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Holding	
  Your	
  Team	
  Accountable	
  

Glenn	
  Pasch,	
  COO	
  &	
  Partner	
  
PCG	
  Digital	
  Marke6ng	
  	
  
	
  
Process	
  
	
  
•  is	
  NOT	
  a	
  Dirty	
  Word	
  
•  A	
  con;nuous	
  ac;on,	
  opera;on	
  or	
  series	
  of	
  
changes	
  taking	
  places	
  in	
  a	
  definite	
  manner	
  
•  People	
  want	
  structure	
  
•  Easier	
  to	
  manage	
  and	
  hold	
  accountable	
  
Goal	
  of	
  Workshop	
  
• 
• 
• 
• 

Understanding	
  why	
  Process	
  is	
  Important	
  
How	
  to	
  create	
  good	
  process	
  
How	
  to	
  hold	
  accountable	
  
Communica;on	
  Styles	
  
Where	
  to	
  Look	
  for	
  Process	
  Need	
  
•  Data	
  points	
  to	
  pain	
  point	
  
•  Decide	
  what	
  ac;on	
  
•  Decide	
  on	
  who	
  will	
  help	
  
create	
  process	
  
•  Create	
  with	
  small	
  group	
  first	
  
then	
  give	
  to	
  bigger	
  group	
  
The	
  Needs	
  of	
  Any	
  Process	
  
• 
• 
• 
• 
• 

Be	
  Specific	
  
Ac;onable	
  Tasks	
  
Yes	
  or	
  No	
  Func;ons	
  
Where	
  is	
  fits	
  into	
  overall	
  structure	
  
Does	
  it	
  impact	
  other	
  departments	
  
Impact	
  of	
  One	
  report	
  
Data	
  says	
  increase	
  paid	
  search	
  
More	
  Leads	
  come	
  in	
  
More	
  Phone	
  calls	
  come	
  in	
  
Sales	
  should	
  go	
  up	
  
Did	
  we	
  let	
  BDC	
  or	
  Internet	
  team	
  know	
  what	
  
we	
  did	
  
•  Are	
  we	
  staffed	
  correctly	
  
•  Did	
  we	
  increase	
  accountability	
  
	
  
• 
• 
• 
• 
• 
Mythical	
  Dealer	
  Current	
  Results	
  
• 
• 
• 
• 
• 
• 

#of	
  leads:	
  600	
  
#	
  of	
  engagements	
  400	
  	
  (66%)	
  
#	
  of	
  appointments	
  225	
  (56%)	
  
	
  #	
  of	
  shows	
  	
  90	
  	
  (40%)	
  
#	
  of	
  sales:	
  50 	
   	
  (55%)	
  
Overall	
  Closing	
  ra;o:	
  8.3%	
  
60	
  x	
  4	
  Rule	
  to	
  Begin	
  
• 
• 
• 
• 
• 
• 
	
  

600	
  leads	
  
600	
  x	
  60%	
  =	
  360	
  engagements	
  
360	
  x	
  60%	
  =	
  216	
  appointments	
  
216	
  x	
  60%	
  =	
  129	
  Shows	
  
129	
  x	
  60%	
  =	
  77	
  cars	
  sold	
  
13%	
  closing	
  ra;o	
  
What	
  Do	
  We	
  Want?	
  
600	
  leads	
  

Current	
  

13%	
  

Engagements	
  

400	
  

360	
  

-­‐40	
  

Appointments	
  

225	
  

216	
  

-­‐9	
  

Shows	
  

90	
  

129	
  

+39	
  

Sold	
  

50	
  

77	
  

+27	
  

Closing	
  %	
  

8%	
  

13%	
  

+5%	
  

How?	
  
How	
  to	
  Implement	
  Change	
  
•  8	
  Step	
  Coaching	
  Process	
  
–  Explain	
  WHAT	
  needs	
  to	
  happen	
  
–  Explain	
  WHY	
  it	
  is	
  important	
  
–  Explain	
  HOW	
  the	
  changes	
  will	
  happen	
  
–  Demonstrate	
  
–  Role-­‐play	
  
–  Feedback	
  
–  Explain	
  what	
  changes	
  happened	
  
–  Follow	
  up	
  
Communica;on	
  Styles	
  
•  4	
  different	
  types	
  of	
  communica;on	
  styles	
  that	
  
exist	
  and	
  how	
  your	
  response	
  to	
  each	
  type	
  
should	
  be	
  formulated.	
  	
  
–  The	
  Dominator	
  
–  The	
  Conversa;onalist	
  
–  The	
  Planner	
  
–  The	
  Calculator	
  
Dominator	
  
•  This	
  individual	
  wants	
  to	
  control	
  the	
  conversa;on.	
  
Some	
  traits	
  are:	
  
•  	
  	
  
•  May	
  come	
  off	
  as	
  blunt	
  
•  Boeom	
  Line	
  aftude	
  
•  Seems	
  to	
  be	
  In	
  a	
  hurry	
  
•  Tells	
  you	
  what	
  they	
  want	
  versus	
  asking	
  for	
  your	
  
input	
  
•  	
  	
  
How	
  To	
  Handle	
  Dominator	
  
•  Be	
  respecgul	
  of	
  their	
  ideas	
  	
  
•  Focus	
  on	
  facts	
  and	
  ideas	
  rather	
  than	
  the	
  
person	
  
•  Have	
  evidence	
  to	
  support	
  your	
  argument	
  
•  Be	
  quick,	
  focused,	
  and	
  to	
  the	
  point	
  
•  Show	
  them	
  how	
  they	
  can	
  succeed	
  
Conversa;onalist	
  
•  These	
  individuals	
  are	
  very	
  
expressive	
  and	
  outgoing.	
  	
  	
  
•  Love	
  to	
  talk	
  especially	
  about	
  
themselves	
  
•  Influenced	
  by	
  what	
  others	
  
think,	
  	
  
•  A	
  bit	
  impulsive.	
  	
  
•  Seems	
  to	
  enjoy	
  the	
  process	
  
of	
  interac;ng	
  
How	
  to	
  Handle	
  Conversa;onalist	
  
	
  	
  
•  Be	
  social	
  and	
  friendly	
  with	
  them,	
  building	
  the	
  
rela;onship	
  
•  Listen	
  to	
  them	
  talk	
  about	
  their	
  ideas	
  
•  Make	
  sugges;ons	
  to	
  build	
  on	
  their	
  ideas	
  
•  Don’t	
  spend	
  much	
  ;me	
  on	
  the	
  details	
  
The	
  Planner	
  
•  This	
  individual	
  is	
  prepared	
  with	
  their	
  
data	
  and	
  has	
  their	
  checklist	
  to	
  make	
  
sure	
  they	
  do	
  not	
  forget	
  anything.	
  	
  	
  
•  Even	
  tempered	
  
•  Can	
  be	
  seen	
  as	
  sol	
  spoken	
  
•  Asks	
  ques;ons	
  but	
  not	
  too	
  analy;cal	
  
•  Avoids	
  conflict	
  
•  Needs	
  to	
  feel	
  good	
  about	
  decision	
  
•  Takes	
  their	
  ;me	
  
How	
  To	
  Handle	
  Planner	
  
• 
• 
• 
• 
• 
• 

Be	
  genuinely	
  interest	
  in	
  them	
  as	
  a	
  person	
  
Give	
  them	
  ;me	
  to	
  adjust	
  to	
  change	
  
Clearly	
  define	
  goals	
  for	
  them	
  	
  
Recognize	
  and	
  appreciate	
  their	
  achievements	
  
Avoid	
  hurry	
  and	
  pressure	
  
Present	
  new	
  ideas	
  carefully	
  
The	
  Calculator	
  
	
  	
  
• 
• 
• 
• 

Analy;cal	
  
Methodical	
  
Detail	
  Oriented	
  
Must	
  weigh	
  all	
  facts	
  before	
  
making	
  decision	
  
•  Likes	
  Logical	
  order	
  
How	
  To	
  Handle	
  Calculator	
  
Be	
  prepared.	
  Don't	
  ad-­‐lib	
  with	
  them	
  	
  
Be	
  logical,	
  accurate	
  and	
  use	
  clear	
  data	
  
Show	
  how	
  things	
  fit	
  into	
  the	
  bigger	
  picture	
  
Be	
  specific	
  in	
  disagreement	
  and	
  focus	
  on	
  the	
  
facts	
  
•  Be	
  pa;ent,	
  persistent	
  and	
  diploma;c	
  
• 
• 
• 
• 
Follow	
  up	
  on	
  Results	
  
	
  
•  If	
  they	
  hit,	
  reinforce	
  behavior	
  
•  If	
  they	
  did	
  not	
  hit,	
  Find	
  out	
  
what	
  behavior	
  was	
  that	
  
stopped	
  them	
  from	
  
achieving.	
  
Disciplining	
  
• 
• 
• 
• 
• 
• 

Be	
  clear	
  on	
  expecta;ons	
  
Be	
  clear	
  on	
  what	
  has	
  happened	
  
Focus	
  on	
  behavior	
  not	
  on	
  person	
  
Keep	
  it	
  short	
  
Be	
  clear	
  on	
  next	
  steps	
  if	
  they	
  do	
  not	
  comply	
  
Let	
  them	
  know	
  THEY	
  put	
  you	
  in	
  this	
  posi;on	
  
Summary	
  
•  People	
  receive	
  communica;on	
  differently	
  
•  By	
  understanding	
  communica;on	
  styles	
  you	
  
will	
  have	
  more	
  success	
  of	
  teaching	
  s;cking	
  
•  Easier	
  to	
  follow	
  up	
  in	
  no	
  confusion	
  to	
  begin	
  
with	
  
 
	
  
	
  
–  Office:	
  732.450.8200	
  
–  Email:	
  glenn@pcgmailer.com	
  
–  @sidebysidecoach	
  
–  www.glennpasch.com	
  
Thanks	
  

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Accountability: Without It You Fail

  • 1. Holding  Your  Team  Accountable   Glenn  Pasch,  COO  &  Partner   PCG  Digital  Marke6ng      
  • 2. Process     •  is  NOT  a  Dirty  Word   •  A  con;nuous  ac;on,  opera;on  or  series  of   changes  taking  places  in  a  definite  manner   •  People  want  structure   •  Easier  to  manage  and  hold  accountable  
  • 3.
  • 4. Goal  of  Workshop   •  •  •  •  Understanding  why  Process  is  Important   How  to  create  good  process   How  to  hold  accountable   Communica;on  Styles  
  • 5. Where  to  Look  for  Process  Need   •  Data  points  to  pain  point   •  Decide  what  ac;on   •  Decide  on  who  will  help   create  process   •  Create  with  small  group  first   then  give  to  bigger  group  
  • 6. The  Needs  of  Any  Process   •  •  •  •  •  Be  Specific   Ac;onable  Tasks   Yes  or  No  Func;ons   Where  is  fits  into  overall  structure   Does  it  impact  other  departments  
  • 7. Impact  of  One  report   Data  says  increase  paid  search   More  Leads  come  in   More  Phone  calls  come  in   Sales  should  go  up   Did  we  let  BDC  or  Internet  team  know  what   we  did   •  Are  we  staffed  correctly   •  Did  we  increase  accountability     •  •  •  •  • 
  • 8. Mythical  Dealer  Current  Results   •  •  •  •  •  •  #of  leads:  600   #  of  engagements  400    (66%)   #  of  appointments  225  (56%)    #  of  shows    90    (40%)   #  of  sales:  50    (55%)   Overall  Closing  ra;o:  8.3%  
  • 9. 60  x  4  Rule  to  Begin   •  •  •  •  •  •    600  leads   600  x  60%  =  360  engagements   360  x  60%  =  216  appointments   216  x  60%  =  129  Shows   129  x  60%  =  77  cars  sold   13%  closing  ra;o  
  • 10. What  Do  We  Want?   600  leads   Current   13%   Engagements   400   360   -­‐40   Appointments   225   216   -­‐9   Shows   90   129   +39   Sold   50   77   +27   Closing  %   8%   13%   +5%   How?  
  • 11. How  to  Implement  Change   •  8  Step  Coaching  Process   –  Explain  WHAT  needs  to  happen   –  Explain  WHY  it  is  important   –  Explain  HOW  the  changes  will  happen   –  Demonstrate   –  Role-­‐play   –  Feedback   –  Explain  what  changes  happened   –  Follow  up  
  • 12. Communica;on  Styles   •  4  different  types  of  communica;on  styles  that   exist  and  how  your  response  to  each  type   should  be  formulated.     –  The  Dominator   –  The  Conversa;onalist   –  The  Planner   –  The  Calculator  
  • 13. Dominator   •  This  individual  wants  to  control  the  conversa;on.   Some  traits  are:   •      •  May  come  off  as  blunt   •  Boeom  Line  aftude   •  Seems  to  be  In  a  hurry   •  Tells  you  what  they  want  versus  asking  for  your   input   •     
  • 14. How  To  Handle  Dominator   •  Be  respecgul  of  their  ideas     •  Focus  on  facts  and  ideas  rather  than  the   person   •  Have  evidence  to  support  your  argument   •  Be  quick,  focused,  and  to  the  point   •  Show  them  how  they  can  succeed  
  • 15. Conversa;onalist   •  These  individuals  are  very   expressive  and  outgoing.       •  Love  to  talk  especially  about   themselves   •  Influenced  by  what  others   think,     •  A  bit  impulsive.     •  Seems  to  enjoy  the  process   of  interac;ng  
  • 16. How  to  Handle  Conversa;onalist       •  Be  social  and  friendly  with  them,  building  the   rela;onship   •  Listen  to  them  talk  about  their  ideas   •  Make  sugges;ons  to  build  on  their  ideas   •  Don’t  spend  much  ;me  on  the  details  
  • 17. The  Planner   •  This  individual  is  prepared  with  their   data  and  has  their  checklist  to  make   sure  they  do  not  forget  anything.       •  Even  tempered   •  Can  be  seen  as  sol  spoken   •  Asks  ques;ons  but  not  too  analy;cal   •  Avoids  conflict   •  Needs  to  feel  good  about  decision   •  Takes  their  ;me  
  • 18. How  To  Handle  Planner   •  •  •  •  •  •  Be  genuinely  interest  in  them  as  a  person   Give  them  ;me  to  adjust  to  change   Clearly  define  goals  for  them     Recognize  and  appreciate  their  achievements   Avoid  hurry  and  pressure   Present  new  ideas  carefully  
  • 19. The  Calculator       •  •  •  •  Analy;cal   Methodical   Detail  Oriented   Must  weigh  all  facts  before   making  decision   •  Likes  Logical  order  
  • 20. How  To  Handle  Calculator   Be  prepared.  Don't  ad-­‐lib  with  them     Be  logical,  accurate  and  use  clear  data   Show  how  things  fit  into  the  bigger  picture   Be  specific  in  disagreement  and  focus  on  the   facts   •  Be  pa;ent,  persistent  and  diploma;c   •  •  •  • 
  • 21.
  • 22. Follow  up  on  Results     •  If  they  hit,  reinforce  behavior   •  If  they  did  not  hit,  Find  out   what  behavior  was  that   stopped  them  from   achieving.  
  • 23. Disciplining   •  •  •  •  •  •  Be  clear  on  expecta;ons   Be  clear  on  what  has  happened   Focus  on  behavior  not  on  person   Keep  it  short   Be  clear  on  next  steps  if  they  do  not  comply   Let  them  know  THEY  put  you  in  this  posi;on  
  • 24. Summary   •  People  receive  communica;on  differently   •  By  understanding  communica;on  styles  you   will  have  more  success  of  teaching  s;cking   •  Easier  to  follow  up  in  no  confusion  to  begin   with  
  • 25.       –  Office:  732.450.8200   –  Email:  glenn@pcgmailer.com   –  @sidebysidecoach   –  www.glennpasch.com  
  • 26.