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Remote Coaching or Face to Face Coaching – What’s More Effective? Shattering The Myth of Remote Coaching


With more business conducted across online communication platforms and more sales teams operating in a virtual environment, many sales managers question how proficient they can be at coaching their team at a distance—especially if they have never been shown how to do so effectively.

While you may not always be in the same room as the person you are coaching, you can schedule regular coaching sessions over the telephone, or using an online application such as Skype, Live Meeting or GoToMeeting.

Now, I’m certainly not disputing the value of coaching someone face to face and the additional things that can be observed when doing so. However, a large majority of managers do not often have the luxury of calling a face-to-face meeting and instead find themselves supporting, coaching, and managing their people over the telephone. As such, developing and strengthening your telephone coaching skills becomes essential to leveraging every coaching opportunity you have with your team.

More and more, remote coaching is quickly becoming the norm and not the exception. In my twenty-plus years of coaching thousands of managers and salespeople, at least 95% of all the coaching I have done has been over the telephone. Not only has remote coaching been proven to be incredibly effective but it is also highly efficient. If delivered effectively, coaching at a distance can save you a considerable amount of time as it relates to scheduling limitations as well as travel time. Managers also have the opportunity to do more impromptu coaching and have check in calls with their team, whether it’s to build accountability, reinforce a message, handle a timely challenge or even to celebrate a win. This ‘just in time’ coaching can now be delivered when your people need it most.

Some managers may think they are at a disadvantage coaching remotely, and as a result, don’t put forth the effort and attempt to coach at a distance. These managers mistakenly believe they cannot effectively coach their people if they are not in front of them. They feel they are unable to ‘observe’ their team in the field if they are not physically present with them.

However, there are just as many managers who feel remote coaching works better for a variety of reasons. After all, the focus needs to be on the message and many managers feel that when coaching remotely, they don’t have any other visual distractions that can take away from listening purely to the spoken word.

In addition, you actually do have the opportunity to observe your team ‘in the field.’ Granted, your direct report may not be next to you when they’re delivering a presentation or a pitch but you can schedule a conference call with the salesperson and listen in while that person makes follow up calls to prospects or customers or when they’re cold calling, should cold calling be part of that person’s responsibility.

And even though you’re not physically present, you can observe other things as well that go beyond simply what you’re hearing. For example, whether you’ve scheduled a time for a coaching session or a time to observe them over the telephone, are they prepared for their meeting with you? Are they efficient and organized? Do they have their notes, call list, objectives and expectations clearly mapped out? Are they focused or distracted?

In many cases, if the telephone is the main communication tool for your salespeople, whether they are presenting, following up, handling a customer issue or prospecting, it only makes sense to observe and coach them using the same communication platform. This will give you more of a realistic sense of what they are doing, what they are saying and how they come across. After all, if the telephone is predominantly what your salespeople are using when communicating with your prospects and customers, it only makes sense for you to listen to them and what they sound like over the same medium. In this case, conducting skill practice scenarios and role plays face to face rather than on the phone is actually more of a simulated environment than a realistic one!

So, what else can you observe at a distance? If you’re on the phone listening to one of your salespeople make cold calls or follow up calls to your prospects or customers, are you observing not only what they’re saying but what they are not saying? Are you being mindful of their tone, pacing, resonance and the confidence they exude through the phone? By knowing what to listen for during a remote coaching session or observation session, you’ll find that you will be able to uncover many valuable coaching opportunities, without having to be physically present with your team.

Of course, when coaching remotely, that does not mean you now have the license to check your emails, instant messages or text messages on your phone while doing so, just because your direct report can’t see you through a phone line! I guarantee, they can still tell when you are distracted by something else and as such, are not listening or fully engaged in the conversation.

When coaching remotely, you must fine tune your listening and focus purely on the message, what is being said as well as what is not being said. Otherwise, you’re sure to miss out on subtleties in the conversation which can result in a missed coaching opportunity that is sure to dilute the impact of your coaching.

Realize that whether you are coaching face to face or remotely, the same tools, strategy and coaching framework still work, are applicable and are just as effective, regardless of the environment in which you are coaching.

How Great Managers Recognize The Right Opportunities for Coaching


Where do you look for and uncover that ‘perfect’ coaching moment? How do you recognize where your direct reports need coaching and could benefit from the coaching most?

Actually, uncovering what you can coach someone on, from a tactical perspective, is actually the easy part. Managers are pretty good at recognizing problems, needed strategies and desired outcomes. However, it’s uncovering the why (the real source of the issue) and the who or the often very elusive and limiting thinking, assumptions or outlook people have which is ultimately preceding and driving their actions and behavior that is the tricky part and why many of the strategies and answers managers share either do not work or work well enough to become the long term solution. (If you’ve ever found yourself delivering ‘repetitive coaching’ or having the same conversation with your direct reports, that’s a sign that you haven’t gotten to the actual source of the issue or you’re spending your time on the wrong issue, digging in the wrong hole with no treasure to be found.)

Demonstrating this ability to get to the core of the right issue that leads to measurable and positive change is a true testament of an exceptional coach. The good news is, you can learn how to more precisely uncover those exceptional opportunities to deliver timely, relevant and powerful coaching. Here are some ideas that will guide you on the path to do so.

Regardless of the topic, skill, problem or mindset you’ve identified as a possible focal point in your coaching, there is one factor that’s always applicable in every coaching scenario. It also happens to be the very thing each coaching opportunity has in common. That is – The Gap.

The Gap is the space that exists between where the person is today and where they want or need to be or what is possible for them to achieve. It’s the void that exists between the person and their goal or solution; and where the coaching opportunity will evolve from that they often cannot see on their own. As a coach, it’s your responsibility to identify and fill in this Gap. The question is, how, exactly, do you accurately uncover this Gap?

There are three primary ways you can identify the Gap.

1. Through Observation. It’s essential that every manager takes the time to observe their direct reports in the field or on the phone, presenting or interacting with their customers and prospects. This is one of the most essential activities any manager can engage in. Otherwise, you run the risk of relying solely on what you hear from your salespeople and while it may be a truth, it’s only a subjective or partial truth or piece of the puzzle based what they see solely through their eyes. Like a great sport coach on the sidelines, observation will help identify the ‘blind spots’ that every salesperson has in order to get a full panoramic view of the most objective truth and what is really going on. After all, it’s very difficult to self diagnose when you’re in the middle of the game.

2. Through Conversation. Whether on the telephone or face to face, regardless if this happens during normal conversation or a scheduled coaching session, the Gap can also be identified in every interaction you have. Creating the safe space that allows people the time to process their thoughts, challenges and feelings on their own encourages a deeper level of self awareness which fosters more accurate self diagnosis and strengthens their problem solving skills. While certain strategic opportunities, skill gaps, assumptions or misconceptions can be identified, keep in mind; any great coaching must be complemented with observation so that you have the first hand evidence of what is really going on without relying solely on one source – the person you are coaching.

3. Through Evaluation and Inspection. While many managers hide behind and rely too heavily on diagnosing problems through inspection and the analysis of reports, spreadsheets and data, it is ironically often the least effective of these three strategies managers count on to uncover the Gap. Even conducting peer to peer or customer interviews to gain further insight about your direct report, while immensely valuable, still only provide you with a portion of the story. However, when used in conjunction with the other two strategies, this becomes another useful complimentary component to identify where certain activities, results and skills may be lacking. Keep in mind, data only shows you what is going on and can also be subjective. It doesn’t tell you why it’s happening. As such, observation and coaching conversations must also be leveraged to get the full story, rather than a small portion of the story to uncover the specific areas you can coach someone on. Remember, you are, first and foremost a people manager, not a data manager.

Instead of sharing what you perceive to be the solution to a problem before understanding the person’s specific needs, challenge or root cause of an issue, rely on deeper questions to assist in recognizing the Gap in every coaching conversation or situation with your staff. Whether the Gap is identified by you or the person you’re coaching, this will elevate your awareness so that you can pinpoint what is really going on with laser-like accuracy.

Any great coach realizes there’s not just one ‘right answer’ when coaching or only one way to uncover a powerful coaching moment. Leveraging these three distinct approaches will ensure that you are precisely coaching to the relevant Gap. Moreover, it will demonstrate the importance of investing the proper time to uncover a meaningful coaching opportunity rather than one that is hollow, inaccurate and ineffective. Improving your accuracy in uncovering the proper Gap to coach on will facilitate the changes in behavior that will lead to improved performance – and masterful coaching.

How Much Coaching Is Enough? Determining the Proper Length and Frequency When Coaching Your Team to Drive Measurable Results


A.B.C. – Always Be Coaching. For managers, this is the expectation and the new standard in how you communicate with your people if you’re looking to drive the long term positive changes you need within your team. Coaching is actually something you will be doing in every conversation and interaction you have; whether via email, during a telephone conversation, a water cooler discussion, impromptu coaching when dealing with a timely question or pressing challenge, during a deal or forecasting review, even during a team meeting.

However, when it comes to determining the frequency of your scheduled one-to-one coaching sessions with each person on your team, there are several factors to consider, including the size of your team as well as the performance level of each person.

There are several factors that could determine the frequency of your meetings and one-to-one coaching sessions with each person on your team. First, how many people do you have on your team? If you have a team of five or ten people, it’s much easier to manage your time and your schedule to accommodate weekly one-to-one hour long meetings.

A larger team is more of a challenge due to time constraints as well as your additional responsibilities. While group or team coaching is also an option to fill in some gaps, there is still no substitute for providing individualized attention. For larger teams, I suggest a minimum of two individualized hour long scheduled coaching sessions per month for each member of your team, even though weekly one-to-one hour long coaching sessions would be ideal. Keep in mind, there’s also the additional coaching you will provide each week via every interaction you have with each person on your team. As a benchmark, the top coaches (managers) in global sales organizations are coaching each person on their team about 7 hours per month in total.

I know, you’re doing the math now, trying to figure out how you’re going to find another 70 hours a month for coaching your team of ten people. You may be thinking, “Keith I don’t have the time for this? How am I supposed to fit coaching around all of my other responsibilities?” The real question you need to ask yourself and the shift each manager needs to make to truly make coaching the priority is this. “How can I fit all of my other responsibilities around my coaching?”

Frequency and consistency are key, just like when you exercise. The more time you spend exercising and the better you eat, the healthier you become. And that process becomes a lifestyle not a destination. Sure, you may have some goals you want to achieve along the way but you don’t get to a point and then say, “Okay, I’m done; I don’t need to eat healthy or exercise anymore!” The same rule applies to building and maintaining the health of your career and your team.

Ultimately, you’ll find part of the solution to uncovering how much coaching each person needs or wants by asking your staff how much additional support they need to reach their goals faster and how frequently they would like to meet with you. Other than a turnaround situation or an issue that needs immediate resolution, it’s up to you and each person on your team to find the balance and determine the frequency of ongoing coaching. This also includes scheduling coaching sessions with your top performers so that everyone on your team is getting coached.

Coaching sessions don’t have to be long to be effective, especially if you consider every conversation a coaching moment. Some coaching moments will be very short and some may take an hour or longer. Keep in mind, the length of the conversation is important to ensure that the person you are coaching gets the value they want and need from each coaching experience.

Regardless of the length of any coaching conversation, be mindful of this toxic trap that managers fall into. You don’t get points for ‘speed coaching.’ Rushing through a coaching conversation will do more damage than good and will lead to greater inefficiency, especially if you don’t take the time, have the patience and create the space for the person to be coached so that they can process the conversation at their pace and arrive at a solution on their own. The result? You’ll become frustrated, they’ll become discouraged and you will both be disenchanted about coaching. Consequently, this can lead to a further strain on the relationships you have with your direct reports and erode the trust you have with them which you may have worked very hard to build.

As you start coaching, you will be able to determine how long each scheduled session needs to be for each one of your people. You may even find that after coaching your team for a time, you may no longer need one full hour for each person and there’s the possibility that thirty minutes or so may be perfectly adequate. Furthermore, depending upon the productivity level of your team, I know some managers with high performing teams who have scheduled fifteen minute one to one coaching huddles (some daily and some weekly) as a way to maintain their team’s momentum and focus throughout each week.

However, what is just as important is the ongoing nature of the coaching process. Effective coaching must be regular and consistent. Coaching that starts and stops in fits of activity, need or urgency is not effective and leads to dips in performance. Coaching is a work-focused lifestyle choice that individuals and organizations make, rather than conditional or event based. And once made, the decision to coach has to be ongoing.

Managers must realize that every conversation is a coaching conversation, even when you have to address issues, handle problems, deal with reviews and so on, so informal coaching happens all the time. If there is an ongoing, balanced blend of informal coaching happening, formal coaching can easily be weekly and in some cases, biweekly and still be effective.

Regardless, one thing is for certain. Coaching never ever stops! After all, once you have the evidence and start experiencing the return on investment that you and your direct reports can realize through ongoing, effective coaching (healthier work culture, greater personal accountability, increased sales and productivity, improved retention of top performers, more career satisfaction, and so on) coaching will become like candy – you and your team will just keep wanting it more!

So, remember the A.B.C.’s of coaching and Always Be Coaching.

Defusing Resistance To Coaching: How to Enroll The Resistant Top Performer In Coaching


When I ask managers how coaching has been received amongst their team and whether or not everyone on their team is being coached by them consistently, here’s one response that I have heard countless times from managers in practically every industry and profession.

“My top performers tell me they don’t want to be coached.”

These managers tell me how they continually run into a certain degree of resistance from some of their top producers around being coached. As a result, many managers make the costly decision to simply not coach their top people.

Conversely, other managers attempt to force or sanction coaching upon them. I can guarantee you, both of these solutions will wind up doing more damage than good. Instead, start by getting to the source of where their resistance is coming from.

When enrolling a resistant top performer in coaching, it may sound a little different than when you’re enrolling a mid performer or underperformer, especially if the manager has positioned coaching as “Remedial Only.” That is, those who are not performing get coached and as such, they make coaching conditional (when there’s a problem) rather than positioning coaching as a positive benefit, such as “Everyone always gets coached, consistently because it’s a way to deliver more value to you – and you are the priority here.”

Instead, take the following approach to identify where their reluctance to being coached is coming from. Once you uncover the source, you can then address the cause of their resistance to coaching. Here are five ways to do so:

1.Find out What Coaching Means to Them: Three of the leading causes of coaching reluctance on the side of your direct reports are:

a. their misconceptions of what coaching is,
b. how coaching has been positioned within your organization or
c. a possible negative past experience they had when they were being coached.

As a manager, it’s your responsibility to get to the source of their resistance to coaching so that you can then defuse it. Have an exploratory conversation with them one to one. Here’s an example of what that could sound like.

“John, I want to ensure that I’m being the best manager for you and that I’m providing you with the right support and resources you need to achieve your goals. To do this, that means becoming the best coach I can be for you. So, I’d like to talk to you about engaging in one to one coaching.”

Then, follow up with questions like these:

a. What does coaching mean to you?
b. What’s your perception of coaching?” (These questions align your definitions of coaching and eliminate any negative perceptions of coaching.)
c. What concerns if any, do you have around having me coach you? Let’s address them now so we can get through them together.

Here’s a tip from your coach: Don’t put them on the defensive by saying something like, “Why don’t you want to schedule our coaching sessions? Everyone else on the team has scheduled their coaching calls and are engaged in the coaching.”

When asking these questions, give the person time and the space to respond fully. Be silent after asking the questions. Make sure you get their full perspective on it, as well as their experience of coaching, whether from an external coach or their experience with a prior manager. Once you get their concerns out, then you have an opportunity to create a new possibility by setting up the rules of coaching, expectations of the coaching relationship and what that safe zone in coaching looks like.

2.Appeal to their Ego: Begin a conversation by saying, “I can really use your help.” Ask them for their help and support around this coaching initiative, since the other team members look up to them as a role model and their buy in is essential for the coaching to stick within the team.

3.Uncover The Blind Spots: Enroll them in the importance of observation, and how all great athletes have a coach on the sidelines, since it’s very difficult to self diagnose when you’re in the middle of the game. Here’s an example of some dialogue you can use. “By finding one or two things that I can see which you can’t when you’re in the middle of a presentation or when you’re focused on selling, we can then tweak or refine those areas that you may not even be aware of, which will make you an overall better player and performer and keep you on top of your game.”

4.Celebrate Them! Position coaching as an opportunity for the manager and top performer to get together and celebrate them and their successes and wins. Top performers love to celebrate their success! This is a chance to recognize the value they deliver, provide desired and needed acknowledgement, reinforce their best practices that you want them to continually engage in, while also preventing the chance of alienating your top players by not giving them the attention and recognition they need and deserve, which can leave your top performers feeling as if they are not being appreciated and as a result, erode the commitment they have towards the company as they start seeking out employment opportunities elsewhere.

5.Advance their Career: Coaching your superstars can help further their career trajectory by having them learn how to coach, (coach the coach) as well as by being coached themselves, if they want to move into management or even take on more of a senior sales position and a bigger role in supporting and coaching the other salespeople on the team.

Recognize Those Defining Moments To Transform Your Team Through Coaching


Marco, a manager who participated in one of my management coach training programs, shared this story with me two days after he competed this training, right after a coaching experience he had with one of his salespeople.

He told me he was at work, walking down the hallway towards his office. Miguel, one of his direct reports walked up to Marco and asked him if he could help with a problem he was having regarding one of his key accounts and moving this selling opportunity through his pipeline and towards the close. He needed to call this customer back later today and wasn’t sure how to drive the conversation forward.

Marco remembered what he learned from some of the coaching simulations that he did during the training and, instead of reacting by delivering a quick solution so that he can move ahead and get back to his office and all of the other pressing tasks he had on his plate for the day, he recognized this was one of his defining moments – a coaching opportunity. As such, he stopped, paused, and started asking Miguel some questions.

As a manager, what questions would YOU ask Miguel at this point?

Here were just a few coaching questions that Marco asked Miguel:

1.What is the specific outcome you’re looking for when you speak to this customer?
2.How do you envision accomplishing this?
3.Tell me what you’ve tried so far?
4.What are some other ideas you feel might work?
5.How have you handled something like this in the past?
6.Based on what we’ve just discussed, what’s going to be your strategy moving forward with this customer?

Marco told me that, at the end of this conversation, not only did Miguel come up with a solution on his own, one that he felt really good about, but it was a better solution than the one that Marco would have given him!

Miguel walked away from that conversation, with a greater sense of confidence, especially since he felt empowered by coming up with the best solution on his own. He also felt truly listened to and acknowledged, which strengthened the trust and relationship he has with his boss.

The added benefit that Marco reported on was, the very next day after his conversation with Miguel, Miguel informed Marco that he had another situation with a customer, similar to the one they discussed the day before. Because of the coaching Marco provided, Miguel reported that he was able to create the solution on his own without having to come to Marco about it!

Now, multiply the number of conversations you have like this, per day with every one of your direct reports. How much time do you think you’ll save so that you can focus on developing your people and your business, instead of continually running from one fire to the next?

Think about what we’ve achieved here. Think about your own management style. Now, think about the conversation that transpired between Marco, the manager and his salesperson.

This experience encapsulates many of the lessons when it comes to delivering masterful coaching. The coach’s mindset, such as being curious, being patient, being process driven; building trust, facilitating conversations through better questions and uncovering The Gap, tapping into people’s individuality and of course, the very essence of masterful coaching, abandoning your role as Chief Problem Solver.

Now that you have a deeper understanding of what great coaching looks and sounds like and the steps you can take to prepare yourself, as well as your team for coaching, start recognizing all the coaching opportunities you have in front of you.

Start challenging your current way of thinking and most important, start asking more and better coaching questions to further develop your team’s problem solving skills when you’re people come to you, looking for the answer.

Here’s a final tip from your coach: Realize that the best coaching moments aren’t always going to present themselves when it’s convenient for you, or during a scheduled coaching session.

That’s why I refer to these moments as defining moments. It’s your moment of truth, your moment to choose whether you react as you have in the past and continue to re-create the same results as before – or respond by taking a step back, and create the space for masterful coaching to occur.

Remember the A.B.C.’s of coaching. Always Be Coaching. In every conversation, in every interaction, allow coaching to become your new standard of thinking, communicating and how you engage your team.

To drive this point home, let me leave you with this final question.

How do you change a culture? How do you transform talent?

One person at a time. One conversation at a time.

The change starts with you. And that is great news because transforming the talent on your team really is all in your power.

Management Behavior and Activities That Compromise Trust and Coaching – Part Two


In my last blog post, I shared a story about a management team that reinforced the fact that trust is the backbone of coaching.

Remember, trust and loyalty are earned, not inherited, so become mindful of those things that you need to stay away from that will erode the trust you need for your coaching to succeed and to foster a healthy, open coaching relationship from the start.

Here’s a short list of activities and behaviors that will erode the trust managers desperately need that will drive improved performance, loyalty, commitment and more sales.

What jumps out for you?

1.Not being present
2.Multitasking during conversation (You think you’re being efficient? That perceived efficiency comes at a major cost. Think of the message you’re sending to your people. “I guess I’m not that important.”
3.Not following through on commitments
4.Canceling (coaching) appointments
5.Violating/breaking your word. Not keeping your promise
6.Breaking confidence
7.Double talk
8.Threats and consequential negativity
9.Disposition. Tone. Being curt. Egocentric not showing your people are a priority (but an interruption or a bother.)
10.Being confrontational
11.Not showing patience (in a conversation or when coaching them)
12.Reacting negatively to something a person did wrong
13.The style of your management (pitchfork passive, pontificator, presumptuous, perfect, problem solving, proactive – See Coaching Salespeople into Sales Champions for the 7 Types of Managers)
14.Not owning your own mistakes or your humanity (Your ego gets in the way)
15.Competition from manager
16.Not making the conversation/coaching safe
17.Not setting expectations in the coaching relationship
18.Not drawing a clear line between performance management/reviews and coaching

Tip from the Coach: What your people see and feel based on your actions always takes precedent over your intentions and what you say.

Tips and Questions For Managers When Setting Confidentiality in the Coaching Relationship

*What does confidentiality look like?

*What can you honor?

*Code of ethics – What nullifies confidentiality? (lie, cheat, steal, violate protocol and procedures, etc.)

*Establish how big, wide and deep the safe zone is up front

*You can’t change the rules in the middle of the game

Do Your Employees Trust You? How to Build Trust – and Destroy It in an Instant


You Gotta’ Have Trust.

At the conclusion of a training event that I delivered for a team of about 20 managers, one of their action steps at the end of the training was to introduce coaching to their team and enroll their salespeople in being coached on a consistent basis. About a week or so after the training was over, each manager emailed me to report on how their conversations went. 18 managers told me that their team was not only bought into being coached but were generally excited about the opportunity to get more personal time with their manager!

However, the emails that I received from the other two remaining managers did not sound as promising. These two managers felt that their team was not on board with the idea of being coached and experienced a general sense of resistance from them.

The question is, why? Was it that these two managers had a team of salespeople who just weren’t coachable?

I don’t think so.

After further due diligence and speaking in confidence with those two sales teams who were pushing back on being coached, it turned out that the real source of the issue came down to one thing; trust. For you to shine as a masterful coach, it cannot be overshadowed or clouded by doubt, fear or uncertainty that may exist in the hearts and minds of your people.

That’s why trust is the backbone of coaching. Without it, you’ll experience the same resistance from your team that these two managers did.

1.So the question is, do your people trust you?
2.How do you know? What is the evidence you see to support this? Are you the first person to know about a concern someone on your team has that’s inhibiting their performance or level of commitment to their job – or are you the last to find out?
3.Have you always been clear about your intentions when coaching or supporting them, or making changes, or did you leave it up to them to decipher?

Remember, listening to you and trusting you are two different things. Coaching by definition fosters a deeper connection, level of openness and transparency with your team. However, if there’s a lack of trust, if trust has been compromised in any way, if the ground rules for coaching were not clearly established up front, the coaching will not be as effective.

The real danger here is, now the manager runs the risk of assuming that it’s the coaching that does not work, rather than the fact that it is really is a trust issue.

What many managers fail to realize is, that there is strength in vulnerability, not weakness, as many would assume. It is an important component to building trust and strengthening the relationships you have with your team.

Coaches and managers, unlike superheroes, are humans, too, and making sure your humanity and authenticity is clear to your team is an important part of building a deeper level of trust. After all, you can’t fake authenticity.

The good news is, you have the power to rebuild and regain trust in practically every relationship and it all starts with having an open, honest conversation, while setting up the expectations of coaching and the rules of engagement right from the start. You can’t change the rules in the middle or at the end of the game, as that is a sure fire way to instantly erode trust.

Remember, trust and loyalty are earned, not inherited, so become mindful of those things that you need to stay away from that will erode the trust you need for your coaching to succeed and to foster a healthy, open coaching relationship from the start.

Stay tuned for my next post, when I list about twenty different activities and behaviors that managers engage in which compromise trust and your ability to deliver effective coaching that results in improved performance.

VIDEO: Benchmark Best Sales Practices to Ensure Success


Are You Selling By the Numbers or Selling With a Blindfold On? Statistical Benchmarks for Success and Self Accountability That Most Organizations Are Still Missing

Yes, these questions I list below the video are that important. So important, in fact, that they could change your entire perspective around what you’re doing, how you’re doing it and how much you really need to be doing in order to generate the worthwhile results you’re looking for. Because the truth is, you just may be running so fast in an attempt to catch up on your sales numbers, that you didn’t recognize the blinders you’ve developed which are obstructing your view of the fuller picture; the landscape you’re trying to farm and manage when it comes to selling and driving the right sales activity.

Here are those questions you need to ask yourself (and your sales team). “With all the effort I’m putting forth in an attempt to generate more prospects and selling opportunities, following up and retaining existing clients to ensure that I’m bringing in as much business as possible:”

• Am I acutely aware of the activities and benchmarked proven practices (both the activities and the dialogue/message I need to communicate) that I need to engage in daily that would secure my success?
• Am I measuring the numbers and the results of my efforts and allowing these statistical data points to be the driving force behind my sales activities?
• Do I know how much cold calling and prospecting activity is actually enough (emails, voice mails, live calls/connections, letters, and so on) and when to call it quits and move on when attempting to convert a contact into a qualified prospect?
• Do I know how many calls/contacts I need to make each day, each week and how often I need to follow up with a qualified prospect in order to earn their business or move them to the next stage of my sales process? (And have I even defined those specific steps in my sales process to begin with?)
• Am I holding myself accountable when it comes to engaging in the right activities in the most efficient way possible through the effective use of a daily routine?
• When calling on or meeting with prospects, do I have a clear set of outlined objectives that I need to accomplish on every call and during each meeting, especially when delivering a presentation?
• Have I identified the lifetime value of each client or account in order to classify customers according to their sales potential? (What’s the economic impact of the time you invest?)
• Do I have a detailed strategy for each of my clients to ensure that I’m maximizing every conceivable up selling and cross selling opportunity?
• Am I fully leveraging the power and potential of my CRM solution for prospect, client as well as territory management? Do you have a call report system?
• Do I have the right questions that provide me with the critical intel I need in order to qualify each person as a viable prospect so that I can most effectively determine where my limited and precious time is best invested?

And to clarify further when it comes to the type of questions you need to be asking each prospect, this isn’t limited to Selling 101 – Uncovering a Need. I’m also referring to understanding how they buy, how they make decisions, the internal workings of the company, the people and egos involved, the process they are going to go through when they hang up the phone with you or end the meeting and then attempt to solve the problem or find a new solution on their own using the resources or venders they currently have, the concerns or roadblocks that you could encounter down the road that would stall or destroy the potential for a sale, the timely and relevant issues that are going on internally, the overall mood of the company and its leaders, and so on. (Hint: Low closing percentages = misalignment in who you should be presenting to and following up with in the first place.)

If you don’t have the answers to these crucial questions, you’re robbing yourself of the opportunity to enjoy the certainty and peace of mind that comes from utilizing a formulaic approach to selling. After all, if you define it, you can then refine it. So, if you’re ever wondering why you or other salespeople fall into what’s known as a ‘sales slump,’ here’s the main cause of that. They aren’t honoring their sales process by the numbers and as such, those who continue to ‘wing it’ as their overall selling strategy are destined to experience the ups and downs in performance and in their stress level, as well as the waning sense of satisfaction and confidence that’s sure to follow in its wake when this amount of ambiguity and uncertainly is present.

In this video, discover why it’s no longer about simply ‘doing more’ but about doing more of what’s right. Your product has changed over the years and while your selling and management strategy needs to evolve as well, this evolution must be guided by the numeric benchmarks in order to see the full, panoramic picture of the truth that surrounds your current situation.

Note: If you’re looking for a great tool to help develop your prospecting formula and the measurable efforts needed to achieve your sales goals, check out my Prospecting Calculator here and enjoy the confidence and certainty you’ll experience when you prospect by the numbers.

Here’s the link to the Prospecting Calculator.

STUDY: Employee Engagement Ranked As the Most Important Organizational Success Driver: Event This Week!


An unscientific poll of visitors to the EEA portal over the last two months suggests engagement in early phases. More specifically, this poll found that:

• 47% had received at least one survey from their company in the last year; the rest had not;
• Only 32% said their organizations provide them with a dynamic environment that encourages excellence and advancement;
• 51% believe engagement should be measured by customer and employee retention; 31% by revenue and profits, and 17% by employee absenteeism and productivity;
• In terms of what drives people to perform, these respondents ranked, in order: helping the organization achieve its goals and objectives; open and honest communication with management; belief that the organization is a best place to work; compensation and benefits; feeling that one is making a contribution, and rewards and recognition;
• Employee engagement is ranked by these respondents as the most important organizational success driver, followed by customer engagement, and then supplier engagement;
• Only 25% of organizations seriously consider channel partners when making business decisions that affect them;
• 67% of companies think they have no better than ordinary relationships with vendors;
• Respondents said their companies generally did a good job of developing products with customers in mind, and measuring results, and showing commitment, and not as good a job at internal marketing or getting customers to “identify” with their companies.

Given the direct relationship between employee engagement and coaching – as a manager, executive or business owner, your ability to effectively coach your team is what will make the difference between average or mediocre results and securing as well as retaining your position as a leader in your market. Now more than ever, executive coaching and sales coaching for your sales team and management teams is what will truly provide you with your competitive edge.

If you and your organization are interested in learning more about engagement and the impact it will continue to have on your business, then join us June 3-4 at the Doral Arrowwood, Rye Brook, N.Y. (just 10 minutes from Westchester County Airport (HPN) in White Plains, N.Y.)

As a subscriber and reader of my blog, I can offer you a complimentary registration to the upcoming Enterprise Engagement Expo and Conference, which I am speaking at. Simply go to eeaexpo.org, and use the code PF2010 to register to get complimentary conference and exhibit area access. I’ll be speaking on the role of sales leaders in relation to fostering a deeper level of engagement with their people and meeting with clients and potential clients in a “conversation center” at the event where we’d be happy to meet with you as well! (I’ll be there on June 3 only so shoot me an email if you’ll be there and we can meet!)

Understanding how to engage key customers, channel partners, employees and vendors provides a competitive edge for your business and a maybe even a potential boost to your career.

This conference offers a unique introduction to a proven path to business success critical to professionals seeking to improve the performance of their organizations and themselves. The program is designed to help you learn from experts, peers, and leading suppliers about the emerging new of enterprise engagement and how you can profit from it.

Let me know if you’re coming by shooting me an email to info@profitbuilders.com and I’d be happy to meet you there!

Click here for a complete program agenda and to register. Be sure to use code PF2010 to take advantage of this complimentary offer.

Learn How Enterprise Engagement is Changing Your Business


June 3-4, Doral Arrowwood, Rye Brook, N.Y. (just 10 minutes from Westchester County Airport (HPN) in White Plains, N.Y.)

I’m pleased to offer you the opportunity to have a complimentary registration to the upcoming Enterprise Engagement Expo and Conference, June 3-4, 2010 which I am speaking at. Simply go to eeaexpo.org, and use the code PF2010 to register to get complimentary conference and exhibit area access. I’ll be speaking on the role of sales leaders in relation to fostering a deeper level of engagement with their people and meeting with clients and potential clients in a “conversation center” at the event where we’d be happy to meet with you as well! (I’ll be there on June 3 only.)

Understanding how to engage key customers, channel partners, employees and vendors provides a competitive edge for your business and a maybe even a potential boost to your career.

The Enterprise Engagement Alliance Networking Expo and Conference, June 3-4 at the Doral Arrowwood in Rye Brook, N.Y (near Westchester County Airport) offers a unique introduction to a proven path to business success critical to professionals seeking to improve the performance of their organizations and themselves.

The program is designed to help you learn from experts, peers, and leading suppliers about the emerging new of enterprise engagement and how you can profit from it.

• Translate theory into results from experts, colleagues, and top suppliers of engagement services in educational, roundtable, and one-on-one meetings.
• Get answers to questions and solutions to challenges—every education session is followed by a round-table discussion with the speakers and others with mutual interests, so bring your questions and challenges and a willingness to share answers.
• Learn about an emerging new field that crosses traditional lines between sales, marketing, human resources, and financial management;
• Gain new insights into the role of leadership training, polls and surveys, communications (social networking, promotional products, face-to-face); measurement; rewards and recognition, customer loyalty, and more;
• Make yourself more effective as a leader by understanding the emerging field of enterprise engagement;
• Make contacts with people and resources who can help make it happen for your organizations.

Discover the emerging business of engagement on us.

Click here for a complete program agenda and to register. Be sure to use code PF2010 to take advantage of this complimentary offer.