MaximizeifyPartners.com
The sales processStep 8 of 20
Close · Get the yesYou

Start new sale

Open the sale record in the CRM the moment the owner says yes.

A verbal yes is not a sale until it is in the system. Start the sale record while the conversation is still warm so nothing between the handshake and the signature gets lost.

What happens

  1. 1Create the new sale in the CRM
  2. 2Attach the prospect record so history carries over
  3. 3Select the industry and package
  4. 4Note any promises you made during the presentation
  5. 5Send the agreement while the owner is still engaged

What to say

“I'm opening your file right now — the agreement will reach you in the next few minutes.”

Tools that help

CRMPipeline stagesDigital customer agreements

Avoid these

  • Waiting until the end of the day
  • Leaving the sale in 'prospect' status
  • Noting nothing about the conversation

You're done when

The sale exists in the CRM and the agreement has been sent.

You owns this step

All 20 steps

Back to how it works
1Find a business2Contact the business owner3Open their industry page4Show what their website could look like5Show what it could do6Explain $150/month7Ask: would you like us to build yours?8Start new sale9Enter business information10Customer signs agreement11Customer enters payment12Sale confirmed13Customer completes onboarding14Maximizeify builds website15Customer reviews website16Maximizeify makes approved revisions17Website launches18Maintain customer relationship19Ask for referrals20Find next customer
Previous stepAsk: would you like us to build yours?Next stepEnter business information

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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