Sell More Services: Closing Call

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Sell More Services: Closing Call

Editor’s note: This post was originally published on 6/29/17 and has been updated for accuracy and comprehension.

What is the three-step process for selling more services?

The three-step process for selling more services includes:

  1. Discovery
  2. Exploratory
  3. Close

Selling more services is your Holy Grail.

The way to get there and actually close more deals – growing your business in the process – is to follow a tried-and-true system.

We’ve been working our way through a three-step process for selling more services so that you can reach your goals and achieve what you want from your business efforts.

In the last two parts of this series, I covered the Discovery Call, where we discussed the five essential things you need to gather on the initial call with a lead in less than 20 minutes.

And the Exploratory Call, where we discussed how to run the exploratory session, what to include in your presentation, how to further qualify them, and how to get a verbal commitment from them as to what package they would like.

That leads us to the final puzzle piece in our 3-step process for selling more services: The Close.

The Goal Of The Closing Session

Remember, leaving the Exploratory step, you should have already gotten a “proposal run-through” session scheduled.

They should have verbally agreed to a particular package or said they’ll discuss with their team which package is best for them.

That’s this step.

On the back-end, we call it the “Close,” but we tell leads that it’s the “Proposal Run-Through Session” for the sake of sounding less salesy. (Would you attend a meeting called “The Close”?)

The goal of this session is to do a LIVE run-through of a proposal for the package that they verbally committed to.

Side-note: This shouldn’t take more than 30 minutes.

How To Structure The Closing Sales Call

This final step must be in-person or over video, so you can share your screen. 

The prospect has to be able to view the proposal LIVE – or in real-time.

  • Tip #1: Draft your proposals with a digital document signing software like Pandadoc or Proposify to allow them to sign the contract quicker (at the end). 
  • Tip #2: Use Zoom or Google Hangouts for screen-sharing.

Digital document signing

Before the meeting, you’ll want to draft the proposal based on the package they selected.

If they didn’t select a package, have a proposal that shows all the options with a checkbox for them to select the one that works best during the run-through.

With the proposal up on your computer screen, you’ll walk through everything with them.

You should cover ideas like:

  • A summary of goals.
  • Deliverables.
  • Pricing.
  • Terms & conditions.
  • Testimonials.
  • What happens after they sign.

Having an editable version of the proposal on your screen will allow you to make final changes to the document right away, rather than playing email-tag.

Once you reach the bottom of the document, you’ll ask them if they’re ready to move forward.

If they say yes, you’ll send the document to them right then and there so they can sign it NOW. (Occasionally, they’ll want to still look it over. If so, that’s ok. You’ve taken them as far as you can on your end.)

If they say no, you’ll need to re-evaluate your process and qualifying along the way. If they made it this far, they know the pricing, they see the value and they want to work with you.

But occasionally this does happen. If it does, dig to the root of the objection (price, resources, timeframe, etc.) and try to negotiate any last-minute items.

Closing the Deal

Selling services can be tough without proper systems in place.

If you’ve read all three steps in this series, you should have some new ideas on how to incorporate this process to sell more.

Following this three-step sales process will help you run circles around your non-methodical competitors.

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Josh Coffy

Josh has an exhaustive understanding of technology and a creative marketing approach that drives client results. In his free time, Josh does CrossFit and travels with his wife.