How to Find the Right Online Sales Specialist

How to Find the Right Online Sales Specialist

Dec 8, 2025 | By Amanda Martin

“How do I find the right person?”

If you’ve ever asked that question when hiring for your Online Sales role, you’re not alone. Many builders wonder, “Do I need a tech-savvy person? Someone with real estate experience? A salesperson with grit and charisma?”

Here’s the truth: You need a unicorn—the right kind of performer. The Online Sales role is a unique blend of communication, organization, and digital savvy - and is the love child between marketing and sales. The best hire isn’t always the most experienced person. It’s the one who brings energy, follow-through, and has a process-driven mindset that converts more prospects into appointments.

At Do You Convert, we’ve helped builders across the country hire and train hundreds of top-performing Online Sales Specialists. The secret? A proven 10-step process that attracts talent, filters out the wrong fits, and reveals true potential from the start.

But before we dive in, let’s set the stage.

It’s Not Just an Interview. It’s an Audition.

This isn’t your typical hiring process. It’s an audition. Every email, call, and interaction gives you a real-time preview of how this person will treat your customers. You’ll see their communication skills, response times, professionalism, and personality in action—not just on paper. Watch closely. You’re not just asking questions; you’re experiencing how they’ll represent your brand.

It’s virtual, until it's not.

Keep the entire process virtual until the very end. Why? Because that’s exactly how your prospects will interact with your Online Sales Specialist, via phone, text, email, and video email.
Resist the temptation to jump straight into in-person meetings. The final stage is the time to meet face-to-face and confirm what you’ve already seen through their virtual performance.

The 10-Step Hiring Process:

1) Post Online

Post the job opening on online job sites such as Indeed.com. Of course, word of mouth from current employees will likely provide referrals, but make sure you follow this same process with every candidate, no matter where they come from.

2) Email Only

Encourage candidates to email their resumes; no calls initially.

3) Send a Questionnaire

When you receive a resume and inquiry from a qualified candidate, reply with an email questionnaire. Half of the applicants will not even fill this out, so it helps to narrow the candidate field.

4) Request a Phone Interview

Once the applicant responds with the completed questionnaire and you are satisfied with the results (pay attention to writing skills), respond with an email requesting a phone interview and ask the person to both email and call/text to confirm a time.

5) Compare Responses

Conduct the phone interview using similar questions as the questionnaire. You will gauge verbal communication and cross-check previous answers.

6) Evaluate Follow-Up

Once the phone interview is complete, advise the applicant that you will be in touch. Allow one day for any email response or thank you from the candidate. Evaluate the candidate’s follow-up process to determine if they have the essential skills and drive. Remember, if they don’t follow up with you, they likely won’t with your prospects.

7) Request DISC Profile

Send a request to your final candidates to take a brief profile test. We leverage the DISC profile – you can get a free version here. The test results will give insight into their work habits and personality. Ask each person to complete the test and email you the results. This step provides another opportunity to assess email communication and response time.

8) Final Phone Interview

Conduct the final phone interview with upper management. Get down to the specifics and, as one of the final steps, role play a call. Give the candidate a simple scenario of finishing a prospect call and asking for an appointment. Listen to how they handle a simple objection. After they finish, give them some pointers and feedback. You aren’t looking for the right answer (they rarely get it) but how coachable they are.

9) Request a Video email

As the final step, ask each candidate to visit http://bombbomb.com/bb/ , register, and then send you a video message with a one-minute description of why he/she will be the best person for the position (offer no further instructions; determine if they can figure it out).

10) Conduct an In-Person Interview

When you feel really good about one or two candidates, bring them in. Have them meet the team and spend some time in the field touring communities and interacting. This will help you identify anything you might have missed in the “virtual” process and see how they interact in a team environment in real life.

The Goal…

When you conduct the hiring process in this manner, you will quickly and efficiently drill down to only the most driven and qualified candidates. We jokingly refer to this as the gauntlet. You might be wondering if all these steps are necessary. The short answer is YES. Remember what you are trying to identify in a future superstar:

  • Are they diligent?
  • Can they communicate well over the phone and email?
  • Are they responsive? Enthusiastic?
  • Can they follow a process?
  • Can they use technology?
  • Do they make you excited?

What You’re Looking For

This process helps you identify candidates who are:

  Responsive and organized

  Strong communicators

  Tech-comfortable

  Process-oriented

  Coachable and enthusiastic

In short, you find people who make you excited to work with them.

We call it “the gauntlet” for a reason. It’s designed to reveal the truly committed ones.

Pro Tips for Managers

  • Use the right title: “Inside Sales Representative” gets more visibility than “Online Sales Counselor.”
  • Promote aggressively: Post on your website, share internally, encourage your team to post on LinkedIn, and offer a referral bonus.
  • Be loud: A great candidate might be one degree away. Don’t wait for them to find you.

The Bottom Line

This isn’t about luck - it’s about process.  Follow the steps, stay consistent, and you’ll uncover the kind of Online Sales talent that transforms your customer experience and drives real results.

Commit to the process. Your next Online Sales Superstar is out there, and the right person is worth every step.


The post How to Hire an Online Sales Specialist appeared first on Online Sales and Marketing for Home Builders - DYC.

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