How the agent sells, call by call.

One call for each kind of business we serve: how it opens, how it handles a concern, and how it asks for the sale and takes payment.

Agencies

A discovery call to a signed retainer.

  • Recommends the retainer that fits the goal
  • Answers "we tried an agency before"
  • Sends the first month's link on the call

How Jessica runs this kind of call, in the agent's own words. A recording is being added.

Consulting

A strategy call to a paid engagement.

  • Asks about the business before it sells
  • Meets a price concern with the plain facts
  • Stays on the line until it is paid

How Sarah runs this kind of call, in the agent's own words. A recording is being added.

Software

A demo request to an annual plan.

  • Fits the plan to the team size
  • Sends the security overview with the link
  • Books your team for anything it cannot answer

How Chris runs this kind of call, in the agent's own words. A recording is being added.

Professional services

A quote call to a booked project.

  • Gathers the details and confirms the scope
  • Holds the start date with a deposit
  • Puts the scope in writing the same day

How Eric runs this kind of call, in the agent's own words. A recording is being added.

Why the first call decides it.

What the studies say about calling fast and selling well.

See how it would work for you.

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