Jordan and Marc talk about the challenges of maintaining company culture as organizations scale and what makes for successful sales calls in the modern era. Please find conversation timestamps below.
Jordan Draper is the director of operations at Dagley Insurance, an auto, home, and business insurance agency with locations across Texas and Colorado. From humble beginnings on the phone making sales calls, Draper’s sales and management experience, and a commitment to personal service, have helped transform Dagley from a small company with a handful of agents to a flourishing organization with over 50 sales seats.
0:29 - Super Bowl talk
3:00 - Small vs large agencies
10:21 - How to build and maintain culture as you scale
12:49 - Other challenges in scaling
15:10 - Installing a value system
16:18 - Sales and service methodologies
28:00 - Handling objections when making sales
33:35 - Setting expectations and building positive rapport with customers
41:04 - Practices in productivity
45:20 - What will sales look like in 2030?
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Follow Marc on LinkedIn: https://www.linkedin.com/in/baltoceo/
Learn more about Balto: balto.ai
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Send in a voice message: https://anchor.fm/marcbernstein/message
