Perception

Over the last 30 years, I’ve observed that salespeople tend to categorize all sales calls based on their products or services:

• Lenders often start sales calls by discussing whether the client needs a loan or how they can access capital.
• Employee benefits consultants focus on improving coverage and pricing.
• Property and casualty agents zero in on risk vulnerabilities, assessments, and price.
• Investment advisors prioritize discussions about maximizing returns, minimizing taxes, or reducing financial risk.

These approaches stem from our perception of what the client wants or needs. This perception typically arises from two factors:

1. Years of experience in the business.
2. The prospect's initial words during the setup of the meeting.

However, this perception can be flawed for two reasons:

1. Years of experience don’t reflect the current reality.
   Golf provides a great analogy. Every round is different—weather, fairway conditions, green rolls, and pin placements constantly change. Similarly, sales situations are dynamic, and relying solely on past experiences can lead to missteps.
2. What the prospect tells you initially is rarely the whole truth.
   It’s not that they’re lying, but they often describe symptoms rather than the root problem. Or they may present a problem that’s a byproduct of a larger issue.

To overcome these limitations, we must broaden our thinking and question our initial perceptions. By doing so, we can better identify the actual problems we need to solve.

Consistency

Top-performing salespeople demonstrate the importance of consistency. Research shows that 80% of the top 25% of salespeople follow a consistent sales process. What does this entail?

• Milestone-centric processes: Their approach is systematic, ensuring each step leads to a decision. This eliminates indecision and delays.
• Documentation: They record what happens at each step to track progress and identify gaps.
• Data analysis: They evaluate data to pinpoint choke points that hinder faster, higher-margin sales.
• Modeling success: They use data to replicate success consistently.

This mirrors the habits of a good golfer. Great golfers approach each shot systematically: they position their hands consistently, align correctly for putts, and maintain focus. Their methodical approach leads to lower scores and better performance compared to inconsistent players like me.

Commitment Matters

I’d love to improve my golf game, but I know it takes a deeper commitment than what I’m currently giving. Similarly, if you’re looking to improve your approach to selling—selling more, faster, and at better margins—it might be worth reflecting on how your level of commitment aligns with your goals.

Read & Share our Top 25 Sales Tips of 2025

Perfect practice prevents poor performance! To improve your overall sales effectiveness, you must become masterful at the skills required to be successful.

In today's blog post, you will learn why perception and consistency are critical factors when it comes to upgrading your selling results.

I’d like to blame my actual visual perception on my crappy golf game but the real problem is my consistency in practice. I’m not consistent. Therefore, my consistency on the golf course is non-existent, which leads to scores anywhere between 92 and 102. 

I can shoot a 44 on the front and a 54 on the back. Don’t get me wrong being virtually blind in one eye doesn’t help with depth perception, which sucks when you are trying to figure out how far the pin is from your ball. Yes, I have a device on my phone that tells me the distance, but I assure you it doesn’t help. And it makes for some good laughs when I’m trying to light candles on a birthday cake. Just ask my daughter Alex.

Let’s talk about these two contributing factors and how they impact sales performance.

Perception

It has been my observation for over the last 25 years that salespeople tend to lump all sales calls into product categories:

• If you are a lender, most all of your sales calls start with you talking to someone to figure out if they need a loan or how you can help them have access to capital.
• If you are in employee benefits solutions, you approach all of your calls with the intent on how to help them get better coverage and better pricing.
• If you are a property and casualty agent, you focus your attention on risk vulnerabilities, risk assessments, and price.
• And finally, if you are an investment advisor, you tend to focus on where people can put money to generate a great return, minimize taxes, or reduce the risk of losing money.

All of these scenarios occur because of our perception of what the client wants or needs. The perception exists for one of two reasons:

1. Our years and experience in the business
2. The words the prospect used when we set up the initial call

There are two problems here: 

1. Years of experience have nothing to do with the current condition. Let’s go back to golf for a minute. One of the things that make the game so interesting, great and frustrating is that you never really play the SAME course twice. The weather conditions are different. The conditions in the fairway are different. The roll of the ball on the green can be different. And the pin placement always requires a different approach to your putt.
2. What the prospect tells you initially is never the truth. Not that they are lying to you but they are not telling you the real problem. They normally describe a symptom to the problem or ask you to solve a problem that is actually caused by a bigger problem.  

If we close our eyes and don’t count on what we hear, then we would have to expand our thinking, which will change our perception of the problem we need to solve.

Consistency

In the elite and strong categories, we know that 80% of the top 25% of all salespeople follow a consistent sales process. What does this mean?

• They have a process that is milestone-centric - it’s systematic in that when the steps are followed they lead to a conclusion of getting a decision thus eliminating think it overs and delays
• They document the process and what happens at each step so they know if they are on the right track and if they need to go back and uncover information they may have missed
• They can look at data to determine what choke points they may have that are keeping them from generating more sales, more quickly at higher margins
• They can use the data to model success and repeat the process over and over again

Again, very much like a good golfer. During practice, or while on the course during a match, really good golfers have a systematic approach to their game. They approach the ball the same way on the tee. They position their hands the same way when attempting a bunker shot. They line up consistently when making a putt. Those that are consistent in their approach to golf will be more consistent in their scoring and will more than likely have lower scores than someone like me.

The reality is I would like to be better at golf, but I lack commitment. I’m not willing, at this time, to do everything possible to succeed at a higher level. The same might be said of your approach to selling. If you are not selling more, more quickly, at better margins, it might just be a commitment problem rather than a perception or consistency problem.

In today's blog post, we discuss the importance of calling a sales audible at the line of scrimmage.  Like an elite Quarterback, an elite salesperson must be willing to change things up when they're not working and be open to trying something completely different in the field.

We've all been there before and we all know the definition of insanity by this point.  So, what can you do about it when things aren't going your way and you are ready to increase sales?

An audible is, "A change in the offensive play called by the Quarterback at the line of scrimmage."

A few years ago , I thought of that definition in Chicago, IL, as my Uber driver made several deviations from her GPS directions in transporting me from the Midway Airport into downtown.

As I rode along with the windows down on a beautiful and sunny day in the Windy City, my thoughts turned from sightseeing to salespeople—specifically, the need for salespeople to make changes on the fly, whether that be during the initial phone call, the first meeting, or even at the time they present their solutions.  

Is there a better time than right now to try something different in your sales approach?

Anyone and everyone who has had any exposure to our company knows that we are completely sold on the importance of process.  We have table-pounding conviction around how important it is for a business driven by sales to have certain key processes in place regarding their sales infrastructure. 

And, of course, we believe that sales training creates the most return on a client’s investment when the salespeople and sales managers are following a sales process where opportunities are moving through the funnel in a stage-based and milestone-centric manner. 

We believe that firms who don’t have a consistent sales process (everyone following the same steps and using the same terms to describe stages in the sales process) but who implement such a process can often see a 15% to 20% increase in new business sales.

But, here is something worth remembering—life is complicated.  Ferris Bueller (I can’t come to Chicago and not think of him) told us to slow down or we might miss something. 

And the same is true with selling.  Sometimes you just need to slow down and do something unconventional.  Sometimes you need to do something that is contrary to what even your training has taught you to do. 

Sometimes you just need to call an audible.

To be clear, usually your training is going to be correct.  But, sometimes, you will need to remember that selling is both science and art, and the art part means you might need to listen to your heart and occasionally let that heart override your mind. 

Of course, the best in the business know when to listen to their head and when to listen to their heart.  And if they get it wrong every so often, so what? 

They get back up and they keep going.

So, listen to your heart.  Sometimes you will need to call an audible to get back on the saddle and to increase sales within your organization.