• “My team isn’t producing like I need them to.”   —  “Training never sticks!”

• “I just need more customers!”  — “I’ve tried that before and it doesn’t work.”

• “Sales are flat. The economy’s bad. I don’t really know how to sell. If we only had the money for more marketing.”

These are the refrains so often uttered by sales people, business owners and managers when asked what’s getting in the way of increased profits.

During the course of a quarterly commitment to each other, we craft and execute action plans that boost the profits and the pleasure you get from your work.

Monthly or weekly we connect regularly, usually by phone, usually for an hour, for at least 90 days.  In addition to our scheduled coaching call, I remain available for power chats or correspondence to review documents, answer questions or provide additional support.

Comes with a 100% happiness guarantee.

• I will help you develop short-term, intermediate, and long-term programs to boost profits in a manner consistent with your business, personal and team readiness.

• I help keep you accountable to the commitments you make to yourself.

• I deliver tangible, actionable, and ROI – driven sales and marketing and counsel.

• I am trained to listen, to observe and to customize my approach to your individual needs.

• I seek to elicit solutions and strategies that you can execute in short-term segments, piece by piece.

• I believe you are naturally creative and resourceful. My job is to provide support that enhances the skills, resources, and creativity you already possess.

We make resolutions. We devise plans. We fire up and then, often, we fizzle. It is human nature. To keep any fire burning you must feed it. Using group wisdom, high interactivity, and quality content, your service and management team become active participants in a focused and enjoyable growth experience. You get engaging, live, web-video coaching that provides three keys to turn behavior change into the powerful habits that drive profits:

• Desire (buy-in)

• Means (skills)

• Accountability (repetition, measurement, support)

Through group discussions, role plays, and customized worksheets, participants grow to a new level of competency and commitment to boost their sales effectiveness.

Your CSR Team Sessions help staff to learn and practice agency-specific skills.

• Consistently and comfortably transition in-bound customer service calls into sales conversations.

• Turn renewal review calls into account rounding and up-selling opportunities that are welcomed by clients.

• Handle sales objections without sounding pushy or manipulative.

• Boost close ratios among prospects calling to shop and compare.

• Generate more customer and interdepartmental referrals among commercial lines, personal lines, life, health or employee benefits

• Reduce re-marketing every time a customer says, “Shop for me. My rate went up!”, without worrying about losing the customer.

• And most important of all, eliminate fear-based, limiting beliefs. Instead, help your CSRS develop an integrated practice of serving and selling based on integrity, intention, and their language in any moment of choice.

“Our team was struggling with up sells & cross sells.  Using Sheldon’s strategies our ask rate doubled.  Results and attitudes following closely behind!”

Shelley MacRae, CIP, Personal Lines Manager
Cooke Insurance Group

Your private, Coach-the-Coach Sessions help you make changes stick between CSR calls.

Get insight, support, and techniques to:

• Keep sales efforts from fizzling out.

• Lead staff sales-huddles that are disciplined, productive, focused, and fun.

• Measure and manage the behaviors that drive outcomes instead of only the outcomes themselves.

• Inspire excellence without always resorting to cash, which inevitably loses its power to drive lasting change.

• Avoid the sabotage that managerial demands inevitably visit upon good intentions, fresh sales ideas, and team accountability.

“Cross selling conversations increased 36% and we more than doubled sales from cross selling over the same period last year.”

Jules Gaudreau, Owner
The Gaudreau Group

Get inspired intention, steady attention, and disciplined implementation over time.

Every month, get two high-impact coaching experiences that will boost sales. Following your optional on-site, kick-off event, the first coaching experience is an agency specific sales training module and worksheets delivered to your CSR’s during a 45-minute, live, video call. Second, get a coach-the-coach call to hone lessons specific to your agency, provide management tools, discuss results or roadblocks, and make sure that the training sticks.

All calls are recorded and archived so that your agency has an ever expanding resource library for absent employees, independent study, or continued reinforcement. 100% happiness guarantee. If after the initial session you don’t believe the program will deliver on its promised results, you get a full refund but can keep all program materials.

“His witty and engaging approach to breaking down the barriers that hold our service team back from reaching their full potential, and his simple but effective toolkit showed measurable results.”

Jeff Saunders, Area President – Private Client and Personal Lines
Arthur J Gallagher