SellingUpdated 7 min read

How to build a habit: one small action tied to your sales day

Habits form from repeating one action in the same situation, and they take longer than the 21 days you've heard. For a seller, that means one small action tied to something you already do, like hanging up a call, kept up for months. Here's how to build one that survives a messy week.

How to build a habit, in four moves

  1. Pick one action small enough to do in two minutes.
  2. Tie it to a trigger you already meet every day, like hanging up a call or opening your laptop.
  3. Do it in the same place and in the same order each time.
  4. Keep going for months, and when you miss a day, restart at the next trigger.

A seller's day is full of triggers. The end of each call, the first coffee, the Monday team meeting and the moment a new enquiry lands can each carry a habit. The trouble is that most people try to build three habits at once, each an hour long, and none of them tied to anything.

What a habit is, in a seller's day

James Clear breaks a habit into four stages: a cue, a craving, a response and a reward. He describes them as a feedback loop. The cue sets off the craving, you respond, and the reward teaches you to do it again next time the cue shows up. His four laws for building one follow the stages: make it obvious, make it attractive, make it easy and make it satisfying.

Here's the loop. The cue is hanging up a call. The craving is wanting that call off your mind. The response is typing the next step and its date into the client's record, and the reward is seeing it land on Thursday's list with your head clear.

A habit differs from a routine. Your Monday pipeline review is a routine: you choose to run it, and on a bad week you have to push yourself into it. A habit is the part that happens with little thought. Over a few months, you want a handful of small sales actions to stop needing that push.

How long it takes to form a habit

Longer than you've been told, and the range is wide. In a study published in the European Journal of Social Psychology, Phillippa Lally and colleagues at University College London asked 96 volunteers to pick one thing to eat, drink or do every day in the same situation, such as after breakfast, for 12 weeks. Some volunteers got near their own peak in 18 days. Others took 254. The same study found that missing one chance to do the behaviour didn't materially affect how the habit formed, and that repeating it in the same situation is what built it.

So 21 days is a starting point, and a poor deadline. For a seller, that has three practical effects:

  • Plan for a quarter. A habit like typing the next step after each call settles faster than a daily prospecting block, because the trigger comes many times a day.
  • Judge the first month on whether you did it, and leave whether it feels automatic for month three.
  • Don't restart from zero after a missed day. In the study, one missed day didn't set the habit back in any way that mattered.

Pick the trigger before the habit

A habit with no trigger is a wish. "I'll follow up more" has nothing to set it off, so nothing does.

Tie the new habit to something you already do every day, and write it as one sentence: after I do this, I'll do that. In 1999 the psychologist Peter Gollwitzer reviewed the research on plans like "whenever situation x arises, I will do y". Once the situation comes up, it starts the action, and you don't have to decide again.

The best triggers in a sales week happen every day without your help:

  • After I hang up a call, I type the next step and its date.
  • After I pour my first coffee, I send the oldest follow-up on my list.
  • After the Monday team meeting ends, I read the three oldest deals.
  • After I sit in the car after a client meeting, I send them one line on what happens next.
  • After I close the laptop on Friday, I write down the week's two numbers.

Pick the one tied to the action that slips most. For most sellers that's the follow-up, so start there, with a dated next step in each one.

Make it two minutes long

James Clear's Two-Minute Rule says that when you start a new habit, it should take less than two minutes to do. The point is to get the trigger and the action linked first. You can make the habit bigger once it runs on its own.

The habit you wantStart with
Prospect for an hour every morningOpen the prospect list and pick three names
Keep my notes up to dateType one line after this call
Follow up with every leadSend one follow-up after the first coffee
Ask for referralsAsk once at the end of today's meeting
Review my weekWrite two numbers down at 4pm Friday

The small version feels too easy to count. That's the idea. On the day three meetings run long, the two-minute version still happens, and the link between trigger and action gets one more repeat.

Six sales habits to start small

Start with one row. Add a second only when the first happens without you thinking about it.

HabitStart withTrigger
Logging every callOne line after each callHanging up
A date on every dealSet the next date before you move onClosing a chat
Daily prospectingThree new namesThe first coffee
Fast first repliesA short reply to a new enquiryThe notification
Asking for referralsOne ask per meetingThe meeting wrap-up
A weekly reviewTwo numbers on paperFriday at 4pm

A sales call log is enough for the first row, and paper works for the last. Keep the follow-up habits personal, one message to one person, because a habit of sending more messages to more people does nothing for the client who's waiting on you.

Track it where you already work

Light tracking beats none. A cross on a wall calendar each day works, because a row of crosses is hard to break and easy to see. A tracker you have to open in a separate app tends to get skipped on the busy days, which are the days that count.

Put the tracking where the action already happens. If the habit lives in your phone, track it there. In ActivityTracker, a routine can have a time, and if it isn't done by then, the assistant nudges you on Telegram with a Done button in the message and a count of the days in a row you've kept it.

On paper or in an app, track the action, not the result. "Sent the follow-up" is yours every day. "Got a reply" depends on the client.

In ActivityTracker, give a routine a time and the assistant nudges you on Telegram if it isn't done, with a Done button right in the message.

See how routines work

How Wei Ling built one habit in a month

Made-up example: Wei Ling is a property agent who runs eight to ten viewings a week. Buyers go cold because her follow-up waits until the evening, when she's tired and the viewing is a blur.

The habit: after I get into the car after a viewing, I send the buyer one message with the next step. Most days it's one line: "Thanks for coming today, I'll send the floor plan by 6pm."

Week 1: she manages it after four of nine viewings. The misses all come after back-to-back viewings, when she rushes to the next address.

Week 2: she sticks a note on the dashboard that says "one line first". She sends it after eight of ten.

Week 3: she adds nothing new. Nine of nine, and the floor plans go out the same day.

Week 4: she adds one step to the same trigger, a date in her diary for the next contact. The habit isn't automatic yet, and she doesn't expect it to be until the new year.

When you miss a day

You'll miss. A client calls early, a meeting runs long, a lead replies and pulls you off course. The Lally study says one miss does little harm, so treat it that way.

  1. Don't double up the next day. Do the two-minute version and nothing more.
  2. Find the cause in one line. Did the trigger not happen, or did you skip it?
  3. If the trigger keeps disappearing, move the habit to one that happens every day without fail, like hanging up a call.
  4. If you skip it when you're busy, shrink it again. "Send one follow-up" becomes "open the follow-up list".

Three misses in a row usually means the habit is too big or the trigger is wrong. Fix the design before you blame yourself.

What to do first

Pick one row from the sales habits table. Write it as "After I [trigger], I will [two-minute action]" on a sticky note, and put the note where the trigger happens: the laptop, the dashboard, the back of your phone. Then do the small version the next time the trigger comes round, today if you can. The daily sales routine template has slots for the bigger blocks once the small habit is running.

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Questions people ask

Sources

One trigger, one small action.

Do it again tomorrow, and the day after.