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We're Scout:

You're Guide to Online Sales.

We empower the Online Sales Professional through expert training, strategic oversight, and digital sales process design and implementation in the home building industry.

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Our Path Begins Here

Guide
Training programs for OSCs require real-world experience and ongoing adjustments and so does your program management. We’ll work with you to design and install the right-sized OSC team and then provide the perfect amount of fractional oversight.

 

Let's Guide You
Teach

Accessibility to professional resources shouldn’t be at a price point only some can afford. That’s why we’ve created our OSC focused Substack. Our a la carte training options allow you to tailor your training to your needs as an individual or team.

We Can Teach You
Execute
Creating a digital sales playground is a big task. There’s tools to integrate and processes to consider. We’ll start by assessing. Our CRM and sales tool deployment takes all of this into consideration as we build your eco-system for ongoing team use and success.

 

We'll Help You Execute
Zoom learning session

Program Design and Implementation

Designing and implementing your sales strategy, digitally, takes pragmatic thinking and a long-term outlook. We wholeheartedly believe the OSC is the one to lead the charge here. We’ll work with you to create the right sales program in your CRM and teach your OSC how to be its champion for years to come.

Our Program Design and Installation is the full-service set up you need and can be paired with an ongoing residency. We’ll work hand-in-hand to determine your OSC program needs from lead volume to scheduling and processes. Every detail will be set up for you and your newly minted OSC, ready to hit the ground running.

Let's Meet About It
Program design and installation includes:
  • Phone, Chat, and CRM set up
  • OSC Interview and Hiring Recommendations
  • OSC Primary Competencies Courses
  • OSC Reporting Dashboard Set Up and Training
  • OSC Processes Set Up and Design
  • OSC Appointment Process Design and Implementation
  • Sales Team and OSC Trainings on All Applicable Deployed Products
  • Weekly Progress Meetings throughout the Duration of Design and Install
  • 90-day, 6-month, and Annual Progress Check

Tools We Love and Work With

Day Camps

Our Day Camp programs offer live, one-on-one singular training topics ranging from core competencies to advanced skillsets, all of which are essential for maintaining an online sales program. 

This is not a self-paced learning system.  We're focused on getting to know you and ensuring the curriculum sticks. 

Book Your First Camp Session Now
Primary Competencies

The Primary Competencies for an OSC are vital to our role and often there may be one area an OSC needs support in. Each of our Primary Competency courses can be completed individually or as part of a complete program and include:

  • The Phone Scout: Mastering the Phone Call
  • The Email Scout: Mastering Email Templates, Communication Goals, and Mail Types
  • The Process Scout: Segmentation and Follow Up Process Fundamentals
  • The Appointment Scout: Everything Needed to Set Up and Handoff a Great Appointment
  • The Reporting Scout: Basic Tenants of Record-Keeping and Reporting

Investment: $875 per course per person

Trailblazers

Our Trailblazer Courses are designed for seasoned OSCs who need support in technical or advanced skillsets in order to carve a path forward for their organization. Each course is tailored to your organization’s current set up and sales process. Topics include:

  • The Prospecting Scout: How to Consistently Prospect in a Sustainable Way
  • The Discovery Scout: An Extended Look into The Discovery Process
  • The Realtor Scout: Building Strong Processes and Relationships with Your Realtor Community
  • The Data Scout: Understanding and Evaluating What Data to Collect and Where to Store It
  • The Sales Scout: Developing and Maintaining Your Sales Pipeline With Your Sales Team

Investment: Courses begin at $750 per course per person

Explorers

Our Explorer Courses are designed for seasoned and technically skilled OSCs who are ready to take the next step in managing their sales tools through an administrative lens. Admin access to your system must be provided. Topics include:

  • The CallRail Scout: Managing CallRail for the Team
  • The CRM Scout: Setting Up and Maintaining CRM Sales Functions
  • The Chat Scout: Chat Program Management and Use
  • The Booking Scout: Maintaining Meeting Links and Booking Software for Your Sales Team

Investment: Course pricing is personalized based on program being utilized

SCOUT Solutions Guide

Residency

Managing an online sales concierge takes a little more than sales knowledge – it takes practical time in the seat and application of technical skills. Our residency programs include both sides of the puzzle: strategic management of your Online Sales Concierge and technical program management providing contact hours for CRM upkeep and sales tool maintenance, ensuring your systems are set up to keep you operating competitively.

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How does it work?

We always begin by assessing what you currently have. Understanding your baseline helps us build what you need. Once determined what the right-sized program looks like for you in the long term, we’ll address any up front refresher trainings that need to be completed and set our goals for what we expect to see in the long run. If your systems need an update, we’ll take care of that too.

Once the program is set up for success, it’s time for ongoing management and oversight.

Learn About Our Lite Package

Designed for a single OSC, this package includes 4 OSC encounter hours and 8 technical hours each month to be utilized on the upkeep of your sales systems. Think CRM data management, the occasional sales team member OSC orientation, system integrations and more. Your OSC will also get access to our network of OSCs for peer interaction and support.

We’ll include monthly reporting and review of the program for your leadership team based on your company goals and needs.

  • Four (4) OSC Fractional Management Hours
  • Eight (8) Technical Operations Hours
  • Monthly Reporting
  • Annual Program Review
  • Two (2) hours/month available for rollover
  • A la carte services available upon request
Learn About Our Elite Package

Our elite packaging is designed for teams of OSCs. OSC contact hours will be designed to assist and manage your team based on need and skill set, while still providing the same technical contact hours you’d expect from us: CRM data management, reporting and review, sales team member OSC orientation and technical training, system integrations and more. Your OSC team is also integrated into our peer network.

  • Custom OSC Fractional Management Hours – pre-determined based on team assessment and needs, adjusted quarterly
  • Custom Technical Operations Hours
  • Monthly Reporting
  • Quarterly Program Review
  • Up to four (4) hours/month available for rollover
  • A la carte services available upon request

Ready to Start?

Book an Intro Call