The sales processStep 12 of 20
Close · Get the yesYou

Sale confirmed

The customer is active: agreement signed, payment accepted, production queued.

This is the point where your recurring commission book grows by one customer. Confirm the record, tell the owner what happens next, and set expectations for the build.

What happens

  1. 1Verify the sale shows as confirmed
  2. 2Send a welcome message with next steps
  3. 3Tell the owner onboarding is starting
  4. 4Give a realistic build timeline
  5. 5Add the customer to your portfolio view

What to say

“You're confirmed. Onboarding starts now, we'll build your website, and you'll see it before anything goes live.”

Tools that help

Commission dashboardCustomer portfolioCRM

Avoid these

  • Going quiet after payment
  • Over-promising a launch date
  • Skipping the welcome message

You're done when

The sale is confirmed, the owner knows what happens next, and the customer is in your book.

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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