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Mastering the Sales Process: Closing Customers Reliably and On Demand




Mastering the art of closing sales reliably is essential for any service-based business. Imagine a world where every lead becomes a loyal customer, where each sales conversation is smooth and successful. This isn't just a dream; it's a reality you can achieve by refining your sales process. Having a well-defined sales process is key to maintaining consistency and efficiency in every interaction. But more importantly, the genuine desire to help people is what truly makes the difference. When you approach sales with the intention to genuinely serve and solve problems, your authenticity shines through.


Personally, I’ve used this exact process to close over ten million dollars in sales, and I can attest to its effectiveness. I invite you to take this outline and customize it to fit your business. Embrace the transformative journey of mastering your sales process, and watch as your success feels almost magical.


In this post, we’ll cover the eight essential steps to ensure you close customers reliably and on demand – it works like magic!


1. Building Rapport

Every great relationship starts with a connection. Building rapport is the first and most crucial step. People naturally gravitate towards those they like and trust. This is the first C in the Trust Triangle: Character.

Character: Dive into their world. Ask about their interests, their favorite places, their passions. Let your curiosity guide you. Utilize pre-call research to uncover nuggets of common ground, creating a genuine and heartfelt connection.


2. Setting the Agenda

Once you’ve built a solid foundation of rapport, it’s time to set the stage. Setting a clear agenda keeps you in control and ensures the conversation remains focused and productive.

Example: “Fantastic! Here’s how our conversation will flow: I’ll start by asking you some questions to get a deeper understanding of your needs. Then, I’ll share how we can help, and finally, we’ll decide together if we’re a good fit. Does that sound good to you?”


3. Discovery

The discovery phase is where you uncover the gold. It’s about understanding their world, their challenges, and their dreams. This step is vital for demonstrating the second C: Common Sense of Purpose.

Common Sense of Purpose: Ask questions so you have fully understand their problem. Ask questions like:

  • Give me an overview of your current situation?

  • What are the current challenges are you facing?

  • Why haven't you solved this yet? What has gotten in the way?

  • What have you tried so far?

  • Where are you looking to get?

  • If I gave you a magic wand and anything was possible, what would be the result?

  • If everything went perfectly, what would that look like?

  • What’s your timeline for implementing a solution?

  • What’s the cost of not solving this problem?

  • Who else is involved in the decision-making process?



4. Validation and Transition

Now, let’s validate their journey. Summarize what they’ve shared to show you understand their issues and to build trust.

Validation: “It sounds like you’re dealing with [specific problem], which is costing you [specific cost]. Have you tried [previous solutions]? Does that sound accurate?”


Ensure that they give you a definite, "Yes!" after validating. If they don't respond that way, ask them, "Is there anything else here, anything we missed?"


Then Validate it again.


Transition: “I understand your situation. I’ve helped many others in similar positions. Can I show you how we can solve this for you?”


5. Pitch

Present your solution with passion and clarity, focusing on benefits rather than features. Tailor your pitch to address the specific needs identified during discovery.


Competence and Common Sense of Purpose: Align your solution with their goals. Highlight benefits like increased revenue, saved time, or enhanced efficiency.


Feature vs. Benefit: Instead of saying, “We offer coaching calls,” say, “These coaching calls will help you implement strategies that could add $50,000 to your monthly revenue.”


Pricing: Only give them pricing when they ask, "So how much does this cost?" They must ask for it.


6. Handling Objections and Closing

After presenting your solution, be prepared to handle objections with empathy and insight. Ask probing questions to fully understand their concerns.


Objection Handling:

- If they need to think about it: “What specifically do you need to think about?”

- If they need to consult someone: “What will you discuss with them?”

- Address price concerns by asking: “Is there anything other than price that concerns you?”


Asking for the job

Boldly ask for their business and outline the next steps.


Next Steps: “I’d love to work with you. To get started, we’ll sign the contract and take the first payment. We can schedule your onboarding call now.” 


8. Follow-Up

If you can’t close on the spot, schedule a follow-up with specific action items.

Follow-Up: “We’ll reconvene in two days at 5 PM to address [objections] and finalize our next steps.”


Discovery Questions for Reference

Here’s a list of discovery questions to guide your conversations:

- What’s your current situation?

- What challenges are you facing?

- What have you tried so far?

- What results are you hoping to achieve?



By weaving these steps into your sales process and embracing the Trust Triangle, you’ll find yourself closing customers with ease, even in a high-demand environment. Remember, the key to successful sales is building trust, demonstrating competence, and aligning your solutions with the customer’s deepest needs and desires.


Ready to transform your sales process and close more customers today? Book a discovery call with us now, and let’s start driving your business toward unparalleled success. 




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