Insurance Broker and Consultant Supporting Business Owners · Episode 1140: The Main Ingredients of the Selling Without Appearing to Sell System
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Created a written sales playbook that the team reviewed regularly to stay in sync on appointment flow
“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”
“My morning routine playbook, which actually what that playbook does is it collects the outputs of a lot of other playbooks and triggers other playbooks, which we can get into a little bit more. We call that stacking.”
“We keep our customer care management in-house... I really like to just stay clued in to what that feedback is... it starts with making sure the leadership team is invested in reviewing that feedback.”
“What shouldn't change is the methodology, the process around how you're running your sales playbook ... you have to adapt your management style”
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