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June 19, 2025 12 mins

In today’s episode of the No Broke Months Podcast, we dive deep into the importance of establishing standards and accountability to lead a successful sales team. You’ll learn how to implement practical strategies—like calendar invites, video introductions, and lender connections—that move the sales process forward and foster stronger client relationships. Dan Rochon shares actionable insights on creating team alignment, improving sales performance, and overcoming common challenges when working with buyers and sellers. If you want to drive results and keep your sales cycle running smoothly, this episode delivers the framework to help you do it.

What you’ll learn on this episode

  • Set Clear Standards: Establish minimum performance standards to guide your team.
  • Track Metrics: Monitoring performance is crucial to intentional improvement.
  • Use Presumptive Language: Sending a calendar invite with a presumptive close helps train your clients to say yes.
  • Short Introduction Videos: Personalize your approach with a 10-second video introducing yourself to buyers.
  • Introduce a Lender: Leverage your relationship with a lender to build trust with clients and streamline the process.
  • Follow-Up Speed Matters: The quicker your lender contacts the client, the better the results.
  • Accountability Drives Results: Weekly accountability meetings help boost team performance.
  • Success Comes from Collaboration: Rally behind team members who fall behind to ensure their success.
  • The Power of Yes: Every step in the sales process should be designed to get your client to say yes.
  • Empathy and Persuasion: Being empathetic while persuasive will create better outcomes for your clients.

If you want to build a sales process that inspires client trust, drives team accountability, and creates predictable results, this is your next step.

Teach to Sell gives you the full framework for leading clients and teams with clarity, empathy, and influence—without relying on pressure or guesswork. Inside, you’ll learn the exact language, leadership skills, and process structure that top agents and leaders use to create No Broke Months.

Preorder Teach to Sell today and start mastering the systems that build consistent success.

https://www.nobrokemonths.com/teach-to-sell-preorder

Resources mentioned in this episode

  • Google Calendar Invitations: Use this tool to schedule and confirm meetings with clients, reinforcing their commitment to you.
  • Lender Introduction Template: Learn how to introduce clients to your preferred lender via text message.
  • Video Introduction Tips: Film quick 10-second intro videos to build rapport with prospective clients.
  • Sales Process Steps: The key steps in the sales process—setting appointments, building relationships, and keeping clients engaged.

To find out more about Dan Rochon and the CPI Community, you can check these links:

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