Insurance Broker and Consultant Supporting Business Owners · Episode 1138: Theoretical Cashflow After Selling Without Appearing to Sell System Training
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use the five-step sales system to pinpoint exactly where a salesperson went wrong in an appointment, then show the mistake to the salesperson
“We are hoping to be doing appointment plant sales so people can schedule an appointment… partnered with the Santa Barbara Botanic Garden… plant sale November 7th, 2026”
“You should have one system across board ... separate tool ... someone uploads an Excel file ... if I make a mistake, where would I get the source?”
“I started Angel Investing when I was 18… after I went to the Valley, made a ton of mistakes and then formalized a fund”
“Step one, ask an assistant about your own business the way a customer would. Ask who it recommends in your town for your main service. And listen to what it says and what it gets wrong. That 30-second test tells you exactly where you stand”
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