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Do This Weekly for Success in Sales

E193 ยท The Solarpreneur
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55 Plays4 years ago

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Speaker 1 (00:03):

Welcome to the Solarpreneur podcast, where we teach you to take your solar business to the next level. My name is Taylor Armstrong and I went from $50 in my bank account and struggling for groceries to closing 150 deals in a year and cracking the code on why sales reps fail. I teach you to avoid the mistakes I made and bringing the top solar dogs, the industry to let you in on the secrets of generating more leads, falling up like a pro and closing more deals. What is a Solarpreneur you might ask a Solarpreneur is a new breed of solar pro that is willing to do whatever it takes to achieve mastery and you are about to become one.

Speaker 2 (00:41):

What's up Solarpreneurs. Today, we're going to be talking about how to plan your week like a boss, how to plan your week, like a Solarpreneur, how the top solar dog has do it. So we're going to jump in and up. But before we get into the topic, I want to invite you to tune in to next Tuesday's episode, because we have a very special announcement. We've been working on a top secret project. I know you guys are gonna love it. So make sure you tune in to next Tuesday's podcast. So let's jump into the topic today. It's going to be a quicker one, but the reason I am thinking so much about planning lately is because as some of you know, I'm in the Knockstar training, which talked about it before highly recommend, then Pepsi came in, Rick, Curphey those guys over there, they do some great training.

Speaker 2 (01:33):

So go follow them on Instagram if you're not already, but I am in there a coaching group right now, we have calls every week. And this last call, we had the opportunity to listen to someone that's if you've been endured or for any amount of time, you know, this guy he's like the guy, one of the godfathers of door to door sells his name's. Jeff Mendez walked to get him on the podcast here, but he talked about, um, just some keys that he's had to six his success. But one of the biggest takeaways that I got from that call that he and a lot of other top guys are doing is they are planning like insane amounts. They plan their days, very specific. They know what they're doing every 15 minutes. And again, another thing, um, I went to this conference about a month ago and a lot of the top guys there, a lot of the, you know, business leaders, entrepreneurs, um, they were talking about the same thing that if you don't have clarity in, if you're not planning, if you don't know exactly what you should do every 15 minutes, then you're probably not clear enough on your goals on the directions you want to be taking.

Speaker 2 (02:45):

And I'm not to that level yet. And maybe you're not either, I don't know. I'm not to the level of clarity where I know what I should be doing every 15 minutes, but hopefully I'm going to get there. And that's the goal. But as I was listening to Jeff Mendez, talk about all this stuff. I realized that man, I plan every once in a while, you know, once probably once, twice a month, I'll go and do some planning, but it's not a consistent thing. And as they listened to him, talk about all this, just like, man, I'm letting my days just basically tell me what to do. I'm reacting to events, every phone call that comes in every customer that hits me up. I'm just reacting. So what if I flip the script on that? What if I made it? So the day reacts to what I tell it to do?

Speaker 2 (03:32):

And this is what Jeff was talking about, how we need to get to that level, where we tell our days, what did you wear? We are the ones being proactive, not reactive. And so I decided to try it out this last Sunday, Mike, all right, Jeff Mendez talked about it. I'm going to get a little deeper in that planning session. Watch some YouTube videos studied some books I had about the topic. And I want to s

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Transcript

Introduction to Solarpreneur Podcast

00:00:03
Speaker
Welcome to the Solarpreneur Podcast, where we teach you to take your solar business to the next level.
00:00:08
Speaker
My name is Taylor Armstrong.

Taylor Armstrong's Journey to Success

00:00:10
Speaker
I went from $50 in my bank account and struggling for groceries to closing 150 deals in a year and cracking the code on why sales reps fell.
00:00:19
Speaker
I teach you how to avoid the mistakes I made and bring in the top solar dogs of the industry to let you in on the secrets of generating more leads, falling up like a pro, and closing more deals.
00:00:31
Speaker
What is a solopreneur you might ask?
00:00:33
Speaker
A solopreneur is a new breed of solopreneur that is willing to do whatever it takes to achieve mastery and you are about to become one.
00:00:41
Speaker
What's up solopreneurs?

Effective Weekly Planning for Solopreneurs

00:00:42
Speaker
Today we're going to be talking about how to plan your week like a boss, how to plan your week like a solopreneur, how the top solopreneurs do it.
00:00:52
Speaker
So we're going to jump into that.
00:00:53
Speaker
But before we get into the topic, I want to invite you to tune in to next Tuesday's episode because we have a very special announcement.
00:01:02
Speaker
We've been working on a top secret project.
00:01:06
Speaker
I know you guys are going to love it.
00:01:08
Speaker
So make sure you tune in to next Tuesday's podcast.
00:01:13
Speaker
So let's jump into the topic today.

Training and Scheduled Planning's Impact

00:01:15
Speaker
It's going to be a quicker one, but the reason I am thinking so much about planning lately is because, as some of you know, I'm in the Noxstar training, which talked about it before.
00:01:26
Speaker
I highly recommend Danny Pesci, Taylor McCarthy, those guys over there.
00:01:31
Speaker
They do some great training, so go follow them on Instagram if you're not already.
00:01:37
Speaker
But I am in their coaching group right now.
00:01:40
Speaker
We have calls every week.

Jeff Mendez on Door-to-Door Sales Success

00:01:42
Speaker
And this last call, we had the opportunity to listen to someone that's, if you've been in door-to-door for any amount of time, you know this guy.
00:01:51
Speaker
He's like one of the godfathers of door-to-door sales.
00:01:55
Speaker
His name is Jeff Mendez.
00:01:57
Speaker
We'll have to get him on the podcast here.
00:01:59
Speaker
But he talked about just some keys that he's had to his success.
00:02:04
Speaker
But one of the biggest takeaways that I got from that call that he and a lot of other top guys are doing is they are planning...
00:02:12
Speaker
like insane amounts.
00:02:14
Speaker
They plan their days very specific.
00:02:16
Speaker
They know what they're doing every 15 minutes.
00:02:19
Speaker
And again, another thing, I went to this conference about a month ago and a lot of the top guys there, a lot of the business leaders, entrepreneurs, they were talking about the same thing.
00:02:33
Speaker
If you don't have clarity and if you're not planning, you're
00:02:36
Speaker
If you don't know exactly what you should do every 15 minutes, then you're probably not clear enough on your goals, on the directions you want to be taking.
00:02:45
Speaker
And I'm not to that level yet.
00:02:48
Speaker
Maybe you're not either.
00:02:49
Speaker
I don't know.
00:02:50
Speaker
I'm not to the level of clarity where I know what I should be doing every 15 minutes, but hopefully I'm going to get there.
00:02:57
Speaker
And that's the goal.
00:02:57
Speaker
But as I was listening to Jeff Mendes talk about all this stuff, I realized that, man, I plan every once in a while,
00:03:05
Speaker
You know, once, probably once, twice a month, I'll go and do some planning, but it's not a consistent thing.

Boosting Productivity Through Planning

00:03:12
Speaker
And as I listened to him talk about all this, just like, man, I'm letting my days just basically tell me what to do.
00:03:19
Speaker
I'm reacting to events, every phone call that comes in, every customer that hits me up.
00:03:24
Speaker
I'm just reacting.
00:03:26
Speaker
But what if I flip the script on that?
00:03:28
Speaker
What if I made it so the day reacts to what I tell it to do?
00:03:32
Speaker
And this is what Jeff was talking about, how we need to get to that level where we tell our days what to do, where we are the ones being proactive, not reactive.
00:03:44
Speaker
And so I decided to try it out this last Sunday.
00:03:47
Speaker
I'm like, all right, Jeff Mendez talked about it.
00:03:50
Speaker
I'm going to get a little deeper in that planning session, watch some YouTube videos, studied some books I had about the topic.
00:03:59
Speaker
And I want to share with you guys a few things I had forgotten about.
00:04:02
Speaker
that were really effective for me as I plan my week.
00:04:06
Speaker
And matter of fact, happy to report that as I did this planning session, that next Monday, I got probably three times as much done as I had the other Mondays.
00:04:19
Speaker
So pretty cool.
00:04:20
Speaker
So if you haven't been planning, then I want to invite you to start.
00:04:24
Speaker
And the most important thing with this is to do it consistently.
00:04:28
Speaker
For me, I just noticed a huge difference as it's consistent versus not consistent like I've been doing.
00:04:37
Speaker
Once a month isn't really going to cut it.
00:04:39
Speaker
These things need to be weekly and then daily,

Tools and Techniques for Time Management

00:04:42
Speaker
right?
00:04:42
Speaker
You need to have your weekly and daily planning sessions.
00:04:44
Speaker
So I'm going to talk about weekly today.
00:04:48
Speaker
And then on a future episode, we'll talk about some daily planning tips.
00:04:52
Speaker
But your weekly planning session, a couple things with it here.
00:04:57
Speaker
There's a great video, my guys, over at Art of Manliness.
00:05:01
Speaker
It's another cool podcast.
00:05:03
Speaker
You don't have to be a man to listen to it.
00:05:06
Speaker
But anyone can go take some cool tips from this.
00:05:09
Speaker
It's by Brett McKay.
00:05:11
Speaker
He does just kind of like men's lifestyle tips, tricks, acts, secrets.
00:05:16
Speaker
But he put out a YouTube video on this and highly recommend it.
00:05:20
Speaker
In fact, I'm going to link it here on the episode.
00:05:22
Speaker
So go check out the show notes on wherever you're listening to this.
00:05:26
Speaker
But he breaks it down, so I want to give you a few highlights that I took from him, and then you can go watch the video if you want to get more in-depth.
00:05:35
Speaker
Another tool and resource with this, I would definitely suggest you go read the book Seven Habits of Highly Effective People.
00:05:42
Speaker
It's one of the classics of self-development by my man Stephen Covey.
00:05:48
Speaker
Go read it.
00:05:49
Speaker
But he breaks this down in his book.
00:05:52
Speaker
And if you want to take him to an extreme level, he goes like so in depth.
00:05:56
Speaker
I'm not doing it at the level he does.
00:05:59
Speaker
But that's how you can really plan out just your entire life direction, where you want to go.
00:06:04
Speaker
He talks about things like that.
00:06:06
Speaker
So I would suggest going first, go check out this video on weekly planning.
00:06:10
Speaker
But then go read Seven Habits of Highly Effective People if you haven't already.
00:06:15
Speaker
So here's the weekly planning session.
00:06:17
Speaker
A couple things here.
00:06:20
Speaker
First things first, you need to set aside the time to do it.
00:06:23
Speaker
So whatever you're using, I use Google Calendar, just put a recurring event that's going to happen every single Sunday.
00:06:31
Speaker
I do them on Sundays, so I would suggest Sundays, but you could do it any day.
00:06:36
Speaker
So set a time and make it recurring in your calendar, and then make sure you stick to that.
00:06:42
Speaker
And then pick your calendar tool.
00:06:45
Speaker
So I like to go digital.
00:06:47
Speaker
Some people use the paper stuff, but digital is cool.
00:06:50
Speaker
You can have all your obviously customers showing up on there.
00:06:54
Speaker
So if you're not having some sort of calendar sync with your, you know, solar appointments and all that, highly suggest that.
00:07:02
Speaker
Yes, that's the first two steps.
00:07:04
Speaker
And then another huge thing with this is make sure you're performing what people call a mind dump.
00:07:11
Speaker
So this is where you just take all the things that are on your mind, just put them on a piece of paper, slap them down, anything that you need to do.
00:07:19
Speaker
So for me, it was like, I didn't get my oil changed.
00:07:22
Speaker
I need to fix one of the lights on my car that's out.
00:07:26
Speaker
I need to go, yeah.
00:07:31
Speaker
Well, a lot of stuff on there, but all the things you need to do, just perform a mind dump, all the tasks you need to do.
00:07:38
Speaker
So this podcast, it was on there.
00:07:40
Speaker
Every single thing you need to think of, put it down.
00:07:43
Speaker
And then this is another place I would suggest doing it like on your phone or something, maybe in a notes app.
00:07:49
Speaker
Because if you're like me, you're going to, you probably have ADD.
00:07:52
Speaker
Okay.
00:07:53
Speaker
Like most, you know, salespeople have, okay.
00:07:57
Speaker
That's the curse and the blessing of being a salesman.
00:08:00
Speaker
lot of us have very short attention spans if you don't then then great I mean you're one of the lucky ones but put it in a place you can always access because chances are you're gonna forget to add things to the list and you're gonna think of something an hour oh I need to do this too then what that does it frees up your mental capacity your mental space you can focus on what you really need to and this is a
00:08:26
Speaker
Crucial because then throughout as you go throughout your week, you're not just again reacting to things you have it all written down and you know what needs to be done.
00:08:36
Speaker
Hey, and then after that, just review review your goals, review your life plan.
00:08:42
Speaker
Okay, again, if you want to get more in depth, this is where obviously before even doing all this stuff, if you have like a life direction, then even more so effective review those goals, though.
00:08:55
Speaker
and then review the previous week.
00:08:57
Speaker
And then the planner I've been using for this, I will once again link to it.
00:09:03
Speaker
It's called the Best Self Planner.
00:09:04
Speaker
You can go get it at bestself.co.
00:09:07
Speaker
I use the one called Self Journal.
00:09:09
Speaker
A lot of other great ones, and I don't think it's...
00:09:12
Speaker
as important you know which planner you use a lot of them are great ones i've used grant cardone's 10x planner in the past um i've used bernan berchardt's high performance uh planner i think he used that one for a little bit um this one i like i just got off amazon actually from um suggestion from taylor turnbull one of the regional managers over it
00:09:36
Speaker
Vivint Solar, I guess Sunrun now, he actually suggested this one to me.
00:09:40
Speaker
So I picked it up, like it a lot.
00:09:42
Speaker
So you can go get this at bestself.co.
00:09:44
Speaker
It's the self journal.
00:09:46
Speaker
But what's really cool is they have weekly review sections in there where you can review everything, how it went for the week.
00:09:53
Speaker
And then you can track habits.
00:09:55
Speaker
You can set daily targets.
00:09:57
Speaker
So I think it's cool because you can set, you know, your numbers for the week.
00:10:01
Speaker
You can set your sales goals in there.
00:10:03
Speaker
Put how many contacts you want to make, how many appointments you want to sit down with for the week, how many closes.
00:10:10
Speaker
And like we have talked about on the podcast before, this is how you really make sales not so much a guessing game, but a science is you start tracking those numbers.
00:10:19
Speaker
So set some goals around that, but get some type of planner that you can use.
00:10:24
Speaker
So I'll link to that one if you guys want to go check it out.
00:10:27
Speaker
That's the best self planner.
00:10:30
Speaker
Okay, and so review the previous week makes it easy to have a template set some weekly goals.
00:10:37
Speaker
And this is going to be a lot easier one after you've done the mind dump, right, you know, which tasks you want to take from pretty easy usually to recognize what are the most important things what things are not so important.
00:10:48
Speaker
You can go and put I don't know, ABC if you want.
00:10:51
Speaker
Focus on the most important ones first and the things that are going to actually move the needle.
00:10:56
Speaker
And then, like I mentioned, set some sales goals.
00:10:58
Speaker
We're solar salespeople.
00:11:00
Speaker
So you can set recruiting goals.
00:11:03
Speaker
You can set how many homeowners you want to talk to every day.
00:11:07
Speaker
And maybe you want to talk to 15 homeowners a day.
00:11:10
Speaker
Set that goal and then track it every day.
00:11:13
Speaker
That will be a difference maker for you.
00:11:15
Speaker
And then after you've figured out all the things you need to accomplish for the week, the non-negotiables,
00:11:21
Speaker
Put those in the calendar, block out the time as soon as you can.
00:11:25
Speaker
And that's where you can just throw them in your Google Calendar, right?
00:11:28
Speaker
If you know you need to get your oil changed, figure out what's the day that you can do that, what's the morning you have free, and then go ahead and put it in the calendar.

Prioritizing Key Tasks for Success

00:11:39
Speaker
And, yeah, Stephen Covey, he talks about the concept of big rocks.
00:11:44
Speaker
So if you haven't heard that analogy he talks about, it's just putting in the big rocks, the most important things first.
00:11:52
Speaker
And then if you imagine them in a jar, you pour the pebbles around them, you're going to fit room for everything, right?
00:12:00
Speaker
Where if you put in the pebbles first, you're not going to fit the big rocks in there.
00:12:05
Speaker
Okay, so that's really the essentials of this.
00:12:07
Speaker
Main thing is just get a planner and make it consistent.
00:12:13
Speaker
It doesn't have to be some complicated long thing with it.
00:12:17
Speaker
Just be consistent, whatever you do, set aside time every single week.
00:12:22
Speaker
I remember when I did my church mission, we had their two year mission in Columbia.
00:12:28
Speaker
I was on there planning in Spanish.
00:12:31
Speaker
I had no idea what people were saying, but they made us do this every single week.
00:12:35
Speaker
We had to set plans for who we were going to visit, how many people we were going to baptize.
00:12:40
Speaker
And then every single week we had to do this two hour long thing where you plan your entire week.
00:12:46
Speaker
And then you did this thing.
00:12:47
Speaker
We were in companions there.
00:12:49
Speaker
So I was with Mexicans, Peruvians, all different walks of life down there.
00:12:57
Speaker
They pair you off with one of them.
00:12:59
Speaker
And then you have to say what you liked about that person this week and then bring up the stuff that was bugging you.
00:13:05
Speaker
Pretty intense session.
00:13:07
Speaker
So if you're married, maybe you can do that too.
00:13:10
Speaker
Maybe you can get your spouse down and get them to do some planning with you.
00:13:16
Speaker
But I promise this will pay dividends if you're not doing it already.
00:13:20
Speaker
I notice a huge difference.
00:13:21
Speaker
So I'd love to hear what other systems you guys have, what other planners have worked.

Community Engagement and Announcements

00:13:26
Speaker
Go and shoot me a message or post it in the Solar Premium or Facebook group if you're part of that.
00:13:33
Speaker
And that's pretty much it, guys.
00:13:34
Speaker
So just a crash course on the weekly planning.
00:13:37
Speaker
Let me know if you like this kind of stuff and we can go more in depth on the weekly and the daily plans and then get digging some deeper stuff with it.
00:13:46
Speaker
Let me know what you think, though.
00:13:47
Speaker
And don't forget, next Tuesday, we're going to be dropping the big announcement.
00:13:52
Speaker
So tune in next Tuesday.
00:13:54
Speaker
Tell your friends, tell your mom, tell your grandma.
00:13:57
Speaker
Listen to the podcast next Tuesday.
00:13:59
Speaker
You will not want to miss out.
00:14:01
Speaker
So with that being said, thanks for listening.
00:14:02
Speaker
Appreciate you guys.
00:14:04
Speaker
Love you guys.
00:14:05
Speaker
And we will see you on the next episode.
00:14:10
Speaker
Hey, solopreneurs, quick question.
00:14:11
Speaker
What if you could surround yourself with the industry's top performing sales pros, marketers, and CEOs and learn from their experience and wisdom in less than 20 minutes a day.
00:14:21
Speaker
For the last three years, I've been placed in the fortunate position to interview dozens of elite level solar professionals and learn exactly what they do behind closed doors to build their solar careers to an all-star level.
00:14:33
Speaker
That's why I want to make a truly special announcement about the new learning community exclusively for solar professionals to learn, compete, and win with top performers in the industry.
00:14:44
Speaker
And it's called Solciety.
00:14:46
Speaker
This learning community was designed from the ground up to level the playing field and give Solar Pros access to proven mentors who want to give back to this community and help you or your team to be held accountable by the industry's brightest minds for, are you ready for it, less than $3.45 a day.
00:15:04
Speaker
Currently, SoulCity is open, launched, and ready to be enrolled.
00:15:11
Speaker
So go to SoulCity.co to learn more.
00:15:15
Speaker
and join the learning experience now.
00:15:19
Speaker
This is exclusively for solopreneur listeners, so be sure to go to solcity.co and join.
00:15:26
Speaker
We'll see you on the inside.