926
00:52:09.915 --> 00:52:10.415
end

927
00:52:11.035 --> 00:52:12.655
without your goals being

928
00:52:13.755 --> 00:52:16.335
achieved. Yeah. Erica, I will send that to you.

929
00:52:24.109 --> 00:52:24.930
Anyone else?

930
00:52:27.790 --> 00:52:28.290
Okay.

931
00:52:28.910 --> 00:52:33.165
So then that that I wanna thank you all for being here. This has been really great.

932
00:52:33.725 --> 00:52:37.245
Thank you, Laura, for staying for the whole thing. Thank all of you for being here.

933
00:52:37.245 --> 00:52:41.585
I hope this was helpful. Yes. In the in clearing up anything about goals.

934
00:52:42.765 --> 00:52:43.665
But now

935
00:52:44.045 --> 00:52:49.440
it's all on you to take the action to make it all matter. That's what matters.

936
00:52:49.660 --> 00:52:52.800
So don't let January end without your goals being

937
00:52:53.260 --> 00:52:58.160
in a frame so that you can plan your time according to them. That would be wonderful.

938
00:52:59.020 --> 00:52:59.520
Okay.

939
00:52:59.980 --> 00:53:03.345
Alright. I'm gonna see some of you soon. I'll see some of you next month.

940
00:53:03.825 --> 00:53:07.845
Thank you, Michael. It was really great. I will send with you too. Alright, everyone.

941
00:53:08.465 --> 00:53:09.445
Go send something.

942
00:53:09.905 --> 00:53:10.724
See you Friday.

943
00:53:11.345 --> 00:53:13.765
Thanks. See you then. Okay. Bye.

