STEP 5 OF 8

Closing the deal

Answer their questions and confirm the agreement.

1. Make sure the customer understands the offer

   Ask whether they received the quote and whether they want to go through it. Focus on the work and outcome they asked for, then explain the price in that context.

   Try: “Does this cover what we discussed onsite, or is there anything you want clarified?” Let them finish before answering.

   Tip: Agreement that the work sounds useful is not acceptance of a contract. Confirm what they are actually ready to proceed with.

2. Find out what is holding up the decision

   A delay may be about money, timing, scope, another decision-maker, or another quote. Ask a specific, calm question instead of guessing or pushing harder.

   Try: “Is the main concern the price, the timing, or something about the scope?” If they are comparing quotes, compare inclusions and responsibilities—not just the final number.

   Tip: Do not immediately discount. If their budget is lower, explore an honest reduction in scope instead of promising the same work for a price that does not work.

3. Follow up with a purpose

   Agree on when they expect to decide and follow up around that timing. Each contact should help them make a decision, answer a question, or confirm whether the project is still active.

   Try: “Hey [name], checking whether you’re still planning [project]. Happy to clarify anything in the quote. If the timing has changed, just let me know.”

   Tip: Keep one next-action date per quote. Stop the sequence when they accept, decline, reply, or ask you to stop.

4. Ask clearly when they are ready

   Once the scope, timing, and terms make sense to both sides, ask whether they want to move forward. Do not use false deadlines or pretend your schedule is full.

   Try: “If you’re happy with the scope and terms, would you like to go ahead? I’ll send the acceptance steps and explain what happens next.”

   Tip: Pause after asking. Give them time to make a decision rather than filling the silence with more promises.

5. Turn the yes into a clear handoff

   Get the correct version accepted in writing. Complete the payment steps required by the agreement and explain when the job will be scheduled or confirmed.

   Send one confirmation with the accepted scope, next action, point of contact, and anything the customer needs to provide. Check that payment is actually confirmed before describing it as received.

   Tip: Do not promise an immediate start before checking materials, crew availability, and job readiness. A clear handoff is part of the sale.