Reset your Sales Process and Grow your Business with Sam Wakefield
Built to Grow: The Small Business Playbook · 2026-06-05 · 33 min
Substance score
53 / 100
Five dimensions, 20 points each
What our scoring noted
Our reviewer’s read on each dimension, with quotes from the episode.
Insight Density
The episode contains several usable tactics—happy calls to old customers, the referral-psychology of not leading with money, and the 'first five minutes' priority—but is interspersed with generic sales bromides ('how you do anything is how you do everything,' 'become someone worth buying from') and the host's extended personal anecdotes that dilute density.
until a business hits a million dollars in revenue annually, 90% of that founder's time should be spent prospecting
almost zero companies I've ever worked with, and I've worked with dozens and dozens in the last seven years. Almost no one has a robust or any level of follow-up program
Originality
The insight that leading with monetary referral rewards activates psychological resistance to monetising friendships is a genuinely non-obvious point, and the three-tier benefit lens (what → how it works → how they experience it) is a handy reframe; but the pain-point-vs-spec-sheet argument and door-knocking advice are well-worn home-service sales training staples.
we don't lead with that because there's a psychology piece where people are resistant to make money off of their friends and family
my job is to understand the human first, their problem second, and their problem is not what's broken or what's wrong, it's what they're experiencing because of the thing that's broken or wrong
Guest Caliber
Sam Wakefield is a working practitioner with verifiable client outcomes in HVAC and home services—not a thought-leader cosplaying as an operator—but his scope is narrow (one vertical, B2C-leaning) and his seniority is that of a training-company founder, not a scaled operator, which limits breadth of applicability.
I've helped everywhere from really small companies, owner operators, to uh $30 and $50 million a year companies
every time I set up a step foot on site, revenue goes up, usually a minimum of 30%
Specificity & Evidence
The happy-call anecdote is admirably concrete (32 reviews and 4–5 referrals from 1.5 days of calls on 8 months of backlog), and the Raleigh ticket-size result ($8,900 to $16,000 sustained over 2.5 years) is specific and memorable; the 30% revenue-lift claim is self-reported and unchalleneged, holding the score back from higher.
we got like 32 reviews, brand new reviews from the last eight months of projects...out of that, there was right around four or five referrals that came from one person spending a day and a half calling through the last eight months of projects
their top guy was doing four million a year, but his average ticket was $8,900. And after I was there, it went to 16,000 and has stayed there for two and a half years now
Conversational Craft
The host earns credit for pressing for exact scripts and narrowing to a specific vertical, and the live role-play was a productive device; however, he frequently commandeers airtime with his own anecdotes, never challenges a single claim (including the unverified 30% lift), and the closing segment devolves into a soft pitch and mutual complimenting.
So let's get an exact example of what do you do with the $5,000 to help you prospect to drive those new customers?
What what's that look conversation look like? What's the what's the language someone could pick up the phone and use today?
Conversation analysis
Computed from the transcript - who did the talking, and the verbal tics along the way.
Filler words
Episode notes
In this episode, Ryan sits down with sales expert and Close It Now founder Sam Wakefield to discuss one of the biggest missed opportunities in business growth: prospecting and referrals. Sam shares what he would do if he only had $5,000 left to grow a business, why most companies spend too much time focused on marketing and not enough time on proactive outreach, and the simple sales habits that can dramatically increase revenue without increasing ad spend. They dive into: • Why prospecting should be a founder's top priority • The referral strategies most businesses completely overlook • How to ask for reviews and referrals without feeling pushy • The psychology behind messaging that attracts customers • Why people buy based on emotion, not features • The importance of creating a service-first culture • How the first five minutes of a sales conversation can determine the outcome Whether you're a home service business, entrepreneur, or sales leader, this conversation is packed with practical tactics you can implement immediately to generate more referrals, build trust, and close more business. Listen now and learn how small changes in your sales process can create massive results.
Full transcript
33 minTranscribed and scored by The B2B Podcast Index.
1 00:00:00,239 --> 00:00:02,640 SPEAKER_00: Hey, I am Ryan, and we are back with another 2 00:00:02,640 --> 00:00:05,839 wonderful episode, all talking about building that perfect 3 00:00:05,839 --> 00:00:07,679 playbook to grow your business. 4 00:00:07,919 --> 00:00:10,960 And excited to have another wonderful guest, all about 5 00:00:10,960 --> 00:00:14,080 sales, advertising, marketing, operations, you name it. 6 00:00:14,400 --> 00:00:15,679 Sam is with us. 7 00:00:16,000 --> 00:00:17,199 Sam, thank you for being here. 8 00:00:17,280 --> 00:00:20,160 And I'm going to jump right into a hard-hitting question here. 9 00:00:20,399 --> 00:00:24,640 If you were down to your last $5,000 and you needed to grow 10 00:00:24,640 --> 00:00:27,519 and generate revenue, where are you going to spend it? 11 00:00:27,600 --> 00:00:28,399 What are you going to do? 12 00:00:28,480 --> 00:00:30,640 Are you going to advertise, market, prospect? 13 00:00:30,719 --> 00:00:34,799 What are the activities it would take to turn that$5,000 into a 14 00:00:34,799 --> 00:00:36,159 positive ROI? 15 00:00:36,479 --> 00:00:37,920 SPEAKER_01: I would use that $5,000. 16 00:00:38,560 --> 00:00:42,079 Well, in order, I would say prospecting, but let's define 17 00:00:42,079 --> 00:00:43,200 that super quickly. 18 00:00:43,439 --> 00:00:46,960 Most people think they need to put it into marketing or 19 00:00:46,960 --> 00:00:49,119 advertising or those types of things. 20 00:00:49,280 --> 00:00:53,359 The problem is both of those are very reactionary and they're 21 00:00:53,359 --> 00:00:57,119 responsible, we're waiting for someone to come to us. 22 00:00:57,280 --> 00:01:02,240 I would 100% take that money and put it into prospecting efforts. 23 00:01:02,799 --> 00:01:08,959 Prospecting is going and finding them and being proactive instead 24 00:01:08,959 --> 00:01:10,560 of reactive in our business. 25 00:01:10,879 --> 00:01:14,000 In fact, even on my whiteboard here next to me, I this lives 26 00:01:14,000 --> 00:01:14,159 here. 27 00:01:14,239 --> 00:01:17,120 This is night, it says 90% right here on my whiteboard. 28 00:01:17,359 --> 00:01:22,239 Because a founder and a business growth, anyone in the sales 29 00:01:22,239 --> 00:01:23,680 aspect of anything. 30 00:01:23,920 --> 00:01:27,439 In fact, until a business hits a million dollars in revenue 31 00:01:27,439 --> 00:01:31,599 annually, 90% of that founder's time should be spent 32 00:01:31,599 --> 00:01:32,239 prospecting. 33 00:01:32,400 --> 00:01:32,719 Period. 34 00:01:32,959 --> 00:01:33,439 Hard stop. 35 00:01:33,680 --> 00:01:34,239 End of story. 36 00:01:34,400 --> 00:01:35,920 So prospecting is everything. 37 00:01:36,159 --> 00:01:39,040 Let's just go find the people to get in front of. 38 00:01:39,439 --> 00:01:42,719 Most people they get down to that last$5,000 and they are mad 39 00:01:42,719 --> 00:01:44,799 about the results they're not getting for the work they're not 40 00:01:44,799 --> 00:01:44,959 doing. 41 00:01:45,200 --> 00:01:49,280 SPEAKER_00: So let's get an exact example of what do you do 42 00:01:49,280 --> 00:01:52,480 with the$5,000 to help you prospect to drive those new 43 00:01:52,480 --> 00:01:52,879 customers? 44 00:01:53,200 --> 00:01:55,359 SPEAKER_01: Depends on the vertical, of course, and what 45 00:01:55,359 --> 00:01:56,640 the desired client is. 46 00:01:56,719 --> 00:02:00,319 If we're B2B or we're B2C, could be very different. 47 00:02:00,799 --> 00:02:03,760 For example, I'll just use my company, a coaching company, I'm 48 00:02:03,760 --> 00:02:04,719 a training company. 49 00:02:04,959 --> 00:02:09,439 I would use that$5,000 to A start register for a couple of 50 00:02:09,439 --> 00:02:11,759 events and go to and get in front of people. 51 00:02:11,919 --> 00:02:15,360 Go places where my ideal best fit client is. 52 00:02:15,919 --> 00:02:17,919 So it, I mean, that could be some travel. 53 00:02:18,159 --> 00:02:21,039 At the end of the day, though, the best prospecting doesn't 54 00:02:21,039 --> 00:02:21,759 cost anything. 55 00:02:21,919 --> 00:02:23,120 And that's the best part about it. 56 00:02:23,199 --> 00:02:27,439 I use the$5,000 as my runway to keep the lights on while I'm 57 00:02:27,439 --> 00:02:28,080 prospecting. 58 00:02:28,400 --> 00:02:32,479 The best thing is literally just pick up the phone and start 59 00:02:32,479 --> 00:02:33,520 calling people. 60 00:02:33,680 --> 00:02:36,400 It's like this is the work nobody wants to do, but it's 61 00:02:36,400 --> 00:02:38,879 also the best return because it didn't cost anything to do it. 62 00:02:38,960 --> 00:02:40,080 We just have to do the work. 63 00:02:40,240 --> 00:02:41,439 That's uh step one. 64 00:02:41,680 --> 00:02:45,039 If you forced me to use the money, I would might run some 65 00:02:45,039 --> 00:02:48,639 type of uh direct targeted Facebook, something like that. 66 00:02:48,800 --> 00:02:51,680 Yeah, but it's more about the effort than it is actually using 67 00:02:51,680 --> 00:02:52,319 funds to do it. 68 00:02:52,560 --> 00:02:55,199 SPEAKER_00: So I know your background is like HVAC, and we 69 00:02:55,199 --> 00:02:58,400 have a lot of home service pros that are customers of ours and 70 00:02:58,400 --> 00:02:59,280 listen to this show. 71 00:02:59,439 --> 00:03:02,240 So if you were kind of a home service professional and you 72 00:03:02,240 --> 00:03:06,400 needed to drive in new customers direct to consumers, yeah, what 73 00:03:06,400 --> 00:03:09,280 are your some your direct activity for prospecting? 74 00:03:09,599 --> 00:03:10,719 SPEAKER_01: Yeah, that's the sweet spot. 75 00:03:10,800 --> 00:03:13,919 If you're a home service company, knock the doors is 76 00:03:14,080 --> 00:03:17,120 literally the highest leverage activity is every single time 77 00:03:17,120 --> 00:03:20,159 you have an appointment, knock the neighbors' doors, go across 78 00:03:20,159 --> 00:03:21,439 the street, knock their doors. 79 00:03:21,599 --> 00:03:26,000 If you at that place where you have to drive clients, who do 80 00:03:26,000 --> 00:03:26,400 you know? 81 00:03:26,560 --> 00:03:27,759 Who do you get in front of? 82 00:03:27,919 --> 00:03:30,639 If your entire neighborhood, the street that you live on, if 83 00:03:30,639 --> 00:03:33,199 every single person on that street doesn't know what you do, 84 00:03:33,280 --> 00:03:35,599 if you're the business owner, shame on you. 85 00:03:35,919 --> 00:03:37,120 Because they should. 86 00:03:37,280 --> 00:03:38,960 You shouldn't, your neighbor should know what you do. 87 00:03:39,039 --> 00:03:41,680 Start in your own neighborhood, create a culture inside your 88 00:03:41,680 --> 00:03:45,199 organization of every appointment show up to introduce 89 00:03:45,199 --> 00:03:46,879 yourself to everyone around. 90 00:03:47,039 --> 00:03:50,479 You know, asking for referrals is the second step. 91 00:03:50,719 --> 00:03:53,919 And then number three, the where I would actually use some funds 92 00:03:53,919 --> 00:03:59,520 like that is in my referral program and into uh almost zero 93 00:03:59,520 --> 00:04:02,000 companies I've ever worked with, and I've worked with dozens and 94 00:04:02,000 --> 00:04:03,439 dozens in the last seven years. 95 00:04:03,680 --> 00:04:07,599 Almost no one has a robust or any level of follow-up program. 96 00:04:07,840 --> 00:04:09,360 You have to start doing follow-up. 97 00:04:09,599 --> 00:04:10,960 We follow up until. 98 00:04:11,120 --> 00:04:14,639 And so those three things will would literally double a 99 00:04:14,639 --> 00:04:17,360 business overnight if you actually did those activities 100 00:04:17,519 --> 00:04:18,800 and it became part of a culture. 101 00:04:19,120 --> 00:04:21,040 SPEAKER_00: Let's talk about referral side of things. 102 00:04:21,199 --> 00:04:26,000 Um, how often are you seeing companies miss that opportunity 103 00:04:26,240 --> 00:04:29,279 to ask for referrals from their current customer base? 104 00:04:29,759 --> 00:04:30,639 SPEAKER_01: Ten out of ten. 105 00:04:31,040 --> 00:04:31,680 Really? 106 00:04:31,920 --> 00:04:33,519 Yeah, nobody asks for referrals. 107 00:04:33,600 --> 00:04:37,279 If they do, it's maybe once, and it's usually a very lame way to 108 00:04:37,519 --> 00:04:38,879 way they they do it. 109 00:04:39,279 --> 00:04:41,600 SPEAKER_00: Yeah, what is the right way to ask for a referral 110 00:04:41,680 --> 00:04:42,639 to get in front of the system? 111 00:04:42,800 --> 00:04:45,279 SPEAKER_01: Yeah, so I mean, having a system for one, which 112 00:04:45,279 --> 00:04:48,079 means being structured, is crucial. 113 00:04:48,319 --> 00:04:51,519 So, I mean, a well-designed referral system is gonna ask for 114 00:04:51,519 --> 00:04:54,000 a referral six times through your customer journey. 115 00:04:54,240 --> 00:04:58,000 Now, I know that sounds like a lot, but think about this. 116 00:04:58,240 --> 00:05:02,319 We can have a line in our initial, maybe text email 117 00:05:02,480 --> 00:05:05,439 confirmation, and then the next step, we're starting to plant 118 00:05:05,439 --> 00:05:06,480 the seed, right? 119 00:05:06,639 --> 00:05:10,000 So asking for referral doesn't have to always be a direct ask. 120 00:05:10,079 --> 00:05:12,959 It can sound something like maybe in our CSR intake. 121 00:05:13,600 --> 00:05:15,279 Starting with, oh, this is awesome. 122 00:05:15,360 --> 00:05:18,000 Who re you know I see you're a new client, who referred you to 123 00:05:18,000 --> 00:05:21,839 us as the first question that plants the seed that hey, we get 124 00:05:21,839 --> 00:05:22,319 referrals. 125 00:05:22,720 --> 00:05:26,399 The way to ask and actually get referrals, uh say in an in-home 126 00:05:26,399 --> 00:05:28,000 appointment, it's a two-part. 127 00:05:28,480 --> 00:05:31,600 It's you've got to set it up properly, and then it's just a 128 00:05:31,600 --> 00:05:33,839 natural uh thing that happens. 129 00:05:34,000 --> 00:05:36,959 And so at the beginning, it's just like, hey, Ryan, I'm so 130 00:05:37,360 --> 00:05:38,160 thanks for having me out. 131 00:05:38,240 --> 00:05:40,800 It's my goal today to provide you five-star service. 132 00:05:41,199 --> 00:05:44,480 And uh, if any time throughout this process I don't provide 133 00:05:44,480 --> 00:05:45,279 that, please let me know. 134 00:05:45,519 --> 00:05:47,600 I want to course correct, I want to make sure that you're 135 00:05:47,600 --> 00:05:48,240 receiving that. 136 00:05:48,480 --> 00:05:51,199 And at the end, once you've received that five-star service, 137 00:05:51,360 --> 00:05:55,759 would it be okay if I asked you for a review and a referral? 138 00:05:55,920 --> 00:05:59,199 And that people will always say yes because you just put 139 00:05:59,199 --> 00:06:02,959 yourself on the hook to provide five-star service, and then once 140 00:06:02,959 --> 00:06:05,839 you do that, the law of reciprocity kicks in. 141 00:06:06,079 --> 00:06:07,920 And then at the end, how was your experience today? 142 00:06:08,000 --> 00:06:10,079 Were we able to provide you that five-star service? 143 00:06:10,399 --> 00:06:10,720 Yes. 144 00:06:10,800 --> 00:06:11,519 Oh, that's great. 145 00:06:11,600 --> 00:06:12,240 Awesome, perfect. 146 00:06:12,399 --> 00:06:15,839 Well, remember I asked you earlier if once we did that, if 147 00:06:15,839 --> 00:06:18,800 I could ask you for a review and a referral. 148 00:06:19,040 --> 00:06:20,399 Oh, yeah, okay, well, great. 149 00:06:20,480 --> 00:06:20,879 Well, perfect. 150 00:06:20,959 --> 00:06:21,920 Well, go ahead and grab your phone. 151 00:06:22,000 --> 00:06:24,000 Let's go ahead and do the review part right now. 152 00:06:24,240 --> 00:06:26,879 And who do you know, your friends and family, who do you 153 00:06:26,879 --> 00:06:28,000 know that we can help? 154 00:06:28,240 --> 00:06:31,439 Now that you have experienced our process and how how great it 155 00:06:31,439 --> 00:06:34,639 is and how smooth and easy it was, who do you know? 156 00:06:35,040 --> 00:06:36,079 Yeah, I love that. 157 00:06:36,240 --> 00:06:38,240 SPEAKER_00: And I think it's a simple question. 158 00:06:38,319 --> 00:06:41,759 I think we get hung up on the compensation side of it. 159 00:06:41,839 --> 00:06:44,720 I know a lot of companies will spend a lot of time spinning 160 00:06:44,720 --> 00:06:47,120 their wheels thinking about all right, if they give me three 161 00:06:47,120 --> 00:06:49,759 referrals, do I give them a free service, or do I give them a 162 00:06:49,759 --> 00:06:52,319 free widget in exchange for five names? 163 00:06:52,399 --> 00:06:55,199 Or you know, what is your process around that? 164 00:06:55,360 --> 00:06:57,279 Does do we get too caught up on that? 165 00:06:57,360 --> 00:06:59,759 Or is that actually the right way of going about it? 166 00:07:00,480 --> 00:07:02,959 SPEAKER_01: I would say that yes, we absolutely get too lost 167 00:07:02,959 --> 00:07:04,720 in the weeds and we just don't do it. 168 00:07:04,959 --> 00:07:07,920 It doesn't have to be polished or beautiful, it just has to be 169 00:07:07,920 --> 00:07:08,560 an ask. 170 00:07:08,879 --> 00:07:13,120 I love giving gifts and giving gratitude pieces, like here's 171 00:07:13,120 --> 00:07:15,439 your$50 gift card, go have dinner, thank you for the 172 00:07:15,439 --> 00:07:16,160 referral. 173 00:07:16,399 --> 00:07:18,959 But we do it, we don't lead with that because there's a 174 00:07:19,199 --> 00:07:23,519 psychology piece where people are resistant to make money off 175 00:07:23,519 --> 00:07:24,720 of their friends and family. 176 00:07:24,879 --> 00:07:28,879 And so when we lead with that, that turns half the people off 177 00:07:28,959 --> 00:07:31,360 of you know, why would I pass this referral? 178 00:07:31,600 --> 00:07:34,399 But when we ask for who do you know that we can help? 179 00:07:34,560 --> 00:07:37,680 Because Ryan, really, my greatest fear is your friends 180 00:07:37,680 --> 00:07:40,319 and family get taken advantage of in one of two ways. 181 00:07:40,480 --> 00:07:43,600 Either, you know, some company comes in and dramatically 182 00:07:43,600 --> 00:07:47,360 overcharges them for no apparent reason, or you know, they go 183 00:07:47,360 --> 00:07:50,720 with somebody, maybe they save a few bucks on the front end, but 184 00:07:50,720 --> 00:07:53,600 they are have they cut some corners, they leave safeties 185 00:07:53,600 --> 00:07:57,199 out, and it causes problems down the road and maybe some health 186 00:07:57,199 --> 00:07:59,759 issues, and and worst case scenario could be worse than 187 00:07:59,759 --> 00:07:59,920 that. 188 00:08:00,079 --> 00:08:02,800 So we don't want that to happen to your friends and family. 189 00:08:03,199 --> 00:08:08,160 When we approach it with an act as a service to them, then once 190 00:08:08,160 --> 00:08:10,480 they do give us referral, oh by the way, thank you. 191 00:08:10,639 --> 00:08:13,680 Here's our gift of thanks, and then give that. 192 00:08:14,160 --> 00:08:17,439 Now there's no weirdness about making money off of people. 193 00:08:17,680 --> 00:08:18,000 Right. 194 00:08:18,160 --> 00:08:20,480 And at the same time, now they go ding ding ding. 195 00:08:20,560 --> 00:08:23,839 I can send some more referrals, and now then the money 196 00:08:23,839 --> 00:08:27,279 conversation can come in if it's gift cards to Starbucks or 197 00:08:27,279 --> 00:08:28,319 whatever, it doesn't matter. 198 00:08:28,480 --> 00:08:31,360 But then that becomes a relevant part of the conversation, but we 199 00:08:31,360 --> 00:08:32,559 don't want to lead with that. 200 00:08:32,879 --> 00:08:35,679 SPEAKER_00: So we're assuming we've got a lot of existing 201 00:08:35,679 --> 00:08:38,320 clients, you know, that they're in our pipeline. 202 00:08:38,399 --> 00:08:41,279 We've worked with them, we've created great service, but we 203 00:08:41,279 --> 00:08:46,240 haven't done the five stars review referral request yet. 204 00:08:46,399 --> 00:08:50,000 If I wanted to start today and go back through my existing book 205 00:08:50,000 --> 00:08:53,279 of business to generate some referrals, what's the right way 206 00:08:53,279 --> 00:08:53,759 to do that? 207 00:08:54,080 --> 00:08:55,759 SPEAKER_01: Oh man, that's that's so simple. 208 00:08:55,919 --> 00:08:58,960 And again, this is doing the work that most people resist 209 00:08:58,960 --> 00:09:00,960 doing, which is happy calls. 210 00:09:01,120 --> 00:09:02,320 I love happy calls. 211 00:09:02,399 --> 00:09:06,799 And happy calls does not mean it has to be the freshest install 212 00:09:06,799 --> 00:09:07,279 on the planet. 213 00:09:07,360 --> 00:09:10,799 I was working with a company recently and I had them call 214 00:09:10,799 --> 00:09:13,200 through the last eight months worth of projects. 215 00:09:13,440 --> 00:09:17,200 And what happened out of that were they got, I want to say we 216 00:09:17,200 --> 00:09:21,679 got like 32 reviews, brand new reviews from the last eight 217 00:09:21,679 --> 00:09:23,759 months of projects that nobody had asked them. 218 00:09:23,840 --> 00:09:26,000 And they said, Oh my gosh, of course I'll leave you a review. 219 00:09:26,159 --> 00:09:27,679 Nobody asked me before. 220 00:09:27,919 --> 00:09:31,279 And out of that, there was right around four or five referrals 221 00:09:31,279 --> 00:09:35,440 that came from one person spending a day and a half 222 00:09:35,440 --> 00:09:37,840 calling through the last eight months of projects. 223 00:09:38,159 --> 00:09:39,279 SPEAKER_00: Sam, I love that idea. 224 00:09:39,360 --> 00:09:41,360 What what's that look conversation look like? 225 00:09:41,519 --> 00:09:44,480 What's the what's the language someone could pick up the phone 226 00:09:44,480 --> 00:09:45,120 and use today? 227 00:09:45,440 --> 00:09:46,080 SPEAKER_01: Yeah, yeah, yeah. 228 00:09:46,240 --> 00:09:47,200 Implement this right away. 229 00:09:47,279 --> 00:09:49,679 It's like um ring ring, hey, hey, Ryan. 230 00:09:49,840 --> 00:09:53,759 Hey, it's Sam with uh Close It Now HVAC, we'll say. 231 00:09:54,000 --> 00:09:56,159 It's been a couple months since we did your project. 232 00:09:56,320 --> 00:09:58,720 Um, you know, we we believe in relationship. 233 00:09:58,799 --> 00:10:00,639 I want to stay in touch with you here. 234 00:10:00,879 --> 00:10:03,600 What have you liked best about what you've experienced since we 235 00:10:03,600 --> 00:10:04,559 did that project for you? 236 00:10:04,879 --> 00:10:05,840 SPEAKER_00: Yeah, it's been great. 237 00:10:05,919 --> 00:10:06,879 I no problems. 238 00:10:06,960 --> 00:10:08,240 I can't even think of a problem. 239 00:10:08,480 --> 00:10:09,519 SPEAKER_01: Oh, I'd love to hear that. 240 00:10:09,679 --> 00:10:10,320 Thank you so much. 241 00:10:10,480 --> 00:10:13,120 Yeah, so we love to hear those types of things. 242 00:10:13,200 --> 00:10:17,440 Um, did you have a chance to uh leave a review when we did your 243 00:10:17,440 --> 00:10:18,240 project before? 244 00:10:18,559 --> 00:10:19,679 No, I don't think I did. 245 00:10:20,000 --> 00:10:20,720 Okay, gotcha. 246 00:10:20,799 --> 00:10:24,000 You know, since since you had had such a good experience, I'd 247 00:10:24,000 --> 00:10:28,399 love to maybe uh actually thank you for leaving us a review. 248 00:10:28,480 --> 00:10:29,759 Thank you for being a great client. 249 00:10:29,919 --> 00:10:32,960 I know we've got you scheduled for some uh you know, for some 250 00:10:32,960 --> 00:10:36,320 maintenance coming up here, some some regular checkup on your 251 00:10:36,320 --> 00:10:37,919 system, but just grateful for that. 252 00:10:38,000 --> 00:10:40,799 And so I'd love if you went to Google and left us a review. 253 00:10:40,960 --> 00:10:44,559 At the same time, um, did anyone ever talk to you about our 254 00:10:44,559 --> 00:10:46,000 referral program that we have? 255 00:10:46,240 --> 00:10:47,840 No, I don't think I heard about that. 256 00:10:48,159 --> 00:10:50,720 Oh, they oh well I'll tell you what, I apologize because that 257 00:10:50,720 --> 00:10:52,080 that's part of our process. 258 00:10:52,240 --> 00:10:56,000 You know, one of the things that uh because as you've seen, the 259 00:10:56,000 --> 00:10:58,480 the work we do, and and you know, so many of our clients 260 00:10:58,480 --> 00:11:02,559 have come from referrals, is uh we have a really cool referral 261 00:11:02,559 --> 00:11:02,879 program. 262 00:11:03,039 --> 00:11:05,360 So I'm curious, who do you know that we could help? 263 00:11:05,519 --> 00:11:07,519 Friends, family, um, anybody? 264 00:11:07,600 --> 00:11:10,480 Because you know, we don't want them to, you know, get taken 265 00:11:10,480 --> 00:11:14,159 advantage of with you know those overpriced companies, or you 266 00:11:14,159 --> 00:11:16,879 know, even worse, have a company come in and cut a bunch of 267 00:11:16,879 --> 00:11:19,120 corners and you know cause a health risk for them. 268 00:11:19,440 --> 00:11:22,080 SPEAKER_00: Sam, I love this role play and I think it's super 269 00:11:22,080 --> 00:11:22,399 simple. 270 00:11:22,559 --> 00:11:25,759 I love your approach to it because you're you don't come 271 00:11:25,759 --> 00:11:29,279 across as pushy, you're asking questions, you're being a little 272 00:11:29,279 --> 00:11:34,879 bit apologetic in in tone by apologizing for not having asked 273 00:11:34,879 --> 00:11:37,840 for the referral in the past uh or the review. 274 00:11:38,080 --> 00:11:43,600 So it's easy to, as a consumer, I think, engage with that as 275 00:11:43,600 --> 00:11:46,960 opposed to I think a lot of service professionals are very, 276 00:11:47,600 --> 00:11:50,159 I'll call it very candid personalities. 277 00:11:50,320 --> 00:11:50,559 Yeah. 278 00:11:50,799 --> 00:11:54,399 And that can be a little bit, I put up my my blockers pretty 279 00:11:54,399 --> 00:11:56,960 quickly, like, oh, you just want something from me, so that's why 280 00:11:56,960 --> 00:11:57,759 you're calling me back. 281 00:11:58,080 --> 00:12:00,480 SPEAKER_01: The main thing to remember, and I'm such an 282 00:12:00,480 --> 00:12:05,679 advocate for this, is for most home service companies, the key 283 00:12:05,679 --> 00:12:06,960 word is service. 284 00:12:07,120 --> 00:12:10,879 It's a service industry, and we've forgotten that. 285 00:12:11,360 --> 00:12:13,679 So we have to remember that at the beginning. 286 00:12:13,759 --> 00:12:15,919 You know, we have to remember that we're here to serve. 287 00:12:16,080 --> 00:12:19,759 And when we do that, service at the highest level looks like how 288 00:12:19,919 --> 00:12:20,799 can I help? 289 00:12:21,039 --> 00:12:23,919 And so when we remember that, and that's the the lens that we 290 00:12:23,919 --> 00:12:27,679 see everything through, what that does, it really changes the 291 00:12:27,679 --> 00:12:29,360 dynamic of every conversation. 292 00:12:29,600 --> 00:12:31,919 And when we're asking for reviews and referrals, the main 293 00:12:31,919 --> 00:12:35,360 thing that I want to emphasize to everybody is it doesn't 294 00:12:35,360 --> 00:12:38,799 really matter the words you say because every time the studies 295 00:12:38,799 --> 00:12:43,200 are done on consumers, they expect, they want to give 296 00:12:43,200 --> 00:12:46,720 referrals, but nobody ever asks for them. 297 00:12:47,360 --> 00:12:48,799 Literally don't ask for referrals. 298 00:12:48,960 --> 00:12:51,039 A great example is my business partner. 299 00:12:51,279 --> 00:12:54,480 We've been talking to a company, HVAC and Plumbing Company that's 300 00:12:54,480 --> 00:12:55,440 actually near him. 301 00:12:55,759 --> 00:13:00,879 And we literally met the owner and had a conversation with him 302 00:13:00,879 --> 00:13:02,480 about some of these things. 303 00:13:02,720 --> 00:13:06,080 And it was two days later, he sends me this picture. 304 00:13:06,240 --> 00:13:09,440 One of this guy's vans is two doors down from his house. 305 00:13:09,759 --> 00:13:13,200 And my business partner, he has needed a plumber for the last 306 00:13:13,200 --> 00:13:17,200 year and a half, but he's just been busy and hasn't quite made 307 00:13:17,200 --> 00:13:17,759 the call. 308 00:13:17,919 --> 00:13:20,159 And he literally sent that picture to the owner, said, 309 00:13:20,320 --> 00:13:22,799 Remember what we talked about about knocking on the neighbors' 310 00:13:22,960 --> 00:13:23,360 doors? 311 00:13:23,519 --> 00:13:26,879 If he knocked on my door right now, I would have him do the 312 00:13:26,879 --> 00:13:28,480 work because it still needs done. 313 00:13:28,559 --> 00:13:30,639 I just haven't wanted to go through the effort of picking up 314 00:13:30,639 --> 00:13:30,960 the phone. 315 00:13:31,200 --> 00:13:31,600 SPEAKER_00: Yeah. 316 00:13:31,919 --> 00:13:34,960 SPEAKER_01: So much of this is it costs nothing but a couple 317 00:13:35,120 --> 00:13:35,759 minutes. 318 00:13:36,000 --> 00:13:38,960 But remember, you don't have to have the perfect words. 319 00:13:39,120 --> 00:13:40,639 Homeowners don't care. 320 00:13:40,960 --> 00:13:44,240 We have to have this perfect scripting for people in the 321 00:13:44,240 --> 00:13:47,279 industry so we feel like we can go do it. 322 00:13:47,440 --> 00:13:49,200 But at the end of the day, they don't really care. 323 00:13:49,360 --> 00:13:51,039 They just care that you did it. 324 00:13:51,200 --> 00:13:51,440 SPEAKER_00: Yeah. 325 00:13:51,679 --> 00:13:54,080 SPEAKER_01: Ask for the referral, ask for a review. 326 00:13:54,240 --> 00:13:56,320 Go introduce yourself to somebody you've never met 327 00:13:56,320 --> 00:13:56,720 before. 328 00:13:56,960 --> 00:13:59,279 SPEAKER_00: For me, a couple of things that I really love that 329 00:13:59,279 --> 00:14:03,039 you said is the power of remembering you're a service 330 00:14:03,039 --> 00:14:03,679 company. 331 00:14:03,919 --> 00:14:05,279 That's the kind of foundation. 332 00:14:05,360 --> 00:14:08,399 And so being a home service professional or home service 333 00:14:08,399 --> 00:14:11,279 pro, I think that's an easy barrier to overcome. 334 00:14:11,360 --> 00:14:15,440 It says, as a home service professional company, we really 335 00:14:15,440 --> 00:14:19,679 aim to be the highest standard professionalism of serving you. 336 00:14:19,919 --> 00:14:23,279 And because of that, we'd like to check in with you quarterly 337 00:14:23,360 --> 00:14:26,399 if that's okay, just to make sure the work that we did held 338 00:14:26,399 --> 00:14:27,440 up on our end. 339 00:14:27,600 --> 00:14:28,000 Absolutely. 340 00:14:28,240 --> 00:14:33,440 And while we're at it, we'd love to earn your consideration for a 341 00:14:33,440 --> 00:14:34,000 review. 342 00:14:34,320 --> 00:14:37,519 Easy way to get your foot in the door for them to be thoughtful 343 00:14:37,519 --> 00:14:38,399 and be thinking of you. 344 00:14:38,799 --> 00:14:40,480 SPEAKER_01: Something you said there, and for everybody 345 00:14:40,480 --> 00:14:43,200 listening, I 100% agree, Ryan. 346 00:14:43,600 --> 00:14:48,240 The caveat is if you ask, have an ask like that in a 347 00:14:48,240 --> 00:14:50,320 conversation with somebody and say, We'd love to check in with 348 00:14:50,320 --> 00:14:52,320 you quarterly, you better do it. 349 00:14:52,559 --> 00:14:54,320 Because you just put yourself on the hook. 350 00:14:54,559 --> 00:14:58,480 Because when you actually follow through on something like that, 351 00:14:58,799 --> 00:15:03,600 then you will earn so many trust points in that homeowner's mind. 352 00:15:03,840 --> 00:15:06,879 However, if you say, Ryan, we'd love to check in with you 353 00:15:07,039 --> 00:15:09,679 quarterly, but you never call them back and you actually don't 354 00:15:09,679 --> 00:15:13,919 do it, you've destroyed any trust points that you ever had. 355 00:15:14,080 --> 00:15:15,360 So that's the caveat. 356 00:15:15,519 --> 00:15:19,360 If you have an ask like that, actually follow through and be a 357 00:15:19,360 --> 00:15:22,320 person of integrity and do what you said you were going to do. 358 00:15:22,639 --> 00:15:25,120 That is everything in this type of industry. 359 00:15:25,360 --> 00:15:26,799 SPEAKER_00: Yeah, 100% agree. 360 00:15:27,039 --> 00:15:30,639 And I was just going to add that you mentioned consumers really 361 00:15:30,639 --> 00:15:32,879 like to have someone they can refer. 362 00:15:33,039 --> 00:15:36,000 You know, at the surface level, I was like, I don't know if I 363 00:15:36,000 --> 00:15:39,679 believe that 100%, but then I kind of reflect in, you know, my 364 00:15:39,679 --> 00:15:42,559 own community of Facebook groups that I engage with. 365 00:15:42,720 --> 00:15:48,080 It's amazing how many people go to Facebook groups to ask for a 366 00:15:48,080 --> 00:15:48,639 referral. 367 00:15:48,799 --> 00:15:48,960 Yeah. 368 00:15:49,360 --> 00:15:50,480 I need a plumber. 369 00:15:50,720 --> 00:15:51,279 I need this. 370 00:15:51,519 --> 00:15:54,480 Hey, looking for my pool to get cleaned, or I'm looking for 371 00:15:54,480 --> 00:15:54,720 this. 372 00:15:54,879 --> 00:16:00,080 And it's amazing to me how quick and thorough that comment 373 00:16:00,080 --> 00:16:01,039 section becomes. 374 00:16:01,120 --> 00:16:04,559 And it's not a lot of people pitching their own side hustle. 375 00:16:04,720 --> 00:16:07,759 It's a lot of people saying, Oh, I loved Joe over at Joe's 376 00:16:07,759 --> 00:16:10,480 Plumbing, or I love Frank over at Frank's HVAC. 377 00:16:10,799 --> 00:16:14,240 It's incredible how quick they are to recommend. 378 00:16:14,320 --> 00:16:16,960 And I think a lot of times their referral might not be in the 379 00:16:16,960 --> 00:16:19,919 moment, but it could be in the future moments when they're 380 00:16:19,919 --> 00:16:23,679 scrolling through the death scroll on Facebook groups and 381 00:16:23,679 --> 00:16:24,480 people are asking. 382 00:16:24,639 --> 00:16:27,840 And the fact that these Facebook groups start to create a point 383 00:16:27,840 --> 00:16:32,159 system where you actually get points based on high quality 384 00:16:32,159 --> 00:16:34,960 comments or engagement, and you become a top contributor or 385 00:16:35,120 --> 00:16:37,600 rising contributor, and that gamifies it. 386 00:16:37,679 --> 00:16:39,120 And people want to get engaged. 387 00:16:39,440 --> 00:16:43,279 And um, having someone they know, like, and trust gives them 388 00:16:43,279 --> 00:16:46,559 that permission to befriend a neighbor and share your 389 00:16:46,559 --> 00:16:46,960 information. 390 00:16:47,200 --> 00:16:49,279 So I think that's a really, really wise. 391 00:16:49,679 --> 00:16:52,320 We have a client of ours who told me one of the fast, you 392 00:16:52,320 --> 00:16:54,879 know, he's just he's posting jobs left and right, he's 393 00:16:54,879 --> 00:16:57,120 growing quite a bit for a service company. 394 00:16:57,200 --> 00:16:59,600 And I said, What was kind of his secret to success? 395 00:16:59,759 --> 00:17:02,879 And one of my favorite answers so far was not oh, the best 396 00:17:02,879 --> 00:17:07,119 Facebook ads, or I'm running the great LSA ads, or whatever it 397 00:17:07,119 --> 00:17:07,359 is. 398 00:17:07,519 --> 00:17:13,119 It's I created brand ambassadors in every local community 399 00:17:13,119 --> 00:17:14,720 Facebook group possible. 400 00:17:14,880 --> 00:17:15,200 Yep. 401 00:17:15,440 --> 00:17:20,319 And I send them shirts, I send them hats, I send them, you 402 00:17:20,319 --> 00:17:24,240 know, whatever it is, like low-cost stuff, but on a regular 403 00:17:24,240 --> 00:17:25,359 basis, and thank them. 404 00:17:25,440 --> 00:17:28,079 Hey, thanks for being a brand ambassador in your community. 405 00:17:28,400 --> 00:17:32,720 You're, you know, and he doesn't really measure it, so to speak, 406 00:17:32,799 --> 00:17:37,519 on like uh, you know, you sent me six referrals or not, but 407 00:17:37,519 --> 00:17:41,839 just a pure gradual, overwhelming volume of now 408 00:17:41,839 --> 00:17:43,359 inbound referral phone calls. 409 00:17:43,440 --> 00:17:48,000 Hey, I heard about you on this Facebook group, next door app 410 00:17:48,000 --> 00:17:51,200 group, or whatever it is, all because he created local 411 00:17:51,200 --> 00:17:54,960 ambassadors and he would ask them, you have been such a great 412 00:17:54,960 --> 00:17:58,400 customer, and I hope we have been a great supplier for you. 413 00:17:58,640 --> 00:18:01,759 Would you be willing to be one of our ambassadors in this 414 00:18:01,839 --> 00:18:02,559 community? 415 00:18:02,799 --> 00:18:06,640 And that ask has been so much more powerful than just even 416 00:18:06,640 --> 00:18:09,279 saying, Will you refer me one more client? 417 00:18:09,519 --> 00:18:10,160 Absolutely. 418 00:18:10,400 --> 00:18:13,359 There's something powerful to be asked to be an ambassador. 419 00:18:13,440 --> 00:18:16,160 It's like, will you be on my board for my nonprofit? 420 00:18:16,240 --> 00:18:17,279 Who says no to that? 421 00:18:17,519 --> 00:18:17,759 Right? 422 00:18:18,240 --> 00:18:20,720 There's no money or compensation involved, but people just want 423 00:18:20,720 --> 00:18:22,720 to be involved and feel like they're giving back. 424 00:18:22,799 --> 00:18:23,680 So I really like it. 425 00:18:23,920 --> 00:18:26,559 Let's let's jump over to a couple other topics here. 426 00:18:26,799 --> 00:18:30,799 Um, you talk a lot about like the psychology behind what 427 00:18:30,799 --> 00:18:34,079 attracts or pushes clients away. 428 00:18:34,319 --> 00:18:37,039 What's the number one thing businesses do that kind of 429 00:18:37,039 --> 00:18:39,599 repels people who they're trying to reach? 430 00:18:40,000 --> 00:18:43,119 SPEAKER_01: This is definitely a marketing and advertising, uh, 431 00:18:43,359 --> 00:18:46,079 how to write copy or messaging conversation. 432 00:18:46,400 --> 00:18:46,799 Right. 433 00:18:47,119 --> 00:18:52,559 The biggest piece that most companies miss is we focus on 434 00:18:52,559 --> 00:18:56,559 the thing and not on what is the pain point and what's the 435 00:18:56,559 --> 00:18:57,119 outcome. 436 00:18:57,279 --> 00:19:02,240 People don't care that you have a call now, it's$1,000 off. 437 00:19:02,400 --> 00:19:03,920 People really, really don't care. 438 00:19:04,160 --> 00:19:06,960 Nobody woke up this morning and said, Man, let's look for the 439 00:19:06,960 --> 00:19:10,880 best deal because I sure want to buy an HVAC system or a plumbing 440 00:19:10,960 --> 00:19:13,279 system or water treatment or a roof today. 441 00:19:13,599 --> 00:19:16,319 They woke up and man went, man, I've got this problem. 442 00:19:16,480 --> 00:19:17,519 God, it's uncomfortable. 443 00:19:17,839 --> 00:19:19,920 Oh my gosh, we have to take care of this. 444 00:19:20,160 --> 00:19:23,440 And then they hit the searches and they started their process, 445 00:19:23,519 --> 00:19:26,240 and but all they care about is the desired outcome. 446 00:19:26,400 --> 00:19:29,680 And then this carries through to the way that we communicate 447 00:19:29,680 --> 00:19:32,640 directly in our interactions with homeowners. 448 00:19:33,279 --> 00:19:36,400 So many people will what I call just read the spec sheet. 449 00:19:36,640 --> 00:19:39,359 They only focus on, hey, what's wrong? 450 00:19:39,680 --> 00:19:42,799 Great, here's the solution, here's how we fix it, or here's 451 00:19:42,799 --> 00:19:44,960 the thing to replace it, here's how much it is. 452 00:19:45,200 --> 00:19:45,759 Do you want that? 453 00:19:45,920 --> 00:19:47,839 And if that's the case, you might as well be standing at the 454 00:19:47,839 --> 00:19:51,599 counter at Lowe's or Home Depot because you're just taking an 455 00:19:51,599 --> 00:19:51,920 order. 456 00:19:52,000 --> 00:19:55,200 That is not a customer experience. 457 00:19:55,359 --> 00:19:57,519 And so we have to think about the customer experience. 458 00:19:57,839 --> 00:20:00,000 And honestly, I'm glad you asked this question because I really 459 00:20:00,000 --> 00:20:03,119 boiled it down to um one simple mantra. 460 00:20:03,440 --> 00:20:06,000 You have if you run your business and all of your 461 00:20:06,000 --> 00:20:09,759 communication through this lens of my job is to understand the 462 00:20:09,759 --> 00:20:14,720 human first, their problem second, and their problem is not 463 00:20:14,720 --> 00:20:18,480 what's broken or what's wrong, it's what they're experiencing 464 00:20:18,640 --> 00:20:20,720 because of the thing that's broken or wrong. 465 00:20:20,960 --> 00:20:23,599 So my job is to understand the human first, their problem 466 00:20:23,680 --> 00:20:25,519 second, and the solution third. 467 00:20:25,759 --> 00:20:29,200 If we follow that order, everything starts to smooth out 468 00:20:29,200 --> 00:20:30,079 and take care of itself. 469 00:20:30,319 --> 00:20:32,720 SPEAKER_00: I like the psychology of that, and and I 470 00:20:32,720 --> 00:20:35,920 want to kind of go through this a little bit for slower people 471 00:20:35,920 --> 00:20:40,559 like me out there, because I think the psychology of 472 00:20:40,799 --> 00:20:44,799 messaging your service or product the right way can truly 473 00:20:44,799 --> 00:20:48,799 attract not only customers, but the right customers. 474 00:20:49,119 --> 00:20:53,599 But if you focus on the wrong messaging, it really detracts 475 00:20:53,599 --> 00:20:58,079 the great customers and attracts the wrong customers. 476 00:20:58,400 --> 00:21:00,720 SPEAKER_01: I can give you a super quick example that'll 477 00:21:00,720 --> 00:21:02,640 really land this plane for this idea. 478 00:21:02,880 --> 00:21:03,200 Perfect. 479 00:21:03,359 --> 00:21:06,000 Um, and it'll be dual purpose because it'll show somebody how 480 00:21:06,000 --> 00:21:09,519 to actually what to say at a door when they knock on your 481 00:21:09,519 --> 00:21:10,079 neighbor's doors. 482 00:21:10,240 --> 00:21:13,200 So if I knocked on your door next door to maybe a sales 483 00:21:13,200 --> 00:21:15,039 appointment or a project I've got going on. 484 00:21:15,359 --> 00:21:17,599 I'm gonna knock on your door and I'm gonna say, Hey, my name is 485 00:21:17,599 --> 00:21:17,839 Sam. 486 00:21:17,920 --> 00:21:20,559 I just wanted to take a quick second to introduce myself. 487 00:21:20,799 --> 00:21:22,400 Um, we're working next door. 488 00:21:22,480 --> 00:21:24,160 I just want here's a couple cards. 489 00:21:24,319 --> 00:21:26,960 If anything blows into your yard or people park in the wrong 490 00:21:26,960 --> 00:21:27,759 place, please let me know. 491 00:21:27,839 --> 00:21:29,599 We'll take care of it immediately. 492 00:21:30,240 --> 00:21:31,200 And that's it. 493 00:21:31,359 --> 00:21:34,079 That's the whole reason I knocked on your door. 494 00:21:34,799 --> 00:21:37,519 But the very next question that always comes out of that 495 00:21:37,519 --> 00:21:40,960 homeowner's mouth is, oh, what are you doing over there? 496 00:21:41,440 --> 00:21:42,720 So we'll take both paths. 497 00:21:42,880 --> 00:21:45,839 The wrong path is what we're exactly what we're talking 498 00:21:45,839 --> 00:21:45,920 about. 499 00:21:46,079 --> 00:21:48,880 If you said, Oh, we're replacing their water heater. 500 00:21:49,359 --> 00:21:49,759 SPEAKER_00: Right. 501 00:21:50,400 --> 00:21:53,039 SPEAKER_01: Oh, we're changing their air conditioner. 502 00:21:53,279 --> 00:21:54,480 That's the wrong path. 503 00:21:54,720 --> 00:21:57,759 The right path is what are you doing over there? 504 00:21:58,000 --> 00:22:01,440 And then we say something like, Oh Well, you know how most of 505 00:22:01,440 --> 00:22:04,480 the houses in this neighborhood have that one room in the corner 506 00:22:04,480 --> 00:22:06,880 of the house that's always hotter than the rest in the 507 00:22:06,880 --> 00:22:07,279 summer? 508 00:22:07,519 --> 00:22:08,880 We're fixing that for them. 509 00:22:09,359 --> 00:22:12,799 Or you know how all these houses are all about the same age and 510 00:22:12,799 --> 00:22:14,559 all the water most a lot of water heat. 511 00:22:14,640 --> 00:22:16,240 We've been getting a lot of calls for the water heaters 512 00:22:16,319 --> 00:22:17,119 starting to go. 513 00:22:17,440 --> 00:22:20,640 Theirs was going, we're taking care of that for them because 514 00:22:20,640 --> 00:22:23,279 they were tired of only having 10 minutes of hot water in their 515 00:22:23,279 --> 00:22:23,920 shower. 516 00:22:24,160 --> 00:22:27,359 So, see, we called out the pain point, and then that homeowner 517 00:22:27,440 --> 00:22:29,200 goes, because the houses are all built the same right next to 518 00:22:29,200 --> 00:22:29,440 each other. 519 00:22:29,519 --> 00:22:31,119 That homeowner goes, I've got that. 520 00:22:31,279 --> 00:22:32,240 Can you look at mine? 521 00:22:32,480 --> 00:22:33,119 SPEAKER_00: Exactly. 522 00:22:33,359 --> 00:22:35,279 SPEAKER_01: It's the same thing, but it's different messaging 523 00:22:35,279 --> 00:22:35,839 around it. 524 00:22:36,160 --> 00:22:38,720 SPEAKER_00: Back in my day of digital marketing, we would call 525 00:22:38,720 --> 00:22:43,279 that our problem pain agitation solution. 526 00:22:43,839 --> 00:22:46,480 So we would declare what the problem is. 527 00:22:46,640 --> 00:22:50,400 The problem is the room isn't staying hot or it's too hot or 528 00:22:50,400 --> 00:22:51,039 whatever in air. 529 00:22:51,119 --> 00:22:53,200 I'm in Arizona, so every day every room's too hot. 530 00:22:53,440 --> 00:22:54,400 Everything's all too hot. 531 00:22:54,799 --> 00:22:55,039 Yeah. 532 00:22:56,720 --> 00:22:57,119 It's too hot. 533 00:22:57,599 --> 00:22:58,880 That's the problem, right? 534 00:22:59,039 --> 00:23:02,400 The pain is we we're always sweaty in that room or it's 535 00:23:02,400 --> 00:23:05,279 uncomfortable and no one wants to use that room the right way. 536 00:23:05,519 --> 00:23:07,119 We agitate a little bit more. 537 00:23:07,279 --> 00:23:09,200 You've probably felt that in the past. 538 00:23:09,279 --> 00:23:10,480 I know how that goes. 539 00:23:10,720 --> 00:23:14,640 The solution is we're increasing our insulation and replacing 540 00:23:14,640 --> 00:23:15,759 XYZ. 541 00:23:16,079 --> 00:23:19,440 And now all of a sudden they can visualize the solution to their 542 00:23:19,440 --> 00:23:21,279 problem that they're also experiencing. 543 00:23:21,519 --> 00:23:22,559 And so I love that. 544 00:23:22,640 --> 00:23:26,160 And I think that another great example of that is we had our 545 00:23:26,160 --> 00:23:27,839 water heater recently replaced. 546 00:23:28,000 --> 00:23:33,359 And I feel like it was because of the advertising was so great. 547 00:23:33,680 --> 00:23:36,640 It wasn't, do you have an old water heater that needs to be 548 00:23:36,640 --> 00:23:37,039 replaced? 549 00:23:37,119 --> 00:23:38,319 Because everyone's got that. 550 00:23:38,799 --> 00:23:39,279 Of course. 551 00:23:39,759 --> 00:23:44,319 Instead, it was are you looking for a water heater that can 552 00:23:44,559 --> 00:23:48,720 declutter your space, give you instant hot water for an 553 00:23:48,720 --> 00:23:50,240 unlimited amount of showers? 554 00:23:50,480 --> 00:23:50,640 Yeah. 555 00:23:50,799 --> 00:23:52,079 SPEAKER_01: So never run them out. 556 00:23:52,559 --> 00:23:52,880 SPEAKER_00: Hmm. 557 00:23:53,039 --> 00:23:54,079 I hadn't thought of that. 558 00:23:54,240 --> 00:23:58,640 Well, here is an instant, you know, water heater, as opposed 559 00:23:58,640 --> 00:24:02,319 to the big ugly, you know, tank that's sitting in your in your 560 00:24:02,319 --> 00:24:02,799 garage. 561 00:24:03,039 --> 00:24:06,559 And so for me, that was really compelling. 562 00:24:06,720 --> 00:24:08,559 Is I wanted I hate clutter. 563 00:24:08,720 --> 00:24:12,880 I wanted to clean things up, but also we have guests that come 564 00:24:12,880 --> 00:24:17,119 over, and my stinking water heater goes out after a couple 565 00:24:17,119 --> 00:24:20,160 of showers, and then I'm like, oh sorry, that's embarrassing. 566 00:24:20,319 --> 00:24:23,359 You got to wait until you can get a hot shower because it's 567 00:24:23,519 --> 00:24:23,759 out. 568 00:24:24,400 --> 00:24:29,119 So they hit that pain point so well with a value prop, and 569 00:24:29,119 --> 00:24:30,240 almost didn't to your point. 570 00:24:30,319 --> 00:24:32,960 I didn't care if I was saving 500 bucks or what the discount 571 00:24:32,960 --> 00:24:34,480 was, it was solving a problem. 572 00:24:34,720 --> 00:24:37,519 It was a real problem with a real solution around it. 573 00:24:37,759 --> 00:24:39,440 So I really like that a lot. 574 00:24:39,599 --> 00:24:41,039 And do you see that in sales a lot? 575 00:24:41,200 --> 00:24:44,559 What's some of the sales training that you do around that 576 00:24:44,559 --> 00:24:48,880 kind of solution on the backside of a problem and pain point? 577 00:24:49,200 --> 00:24:50,079 SPEAKER_01: That's everything. 578 00:24:50,240 --> 00:24:55,039 Um every every stitch of the sales training that I do, I call 579 00:24:55,039 --> 00:24:56,240 it the benefit lens. 580 00:24:56,559 --> 00:25:00,079 If we're not passing it through, what is the true benefit of for 581 00:25:00,079 --> 00:25:00,799 the homeowner? 582 00:25:01,200 --> 00:25:03,119 And that's how we have to communicate. 583 00:25:03,279 --> 00:25:05,279 So there's three phases to the benefit. 584 00:25:05,440 --> 00:25:08,960 You've got the what, which is the thing, you've got the how it 585 00:25:08,960 --> 00:25:13,039 works, and then you've got how they're going to experience the 586 00:25:13,039 --> 00:25:13,680 benefit. 587 00:25:14,160 --> 00:25:17,359 Most people think the benefit is how it works. 588 00:25:17,519 --> 00:25:19,599 We'll we'll take an air cleaner, for example. 589 00:25:19,839 --> 00:25:22,720 Let's say we do some air filtration in a home. 590 00:25:23,119 --> 00:25:26,559 And the first fat pass is tell me about this air cleaner. 591 00:25:26,640 --> 00:25:29,599 And people will go, this it's four inches versus one inch. 592 00:25:29,920 --> 00:25:32,400 And when you spread this out, it's this big surface area. 593 00:25:32,480 --> 00:25:34,960 Okay, I was like, okay, we just told me what it is. 594 00:25:35,359 --> 00:25:36,480 Now give me the benefit. 595 00:25:36,640 --> 00:25:41,119 Then they'll go, oh, well, so what it does, it takes out 99.9% 596 00:25:41,440 --> 00:25:44,000 of viruses and dust and and polls. 597 00:25:44,079 --> 00:25:46,720 I was like, okay, well, you just told me what it does, but you 598 00:25:46,720 --> 00:25:48,720 still didn't tell me the benefit. 599 00:25:48,880 --> 00:25:51,599 How is it going to affect my life? 600 00:25:51,839 --> 00:25:56,960 And then we start to get it like, oh, so that, so what this 601 00:25:56,960 --> 00:25:59,599 means for you are a couple of expressions there. 602 00:26:00,079 --> 00:26:04,240 So you earlier you were telling me how every single time the hay 603 00:26:04,240 --> 00:26:06,640 fever season comes around, it really affects you. 604 00:26:06,799 --> 00:26:09,039 When you come home, this is going to help turn your home 605 00:26:09,039 --> 00:26:11,359 into a sanctuary away from that, so you can get a little bit of 606 00:26:11,359 --> 00:26:14,000 reprieve from reprieve from it. 607 00:26:14,400 --> 00:26:19,680 Now we're speaking in terms of a benefit versus just what it is 608 00:26:19,839 --> 00:26:20,559 or what it does. 609 00:26:20,640 --> 00:26:24,240 And so if we don't have that piece into it, no one has an 610 00:26:24,240 --> 00:26:26,319 emotional connection because most people don't have the 611 00:26:26,319 --> 00:26:28,160 ability to, they don't know what our stuff does. 612 00:26:28,240 --> 00:26:31,200 They don't have the ability to connect those dots in their 613 00:26:31,200 --> 00:26:31,440 minds. 614 00:26:31,599 --> 00:26:34,160 So then they're just stuck with, okay, well, it sounds like a 615 00:26:34,160 --> 00:26:34,960 cool thing. 616 00:26:35,279 --> 00:26:38,319 But the second we make it real to them and how it will affect 617 00:26:38,319 --> 00:26:41,839 and change their life, now we can have a conversation that's 618 00:26:41,839 --> 00:26:42,480 compelling. 619 00:26:42,799 --> 00:26:47,680 SPEAKER_00: I think, Sam, you're in a really interesting time 620 00:26:47,920 --> 00:26:48,559 right now. 621 00:26:48,880 --> 00:26:51,680 We have AI that can answer everything for us. 622 00:26:52,240 --> 00:26:56,880 We have reps who want to do the least amount of work possible. 623 00:26:57,599 --> 00:27:02,400 We have a very, it's not just my opinion, it's conversations I 624 00:27:02,400 --> 00:27:05,680 have on the daily with my customers, but an entitled 625 00:27:05,680 --> 00:27:06,319 generation. 626 00:27:07,680 --> 00:27:11,599 What's fascinating to me is the amount of opportunity, though, 627 00:27:11,680 --> 00:27:16,000 that is missed because we're not asking the right questions. 628 00:27:16,319 --> 00:27:20,319 And you're providing a solution to say there's an art to sales, 629 00:27:20,480 --> 00:27:23,200 there's an art to driving additional revenue to your 630 00:27:23,200 --> 00:27:25,599 business that's right in front of you. 631 00:27:25,839 --> 00:27:29,920 So as we wrap up here, Sam, would you drop us a little 632 00:27:29,920 --> 00:27:31,359 golden nugget here? 633 00:27:31,599 --> 00:27:35,359 But what is the number one thing that any small business owner 634 00:27:35,359 --> 00:27:39,039 out there should do to train their sales rep to help them 635 00:27:39,039 --> 00:27:41,039 drive more revenue effectively? 636 00:27:41,519 --> 00:27:43,279 SPEAKER_01: First of all, it's personal growth. 637 00:27:43,759 --> 00:27:46,960 I'm such a massive believer sales is not the performance of 638 00:27:46,960 --> 00:27:49,119 the hour or the hour and a half that you're in the house. 639 00:27:49,200 --> 00:27:50,880 It's the overflow of your life. 640 00:27:51,039 --> 00:27:53,440 And how you do anything is how you do everything. 641 00:27:53,680 --> 00:27:59,279 So integrity and gr becoming someone worth buying from is the 642 00:27:59,279 --> 00:28:00,319 foundation for it all. 643 00:28:00,559 --> 00:28:02,880 The biggest question a sales trainer ever gets is, hey, I 644 00:28:02,880 --> 00:28:05,279 need to help help handling objections. 645 00:28:05,599 --> 00:28:09,200 And then they all get frustrated when I say, okay, well, let's go 646 00:28:09,200 --> 00:28:10,240 back to the beginning. 647 00:28:10,480 --> 00:28:14,720 If there was one piece to work on that's going to get the most 648 00:28:14,720 --> 00:28:18,480 immediate results, is the first the first five minutes of an 649 00:28:18,480 --> 00:28:18,880 appointment. 650 00:28:19,039 --> 00:28:19,279 Yeah. 651 00:28:19,519 --> 00:28:22,799 What I'm not talking about is did I park okay? 652 00:28:23,200 --> 00:28:24,480 Is my van parked okay? 653 00:28:24,559 --> 00:28:27,039 And do you mind if I put these floor savers on? 654 00:28:27,359 --> 00:28:31,440 What I am talking about is what pieces need to be in the 655 00:28:31,440 --> 00:28:34,960 conversation at the beginning and how we have to, we we've got 656 00:28:34,960 --> 00:28:37,759 to set a correct container, we have to set right correct 657 00:28:37,759 --> 00:28:40,559 expectations, and we have to become the leader in the 658 00:28:40,559 --> 00:28:44,240 appointment because we have to learn how to create a safe, 659 00:28:44,400 --> 00:28:47,920 comfortable environment that the homeowners will feel comfortable 660 00:28:47,920 --> 00:28:49,200 to make a buying decision. 661 00:28:49,279 --> 00:28:52,720 Because people do not buy because they're more educated, 662 00:28:52,799 --> 00:28:54,720 they buy when they feel safe. 663 00:28:55,440 --> 00:28:59,519 And if we can establish that in the first five minutes, the 664 00:28:59,519 --> 00:29:02,000 entire rest of the appointment goes smoother and numbers 665 00:29:02,000 --> 00:29:04,160 immediately start to drive drive north. 666 00:29:04,480 --> 00:29:05,440 SPEAKER_00: Oh, fantastic. 667 00:29:05,599 --> 00:29:07,039 I love that insight, Sam. 668 00:29:07,359 --> 00:29:09,680 Thank you so much for joining us today in the podcast. 669 00:29:09,759 --> 00:29:13,119 I think it's a good reminder for everyone, just the the art and 670 00:29:13,119 --> 00:29:16,400 power of being intentional about kind of our sales, our process, 671 00:29:16,559 --> 00:29:19,119 our language, even the extra effort. 672 00:29:19,279 --> 00:29:23,599 But before I close this out, um tell me just a little bit about 673 00:29:23,680 --> 00:29:28,160 like who are your some of your clients, and um we get asked a 674 00:29:28,160 --> 00:29:31,759 fair amount just for random business advice and tips, but I 675 00:29:31,920 --> 00:29:33,839 love to talk about sales training. 676 00:29:34,000 --> 00:29:37,039 Um tell me a little bit about kind of your your process, who 677 00:29:37,039 --> 00:29:40,400 the right customer is, and that'll be great. 678 00:29:40,640 --> 00:29:42,240 SPEAKER_01: Um yeah, so good question. 679 00:29:42,400 --> 00:29:45,119 So I've got several different programs for different size 680 00:29:45,279 --> 00:29:45,920 organizations. 681 00:29:46,400 --> 00:29:51,279 My clients are typically the ones that are tired of the same 682 00:29:51,279 --> 00:29:54,640 junk that's been around for 20 years, the pushy, pushy, pushy 683 00:29:55,279 --> 00:29:58,240 makes you feel gross to say this type of sales training. 684 00:29:58,799 --> 00:30:02,480 And so my process is very, as you heard, the number of 685 00:30:02,480 --> 00:30:04,160 questions, very permission-based. 686 00:30:04,480 --> 00:30:07,759 Um, we're not pushing anything when you when you create that 687 00:30:07,759 --> 00:30:09,839 environment, so it's all integrity focused. 688 00:30:10,559 --> 00:30:14,400 I've helped everywhere from really small companies, owner 689 00:30:14,400 --> 00:30:19,200 operators, to uh$30 and$50 million a year companies. 690 00:30:19,599 --> 00:30:24,319 So I do both uh in-person sales training uh for on-site as well 691 00:30:24,319 --> 00:30:25,039 as virtual. 692 00:30:25,599 --> 00:30:29,440 Um every time I set up a step foot on site, revenue goes up, 693 00:30:29,680 --> 00:30:31,359 usually a minimum of 30%. 694 00:30:31,839 --> 00:30:33,839 They get a lift of that type of number. 695 00:30:34,240 --> 00:30:34,720 SPEAKER_00: That's great. 696 00:30:35,759 --> 00:30:39,440 SPEAKER_01: So everything from, you know, I I was in Raleigh at 697 00:30:39,440 --> 00:30:42,799 a$30 million a year company, and their top guy was doing four 698 00:30:42,799 --> 00:30:45,759 million a year, but his average ticket was$8,900. 699 00:30:46,400 --> 00:30:49,680 And after I was there, it went to 16,000 and has stayed there 700 00:30:49,680 --> 00:30:50,880 for two and a half years now. 701 00:30:51,119 --> 00:30:51,440 Wow. 702 00:30:51,599 --> 00:30:55,680 Uh the number of stories of I was about to get fired and now 703 00:30:55,680 --> 00:30:58,880 I'm number one in my company after three months of coaching, 704 00:30:59,200 --> 00:31:01,200 just the list is longer than we have time for. 705 00:31:01,359 --> 00:31:01,519 Yeah. 706 00:31:01,680 --> 00:31:04,400 Uh so that that's the type of results we typically see. 707 00:31:04,720 --> 00:31:07,680 But as far as the companies, home services, HVAC plumbing 708 00:31:07,759 --> 00:31:11,519 electrical, roofing, windows, garage, it really is the it's a 709 00:31:11,519 --> 00:31:13,119 universal conversation at this point. 710 00:31:13,519 --> 00:31:16,799 And so we in fact we just enrolled a company in New Jersey 711 00:31:16,799 --> 00:31:19,039 that's uh does bathroom remodeling. 712 00:31:19,599 --> 00:31:23,200 And so it's really a I've had multiple plumbers right now in 713 00:31:23,200 --> 00:31:25,920 my client list as well as uh some different remodeling 714 00:31:25,920 --> 00:31:29,680 companies of all things, which is it was initially a surprise, 715 00:31:29,759 --> 00:31:32,720 but it it's the same the same conversation. 716 00:31:32,880 --> 00:31:35,920 I've got a whole component for revenue optim. 717 00:31:36,480 --> 00:31:38,720 In fact, I'd I I'd love to set up a meeting with you and my 718 00:31:38,720 --> 00:31:41,599 business partner because we could really use someone that 719 00:31:41,599 --> 00:31:42,640 does what you do. 720 00:31:43,039 --> 00:31:49,119 Um we we're launching in July a group program for smaller to 721 00:31:49,119 --> 00:31:53,440 mid-sized companies to focus on revenue growth and scaling, but 722 00:31:53,440 --> 00:31:57,039 we're doing it in a way we're gonna show them immediately how 723 00:31:57,039 --> 00:32:01,519 to reclaim so much that they're overspending and lost revenue 724 00:32:01,519 --> 00:32:04,799 that should have gone to the bottom line in the first 30 to 725 00:32:04,799 --> 00:32:09,759 60 days that it will 100% cost justify the cost of the program. 726 00:32:09,839 --> 00:32:11,599 And then it's all gonna be lift from there. 727 00:32:11,759 --> 00:32:12,079 Yeah. 728 00:32:12,240 --> 00:32:15,119 And so our goal is to really just help as many people as 729 00:32:15,119 --> 00:32:15,440 possible. 730 00:32:15,759 --> 00:32:19,119 So closeitnow.net is the website. 731 00:32:19,200 --> 00:32:20,240 Uh so you can go there. 732 00:32:20,319 --> 00:32:23,279 There's a form uh you can fill out to be in touch with me, or 733 00:32:23,279 --> 00:32:26,799 email me directly, Sam at closeitnow.net. 734 00:32:27,119 --> 00:32:30,559 Um also have a Facebook group that's just under close it now, 735 00:32:30,799 --> 00:32:32,559 and go listen to the podcast. 736 00:32:32,799 --> 00:32:36,319 I've almost 300 episodes now, and seven this month is uh 737 00:32:36,400 --> 00:32:40,720 seven-year anniversary of the podcast, which is uh listened to 738 00:32:40,720 --> 00:32:42,640 in over 70 countries around the world now. 739 00:32:42,799 --> 00:32:46,880 So the every single episode I make a very serious point to 740 00:32:46,880 --> 00:32:50,079 give an actionable item every s every episode you can 741 00:32:50,079 --> 00:32:51,119 immediately use. 742 00:32:51,279 --> 00:32:54,799 And so it's close it now anywhere you listen to podcasts. 743 00:32:55,119 --> 00:32:55,680 Fantastic. 744 00:32:55,839 --> 00:32:57,119 Thank you, Sam, for joining us. 745 00:32:57,200 --> 00:32:58,319 I really appreciate it. 746 00:32:58,640 --> 00:32:59,200 Absolutely. 747 00:32:59,279 --> 00:33:00,319 Thanks for having me on today.