The sales processStep 10 of 20
Close · Get the yesCustomer

Customer signs agreement

The owner reviews and signs the digital Sales Partner and service agreement.

The digital agreement sets out the $150/month service, what Maximizeify maintains, and what the customer can expect. Walk them to the signature link, stay available for questions, and confirm once it lands.

What happens

  1. 1Send the digital agreement link
  2. 2Confirm the owner received it
  3. 3Answer questions without rewriting terms
  4. 4Confirm the signature has been recorded
  5. 5Update the pipeline stage

What to say

“The agreement is in your email — read it over and sign at the bottom. I'll confirm on my end as soon as it comes through.”

Tools that help

Digital customer agreementsCRMPipeline stages

Avoid these

  • Pushing the owner to sign unread
  • Sending the wrong agreement
  • Not confirming the signature

You're done when

A signed agreement is on file and the pipeline stage has moved.

Customer owns this step

One customer at a time. Every week.

Follow the process and each sale adds $75 a month to your recurring commission run rate.

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