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Doug Smith

Doug Smith, founder of Douglas Smith & Associates, is a 24-year industry veteran. His career spans the areas of loan origination, sales training, management development, marketing, personal coaching and corporate sales. Doug’s columns appear in Mortgage Originator, Mortgage Planner, The Mortgage Record and Mortgage Broker magazines. He publishes a monthly newsletter, Power Selling, and authored Climbing the Ladder of Success. For more information, visit http://www.dougsmithonline.com/

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Time for a Personal Selling Skills “Check-Up”

It’s suggested that you visit your doctor at least once a year for a yearly check-up. Even if you think your doing fine, an annual review never hurts, and it may uncover some problems you didn’t know you had. It’s also a good idea to take a yearly assessment of your selling skills and activities. You may think you are doing okay, but now is a good time to find out for sure.

The following selling skills assessment will ask you ten important questions. It is important you read each question completely, think about it, and answer honestly. In the end, the assessment scores will show you much like a medical report the “health” of your sales activities and efforts.

In completing this assessment, use the following scale:

          3 = This is absolutely true for me
          2 = This is somewhat true for me
          1 = This is not true for me

Are your ready for your check-up? Grab a pen and here we go…

  1. I make time for weekly sales and prospecting activities and schedule it on my calendar.
  2. I hold to those sales activity plans every week.
  3. I enjoy making sales calls, phone contacts, and prospecting for business.
  4. I challenge myself to contact a certain number of clients or prospect every day or week.
  5. I have prepared and rehearsed strong, solid solutions and presentations for my sales encounters.
  6. I know my products, guidelines and procedures well and spend time studying and learning new ones.
  7. I am good about selling service and the relationship far beyond just talking about products, costs and rates.
  8. I am not afraid to look people in the eye and ask for their business.
  9. I diligently follow up on every viable prospect and client opportunity.
  10. I stay focused on my role as a salesperson; looking for opportunities to sell and staying out of the paper-work details that waste valuable sales/prospecting time.

Congratulations! Your check-up is finished. (That didn’t hurt too badly, did it? Well, you’re about to find out.)

Rather than adding up your total, take a look at your numbers. If you see mostly or all threes, that indicates a strong attention and acumen for selling. It means you are comfortable in the roll and are consistent in your sales activities. If you see mostly ones, this indicates you are either:
  1) New to the business or still quite uncomfortable in the roll or,
  2) You should not be in a sales position at all.

If you scored mostly or all twos, you’ve got some work ahead of you. Twos likely indicate you allow yourself to be distracted easily by other tasks and look for reasons or excuses to not spend much time or energy selling. You revert into sales mode when it’s convenient or only when circumstance say you have to.

But there is hope! You can improve the “health” of your selling skills! Where do you start? Take the list here and begin working on number one right away, then move down the list and improve your scores on each, a little at a time. It might take you a whole year to raise all your scores, but the results and success you will feel will be worth it!

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