“Let Them Call You Back” Is the Worst Sales Advice Ever

You booked the video appointment—great. But what you do next determines if you get hired or ghosted. In this episode, Dan Rochon reveals the three crucial actions top agents take between the phone call and the consult that dramatically increase conversion. This is how you go from “maybe” to “yes” without chasing, convincing, or begging. If you're ready to stop losing warm leads, this is the episode to study on repeat.

What you’ll learn on this episode

• What you do after the call often matters more than the call itself.
• There’s a simple rhythm to move from phone to video consult that works every time.
• Using the right language creates a feeling of certainty for the prospect.
• The strongest agents follow a specific step sequence that makes them the obvious choice.
• If you’re not setting the next meeting with confidence, you’re leaving money on the table.
• Conversion starts with clarity and ends with a consistent follow-up process.
• Repetition isn't boring—it’s what builds mastery and trust.
• The phrase “quick video call—it’ll save you time” works better than you think.
• Introducing the lender the right way builds borrowed trust instantly.
• The magic is in the setup—not the sale.

Resources mentioned in this episode

• WhatsApp Group: where scripts are uploaded for practice
• Google Calendar Invite: used for pre-setting the consultation
• 10-second video text script: for boosting connection before the call
• Lender introduction text: for third-party credibility and momentum

To find out more about Dan Rochon and the CPI Community, you can check these links:

• Website: No Broke Months
• Podcast: No Broke Months for Salespeople Podcast
• Instagram: @donrochonx
• Facebook: Dan Rochon
• LinkedIn: Dan Rochon
• Teach to Sell Preorder: Teach to Sell: Why Top Performers Never Sell – And What They Do Instead