#73: Big Summit Energy: Don’t Just Take Notes, Take Action

Jen and Melissa bring Monica Tschanz, an Online Sales Specialist with Woodbridge Pacific Group, onto the pod to share how she turned Summit inspiration into her best month ever. Monica walks through the changes behind her results, from reworking self tours and prospecting aged leads to taking control of calls and putting Claude to work.

• International Builders’ Show - Feb 2-4 - Las Vegas, NV - Jen, Karla, and Mike are all speaking.
• Marketproof Marketing Academy - Feb 23-25 - Spots are limited - register today.
• Online Sales Academy - New group starting in the spring, dates TBD - Join the interest list to get first notice when registration opens.
• Something new for online sales leaders is in the works, and applications will open soon for the 2027 Online Sales Leadership Mastermind Group, an exclusive private group for leaders.

• Jazmin Davidson, Empire Homes - She earned a 5-star Google review from a customer who praised her professionalism, attention to detail, and follow-through. Kudos, Jazmin!

• Summit to Action: Monica came back from Summit with a plan and put it to work right away. She had her biggest week ever (14 appointments) and her best month of the year in October, and her leadership has noticed the energy and mindset shift across the team.
• Aged Lead Prospecting: About 40% of Monica’s appointments come from aged leads. Her tips are to use a quick text, call within minutes of a response, stay consistent every month, and create urgency with a home countdown.
• Stop Info Dumping: Monica now takes control of the call, answers with less detail, and asks for the appointment sooner. It saves her follow-up work and moves prospects off the internet and into the model homes.
• Putting Claude to Work: She started small and built community quick sheets, a “phone buddy” for quick answers on calls, a call coach fed with her transcripts, a weekly recap for sales and marketing, and her first slide deck. Her advice is to talk to Claude like a coworker, ask it for help along the way, and remember it is still your job to tell the story.

Find one opportunity within your organization and learn one new skill. Start small, whether it is an AI project or a process improvement, then measure the results.