Live Outbound Sales Call - Full Appointment Setter Training

what's up it's Cole you're about to see a live outbound sales call I just finished a few minutes ago so you're going to see me battling through objections setting an appointment and a lot of other cool stuff so we'll splice over that now um yeah yeah who's this just just call here I was calling about the setter guide the four approval deployment Setters guide that you downloaded us from uh or you downloaded from us yesterday this is Rick a bell oh yeah yeah I think so honestly man I'm um I'm super busy right now like what is this about I guess yeah no no worries I just wanted to make sure you're able to receive that get that in your inbox okay and if you're able to access it I know a lot of start time stuff gets lost in the inbox were you able to find that yeah I think I was looking at it uh yesterday who are you sorry I missed at the beginning like I said I'm like super busy right now yeah I'm cool the owner of closers. io so the company you downloaded the guide from um right right so one of the things that we wanted to do is you know obviously you have that guide it really breaks down the systems that for appointment setting and outbound that took us from zero to Thirty million dollars a year right so uh obviously that's going to be a tremendous value for you but you know all the clients that come to our ecosystem are coming in from a myriad of different situations so so one of the things I want to personally do is reach out understand where you're at and then pair you up with a training based on whatever you feel like might be most helpful for you based on your situation right now so has um anybody on my team reached out to you about this yet um I think I might have gotten like a text or something last night I don't know it might have been the holiday yeah okay no worries um do you have a quick five minutes now I know you said you know you're strapped on time so quick five minutes now and then that way I can understand your situation and send you whatever I think is going to be most helpful cool so I mean I guess the um best place to start is what would you say is right now the biggest challenge in in your business or like what's not working at the level you truly feel like it could be that it should and then based on that I can probably pair you up with something most helpful yeah uh I think the biggest thing for us right now is just the time um right now I mean I literally like have to jump in and getting here in a couple minutes so it's just a lot of times it's back-to-back meetings for me um so I think this time is a huge thing for us right now back to back meetings doing what sales calls fulfillment calls what uh all of you guys so I'm kind of doing a lot right now so uh right now I have to jump into sales call and then after that is another sales call and then pretty much just on checking calls with clients for the rest of the day gotcha for context what's your Revenue uh right now we're doing about so in February we finished at about 15 grand gotcha and you're an agency or what do you do exactly marketing uh we help we help real estate agents gotcha so you help real estate agents uh doing 15 grand a month how long you've been doing that we've been in business since 2020 so 2020 is when we first started during the pandemic gosh so three years now congrats Okay cool so um you know obviously it's time right but if you have more time where would you be spending that time like in other words if you got some time back where would you spend it that would give you the biggest level of growth of your business uh probably product development so right now like we like I said a lot of clients but if I could maybe like step out of that a little bit more and more into like actually building out the company and making sure the product is good I think that would help out a lot gotcha okay how do you get clients now like you gotten you're getting sales calls so like how are you getting those sales calls yeah right now we have um we're doing like this this Facebook group thing um so we have you know we'll Post in there like once or twice a week uh actually no probably four times a week so that's you know a good amount of time going in there um so that's that's the majority of it and then just a lot of you know other things of like cold messaging stuff like that got it okay so primarily it's like a Facebook group funnel correct okay great so um how many just so I have contacts on how that's working for you how many sales calls do you have this week um today on this look today at three so three one one so I haven't heard back from them so I'd say average about three a day um five hours three or four days the rest of it for me is just uh again okay so that would be about 60 a month correct three a day 15 a week four times a week at 60 a month so you're getting about 60 sales calls a month purely from this Facebook group let me ask you a question so if you were able to get that time back to where you have more time open for sales calls or maybe you had somebody taking those sales calls for you would you be able to ramp that to let's say 120 calls a month within 30 days um if you're saying if I just was wasn't on the calls and I've been just able to prospector yeah or if you just have more time oh yeah 100 if I wasn't on on sales calls all day yeah I could do a lot of other things got it got it okay cool and then the other main call you're on is fulfillment calls eh correct yeah okay great uh well let me ask you a question because something's not really adding up for me um you're taking about 60 sales calls a month now what is your price point so right now we're testing out a couple different price points but it's it's a coaching offer so we're we're coaching slash Consulting we're right at about uh 1500 a month right now okay so you're at 1500 a month right um you're at 15K of mine six uh 60 calls a month um your close rate has to be really low because if you're I'm assuming like what portion of your revenue is recurring quality basically all of it right so like if all of it's recurring I mean you're taking 60 sales calls a month I mean if I took 60 sales calls a month I would close 20 at least I mean I'd probably close 30. but let's just say I closed 20.

that's about 33 20 times 1500 is what is that 30. we set 60 calls a month but I'd say like our story is but it's probably about oh why do you think that is honestly I think it could be a couple things uh follow-up could follow you better we made it stuff this but I mean obviously it's not like we've been trying to like ramp it up it's just not really being maybe it's an offer thing I don't know yeah uh still I mean even if it even at 20 close rate if you were closing 25 or even 30 percent let's say you're closing 30 that would be seven new clients a month that's 7 000 would be about adding an additional 10. 5 000 a month in recurring Revenue every single month right that's what you should be doing but right now your total revenue is at fifteen thousand so do you see how There's an opportunity there yeah I think another part of it too is like we just fine with real estate agents it's uh it's a it's a piece for famine type game like a lot of them will come on we found a month in three months and then like ghost dust after a month or I'm not really happy so I think like our average like retention of clients too is probably about two months um that's another thing that kind of goes into the whole Factory yeah so I mean I'm seeing three things here so do you have like can you just push that next appointment back five minutes and I can share this with you because honestly like from what I'm seeing you should really be doing 30 40 50 Grand a month pretty quickly and really have the potential based on your lead generation due to a hundred thousand dollars a month there's just some obvious misgaps yeah hold on with me who's this message um so yeah I have a couple more minutes okay great so I mean there's three key problems with what you're doing right now and this is not based on uh just my opinion you know we Scout our company from zero to 30 million in two years last month we did 3.

57 million a month cash collected we have it done for you model very similar to an agency so I'm sure as you could agree there's probably some perspective and some blind spots that I can help alleviate you I'll leave it for you and there's three in particular right now okay so here I would write these down do you have like a pen and pad I mean the first one is your close rate so um even though I know you said you have low show rate honestly if you're doing 20 a month 20 sales calls a month you should be closing at least five to seven if you're closing five to seven at 1500 a month I mean if we if you package that into let's say a three month package for 4 500 a month five of those right there is twenty thousand dollars a month that's more than you're even doing right now so uh just without even looking at your sales metrics I can tell your close rate is low the reason why that's a problem is because the main thing you need to do is be able to delegate sales calls be able to get that off of your plate so that you can get back your time and ultimately be able to scale because you're getting a lot of sales calls right now the problem is you're not going to be able to delegate your sales calls if your sales process isn't validated and there isn't proof and a baseline set for a closer to be able to come in and actually close for you does that make sense oh yeah I think so just just overall giving giving off to more scale and focus more on the product so so once you once you're able to fix that okay to where essentially your closing rate let's say is at least 25 then you're gonna be able to bring on a sales team all right now there's two key things number one obviously you can delegate those calls to a closer and 60 calls a month right there is a full-time closer so you can do that the second thing is that we got to look at the setup processes that you're using in the group because as you'd agree 30 show rates really bad now you might think that's just because real estate agents are busy or whatever you know what have you but I used to sell real estate agents I worked with probably 30 plus real estate agent agencies what I've seen is 50 is the mediocre bear standard 60 to 65 would be considered pretty good and 70 would be exceptional in terms of show rate so you're in the very very below standard category there and I think with a few adjustments and showing you a few things we could potentially get you to 50 to 60 show which in doing so would double your sales volume because you're essentially almost having double appointments does that make sense mm-hmm okay any questions on that there's one more thing uh I don't think so okay the last thing is once you validate your sales process validate your offer then you're able to refine the set of processes get show rate up delegate the sales calls to a closer all of that stuff alone right there is going to be having you doing probably forty fifty thousand dollars a month I could break down the math if I wanted to but I mean let's say you have a closer you're doing 60 appointments 40 you're showing up you should at least be closing out of those 40 uh let's say 15 maybe 12. a month so 12 a month on a forty five hundred dollar package that's almost 60 000 a month that's like 50 55 000 a month and then You're Gonna Keep building that with the recurring now let's address the final issue which is your churn and the fact that you're spending so much time on these calls muscling the client results yourself right so one of the things I'd like to talk to you more about is really building a CSM team to where you can actually deliver one-on-one fulfillment at scale without you having to be a part of it whatsoever and when you do that you're not only going to unlock a lot of scalability you're not only going to get all of your time back but at the same time you'll actually get your clients much better results because let's just be honest there's not enough of you to go around you agree uh yeah okay so look um I know you know I gotta go to I got an appointment but um independent if you want to work with us deeper or not let's set up another call I can share with you some of the Frameworks we're using to really scale our agency to from 0 to 30 million in two years also we've had clients like solar exclusive doing 4 million a month in an agency we've had a myriad of different um real estate agent uh lead generation agencies or real estate investor lead generation agencies anywhere from 100 to 500 000 a month so let's set up a time and I can share with you some of the Frameworks we're using and they're using to be able to scale up and expand a little bit deeper on these three things if if that would be okay with you so um the biggest thing I found is like I I tried like probably four different clubs we've been in business since 2020 like I've hired I don't know six or seven closes at this point and I just found this I just don't think it really works for for my for my offer right it doesn't work because you don't have the skill set right I mean if I showed you seven different real estate agencies all with closers all running your same funnel would you agree that it works because I could show you undeniable proof that it works right I think the only proof that there is is there's a lack of skill set building a sales team like anything else is a skill set yeah the biggest reason you're at where you're at right now generating a ton of appointments only doing fifteen thousand dollars a month when you should be doing fifty thousand dollars a month is what it's a lack of skill sets so I don't tell you that to be hard on you I tell you that to really help inspire you to see that like there's a lot of opportunity here that you're not tapping into mm-hmm yeah okay I mean before we like set a call or anything like that like what's like like price point like obviously you guys have to get paid like can you tell me what that looks like yeah I mean sure everything we do is all customized so um you know obviously the answer is it depends but what probably at this stage is gonna make the most sense as opposed to telling you like every single little different way that we could work with a client and this capacity or that capacity Etc I think what would probably make the most sense is let me outline on the next call the exact game plan that we'd be implementing with you and once we're able to do that I can tell you how much the investment would be based on how much time it's going to take us working with you does that make sense uh yeah yeah I mean how long is it Paul 45 minutes okay yeah we could do that cool um I got my calendar open now does Monday or Tuesday tomorrow or at this uh sorry it's Monday today does Tuesday or Wednesday work better for you [Music] gotcha I got 11 A. M and 2 p.

m Pacific either of those work yeah 11's fine cool um I just sent you the calendar invite or I'll send it to you now what's your email um it's gonna be okay I just sent you the invite um will you accept that yeah let me see um what's your what's email's gonna come from okay I got it um I accepted okay and okay got it I got it back um cool one last thing is there any chance you won't be able to make the call tomorrow um just because my time is Super valuable so I just want to make sure that anybody I set up a time with there is a uh equal investment on both sides because as much as I know we can help you you know you have to want to help yourself as well so any chance you have to reschedule are we 100 good for that time no that's that's that's good tomorrow I mean I don't have anything on them no it's Wednesday I think we have it down before but yeah there's nothing in that spot so I'll be there cool awesome all right feel good there's those three things I share with you make sense yeah yeah I haven't written down they make sense I guess yeah I'm a little kind of apprehensive yeah sure I mean at the end of the day look like I don't mean to be hard on you to be hard on you I mean to be hard on you because you know you're doing fifteen thousand dollars a month and you're getting 60 calls a month right and you could probably be getting 120 calls a month if you got back your time but you can't get back your time unless we fix the sales process so you're I think I think it is you would agree you're sitting on a really really good opportunity you're just not utilizing it does it make sense and and so that's why I just can't let you off the hook with you know oh I tried it and doesn't work especially when I have a myriad of different other real estate agencies doing four or five hundred grand a month with sales teams right like you see how like that's something I can't tolerate so I don't say that to be you know down on you I say that to help inspire you that you know there's something that you're sitting on that could be much bigger cool yes sir all right cool I will talk to you Wednesday hope you enjoyed that call now if you like what you saw in that video and you want somebody on your team to be able to do just that call all your leads and be able to set appointments for you every single day here's what our offer is we'll help you place an outbound appointment setter outbound sales rep Str MDR that type of position will help you place that inside of your business okay out of our done for you recruiting distribution and if they don't perform you don't pay so essentially we place you with somebody out of our distribution we'll be ramp them up in the kpi by assigning you a sales trainer who knows exactly these systems that can help install into your business and we license you the same Souls training that my team uses to do 3.