The sales processStep 9 of 20
Close · Get the yesYou

Enter business information

Capture the business details exactly as the owner gave them.

Business name, address, phone, email, hours, services and social links all end up on the website. Getting them right now saves a revision round later.

What happens

  1. 1Confirm the exact legal and trading business names
  2. 2Capture address, phone, email and hours
  3. 3List the services they want featured
  4. 4Collect logo, photos and brand colours if they have them
  5. 5Check spelling of the owner's name while you have them

What to say

“Let me read back your business name, phone and hours so the website is right first time.”

Tools that help

CRMCustomer onboardingDigital customer agreements

Avoid these

  • Guessing spellings
  • Assuming the old website details are current
  • Leaving fields blank for later

You're done when

Every field the agreement and onboarding need is filled in and confirmed.

You 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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