Welcome to Close it now, the podcast that's revolutionizing the H Vac and home improvement trades industries.
Speaker AGet ready to dive deep into the world of heating, ventilation and air conditioning.
Speaker AWe're turning up the heat on industry standards and cooling down misconceptions.
Speaker AAnd we're not just talking about fixing vents and adjusting thermostats.
Speaker AIt's about the transformative movement that's reshaping the very foundation of H Vac and home improvement.
Speaker AWe're the driving force, inspiring top performers who crave excellence not only in their professional endeavors, but also in fitness, nutrition, relationships, and personal growth, proving that we can indeed have it all.
Speaker AThis is Close it now, where excellence meets excitement.
Speaker ALet's get to work now.
Speaker AYour host, Sam Wakefield.
Speaker BAll right, welcome back to Close It Now.
Speaker BSam Wakefield.
Speaker BHere it is time to rock and roll with another.
Speaker BThis is week two of 2025, and it is starting off to be an awesome year.
Speaker BI'm excited to come to you today and visit, hang out.
Speaker BWe're gonna.
Speaker BWe're gonna talk about what's in your cup.
Speaker BWe're gonna go over a review and we're gonna talk about something that is really important in your sales journey, which is goal setting and how to get into momentum.
Speaker BThat is one of the biggest things that people miss in their goals.
Speaker BThey set these big goals but don't know how to get started.
Speaker BHow do we get into momentum?
Speaker BSo we're going to talk about that today.
Speaker BSo, yeah.
Speaker BSo let's dive in a little bit.
Speaker BFirst of all.
Speaker BWelcome, everybody.
Speaker BThis is another day.
Speaker BIt's a beautiful day.
Speaker BIt's a perfect day to focus on growing.
Speaker BWelcome to Drive Time University.
Speaker BI am, yeah.
Speaker BI'm excited about so many things right now.
Speaker BI don't know if you saw this, but the Inner Revolution book that we launched a little while back, it made international bestseller list, which is really cool.
Speaker BSo watch out for several more.
Speaker BAt least one or two more books coming this year from me, which is exciting.
Speaker BAnd I will make sure to, as they develop, let you know where you can get them and how to pick them up and also what they're going to be about.
Speaker BSo I'm pretty stoked about that.
Speaker BThe next book is going to be a complete book by yours truly and it's exciting.
Speaker BWe're talking about being someone worth buying from.
Speaker BSo that is coming up.
Speaker BOne thing I want to let you know about, there's two events that.
Speaker BThat are three.
Speaker BThree events happening.
Speaker BThere's, gosh, so much happening this year.
Speaker BFirst is this coming Thursday.
Speaker BThis is Tuesday, January 14th.
Speaker BIf you hear this in the matter of a couple days, here I am doing a masterclass on follow up where I'm going to be partnering with Doug C. Brown who owns CEO Sales Success Strategies.
Speaker BCEO Sales Strategy Success Strategies.
Speaker BAnd we're going to be rocking out some scripting.
Speaker BThis is going to be recorded as well.
Speaker BSo make sure to join the Close It Now Facebook group.
Speaker BYou can get all the details of how and where and when to join the webinar.
Speaker BIt is going to be recorded, so if you hear this after the webinar, message me.
Speaker BAnd we can still get you the recording and get you the content.
Speaker BBut we're going to be breaking down scripting.
Speaker BWe're going to be breaking down what the cadence looks like for follow up and give you some cool out of the box ideas so you stand out in the crowd.
Speaker BSo we're going to be doing that.
Speaker BThat is Thursday, January 16, 2025 at 1:00, clock Central time.
Speaker BAll right.
Speaker BThe next event is actually it just sold out so I'm going to just a little quick blurb about it.
Speaker BIt's the H Vac Summit in Minneapolis, which I am going to be one of the speakers actually one of the main keynotes I excited about Tim Brown up at Hook Agency.
Speaker BIf you, if you need to know about digital marketing, get ahold of Hook Agency.
Speaker BThose guys are awesome up there.
Speaker BHe is hosting this event.
Speaker BIt is going to be January 24th in Minneapolis, Minnesota.
Speaker BI hope you have your ticket because there are no more.
Speaker BAnd the big event that I wanted to tell you about is my event coming up.
Speaker BThe Close it now event of the year will be April 28th, 29th and the May 1st.
Speaker BLet's see, 29th, 30th and May 1st.
Speaker BYeah.
Speaker BWant to make sure we get the right dates in there.
Speaker BAnd it is going to be in Boston, Massachusetts.
Speaker BThe excitement is building.
Speaker BWe are, it's relentless.
Speaker BThe ultimate sales transformation.
Speaker BAnd we're going to take you through the Close it now sales system.
Speaker BIt is the massive game changer.
Speaker BSo many times through the process, I'll say something like, hey, if you do this one thing, your sales will go up 30%.
Speaker BAnd people have documented it.
Speaker BIt's every single time it happens.
Speaker BSo what would it be worth to you if you take your numbers and increase them by 30%, increase your close rate increase, increase your average ticket, increase your total sales.
Speaker BIf that goes from, you know, a million a year to 1.3 million a year, what would that do to your income?
Speaker CRight.
Speaker BIf it goes from you know, say 2 million a year to 2.6 million.
Speaker CRight.
Speaker B3 to 3.9 million.
Speaker BWhat would that do to your income?
Speaker BYou can 100% do that when you come to our event and you implement what you learn.
Speaker BSo it is going to be exciting.
Speaker BMake sure to grab your ticket now there in the show.
Speaker BNotes will be the link for that.
Speaker BNow let's get to.
Speaker BI have a review to highlight and this review, I have a feeling that Jacob Kirby is a listener to the podcast because listen to what he says.
Speaker BI was super stoked about this.
Speaker BJacob Kirby came in, let's see yesterday, says close it now.
Speaker BSo it's five star review.
Speaker BClose it now has fantastic episodes.
Speaker BThank you for doing what you do.
Speaker BLooking forward to setting up a one hour training session.
Speaker BSo Jacob Kirby.
Speaker BYes.
Speaker BYou must have paid attention for everybody listening.
Speaker BIf you leave me a five star review on Google or on Apple podcasts and I read it on the show and you hear me, message me and we will absolutely do a free one hour coaching session.
Speaker BUm, so many times, so many people have taken me up on this and had this coaching session and literally their, their review, their, their testimony is I Learned more in 1 hour than I've learned from the last year at my company.
Speaker BLast two years of training at my company, we learned more in an hour.
Speaker BI was able to make such a bigger impact.
Speaker BSo Jacob messaged me, let's get you set up for your one hour training session and everyone else leave me a five star review and if I read you read, read your review on an episode and you hear me then absolutely we will get you hooked up with a training session.
Speaker BSo leave that on Apple podcast, leave that on on Google.
Speaker BJust Google me or Google clo.
Speaker BNot me, Google.
Speaker BClose it now and we'll get you going.
Speaker BSo last thing is, what is in your cup?
Speaker BWhat's in your cup today?
Speaker BI am, I'm pretty excited about this new journey I'm on.
Speaker BI if you've been listening, I got bored with coffee a little bit last year and decided to take a tea journey.
Speaker BSo I am exploring different hot teas.
Speaker BSo very British of me since my full name is Samuel Lloyd Wakefield.
Speaker BBut let's see, one fun fact that I heard recently is the Tower of London and all of you that are in England can confirm or deny this.
Speaker BI don't know how true this is, I need to find out for sure.
Speaker BBut I have heard that the tower of the keep where the crown jewels are kept is called Wakefield Tower.
Speaker BSo I would love to know, message me if you are in England or if you just know these details or not, that would be awesome.
Speaker BSo what I've got today is from Bigelow Tea.
Speaker BThey are actually in Fairfield, Connecticut.
Speaker BMaybe I need to find me a tea that is like truly British, but I don't know.
Speaker BLet's see.
Speaker BSo this one is English tea time.
Speaker BIt's black tea, a full bodied, rich, smooth tea.
Speaker BPerfect any time of day.
Speaker BAnd of course, I do have it with a little bit of cream and sugar in here.
Speaker BSo what is in your cup today, everybody?
Speaker BPost online, Post it in the group.
Speaker BLet's.
Speaker BWhat do you got?
Speaker BWhat are you drinking?
Speaker BIs it coffee?
Speaker BIs it espresso?
Speaker BIs it tea?
Speaker BIs it kombucha?
Speaker BWhat is it?
Speaker BRight, something different.
Speaker BSo hopefully you're hydrating.
Speaker BStay hydrated up there, everybody.
Speaker BSo let's take a sip together.
Speaker BWhat is your goal setting?
Speaker BDrink.
Speaker BThree, two, one.
Speaker BAll right, let's end.
Speaker BI'm drinking out, of course, my NASA failure is not an option mug, which I got on a family vacation this last week.
Speaker BThe last week.
Speaker BThis last year.
Speaker BNot last week, last year.
Speaker BOkay, so let's get into some of the, the content here.
Speaker BSo we're talking about goal setting, we're talking about achieving goals, we're talking about, you know, what it takes to do that and getting into momentum.
Speaker BSo one of, one of the things that I want to cover first is, you know, I'm not a huge fan of goal setting for the sake of goals, right?
Speaker BI talk about this often, but this is really important to understand is, you know, goals have this concept that there's a, there's a deadline, there's a finish line.
Speaker BAnd the important thing to remember is when you get, and this is why people that do say a weight loss goal, you know, they get down to whatever weight loss goal that they have and then, okay, I'm going to take a break.
Speaker BAnd then their break turns longer and longer and then before you know it, they're back up where they started.
Speaker BSo because a goal mentally has the idea of a stopping place.
Speaker BSo when it comes time to, and this is early January, so one, it's not too late for you to set new resolutions, right?
Speaker BBut instead of setting resolutions, adopt a habit, right?
Speaker BCreate a habit for yourself.
Speaker BSo instead of goals, I like to create personal standards, right?
Speaker BPersonal habits.
Speaker BPersonal.
Speaker BCreate a personal standard that you refuse to compromise on.
Speaker BBecause your standards, those are the things that keep you driving forward.
Speaker BAnd then within those standards, instead of goals, I like to set up checkpoints.
Speaker BBecause a checkpoint kind of like the Old school.
Speaker BRemember when we were, you know, when you were younger and you were playing the video games like a racing game, and you come to the checkpoint, that means you get to.
Speaker BYou get more time.
Speaker CRight.
Speaker BThe checkpoint means you get more time to keep going.
Speaker BThe game is not over there.
Speaker BSo every time you get to a checkpoint, you keep going.
Speaker BSo when we're setting our personal standards, when we're setting our goals, let's turn these goals into checkpoints.
Speaker BBecause I know and you know, we know.
Speaker BIf you develop a habit that progresses you towards the destination that you want to be, if it's weight loss, if it's a sales goal, whatever it is, to increase your numbers, increase your close rate, average ticket, whatever you're focused on, set personal standards.
Speaker BAnd when you set the personal standards and create habits of success.
Speaker CRight.
Speaker BWhen we create these habits of success, we know that instead of a goal, then we've got a checkpoint.
Speaker BAnd the checkpoint is the next place.
Speaker BOkay, cool.
Speaker BHere's the mile marker.
Speaker CRight.
Speaker BHere's where we start to measure.
Speaker BHere's where our distance meter, where we start to measure how far we've come.
Speaker BAnd then we're looking at our success.
Speaker BWe're measuring the gain, not the gap.
Speaker BSo we're measuring our success along the way, and then we keep going, right?
Speaker BYes.
Speaker BTake.
Speaker BCelebrate it.
Speaker BThat checkpoint is the moment to celebrate what you're doing.
Speaker BIt's the moment to celebrate the success that you're seeing.
Speaker CRight.
Speaker BWhat we don't want to do is stop there.
Speaker BTake a moment to celebrate.
Speaker BYes.
Speaker BIf you're on a weight loss journey.
Speaker BYes.
Speaker BYou know, have that dessert, it's fine.
Speaker BBut keep going.
Speaker CRight.
Speaker BDon't stop.
Speaker BDon't make it a daily type of, you know, dessert or whatever.
Speaker BRight.
Speaker BKeep going.
Speaker BThat is the whole point.
Speaker BKeep going.
Speaker BSo with that checkpoint, then you reset.
Speaker BWhat's the next checkpoint?
Speaker BWhat is the next checkpoint?
Speaker BWhat is the next checkpoint?
Speaker BAnd so keep going that way.
Speaker BAnd it keeps your mind focused on that moving forward.
Speaker BIt keeps your mind focused on getting to the next checkpoint.
Speaker BGetting to the next checkpoint.
Speaker BI've got to get more time.
Speaker BI've got to get more time.
Speaker CRight.
Speaker BIn the game of life, which is this is us leveling up every time you hit a checkpoint, which before would have been a goal, but now it's a personal standard you refuse to compromise on.
Speaker BWe get to the next checkpoint.
Speaker BAwesome.
Speaker BThat's great.
Speaker BCelebrate it.
Speaker BWhat's the next checkpoint?
Speaker BWhat's the next checkpoint?
Speaker BSo that is the context for this conversation.
Speaker BNow, when we start to talk once we get our checkpoints, we get our goals established, right?
Speaker BFor example, if, you know, you.
Speaker BLet's take a sales goal, right?
Speaker BFor example, if you currently for the last 12 months, because this is a great time to talk about annual numbers, because everybody just got their numbers from 2024.
Speaker BSo we'll just take some nice, round, easy numbers.
Speaker BFor an example, right?
Speaker BIf this last year you sold a cool $1 million in sales, right?
Speaker BAnd your close rate was say 30% and your average ticket was, say, I don't know, $8,000, right?
Speaker BAnd so I'm going to grab my calculator.
Speaker BWe'll do some quick, easy math here.
Speaker BAnd if you say, you know what, I need to increase that.
Speaker BBecause the one thing we know is, of course, if you live the same year, year after year, if your numbers, your KPIs are within about 10% or less than where you were the previous year, that means you're not growing, you're not getting better, you're not progressing.
Speaker BYou're just living the same year over and over, year after year.
Speaker BSo it means it's time to take control of your future and take control of your skills.
Speaker BSay I want to be a professional.
Speaker BI want to learn the right skills to be able to progress, to be able to help more people, to close more deals, to earn more money, to, you know, have a higher close rate, higher average ticket.
Speaker BIt helps the company, it helps the homeowners, it helps you.
Speaker BBecause we all know the homeowners that buy the biggest projects are the happiest.
Speaker BSo why not make more happy clients by having bigger tickets?
Speaker BSo getting into this a little bit is how do we get started, right?
Speaker BHow do we set these goals and these mile markers, these checkpoints, right?
Speaker BSo for example, let's just take that, you know, the person that, and I've been that person.
Speaker BThat was my first year, right?
Speaker BI, you know, geez, I sold.
Speaker BIt was less than a million my first year.
Speaker BAnd I went from, you know, from that.
Speaker BI think that I've got to look back at the numbers.
Speaker BI want to say it was around 700, 725,000 my first year.
Speaker BThe next year I realized that for things to get better, I had to get better, for things to change.
Speaker BI had to change because the number of appointments weren't increasing, but what I could do with the appointments had to change.
Speaker BSo I and started investing in myself.
Speaker BI bought a course.
Speaker BI bought a course from Brian Tracy and then I went to a training.
Speaker BI was, you know, you know, years and years and years ago, you Know, I was one of the very, very first people that ever attended a Weldon Long, you know, sales training session.
Speaker BIt was awesome, right?
Speaker BGreat back then.
Speaker BGreat dude.
Speaker BAnd so I started investing in myself, invested, you know, invested a couple thousand bucks in myself.
Speaker BBut then what happened the next year?
Speaker BI didn't just sell 700 something thousand.
Speaker BMy take home that year was right at 69, 70,000 that first year.
Speaker BAnd I'm just going to get super transparent with everybody and tell you my numbers because I don't care.
Speaker BThis is.
Speaker BGod, this was 20.
Speaker BWhat year was that?
Speaker B2010.
Speaker B2010.
Speaker BYeah.
Speaker BMy first year in sales was 2010.
Speaker BAnd so.
Speaker BBut what happened was seeing almost identical numbers of appointments.
Speaker BThe second year I didn't see more appointments.
Speaker BBut what happened is I gave myself a $30,000 raise because I learned my close rate went up, my average ticket went up and I sold about 1.2 to 1.25 year two up from about seven and a quarter.
Speaker B7, 750,000.
Speaker CRight.
Speaker BSo it was huge the difference, right.
Speaker BI gave us, gave the company a massive raise, gave myself a massive raise.
Speaker BWhat do I credit it to?
Speaker BDoing the work, right.
Speaker BI invested in myself, I bought some courses.
Speaker BThere was no coaching at that time.
Speaker BThere was no sales training.
Speaker BYou could just get online and watch YouTube videos like or.
Speaker BAnd if you're on YouTube, remember to like subscribe and follow.
Speaker BAnd if you're not on YouTube, listening, these are on YouTube now also.
Speaker BSo go watch the YouTube if you want to actually see me and all of the guests and the interviews, go, go on, go watch on YouTube because there's a bunch there.
Speaker BBut so I knew that I had to get better.
Speaker BI started investing in myself, you know, now you can, you know, hire, close it now or any other training company to, you know, for virtual coaching you can go to the events like I'm hosting.
Speaker BOf course you can have us out to your location, right?
Speaker BYou can have us out to.
Speaker BWe, we're doing something totally different.
Speaker BI'll, I'll get to that at a different, in a different section.
Speaker BI want to tell you about how we've restructured the way that we do our on site visits because we're not consultants, we're not trainers anymore, we're not coaches.
Speaker BWe're resultants.
Speaker BWe get results.
Speaker BI don't care what anybody else does.
Speaker BWe're not just going to come in and teach you a script and say role play and okay, hope for the best.
Speaker BFingers crossed.
Speaker BWe'll see you in another three or four months when we're Back around.
Speaker BNo, that's not how we work.
Speaker BWe get results, which means we're working together very, very closely along the way.
Speaker BSo let's get back to the topic.
Speaker BThe topic is how do we get into momentum?
Speaker BWe've got these goals set.
Speaker BSo we've got our, you know, say million dollar a year goal or you know, so current numbers.
Speaker BAnd we look at the market and say okay, we could do better.
Speaker CRight?
Speaker BSo start working your numbers backwards.
Speaker BSo when I'm working with people, I do it like this.
Speaker BSay okay, if your goal is a million dollars, you know you're currently doing a million dollars and your average ticket right now is 8,000.
Speaker BThat means you sold 125, $8,000 projects across the year.
Speaker BSo if you take that same 125 and let's find out what would happen if we increased it to just 9,000.
Speaker BYou're now looking at 1.1251,125,000.
Speaker BYou added $125,000 to your total sales strictly by changing your average ticket from 8,000 to 9,000.
Speaker BThat is a huge difference.
Speaker BSo let's take the 125.
Speaker BLet's make it 10,000 for easy math here.
Speaker BBecause honestly, you know, 8,000 to let's times one point.
Speaker BLet's see 8,000 times 1.3.
Speaker BSo 30% increase is going to be actually 10,400.
Speaker BSo let's take the total number of jobs that we sold the previous year times 10,400.
Speaker BSo 30% increase in average ticket leads to a $1.3 million year.
Speaker BNow let's do another number.
Speaker CRight?
Speaker BSo if we had 125, that's assuming a 30% close rate at 125 cells.
Speaker BLet's increase that.
Speaker BSo 125, let's just increase that by 30%.
Speaker BSo that is now 162 sales times our new average ticket of 10,400.
Speaker BWe're now at 1.69 million.
Speaker BSo almost 1.7 million.
Speaker BSo what I want you to see is that wasn't hard to do.
Speaker BThat was pretty simple.
Speaker BWe did a little bit of math.
Speaker BWe just took, you know, currently, for example, if the person sells a million dollars a year at an average ticket of 8,000, we increase the average ticket by 30%, which is 10 4, which is very conservative, very reasonable.
Speaker BI cannot.
Speaker BEvery single market will absolutely support that average ticket.
Speaker BThere's not a price thing.
Speaker BAverage ticket, all the top performers average tickets are usually close to double that.
Speaker BBut what I want you to See, is with a.
Speaker BIf we're not.
Speaker BThis is not a conversation for top performers.
Speaker BThis is a conversation for the rest of us.
Speaker CRight.
Speaker BThe other 99% of us, because, you know, we say all this on social media about so and so did 14 million and 19 million and 12 million and all these things.
Speaker BAnd it's absurd to think that most of us can do those types of ridiculous numbers.
Speaker BAnd if we're not the perfect sales unicorn in the perfect sales unicorn kind of company and model, and there's only a handful of those around the country.
Speaker BSo unless you lucked into it, you got to grind like the rest of us.
Speaker BSo not saying those guys don't work hard, but for the practical conversation here, stop believing the lies that saying this one guy can do all these things and everybody should be able to do this.
Speaker BNo, I am much more impressed by somebody that does 3 or 4 million in a year in middle America or some tiny town.
Speaker BWhen I started, our town was 13,000 people.
Speaker BThe year the Bryant Extreme came out, I sold more of those in my town of 13,000 people than the entire city of Austin combined.
Speaker BI have those numbers from the distributor.
Speaker BIt's not about where you're at.
Speaker BIt's about what you're doing.
Speaker BWhere you're at.
Speaker BThat is success, right?
Speaker BSo, okay, so back to the numbers.
Speaker BRight?
Speaker BWe increased the average ticket 30%, went from 8,000 to 10,4.
Speaker BAnd increased the close rate or just the number of jobs sold.
Speaker BThat's actually not even anywhere close to a 30% increase in close rate.
Speaker BWe just increased the number of jobs sold by 30%.
Speaker BSo that takes us to.
Speaker BWas that one point, almost 1.7 million from.
Speaker BFrom a million.
Speaker BWow.
Speaker BWhat a difference a small adjustment makes, right?
Speaker BThis is the power of compounding.
Speaker BSo that's what happens when we start to set some goals.
Speaker BSo now that we have this new mile marker, now that we have this new checkpoint, we got to break it down.
Speaker BSo because you don't want to just set an annual goal and, oh, hope for the best, right now we break it down by quarters.
Speaker BSo divide by four.
Speaker BSo that's 422, 500 a quarter.
Speaker BSo let's divide that by three.
Speaker BThat's only 140,833amonth.
Speaker BWe divide that by four.
Speaker BWe're talking about 35,208 a week.
Speaker CRight?
Speaker BDivide that by five.
Speaker B7,041 a day.
Speaker BThat's not hard.
Speaker BThat's less than one system a day.
Speaker CRight?
Speaker BLess than one system a day.
Speaker BWe can definitely do that, so now that we have those numbers broken down, we got to talk about how do we get in momentum, how do we get moving in that direction?
Speaker BSo when we are setting these types of goals, when we're setting these, the different things that keep us moving forward in that direction, what we do, hmm, let's say it this way.
Speaker BOne of the traps that we fall into is setting too big of a goal.
Speaker BIf we're not already in momentum, what happens to so many people is they'll set this bhag, this big, hairy, audacious goal, right?
Speaker BSo in fact, they wouldn't do that.
Speaker BThey'd be like, okay, I did one million, so next year I want to do three and a half.
Speaker BWell, you've never, you don't know what the work it takes to do 2 million.
Speaker BYou don't know what level of work it takes to do 3 million.
Speaker BYou don't even know what the level of work it takes to do a million and a half yet.
Speaker BBut you're going to.
Speaker BSo first of all, make sure that your next, your next goal, your next checkpoint is something practical, right?
Speaker BSo these companies out here that are going from, you know, 10 million to 25 million and 40 to 85 million in a year, they're not telling you the full story.
Speaker BWell, the full story is they've got incredible, insane financial backers.
Speaker BThey have, like, people on their team that have been to grown and worked at enormous companies like that before.
Speaker BThey're not starting fresh and doing it for the first time.
Speaker BI can guarantee you that.
Speaker BThe point is set, set something that you're happy with.
Speaker BSet, you know, and set several levels of goals, right?
Speaker BSet your minimum, the one that you know you can achieve with some work.
Speaker BSet your stretch goal, which is, okay, we can get there, but it's going to take really working our face off.
Speaker BAnd then set your like, super reach goal.
Speaker BSet the goal that, like when you hit that, like world, world shakes.
Speaker BSo set, set several.
Speaker BAnd I'm not going to get into the details of the percentages and where those should be, you know what it is.
Speaker BBut the, the low, the low goal, you want to want it to be something that you can achieve.
Speaker BYou know, you can achieve it with some work.
Speaker BDon't make it too easy.
Speaker BMake it a, you know, a stretch for you.
Speaker BBut then what do we do?
Speaker BWell, let's get into momentum.
Speaker BSo for example, when, if someone is already moving in momentum, you know, they're already moving forward, they've got some regular sales where, you know, you know, we're not in the slump.
Speaker BWe're not in the like, oh man, I don't know what's going on.
Speaker BEverybody wants to think about it.
Speaker BWe're not in that.
Speaker BWe're actually moving forward.
Speaker BIn some cells, then the cells that we want to, the, the goals that we want to set, the numbers, the metrics and KPIs we want to look at.
Speaker BWe're much more focused in tracking the lagging metrics.
Speaker BSo we need to have a little conversation about leading metrics and lagging metrics here in a second.
Speaker BBut when we're already in momentum, you know, we're tracking the lagging metrics.
Speaker BThe actual how many sales, how many appointments do we get this week?
Speaker BHow many cells did we get this week?
Speaker BWhat was the average ticket?
Speaker BWhat was the close rate?
Speaker BThose the numbers that we normally look at.
Speaker BNow, let's talk about this a minute.
Speaker BBecause there's a big difference between lagging metrics and leading metrics.
Speaker BThis is something nobody really ever talks about.
Speaker BSo lagging metrics are just that.
Speaker BIt's those KPIs, it's the sell.
Speaker BIt's the bottom of the funnel, right?
Speaker BWhen people enter our world, they're enter it at the top of the funnel.
Speaker BThe top of the funnel is a lead.
Speaker BIt's not even an appointment yet.
Speaker BIt's just a lead.
Speaker BIt's like, okay, somebody reached out, somebody picked up the phone, somebody clicked on something, somebody ran to it ran into us at a home show.
Speaker BSome.
Speaker BWe knocked somebody's door and they said, yeah, I'd be open to hearing about that.
Speaker CRight?
Speaker BSo that's a lead.
Speaker BThat's nothing yet.
Speaker BThen we schedule the appointment.
Speaker BSo some of the leads fall out.
Speaker BWe get to appointments.
Speaker BThat's the goal, to keep as many people in the funnel as we go along the appointment makes.
Speaker BA few of those are going to fall out.
Speaker BWe may have some no shows, you may have some reschedules.
Speaker BSo then we sit the appointment.
Speaker BSome of those are going to fall out because they're just either a no, maybe it's not the right type of client for you.
Speaker BMaybe it's.
Speaker BMaybe we fire them as a client, right?
Speaker BOr maybe they're just looking for something that we don't offer.
Speaker BSo some of those are gonna fall out.
Speaker BSo we're getting a smaller and smaller number along the way.
Speaker BThat's why it's important to keep the funnel full, keep it filled from the top.
Speaker BAnd so it gets down to where we are actually tracking the sell versus our close rate, our sell versus the sit rate.
Speaker BSo that is a lagging metric.
Speaker BWhen you're not in momentum, the thing to do is to set a goal around your leading metrics.
Speaker BWhat are our leading metrics?
Speaker BLeading metrics are some of the first numbers we come across.
Speaker BThose are the KPIs from how many reach outs did I do today?
Speaker BHere's a simple little ninja trick.
Speaker BI will tell you, if you do this one thing, your numbers will go up probably 20 to 30% because I've seen it happen time and time again.
Speaker BMake happy calls.
Speaker BSet yourself an intention to daily reach out to five people in your database.
Speaker BIt doesn't matter if we've sold them or not.
Speaker BStart with every single job that you sold last year.
Speaker BReach back out to them.
Speaker BHey, how's it going?
Speaker BWhat do you like best about your system?
Speaker CRight.
Speaker BJust wanted to connect.
Speaker BJust wanted to touch base.
Speaker BJust.
Speaker BI'm saying this because we're not following up.
Speaker BWe're just connecting with people.
Speaker BHey, how's it going?
Speaker BJust said we hadn't talked in a while.
Speaker BWhat did you like?
Speaker BWhat did you like best about your system?
Speaker BHow did it do through the year?
Speaker BWho do you know we can help?
Speaker BWe're asking for a referral.
Speaker BAlso, look in those notes.
Speaker BThis is where you have to be good at keeping notes, right?
Speaker BYou should be keeping notes for all of your appointments.
Speaker BLook back as you talk to them.
Speaker BHey, I noticed the new season is coming.
Speaker BOf allergies are coming.
Speaker BI noticed before we talked about, you know, maybe getting rid of your allergies, but we didn't do it then.
Speaker BNow's the perfect time.
Speaker BLet's go ahead and get that knocked out before the season hits again.
Speaker BAnd so now he's talking about IQ or hey, winter's here.
Speaker BAnd say if you're like in the north and areas that are really dry, winter is here.
Speaker BI like.
Speaker BSo glad you love the system.
Speaker BIt's been awesome for you.
Speaker BHey, I know know that it's about to start getting really dry as we're heating.
Speaker BWhy don't we reopen that conversation about what it might look like to get you some humidity in your house so you don't.
Speaker BSo then we're gonna paint the benefit picture so you don't have to experience those nosebleeds and dry skin and stuff anymore like we talked about before, Right?
Speaker BCall all of your clients.
Speaker BCall them all the ones that you sold.
Speaker BStart there.
Speaker BMake it easy on yourself.
Speaker BSet a goal for five a day set.
Speaker BThen go through every single person that you saw that you didn't sell.
Speaker BCall them every single one of them, talk to them, call, text, email, get a hold of these people.
Speaker BThis is the work that top performers do that no one else thinks they do.
Speaker BThey're going back through their database for years and talking to people and staying top of mind.
Speaker BBecause what happens, people move, people, they change houses, they.
Speaker BPeople come in and out of their lives that need our work, their friends, their family.
Speaker BAnd when we're top of mind, they will refer you.
Speaker BSo doing the work here, what are the leading.
Speaker BSo back to the topic.
Speaker BLeading metrics.
Speaker BLeading metrics are crucial.
Speaker BSo if your goal is to increase your average ticket and close rate and total sales, and you're getting the same number of leads, right?
Speaker BSo I look back at my career and be like, how much better would my years have been year after year?
Speaker BInstead of just focusing, especially in those early years, on what I was getting from the company and started focusing on not only that, but how can I get in front of more people?
Speaker CRight?
Speaker BSo the leading metrics are how many new conversations are you having today?
Speaker BRight?
Speaker BWe're starting at the top of the pipeline.
Speaker BSet that number.
Speaker BSomething that you would have to try hard not to do.
Speaker BSo when you.
Speaker BYou actually meet that commitment, you make a commitment to yourself to do something.
Speaker BFor example, if it's knocking doors, make yourself a commitment to knock your first door before 9am Right?
Speaker BAnd set your goal is like, I'm gonna knock 10 doors.
Speaker BAnd that's it.
Speaker BBecause we know.
Speaker BAnd you know, by the time you get out there, you're in float, you're like, you're doing your thing.
Speaker BYou're starting to get warmed up.
Speaker BYou'll go way past 10 because you're already there.
Speaker BSame thing with, like, weight loss.
Speaker BWhen you set these goals, set the.
Speaker BDon't set the goal to, I'm gonna lose £35 this month.
Speaker BNo, set the goal to, I'm gonna go to the gym and put my shoes on four days this week.
Speaker BThat's it.
Speaker BThat's the goal.
Speaker BYou feel like it or not, I'm going to the gym and I'm gonna put my shoes on and lace them up.
Speaker BAnd then what happens, right?
Speaker BSome days you might feel good, some days you might not feel like it.
Speaker BIt doesn't matter if what you feel like, your feelings are lies, right?
Speaker BConsistent, successful people take consistent discipline, persistent action across time.
Speaker BAnd that power of compounding is what makes the difference.
Speaker BSo you're in.
Speaker BThe leading metric that you're measuring is, yes, I kept the commitment to myself to make it to the gym four times this week and lace My shoes up.
Speaker BIt just so happens that while I was there, you know, a couple days, I didn't feel as good.
Speaker BSo, you know, I only did, you know, 20 minutes on the treadmill.
Speaker BThe other couple days, man, I felt better.
Speaker BI got a workout in.
Speaker BBut what are you doing?
Speaker BYou're keeping commitments to yourself.
Speaker BYou're also making progress.
Speaker BYou're lapping everyone on the couch.
Speaker BSame thing with your sales number, same whatever metric, what, whatever part of your life that you're wanting to progress in, that you're wanting to grow, that you're wanting to become that someone worth buying from is we've got to make these little micro agreements with ourself.
Speaker BAnd when we start meeting those micro agreements with ourself, then we start to show up in our power and in our presence.
Speaker BAnd when we do that, that is when we're becoming that person worth buying from, right?
Speaker BWe can always, always, always increase that.
Speaker BWe focus on what we can control.
Speaker BAnd what you can control is the work and effort that you put in to increase the numbers that you're focused on.
Speaker BSo do not treat this industry, any home service industry, do not treat it like a hobby.
Speaker BTake it serious.
Speaker BYou are professional.
Speaker BLearn your skills, learn your trade, learn your craft.
Speaker BSo when we're setting these numbers right, how many new reach outs are we doing today?
Speaker BHow many doors am I knocking on today?
Speaker BHow many phone, how many calls am I making?
Speaker BHow many networking events am I going to this week?
Speaker CRight?
Speaker BThis is, this is January, right?
Speaker BUnless you're in a part of the country that's just like, slammed with snow, which I know a lot of you are, which is awesome, go crush it.
Speaker BGo slay some dragons up there.
Speaker BBut if you're not, and you're slow, you're only slow because you're choosing to be slow.
Speaker BYou're only slow because you're choosing to be lazy and not put in the work it takes to be a top performer.
Speaker BGet out there, meet people, make conversations with people.
Speaker BWherever you go, everyone has a house.
Speaker BWherever you are, why aren't you talking to them?
Speaker BAnd I'll tell you, if the people in your own neighborhood don't know what you do, you're doing a poor job of communication, right?
Speaker BIn your own neighborhood, your own neighbors, your own friends and family.
Speaker BIf you haven't gone through your contact list in your phone and you haven't gone through your social media friends list, and you haven't gone through and messaged and talked to every single one of them to say, hey, I don't know if you knew this, but this is what I do.
Speaker BThink of me if you ever need anything, right?
Speaker BIf you haven't done that, you haven't even started doing the right work to increase your income, to increase your reach, your ability to help people, right?
Speaker BSo start there, but set yourself these little micro goals.
Speaker BI'm talking to five new people today.
Speaker BFive new conversations today.
Speaker BFive new conversations today, right?
Speaker BThat's how you start making progress and making momentum.
Speaker BAnd when we start achieving and actually doing these micro agreements, we start to feel confidence.
Speaker BWe're building confidence, we're building certainty, we're building this enthusiasm.
Speaker BThe flywheel starts going, we're creating this momentum, and then we can start seeing results.
Speaker BDon't think it happens in a day, but as you do this, as you make this progress, as you show up to the gym four days this week and put your shoes on, now we're going to start making progress.
Speaker BYou're lapping everyone on the couch.
Speaker BYou're lapping everyone that's not doing the work.
Speaker BGet.
Speaker BDo the work.
Speaker BDo the work it takes to be a professional.
Speaker BIt's a heavier lift than you expect, but it's easier than you ever expected either.
Speaker BSo do the work.
Speaker BAnd when you start in this momentum, once it starts rolling, then that first cell comes in, you're like, yes.
Speaker BThen the next one comes in, you're like, yes.
Speaker BAnd you see your average ticket start to climb because you're focused on it.
Speaker BWe're not just focused on it and trying to sell people more expensive things.
Speaker BWe're trying.
Speaker BWe're focused on helping more.
Speaker BThe way we can help more is by solving more of their problems while you're in the home.
Speaker BIf we can solve more of their problems, then of course the average ticket's gonna go up because we're solving more problems.
Speaker BI don't even care about the commission dollars right now.
Speaker BThere's nothing to do with it because I know and you know, when we solve more problems for people, it's the classic Zig Ziglar quote.
Speaker BIt's like, help enough people get what they want, you can have anything you want.
Speaker BSo this is the mindset.
Speaker BThis is the mindset of a champion.
Speaker BThis is the mindset of a winner, is I help people.
Speaker BI make it happen.
Speaker CRight?
Speaker BI don't care if I get appointments from the company or not.
Speaker BThey're awesome when they come, but even if not, I'm going to go find my own business.
Speaker BDid you know there's companies around the country that give their salespeople zero appointments, but they also Sell millions of dollars worth of product every year because they chose to go create business for themselves.
Speaker BSo you can do it too.
Speaker BYou can absolutely do it.
Speaker BSo this is the mindset.
Speaker BSo instead of goals, set, create personal standards and habits of success that will, you know, if you continue consistently with those habits, you have no choice but to be successful and to blow right past your goals.
Speaker BSo then instead of goals, set mile markers and checkpoints to keep going, celebrate it, Keep going, celebrate it and keep going, Celebrate it and keep going.
Speaker BAnd start to measure those KPIs.
Speaker BWhere are you?
Speaker BAre you in momentum?
Speaker BCool.
Speaker BMeasure the more lagging metrics do you need to get into momentum?
Speaker BSet your.
Speaker BAnd everyone can make these micro agreements with themselves and start to achieve it.
Speaker BSo set the leading metric goal.
Speaker BSet the leading metric standard.
Speaker BSet those checkpoints, set those numbers, those KPIs that you're going to track, that you're going to watch, put it in front of you every single day.
Speaker BAnd as you do that, you'll find yourself moving closer and closer and closer towards the checkpoints, closer towards where you want to be.
Speaker BBut the only way to do that is by starting.
Speaker BSo that's my message for you today.
Speaker BI hope this is helpful.
Speaker BThis is such a good time to talk about this type of thing.
Speaker BAt the beginning of the year when we're getting into, you know, we're looking ahead for the year.
Speaker BWhat do we want to accomplish for 2025?
Speaker BDo this.
Speaker BStart here and then you'll find the rest of your, the rest of your numbers will fall in line.
Speaker BThey're going to start to skyrocket.
Speaker BSo thanks for joining me today.
Speaker BIf you got some value from this podcast, I love, love, love would love a five star review.
Speaker BYou can review actually.
Speaker BSo remember to like subscribe and comment on this video if you're on YouTube, if you're on anywhere else, make sure to leave me a review, five star review and hop into the Facebook group.
Speaker BLet's start some discussion around this.
Speaker BWhat are your goals?
Speaker BWhat are your metrics?
Speaker BWhat do you track?
Speaker BYou know, obviously we got the basics, but what else do you track?
Speaker BWhat standards have you set for yourself that you refuse to compromise on?
Speaker BLet's start a discussion around that because that's what really matters in life.
Speaker BDon't compromise on your personal standards that you set up for yourself and then by extension you become a leader because people love to follow people who have personal standards, people who don't compromise.
Speaker BNo matter what.
Speaker BBe a leader to your family, leader in your community, at your church, there's so many places.
Speaker BSo that's my message today.
Speaker BThanks for joining me.
Speaker BMake sure to get your ticket for the relentless the Sales Transformation Ultimate Sales Transformation event that's going to be in Boston.
Speaker BAnd until next time, everybody, I will talk to you soon.
Speaker BGo be someone worth buying from.
Speaker AYou've been listening to the Close it now podcast.
Speaker AOur passion is to dive headfirst into the transformative movement that's reshaping the very foundation of H Vac and home improvement, and at the same time, covering fitness, nutrition, relationships and personal growth, proving that we can indeed have it all.
Speaker AWe hope you've enjoyed the show.
Speaker AIf you did, make sure to, like, rate and review.
Speaker AWe'll be back soon, but in the meantime, find the website@closeitnow.net find us on Instagram at thereal.
Speaker AClose it now and on Facebook, CloseItNow.
Speaker ASee you next time.
Speaker CIt.