Jan. 20, 2026

Building Sales Systems That Serve, Not Pressure with Jeremy DeMerchant

Building Sales Systems That Serve, Not Pressure with Jeremy DeMerchant

In this episode of the Collaborators Unite podcast, host Chuck Anderson and sales expert Jeremy DeMerchant discuss the importance of sales systems in making a positive impact. They explore Jeremy's journey into sales, the mindset needed for effective selling, and the significance of consistency in sales processes. The conversation also highlights the creation of an ideal client experience and the importance of following up promptly to maintain momentum. Jeremy shares insights on how to diagnose sales execution gaps and offers a free assessment to help listeners improve their sales strategies.

GUEST BIO:

Jeremy DeMerchant is a sales systems strategist and the founder of Permission to Sell Consulting Group. With over a decade of experience helping entrepreneurs, consultants, and organizations create ethical, repeatable sales processes, Jeremy specializes in blending mindset, conversation strategy, automation, and AI to drive consistent results. Formerly a Director of Admissions at an online university enrolling students into high-ticket degree programs, Jeremy now helps purpose-driven experts turn sales into a service-driven, scalable system that fuels impact.

CHAPTERS:

00:00 Introduction to Impact and Sales Systems

01:21 Jeremy's Journey into Sales

06:36 The Mindset of Selling

14:03 Building Consistency in Sales

23:47 Creating an Ideal Client Experience

27:15 Sales Execution Diagnostic and Next Steps

LINK:

Click here to access your Sales Execution Diagnostic: https://salesedge.io/chuck


Was this episode helpful?

Please leave us a review and subscribe to the show to be notified of future episodes.

Until next time, keep moving forward!

Chuck Anderson,

Affiliate Management Expert + Investor + Mentor

https://AffiliateManagementExpert.com/

Speaker:

Hello everybody, welcome back.

2

00:00:03,347 --> 00:00:07,100

This is the Collaborators Unite podcast, Chuck Anderson here, your host.

3

00:00:07,100 --> 00:00:19,230

And this is the show where we serve big impact experts and that's you, if you and your

business and your work, your desire to make a big positive impact in the lives of your

4

00:00:19,230 --> 00:00:23,113

clients, your community and even the world is what drives you.

5

00:00:23,113 --> 00:00:31,522

And we know that because from conversations, we know that most people uh in our community

prioritize impact over profits.

6

00:00:31,522 --> 00:00:38,597

Now you have to be profitable also to make a bigger impact, but it's not the pursuit of

money, let's put it that way.

7

00:00:38,597 --> 00:00:44,621

Now, as you are making your big positive impact, an inevitable part of that is sales.

8

00:00:44,621 --> 00:00:48,524

And we're gonna talk about sales today and specifically sales systems.

9

00:00:48,524 --> 00:00:51,946

Because what if you could have a sales system that made it easier?

10

00:00:52,207 --> 00:00:59,682

You didn't even feel like you're selling in a lot of cases and really brought you that

consistency so that

11

00:00:59,682 --> 00:01:01,293

you can make a bigger impact.

12

00:01:01,293 --> 00:01:09,496

So today I have an expert in this, Jeremy Demurchant, uh which I've known for many, many

years.

13

00:01:09,496 --> 00:01:13,538

And I am thrilled Jeremy that you're finally on the show.

14

00:01:13,538 --> 00:01:15,658

So welcome.

15

00:01:16,559 --> 00:01:19,450

Yeah, so we're gonna dive deep into this.

16

00:01:19,450 --> 00:01:29,314

I think a great place to start is tell everybody a little bit more about yourself and how

did it come to be that you do the work that you do with sales and sales systems?

17

00:01:30,016 --> 00:01:32,468

Yeah, so first of all, thank you for having me.

18

00:01:32,468 --> 00:01:35,490

I appreciate it and I'm excited to chat with your audience.

19

00:01:35,490 --> 00:01:38,492

So for me, I fell in love with sales at a very young age.

20

00:01:38,492 --> 00:01:44,336

I was working at a convenience store when I was about 14 years old and one day there was

this $1 scratch ticket.

21

00:01:44,336 --> 00:01:49,659

um And here in Canada, we've got a pool hall or billiards hall called Dooley's.

22

00:01:49,659 --> 00:01:56,043

And so this scratch ticket had the Dooley's brand on it and I wasn't a very athletic

person.

23

00:01:56,164 --> 00:01:59,956

I'm still not, but I enjoyed playing pool.

24

00:02:00,020 --> 00:02:04,401

And so I saw these and get really excited, but I was still too young to buy them myself.

25

00:02:04,421 --> 00:02:05,521

Wink, wink.

26

00:02:05,621 --> 00:02:11,212

But what I did was when people came in, because I was excited, I said, hey, have you seen

these?

27

00:02:11,212 --> 00:02:11,963

You should buy one.

28

00:02:11,963 --> 00:02:13,463

And the first person bought two.

29

00:02:13,463 --> 00:02:16,401

And the next person came in and I said the same thing.

30

00:02:16,401 --> 00:02:16,834

Have you seen these?

31

00:02:16,834 --> 00:02:17,454

You should buy one.

32

00:02:17,454 --> 00:02:18,844

And he bought two.

33

00:02:18,844 --> 00:02:20,344

And it continued throughout the weekend.

34

00:02:20,344 --> 00:02:26,846

And over the two shifts that I worked on a Saturday and Sunday at this convenience store,

I sold out of these tickets.

35

00:02:26,846 --> 00:02:28,778

And I realized that

36

00:02:28,778 --> 00:02:38,185

If I could share my excitement with somebody else about something, it can significantly

impact whether or not they take action on that decision.

37

00:02:38,386 --> 00:02:41,449

And so from there, in some cases, it kind of became a game.

38

00:02:41,449 --> 00:02:49,756

I'm not sure that, you know, selling lottery tickets or scratch tickets is necessarily

something that's good for someone's health or a great habit to get in, but it was fun at

39

00:02:49,756 --> 00:02:50,336

that point.

40

00:02:50,336 --> 00:02:57,582

And then as I continued through my career, I was in the call center scene, learned how to

become a coach.

41

00:02:57,726 --> 00:03:08,846

in the call center world and also realize that sales is like having a superpower and just

like Uncle Ben said with great power comes great responsibility and so there's the ethical

42

00:03:08,846 --> 00:03:20,056

side of sales as well you're influencing people you can influence what people do and you

got to play nice uh because you know karma will come and get you basically you know and

43

00:03:20,056 --> 00:03:25,300

from a business perspective if you're doing things that are only self-serving

44

00:03:25,550 --> 00:03:27,111

your career is going to be really short.

45

00:03:27,111 --> 00:03:29,933

And I'm happy to say my career has been pretty long so far.

46

00:03:30,074 --> 00:03:36,639

So those lessons kind of stacked up and uh fast forward to my last real job as I call it.

47

00:03:36,639 --> 00:03:44,505

I was uh director of admissions at an online university where we were helping people

enroll in $30,000 online degrees in a single phone call.

48

00:03:45,226 --> 00:03:47,068

And then when I left there, I thought, you know what?

49

00:03:47,068 --> 00:03:51,452

I've helped people make millions of dollars and I've got a little ditty-ditty piece of the

pie.

50

00:03:51,452 --> 00:03:54,954

What if I went off on my own, helped a lot more people?

51

00:03:55,118 --> 00:03:59,518

make millions of dollars and maybe I'll get a little bit more piece of the pie.

52

00:04:00,338 --> 00:04:07,498

And that started my journey for my consulting group and my own business back in 2014.

53

00:04:07,838 --> 00:04:14,938

So here we are, I guess almost 12 years later at this point and we're still going.

54

00:04:15,078 --> 00:04:19,858

One piece that I will also mention is that started as a sales consulting company.

55

00:04:19,858 --> 00:04:25,218

I had this vision if you're a fan of things like

56

00:04:25,218 --> 00:04:28,660

Well, I liked the show Boston Legal way back in the day, really dating myself here.

57

00:04:28,800 --> 00:04:37,275

But uh the show Scandal or uh even Suits, for example, the idea that a whole group of

people can come around a table and solve a problem.

58

00:04:37,275 --> 00:04:41,007

That's what I saw my business being.

59

00:04:41,208 --> 00:04:45,390

so legally, my business is called Permission to Self-Consulting Group.

60

00:04:45,390 --> 00:04:49,703

Now, I'm basically the group, but I wanted it to be more.

61

00:04:49,703 --> 00:04:52,404

And this is the beauty of technology now is that

62

00:04:53,078 --> 00:04:57,341

It's the world is so small, thanks to technology, so I can bring people in from different

expertise.

63

00:04:57,341 --> 00:04:59,322

And it's kind like what you're doing in the podcast here, right?

64

00:04:59,322 --> 00:05:00,673

Bring people from all around the world.

65

00:05:00,673 --> 00:05:06,767

And in an instant they can be there to just support anyone that needs it.

66

00:05:07,037 --> 00:05:16,634

and so as the consulting side of things grew, I also ran into a challenge where people

were asking me what technology they should be using as part of their sales process.

67

00:05:16,674 --> 00:05:22,550

I was really good at helping people with sales conversations, but on the tech side, was,

go try.

68

00:05:22,550 --> 00:05:28,213

active campaign for your emails, go use ClickFunnels for your landing pages.

69

00:05:28,213 --> 00:05:36,998

And I was just referring people to all these different places and most of them were good

at that one thing, but I found that there was just this gap.

70

00:05:36,998 --> 00:05:43,461

And like I sent them off to some other company that I had no influence over and sometimes

they'd come back and go, I'm really struggling.

71

00:05:43,461 --> 00:05:46,283

And I didn't, I wasn't really in a place to be able to help them.

72

00:05:46,283 --> 00:05:52,566

So a few years ago, along with the sales coaching, I added in the technology side and

really got to dig into

73

00:05:53,022 --> 00:06:04,705

what we can put in place from technology, so automation and now AI, what can we do to

support people's process so that it shifts from, I really hope someone shows up on the

74

00:06:04,705 --> 00:06:13,288

sales call and maybe I'll close the sale, to a repeatable process that I'd like to compare

to McDonald's.

75

00:06:13,708 --> 00:06:21,790

McDonald's systems are so successful all over the world because they're so structured and

simple that a 15 or 16 year old can do it.

76

00:06:22,964 --> 00:06:26,376

And we tend to put so much pressure on salespeople.

77

00:06:26,557 --> 00:06:29,439

And if you're a solo printer, that salesperson might be yourself.

78

00:06:30,220 --> 00:06:31,561

And it can be tough.

79

00:06:31,561 --> 00:06:36,465

Great salespeople can struggle if the system's not set up properly.

80

00:06:36,465 --> 00:06:41,849

And so people that don't consider themselves great salespeople, the problem's even bigger.

81

00:06:42,090 --> 00:06:52,898

And so that's kind of where I like to play now is how do we design an architect the ideal

structure for someone's process so that they create this buyer's journey?

82

00:06:53,688 --> 00:07:07,415

that takes people from point zero in the experience all the way through to this phenomenal

respect and authority for your brand and what you do and show them that this is what's

83

00:07:07,415 --> 00:07:10,305

gonna solve your problem, if indeed it does.

84

00:07:10,903 --> 00:07:11,754

Yeah, I love that.

85

00:07:11,754 --> 00:07:23,054

And that's a great, that is a great foundation for this conversation as well, because when

we talk about big impact experts, so many of them, I mean, there's different beliefs for

86

00:07:23,054 --> 00:07:32,061

sure, but uh most of them, when you talk to them, don't, they will say that they don't

love sales.

87

00:07:32,222 --> 00:07:33,793

So there's that.

88

00:07:33,904 --> 00:07:37,555

And I always look at it as an inevitable uh part of that.

89

00:07:37,555 --> 00:07:49,798

But the other thing too is that when we surveyed our audience just recently for an event

that we did, the number one answer that we got was in terms of what they need or what they

90

00:07:49,798 --> 00:07:58,131

want or what they're struggling with is the lack of consistency in sort of like acquiring

new clients.

91

00:07:58,131 --> 00:07:58,872

And so...

92

00:07:58,872 --> 00:08:00,096

uh

93

00:08:00,096 --> 00:08:01,397

Let's speak to that a little bit.

94

00:08:01,397 --> 00:08:02,638

mean, there's the belief side.

95

00:08:02,638 --> 00:08:05,090

mean, the sales, mean, let's address that.

96

00:08:05,090 --> 00:08:10,675

And then, you know, I think the systems probably are going to what's going to add to the

consistency.

97

00:08:10,675 --> 00:08:18,652

But, you know, and but I but I think there might they might be interconnected because the

beliefs are are really going to be foundational, right?

98

00:08:18,652 --> 00:08:24,177

Like that's going to kind of drive everything that you do from that point forward.

99

00:08:24,177 --> 00:08:26,619

So what's your experience with that?

100

00:08:26,791 --> 00:08:34,437

Well, so when I started this whole sales consulting journey, I called the company

permission to sell consulting group.

101

00:08:34,437 --> 00:08:41,671

I mentioned the group part, but the permission to sell portion came from realizing that I

live in Atlantic Canada.

102

00:08:41,671 --> 00:08:48,466

I'm in New Brunswick and we're like, so in the East coast, we've got this reputation for

being, I mean, as Canadians, we're known as being really nice.

103

00:08:48,466 --> 00:08:51,027

Always saying sorry for no good reason.

104

00:08:51,268 --> 00:08:54,750

And especially in the East coast of Canada,

105

00:08:54,860 --> 00:09:02,273

we're known for just being way too modest and being like almost paranoid to talk about the

things we do that are great.

106

00:09:02,693 --> 00:09:08,226

And when I first started this journey, I started calling myself the startup sales

strategist.

107

00:09:08,226 --> 00:09:14,318

I thought I could come in, help startups grow their sales because sales is sales is sales

for the most part.

108

00:09:14,439 --> 00:09:18,680

And I realized that startups fell into one of two categories.

109

00:09:18,680 --> 00:09:22,834

They were broken bootstrapping it uh or they had just gotten

110

00:09:22,834 --> 00:09:28,999

a chunk of money from an investor and I was too small to be considered a proper person to

help them.

111

00:09:28,999 --> 00:09:31,161

So, either way, that wasn't going to work for me.

112

00:09:31,561 --> 00:09:37,666

But in this startup space, I was finding people that were coming from a job.

113

00:09:38,748 --> 00:09:40,319

Maybe they quit because they didn't like their boss.

114

00:09:40,319 --> 00:09:41,270

Maybe they got fired.

115

00:09:41,270 --> 00:09:48,275

Maybe they saw that something was going on in the company that they would do differently

and wanted to prove that they could do it.

116

00:09:48,275 --> 00:09:51,638

But none of those scenarios is a great formula for sales success.

117

00:09:52,256 --> 00:09:59,408

It just means that you're a good, ideally a good executor um on the actual delivery of a

product.

118

00:09:59,828 --> 00:10:02,289

But if you can't make a sale, there's nothing to deliver.

119

00:10:02,569 --> 00:10:10,371

And so with, when it comes to the mindset of sales, it's first giving yourself permission

to sell.

120

00:10:10,371 --> 00:10:15,232

Like you need to give yourself permission to sell before a prospect ever gives you

permission to sell to them.

121

00:10:15,513 --> 00:10:16,733

It starts with you.

122

00:10:16,733 --> 00:10:20,634

There's a story that Zig Ziglar shares in

123

00:10:20,654 --> 00:10:24,734

probably multiple books, but I've heard it probably in, well, at least a few audio

recordings.

124

00:10:24,774 --> 00:10:35,794

And he tells a story about, about doing sales to someone who just came out of a fire and

almost lost their home.

125

00:10:36,554 --> 00:10:44,454

And it's the mindset shift where the person he's telling the story to was like, well, I

didn't dare want to make them, you know, offer them to buy this because they didn't want

126

00:10:44,454 --> 00:10:46,914

them to spend the little bit of money they had left.

127

00:10:47,354 --> 00:10:49,894

And he turns it around and says, no, no, no, but look,

128

00:10:50,188 --> 00:10:58,582

what you're offering them could completely save the little bit they do have left if they

put it in place now.

129

00:10:58,582 --> 00:11:06,845

Because if this next level of urgency happens or disaster happens, there's no more backup.

130

00:11:07,586 --> 00:11:15,029

And so I forget the details, but something like I'm selling a smoke detector or something

like that.

131

00:11:15,029 --> 00:11:17,770

But the idea is that you can look at

132

00:11:18,252 --> 00:11:21,603

almost any situation from two or three or four different points of view.

133

00:11:22,703 --> 00:11:28,885

And the one that you need to focus on is the one that's going to help you actually make an

offer to somebody.

134

00:11:29,065 --> 00:11:32,086

Sales isn't about pushing something down someone's throat.

135

00:11:32,446 --> 00:11:38,328

It's about making sure that you do everything in your power to show them the vision you

have for them.

136

00:11:39,348 --> 00:11:40,629

Hopefully get them to see it.

137

00:11:40,629 --> 00:11:43,729

If you think it's actually going to help them and then let them decide.

138

00:11:44,562 --> 00:11:45,636

So

139

00:11:46,198 --> 00:11:50,541

If you go and make the decision ahead of time, I'm not going to make an offer to these

people.

140

00:11:51,142 --> 00:11:58,646

You might've just stopped them from getting something that could positively change their

life, all because you were nervous to ask for money.

141

00:11:59,087 --> 00:12:02,529

And this is a little controversial, but I look at it this way.

142

00:12:02,890 --> 00:12:10,675

If you're giving into your insecurities as a sales professional or as a business owner and

making that decision upfront, and that's what it is, right?

143

00:12:10,675 --> 00:12:11,376

You're too nervous.

144

00:12:11,376 --> 00:12:15,168

You don't want to have somebody dislike you if you make an offer at the wrong time.

145

00:12:16,024 --> 00:12:17,194

That's selfish.

146

00:12:17,314 --> 00:12:22,856

You're serving your own insecurity and not even giving the person that you claim to want

to help a chance.

147

00:12:23,736 --> 00:12:25,316

So we got to shift that.

148

00:12:25,457 --> 00:12:35,759

I want to always be putting the decision in someone else's hands, ideally in a scenario

where I truly see what the outcome could be, the value of that outcome.

149

00:12:36,240 --> 00:12:38,020

And my goal is to just show them.

150

00:12:38,240 --> 00:12:42,381

If they don't see it and if I try, you you can't help everybody.

151

00:12:42,681 --> 00:12:45,102

But if I go into a conversation, I don't want to just...

152

00:12:45,102 --> 00:12:46,682

sell somebody for the sake of selling.

153

00:12:46,682 --> 00:12:48,622

That doesn't help anybody, right?

154

00:12:48,622 --> 00:12:52,162

It wasn't too bad for a $1 scratch ticket when I was 14.

155

00:12:52,702 --> 00:13:04,542

But if we're talking, you know, $100,000 programs or, you know, systems that are going to

impact multiple levels of your business, we got to be clear on what that outcome could be,

156

00:13:04,542 --> 00:13:07,022

what that beneficial outcome is going to be.

157

00:13:07,022 --> 00:13:10,322

And then we need to show that to the prospect.

158

00:13:11,182 --> 00:13:13,442

And the moment we start to make a decision on

159

00:13:13,442 --> 00:13:17,086

whether we move forward or not purely based on our insecurity, I don't want to upset them.

160

00:13:17,086 --> 00:13:19,287

I don't want to call them now because they might get mad.

161

00:13:20,169 --> 00:13:21,690

It's just being selfish.

162

00:13:21,851 --> 00:13:25,674

We're feeding the wrong beast and it doesn't help anybody.

163

00:13:25,707 --> 00:13:32,930

Yeah, and you know, if you think about this desire to make a big impact, it's out of

alignment with that.

164

00:13:32,930 --> 00:13:48,646

And so if we say we want to make a big impact, but at the the on the other hand, we uh we

don't want to, you know, sell that uh confidently than where it's definitely an alignment

165

00:13:48,646 --> 00:13:49,477

conversation.

166

00:13:49,477 --> 00:13:55,559

So what I heard, what I really felt and what I heard when you when you were saying that

was

167

00:13:55,748 --> 00:14:05,848

you know, it's that belief level in how does the product or service that you are offering

benefit someone?

168

00:14:06,008 --> 00:14:07,988

And I love the Zig Ziglar story as well.

169

00:14:07,988 --> 00:14:11,188

It's like, how could that save them?

170

00:14:11,248 --> 00:14:16,068

Not just change, we always look at gain, but what could it save them from as well?

171

00:14:16,068 --> 00:14:23,393

And if you're really grounded in the impact that your thing makes, then I think we're...

172

00:14:23,393 --> 00:14:25,425

we can sort of tick the box there.

173

00:14:25,425 --> 00:14:28,006

like, I love what you said, that permission to sell.

174

00:14:28,006 --> 00:14:32,676

love the, now I see the connection with the name and I didn't get that before.

175

00:14:32,676 --> 00:14:33,700

And that's really cool.

176

00:14:33,700 --> 00:14:35,191

That's a great way to say it.

177

00:14:35,191 --> 00:14:39,354

Like give yourself permission to sell confidently.

178

00:14:39,514 --> 00:14:51,799

And so now if you are giving yourself permission to sell confidently, what is the thing we

hear the most, at least recently is,

179

00:14:51,799 --> 00:14:54,100

the lack of consistency, right?

180

00:14:54,100 --> 00:14:59,162

So if we've addressed the mindset part of it, now what do we need to do?

181

00:14:59,162 --> 00:15:06,304

And you mentioned systems, like what do we need to do to really kind of like drive sales

so that they are consistent?

182

00:15:06,304 --> 00:15:14,807

And I would also suggest uh there at some point be a point of scalability, but consistency

first, right?

183

00:15:14,807 --> 00:15:15,342

So.

184

00:15:15,342 --> 00:15:23,242

Well, you know, as we sit here in 2026, we're in an economy of attention deficit.

185

00:15:23,942 --> 00:15:32,542

And it's so easy for people to just blow by the things that are important and focus on the

shiny objects, the dopamine hits.

186

00:15:33,302 --> 00:15:40,542

And so we need, and that's not just our potential customers or prospects, it's us as

business owners, as salespeople.

187

00:15:40,542 --> 00:15:43,642

It's so easy for us to go and want to chase the big

188

00:15:43,875 --> 00:15:44,405

big sale.

189

00:15:44,405 --> 00:15:53,550

Like I was, you know, had in the past life I was in the insurance business and I spent so

much effort and months and months into one client who I was sure was going to be a big

190

00:15:53,550 --> 00:15:55,601

deal and was going to be a big commission check.

191

00:15:55,761 --> 00:15:57,708

And it was a guy I knew really, really well.

192

00:15:57,708 --> 00:15:59,944

I was like, he would never, he would never back out on this.

193

00:15:59,944 --> 00:16:00,544

And he did.

194

00:16:00,544 --> 00:16:01,194

He backed out.

195

00:16:01,194 --> 00:16:07,988

So I lost essentially two months of work and zero commission and I didn't have anything

else to focus on.

196

00:16:07,988 --> 00:16:12,820

So we get focused on what we think is going to be the best for us in the short term.

197

00:16:13,016 --> 00:16:18,170

But when we put systems in place, it allows us to be consistent across the board.

198

00:16:18,170 --> 00:16:22,614

number one is actually just deciding on some rules for how your business is going to run.

199

00:16:22,754 --> 00:16:26,227

there's no set rules of what this has to be.

200

00:16:26,227 --> 00:16:27,639

You just need to decide.

201

00:16:27,639 --> 00:16:35,405

Do you want to make sure that you're really giving every effort and somebody submits

information to you, whether it's an opt-in, they download some kind of free gift.

202

00:16:35,866 --> 00:16:39,749

Do you want to make sure that if there's any chance at all that you can help them that

you're doing it?

203

00:16:39,749 --> 00:16:41,570

If that's the case, great.

204

00:16:42,174 --> 00:16:50,816

What would the ideal activity be if you're doing it yourself and not worried about

automation or systems in this particular context, but think of it from a procedure.

205

00:16:51,858 --> 00:16:56,680

What's the procedure that should be done and think of it as you've got an employee that's

going to do it.

206

00:16:56,680 --> 00:16:57,770

What would you tell them to do?

207

00:16:57,770 --> 00:17:00,481

So take your concern of, I don't want to make the phone call.

208

00:17:00,481 --> 00:17:01,162

I take that out.

209

00:17:01,162 --> 00:17:05,323

So if you've got someone that's going to do exactly what you tell them, what are the steps

you want them to take?

210

00:17:05,784 --> 00:17:11,966

And then once you've got that mapped out, then we can look at, okay, how can we systemize

it?

211

00:17:12,258 --> 00:17:16,481

How do we build some technology around it to help?

212

00:17:16,722 --> 00:17:21,725

Because it's one thing if you're gonna block off an hour a day to call people that opted

in from the day before.

213

00:17:21,766 --> 00:17:24,528

I would love if people did that and most people aren't going to.

214

00:17:25,209 --> 00:17:38,760

But if you can have systems around it, whether it's an automated email, whether it's AI

doing outbound calling, somebody opts in, there's no reason in 2026 why they can't have an

215

00:17:38,760 --> 00:17:41,708

immediate experience with your brand.

216

00:17:41,708 --> 00:17:43,059

after that happens.

217

00:17:43,300 --> 00:17:55,537

And I don't have the numbers right in front of me, but statistically, the value of

increasing your speed to lead, as it's used, know, buzz terms, makes such a difference in

218

00:17:55,537 --> 00:17:56,738

your results.

219

00:17:57,059 --> 00:17:59,872

In the past, like I mentioned, the online universities...

220

00:18:01,432 --> 00:18:07,636

We were in a scenario where they would buy leads from a single source and multiple

universities would go from the same source.

221

00:18:07,636 --> 00:18:11,229

they would, someone would opt in and say, yes, I want to learn about online education.

222

00:18:11,229 --> 00:18:14,551

And the leads would go to multiple schools like that.

223

00:18:15,432 --> 00:18:21,496

And the first person to get ahold of the prospect was usually the one that got the sale.

224

00:18:22,597 --> 00:18:29,888

And being in that environment, if the focus is to help, like a lot of people, if...

225

00:18:29,888 --> 00:18:37,911

in the moment when they make the decision to look for more information or get some kind of

support and again back to the free opt-in and they're to watch a webinar or whatever it

226

00:18:37,911 --> 00:18:38,682

is.

227

00:18:39,542 --> 00:18:43,244

That's the point where what I refer to as their momentum is the highest.

228

00:18:43,244 --> 00:18:52,968

That momentum, I use that word to describe when someone's enthusiasm to get the end result

you're promising is kind of moving towards its peak.

229

00:18:52,968 --> 00:18:57,890

So as that momentum grows, the likelihood of buying grows and

230

00:18:57,934 --> 00:19:02,094

Purchases are made when someone's momentum is at a peak.

231

00:19:02,094 --> 00:19:10,874

Like I use a scale of like out of five or out of 10 and they've got to be like a five out

of five or 10 out of 10 before they're going to say, yes, let's move forward.

232

00:19:11,794 --> 00:19:23,474

And so when we're mapping out a sales process, the most dangerous thing, the most, I guess

the kryptonite to us helping people is time.

233

00:19:24,014 --> 00:19:25,714

I opted in for something.

234

00:19:26,432 --> 00:19:29,943

Maybe an email came back and it landed in my junk mail, so I forgot about it.

235

00:19:31,083 --> 00:19:34,403

And I missed the webinar that I might have been signing up for, and it never crossed my

mind again.

236

00:19:34,403 --> 00:19:39,986

But in the moment when I clicked, there was a problem that I felt like I could solve, or

that I should solve.

237

00:19:40,906 --> 00:19:41,526

And now it's gone.

238

00:19:41,526 --> 00:19:42,727

The problem didn't go away, though.

239

00:19:42,727 --> 00:19:45,548

Just my attention to it went away.

240

00:19:46,068 --> 00:19:53,750

And so maybe three months down the road, I'll see another ad that might solve that same

problem, and it's back to being prevalent in my mind at the time.

241

00:19:54,828 --> 00:20:01,743

But there's not many problems in your business that are going to be easier to solve six

months from now than they are today.

242

00:20:02,384 --> 00:20:10,791

And for your customers, even if you're working with consumers, time ends up causing more

problems and less if there's something that's broken.

243

00:20:11,192 --> 00:20:17,476

If it's I need to figure out my money challenges, maybe you're a finance coach.

244

00:20:17,757 --> 00:20:22,280

I promise you, getting a hold of somebody today is going to be much more effective than

getting a hold of them six months from now.

245

00:20:22,598 --> 00:20:24,362

That can literally change their life.

246

00:20:24,620 --> 00:20:30,353

So there's almost no scenario where time works in your favor in the sales process.

247

00:20:30,554 --> 00:20:34,466

And one of the most powerful things is shortening that process as much as possible.

248

00:20:34,466 --> 00:20:44,642

So on the front end, that speed to lead, as soon as somebody opts in or shows interest,

you want to be able to have a conversation with them or engage them in some way as quickly

249

00:20:44,642 --> 00:20:45,842

as possible.

250

00:20:45,982 --> 00:20:52,786

And then on the other end of things, when you're in those conversations, cut your follow

up.

251

00:20:53,230 --> 00:20:58,170

We have such a horrible habit of saying, I'll give you a call next week.

252

00:20:59,650 --> 00:21:03,110

And Chuck, I hate to tell you, next week is where sales go to die.

253

00:21:04,130 --> 00:21:05,550

Like they're gone, right?

254

00:21:05,550 --> 00:21:13,110

That momentum drops because when you get off a call or whatever that interaction is, they

start thinking, oh, well, I forgot to ask Jeremy this.

255

00:21:13,110 --> 00:21:14,010

Hmm.

256

00:21:14,150 --> 00:21:17,110

He should have just told me, maybe I don't trust him.

257

00:21:17,470 --> 00:21:19,410

Or talking to a friend.

258

00:21:19,410 --> 00:21:19,790

Oh, you know what?

259

00:21:19,790 --> 00:21:21,144

was talking to this Jeremy guy and

260

00:21:21,144 --> 00:21:23,696

He's in a sales system, I've heard about sales systems.

261

00:21:23,696 --> 00:21:25,317

This AI stuff's just taking over the world.

262

00:21:25,317 --> 00:21:26,577

You should avoid it.

263

00:21:26,578 --> 00:21:28,820

Oh, okay, and the momentum drops.

264

00:21:28,820 --> 00:21:38,146

And then before you know it, they're less interested in what you have to say than they

were before they even opted in or before you had that first conversation.

265

00:21:38,406 --> 00:21:41,008

And so it just, the deal goes to die.

266

00:21:41,008 --> 00:21:45,351

And the more important issue is that the person's problem never gets solved.

267

00:21:45,792 --> 00:21:49,420

Now, if you can shorten that window of the follow-up and...

268

00:21:49,420 --> 00:21:56,145

Your audience might think I'm nuts for saying this, but I promise you there's a lot of

things I talk about that are like, you know, theoretically, this is what I believe, but I

269

00:21:56,145 --> 00:22:00,198

will tell you statistically, this makes one of the biggest differences.

270

00:22:00,198 --> 00:22:07,202

And it's if your follow up from a sales call can happen within 48 hours, it changes

everything.

271

00:22:07,563 --> 00:22:12,926

And if you can make it within 24 hours, it like you'll almost double your conversion.

272

00:22:13,627 --> 00:22:18,590

And it's only because there's been less room for other people's opinions to get in the

mix.

273

00:22:19,662 --> 00:22:22,762

There has been less time for people to forget that they had this problem.

274

00:22:24,362 --> 00:22:26,842

And if you say, oh, know, I'm busy.

275

00:22:26,842 --> 00:22:27,922

Call me back next week.

276

00:22:27,922 --> 00:22:29,882

You know what, I appreciate that.

277

00:22:29,882 --> 00:22:31,462

I understand we're all busy.

278

00:22:31,622 --> 00:22:37,622

But look, is there really anything that's going to change between tomorrow afternoon and

next Friday?

279

00:22:38,222 --> 00:22:40,202

Probably not that's going to work in your favor.

280

00:22:40,462 --> 00:22:46,542

So why don't we just get this decision checked off your list and make the rest of your

week a whole lot lighter?

281

00:22:46,542 --> 00:22:47,442

I got time tomorrow at 3.

282

00:22:47,442 --> 00:22:48,614

How's that work for you?

283

00:22:49,496 --> 00:22:52,047

Like it doesn't have to be a pushy conversation.

284

00:22:52,047 --> 00:22:54,589

You just need to truly believe that it's valuable for them to do it.

285

00:22:54,589 --> 00:22:55,986

Back to that mindset.

286

00:22:55,986 --> 00:23:00,432

If you come across going, well, I've got a spot tomorrow at one, would you be free then?

287

00:23:00,506 --> 00:23:03,794

No one's going to feel the confidence because it doesn't exist.

288

00:23:03,994 --> 00:23:06,955

You feel like you're pushing somebody, like you're trying to be salesy.

289

00:23:07,116 --> 00:23:17,346

But if you truly believe that if you can keep the conversation going and the momentum

going and minimize how much drop off they have in momentum, then not only is it going to

290

00:23:17,346 --> 00:23:18,830

be much easier sale for you,

291

00:23:18,830 --> 00:23:21,310

It's an easier adoption for them.

292

00:23:21,530 --> 00:23:22,410

Help them change their life.

293

00:23:22,410 --> 00:23:24,070

Help them fix that problem.

294

00:23:24,370 --> 00:23:29,770

Forget about your insecurities and let's make processes and systems that make it really,

really easy.

295

00:23:29,830 --> 00:23:37,890

Now, you just saying, let's follow up within 48 hours or 24 hours is such an easy thing to

do, but it gets overlooked.

296

00:23:37,890 --> 00:23:40,110

You don't need technology for that.

297

00:23:40,170 --> 00:23:42,630

I mean, a calendar, say, I've got a time tomorrow too.

298

00:23:42,630 --> 00:23:49,030

Book it your calendar manually if you don't have the technology that'll do it, but it can

be so easily done.

299

00:23:49,504 --> 00:23:56,016

I love the tech because it makes it really scalable once you've got systems mapped out,

but you don't need all the tech.

300

00:23:56,156 --> 00:24:03,518

You just need to make decisions and stick to them around what that standard of your

delivery is going to be, what the level of execution is going to be.

301

00:24:03,818 --> 00:24:16,882

But as humans, and especially me, I'm someone who's got ADHD, so I fall victim every day

to what I call emotional discretion, which is just a fancy sounding way for me to say, if

302

00:24:16,882 --> 00:24:18,132

I don't want to do it,

303

00:24:18,338 --> 00:24:19,139

I don't do it.

304

00:24:19,139 --> 00:24:20,800

Like I do what I feel like, you know?

305

00:24:20,800 --> 00:24:21,611

Emotional discretion.

306

00:24:21,611 --> 00:24:24,984

But we've got to cut it out because that's what kills the consistency.

307

00:24:24,984 --> 00:24:26,195

We don't feel like making the calls.

308

00:24:26,195 --> 00:24:27,917

We're nervous about the fallout.

309

00:24:27,917 --> 00:24:34,152

We tell ourselves a story about this lead that shows up in our system that we realized

they popped in there two weeks ago and we missed it.

310

00:24:34,413 --> 00:24:35,194

Well guess what?

311

00:24:35,194 --> 00:24:37,575

Waiting a day is not going to make it any better.

312

00:24:38,677 --> 00:24:40,298

So call them now.

313

00:24:41,601 --> 00:24:48,756

I love that you said that next week is where sales go to die.

314

00:24:48,756 --> 00:25:01,785

And next week is almost the default on both sides of the conversation, both on the

prospect and the person who is the service provider or doing in the sales role.

315

00:25:01,785 --> 00:25:05,269

And it's like, you know.

316

00:25:05,323 --> 00:25:09,586

My takeaway from that is like, let's stop letting that be the default.

317

00:25:09,766 --> 00:25:15,530

And I really like what you said is that the best time to follow up is within 48 hours.

318

00:25:15,550 --> 00:25:17,512

And that really shortens it.

319

00:25:17,512 --> 00:25:19,613

And all the reasons you mentioned are great.

320

00:25:19,613 --> 00:25:21,955

ah I love everything we're saying.

321

00:25:21,955 --> 00:25:30,851

And I wanna make sure that before we run out of time, that we give people some thought,

what should they be thinking about looking at?

322

00:25:30,851 --> 00:25:32,342

What are some of their next steps?

323

00:25:32,342 --> 00:25:34,165

And I know you've got...

324

00:25:34,165 --> 00:25:37,360

something that will help them with that.

325

00:25:38,483 --> 00:25:47,559

everyone who's resonated with this, what do they do next to really take a look at their

sales process and what can they do to improve it?

326

00:25:48,014 --> 00:25:53,657

So I would suggest that you want to think about what's the best experience you can create

for a prospect.

327

00:25:54,197 --> 00:26:01,321

take yourself out of it, pretend it's not you having to do the delivery, because that's

going to give some of your own inhibitions and resistance around what you're doing.

328

00:26:01,321 --> 00:26:12,267

So if this was a multi-million dollar company that had just had raving reviews for the

experience that it created for their prospects and clients, what would it do?

329

00:26:12,928 --> 00:26:14,849

Would it be an extra phone call?

330

00:26:14,849 --> 00:26:17,666

Would it be outreach within minutes?

331

00:26:17,666 --> 00:26:22,868

Would it be a thank you package when someone comes on as a client?

332

00:26:22,868 --> 00:26:27,040

Would they mail a leather binder with the logo, whatever you want it to be?

333

00:26:27,040 --> 00:26:32,592

There's no rules except for the ones that you set, but I encourage you to put yourself in

the position of the client.

334

00:26:33,172 --> 00:26:34,743

And what would be the ideal scenario?

335

00:26:34,743 --> 00:26:36,754

Because there's points for the sales process.

336

00:26:36,754 --> 00:26:40,775

I call them conversion points or some people call them decision points.

337

00:26:40,836 --> 00:26:46,764

Anywhere that someone has to make a decision and not just to buy, it's a decision to

answer the phone.

338

00:26:46,764 --> 00:26:47,975

next time you call.

339

00:26:47,975 --> 00:26:50,186

It's a decision to jump on the Zoom call when it's scheduled.

340

00:26:50,186 --> 00:26:55,859

It's a decision to actually say, yes, I'll have another conversation with you.

341

00:26:55,959 --> 00:26:56,749

And so what can you do?

342

00:26:56,749 --> 00:27:06,555

Like, just as a quick example, when it comes to sales pages, you should always have a chat

bot on a sales page, because that's the point where people are gonna be most likely to

343

00:27:06,555 --> 00:27:08,214

have questions that haven't been answered.

344

00:27:08,214 --> 00:27:11,848

They're considering it, they see a price, go, oh, I didn't think about this, I wonder.

345

00:27:11,848 --> 00:27:15,469

but there's a little chat widget right there that can talk to a person or AI or whatever

you want.

346

00:27:16,718 --> 00:27:20,441

Like you want to be there to maximize those conversions.

347

00:27:20,441 --> 00:27:22,062

But think about it right from the get go.

348

00:27:22,062 --> 00:27:24,593

The first time they see you, is it through an ad?

349

00:27:24,593 --> 00:27:26,965

Did they stumble upon a Facebook page?

350

00:27:26,965 --> 00:27:33,069

Is it they're searching something on Google and your Google, your business profile pops

up?

351

00:27:33,090 --> 00:27:34,391

What does that look like?

352

00:27:34,391 --> 00:27:42,977

And if you could, like if money didn't matter, if resources didn't matter, what's the

dream deliverables that you would like to give them along that journey so that even if

353

00:27:42,977 --> 00:27:45,078

when the sales conversation happened,

354

00:27:45,868 --> 00:27:48,060

The answer was no, I don't think it's the right fit.

355

00:27:48,060 --> 00:27:52,242

They're still so excited about the experience, they would love to send you referrals.

356

00:27:53,343 --> 00:27:55,205

That's what I would challenge everybody to think about.

357

00:27:55,205 --> 00:28:01,389

when you're doing it, think about what that would look like if you had somebody hired that

could do the work of that delivery.

358

00:28:01,389 --> 00:28:04,271

It's not you, because take yourself out of it.

359

00:28:04,571 --> 00:28:06,518

And when you do that, you've got the dream scenario.

360

00:28:06,518 --> 00:28:08,414

You're not going to create it overnight.

361

00:28:08,634 --> 00:28:12,276

But once you've got it mapped out, that then becomes the standard that you're reaching

for.

362

00:28:12,697 --> 00:28:14,498

And now you can go back and go, OK.

363

00:28:14,560 --> 00:28:18,692

What's the simplest action I can take to get a little closer into one thing at a time?

364

00:28:18,692 --> 00:28:30,897

Like just having an automated on a responder when somebody opts into your to your website

or making sure that if somebody calls your phone number after hours, there's it's not a

365

00:28:30,897 --> 00:28:32,078

voicemail that they leave.

366

00:28:32,078 --> 00:28:39,140

They can actually talk to somebody, even if it's a eye that can go ahead and book the call

with you for the next morning so that they're not stuck waiting.

367

00:28:40,041 --> 00:28:42,380

So I would just say map it out first.

368

00:28:42,380 --> 00:28:48,154

pretend it's like a dream board of a client experience and go step by step, what would you

do?

369

00:28:48,895 --> 00:28:53,030

And then you can document it as a process and then you can put technology behind it.

370

00:28:53,030 --> 00:28:54,479

But that's the first step.

371

00:28:54,560 --> 00:28:57,922

You don't know how far you're missing the mark if you don't know what the mark is.

372

00:28:59,659 --> 00:29:01,430

Yeah, that makes total sense.

373

00:29:01,430 --> 00:29:06,962

Well, I know you also have an assessment that helps people figure out where their gaps

are.

374

00:29:06,962 --> 00:29:16,557

You want to tell everybody a little bit about that and where they can find that, because

that seems like a next logical step in learning more from you and potentially working with

375

00:29:16,557 --> 00:29:17,247

you.

376

00:29:17,710 --> 00:29:18,650

Absolutely.

377

00:29:18,650 --> 00:29:27,250

Yeah, so this is a sales execution diagnostic and the idea behind it is The problem that

we run into is the execution.

378

00:29:27,250 --> 00:29:35,090

It could be the systems It could be processes, but ultimately we're not executing the way

we need to to create the results that we want to so instead of Taking as much time as it

379

00:29:35,090 --> 00:29:44,510

probably takes to map everything out in your business You can first just see where the the

gaps are and so you can complete this diagnostic is totally free.

380

00:29:44,870 --> 00:29:47,070

It's 12 to 15 questions

381

00:29:47,096 --> 00:29:49,607

probably take you 10 minutes max to do.

382

00:29:49,707 --> 00:29:53,268

And when you come out, you're gonna get a customized report to show you, these are where

the gaps are.

383

00:29:53,268 --> 00:29:56,769

These are the things that you really need to focus on, because they're the biggest needle

movers.

384

00:29:56,769 --> 00:30:01,070

And then if you wanna move forward and work with us, there's a button, you can click the

book, call with me, but you don't have to.

385

00:30:01,070 --> 00:30:03,730

There's steps that you can take after that as well.

386

00:30:03,891 --> 00:30:12,013

So if you'd like to go ahead and complete that, you can go to salesedge.io forward slash

chuck.

387

00:30:12,593 --> 00:30:17,126

And uh click that link, complete it, and either way,

388

00:30:17,126 --> 00:30:20,427

You're going to get value from it even if you don't move forward to the next step.

389

00:30:20,567 --> 00:30:23,328

The reports, they're customized to you.

390

00:30:23,328 --> 00:30:27,099

I've got AI built into it to make it matter.

391

00:30:27,099 --> 00:30:29,390

I don't want a template that you can get from a quiz.

392

00:30:29,390 --> 00:30:34,931

This is about, much like I'm explaining, you should do in your own sales processes.

393

00:30:35,371 --> 00:30:37,052

What's that experience that you want to create?

394

00:30:37,052 --> 00:30:44,554

I want to give you the opportunity to get some of the benefits of me doing a full

assessment without you having to have me there face to face to do it.

395

00:30:44,554 --> 00:30:45,734

So how?

396

00:30:46,252 --> 00:30:54,804

how far can we go using the technology, but respecting your time and knowing that maybe

you need to check off a few boxes before you know time one-on-one with me is gonna make

397

00:30:54,804 --> 00:30:55,916

the most sense.

398

00:30:57,303 --> 00:30:58,923

Yeah, that is really, really great.

399

00:30:58,923 --> 00:31:07,126

Well, if you're listening to this on video and you, uh the link for the assessment is

right beneath this video.

400

00:31:07,126 --> 00:31:14,728

And if you're listening to this on podcast, just open up your phone and the link to

Jeremy's assessment is right there.

401

00:31:14,728 --> 00:31:18,429

And that sounds like a very logical next step to me.

402

00:31:18,669 --> 00:31:23,471

Not only for just the awareness, but yeah, you're gonna learn a lot too.

403

00:31:23,471 --> 00:31:24,501

uh

404

00:31:24,501 --> 00:31:27,873

in just in asking yourself those questions for sure.

405

00:31:27,873 --> 00:31:29,494

So Jeremy, thanks for that.

406

00:31:29,494 --> 00:31:31,635

And thank you for everything that you shared.

407

00:31:31,635 --> 00:31:41,361

I know that this topic of sales and how that leads to making a bigger impact, we could

probably launch into a three or four hour workshop on that right now.

408

00:31:41,361 --> 00:31:43,122

And perhaps we do that one day.

409

00:31:43,122 --> 00:31:52,127

uh So as we wrap up, any final piece of advice or words of wisdom you wanna leave our

audience here with today.

410

00:31:53,166 --> 00:32:03,111

I think that the main thing is just if you're in a place where you want to make a big

impact, sometimes you got to step outside your comfort zone and your comfort zone is

411

00:32:03,111 --> 00:32:06,783

listening to the voices that say, I don't want to do that.

412

00:32:06,783 --> 00:32:08,434

I don't want to offend somebody.

413

00:32:08,935 --> 00:32:18,930

And I look at it as we've got two wolves inside us and there's this uh story that talks

about the good versus evil and the two wolves are always battling and which wolf wins?

414

00:32:18,930 --> 00:32:20,161

What's the one you feed?

415

00:32:20,161 --> 00:32:22,830

Well, it works the same way when it comes to

416

00:32:22,830 --> 00:32:26,830

listening to your insecurities versus the version of you that's to help people.

417

00:32:26,830 --> 00:32:35,190

If you continue to create momentum with the version of you that's destined to help people,

to make a difference, to make that impact, that will continue to grow.

418

00:32:35,190 --> 00:32:42,170

So whatever the step is that you can take today that maybe makes you a little

uncomfortable, but you know is the right thing to do if you really want to make an impact,

419

00:32:42,170 --> 00:32:46,030

it's going to help make that next step even easier.

420

00:32:46,570 --> 00:32:47,610

So feed the right wolf.

421

00:32:47,610 --> 00:32:52,250

Feed the one that's helping people, helping companies, the world.

422

00:32:57,859 --> 00:32:59,980

Great words to end this episode by Jeremy.

423

00:32:59,980 --> 00:33:00,540

Thank you.

424

00:33:00,540 --> 00:33:06,684

And thank you for your generosity and your wisdom and everything that you've shared here

today.

425

00:33:06,684 --> 00:33:09,826

And to our audience, I want to say thank you as well.

426

00:33:09,826 --> 00:33:11,627

I want this to be time well spent.

427

00:33:11,627 --> 00:33:15,229

If you're listening to my voice right now, it means this resonated with you.

428

00:33:15,229 --> 00:33:22,522

want you to take an action step, something that you heard us talk about, something that we

reminded you of.

429

00:33:22,522 --> 00:33:25,434

Maybe it's that follow-up call that you scheduled for next week.

430

00:33:25,434 --> 00:33:26,955

Go do it tomorrow.

431

00:33:27,423 --> 00:33:29,405

even better today.

432

00:33:29,405 --> 00:33:31,746

so, but take an action step today.

433

00:33:31,746 --> 00:33:35,549

Maybe it's something like that, or maybe it's to go and take Jeremy's assessment.

434

00:33:35,549 --> 00:33:40,933

know, go and really analyze your sales process and learn where your gaps are.

435

00:33:40,933 --> 00:33:45,876

Whatever that is, take an action towards that and then keep moving forward.

436

00:33:45,876 --> 00:33:48,468

That is how you overcome the obstacles.

437

00:33:48,468 --> 00:33:55,303

That's how you lead yourself to be making the big impact that you wanna make.

438

00:33:55,303 --> 00:33:55,991

And you...

439

00:33:55,991 --> 00:34:02,256

might be just one collaboration away from a big breakthrough that you need to make that

big impact.

440

00:34:02,256 --> 00:34:05,648

And perhaps Jeremy is that person to collaborate with.

441

00:34:05,648 --> 00:34:08,360

We are big on collaboration and partnerships here.

442

00:34:08,360 --> 00:34:11,483

So remember, there's no obstacle too big to be overcome.

443

00:34:11,483 --> 00:34:14,965

uh You might be just one collaboration away.

444

00:34:15,125 --> 00:34:22,889

And your big impact, that big difference that you want to make, please go confidently make

that in the world because we desperately need it.

445

00:34:22,889 --> 00:34:25,228

And remember, the only way to fail is to quit.

446

00:34:25,228 --> 00:34:28,178

So keep moving forward everyone, and we'll see you on the next one.

447

00:34:28,178 --> 00:34:29,088

Thanks.