👸🏻 How to close the sale and get paid while still on the phone

▶️ Press play

• The recurring theme I see with online entrepreneurs [00:37]

• The #1 No-No on sales calls [02:49]

• Why you shouldn’t say, “Let me send you some info” [04:09]

• Steps to complete the sale while still on the call [05:45]

• Complex Proposals [08:42]

📝 Notes if ya prefer to read

You haven’t won the deal until the money’s in your account. Many entrepreneurs struggle with discussing money and asking for the sale, fumbling the bag even after the prospect says “yes.” Let me show you how to confidently close the sale and collect payment while still on the phone.

Why you need to take payment while on the call

One of the biggest mistakes you can make during a discovery call is ending the conversation with, "I'll send you some information via email." This approach can lead to confusion, overthinking, and potential clients seeking opinions from others, ultimately reducing your chances of closing the sale.

To increase your success rate, aim to complete the transaction during the call itself. Until someone pays you, it's not a definite "yes." By collecting payment while on the phone or video call, you minimize friction and make it easier for clients to commit to working with you.

Preparing for the money talk

To confidently discuss pricing and collect payment, ensure you have the following elements prepared:

1. Payment link

2. Contract

3. Onboarding call scheduling system

Having these components ready allows you to seamlessly guide potential clients through the payment process and start working together immediately.

Handling standardized offers

If you provide one-on-one coaching or consulting services that follow a similar structure for most clients, create a standardized contract that can be easily modified during the call. This approach enables you to finalize the agreement and collect payment within minutes, reducing the risk of losing the sale.

Managing complex proposals

For more complex engagements that require custom proposals, consider the following steps:

1. Discuss your initial thoughts and options during the first discovery call

2. Schedule a second call to present the detailed proposal and answer questions

3. Be prepared to collect payment, sign contracts, and schedule the onboarding call during the second call

By presenting the proposal live on a follow-up call, you can address any concerns and minimize friction in the purchasing process.

Bonus tip: collect a deposit

To secure a client's commitment, consider collecting a deposit during the initial discovery call. This approach is particularly useful for custom engagements where you need to invest time in creating a detailed proposal. By collecting a deposit, you ensure that the potential client is serious about working with you and reduce the risk of wasted effort.

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I’ll gather a bunch of questions answer them in an upcoming episode of Ask a CRO.