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Sales Close Plan: Strategic Planning, Time Management and Maximizing Success with Mini-Steps!

sales close plan

The sales close plan focuses on implementing strategic planning, efficient time management, and utilizing mini-steps to maximize success in the buying and closing process. Recognizing that many clients find the process overwhelming, it’s important for salespeople to avoid assuming that our clients possess the same knowledge and expertise about our industry, products, and market. However, this is not always the case, and by making such assumptions, we risk making our clients feel stupid and insecure. This, in turn, can lead to procrastination, indecision, and lost sales.

To avoid this, we need to adopt a customer-centered approach and help our clients make better decisions. One way to do this is by creating a discovery questionnaire that guides them through the decision-making process. This questionnaire should help clients identify their problems, challenges, needs, and goals, as well as educate them about different options available to them.

By providing clients with a structured and guided approach, we can make them feel more informed and empowered. This, in turn, can increase their trust in us and accelerate the closing process. Moreover, even if clients decide not to use our services, they will appreciate the value we provide and may refer us to others.

The mini-steps in the closing process can be summarized as follows:

  1. Discovery Questionnaire: The first step is to create a discovery questionnaire that helps clients identify their needs, challenges, and goals. This questionnaire should cover all relevant aspects of the project and help clients understand the different options available to them.
  2. Dream Design Team Meeting: Once the questionnaire is completed, we can schedule a meeting with the “dream design team” to discuss the client’s goals and preferences. This team should consist of experts who can guide clients through the decision-making process and offer customized solutions.
  3. Proposal Presentation: Based on the information gathered during the discovery questionnaire and dream design team meeting, we can prepare a proposal that outlines the scope, timeline, and budget of the project. This proposal should be presented in a clear and compelling way that addresses the client’s specific needs and concerns.
  4. Closing: Finally, we can close the deal by addressing any remaining questions or objections that the client may have. This is where our expertise and experience come into play, as we can offer reassurance and confidence to the client that they are making the right decision.

By following these mini-steps, we can create a more customer-centered and consultative approach to closing sales. This approach not only helps clients make better decisions but also builds trust, rapport, and long-term loyalty. Moreover, by providing value beyond just the sale, we can differentiate ourselves from the competition and establish ourselves as trusted advisors in our industry.

Maximizing Investment: Unlocking Success with Implementation Services

Maximizing Investment - Unlocking Success with Implementation Services

When it comes to purchasing a new product or service, clients often are excited to take their new toy home but may not fully understand how to use it. As salespeople, our job is not just to sell the product, but to ensure our clients know how to navigate and maximize their investment after the sale.

Unfortunately, many sales organizations fall short in this area. They assume their clients know what they are doing and push them out to sea without offering guidance on how to navigate. This can lead to frustrated customers who may not use the product to its full potential or worse, abandon it altogether.

To avoid this situation, salespeople need to create Mini-Steps – a series of steps that help the client make decisions before they own the product and maximize their investment after the sale. By doing so, we can form better relationships with clients and help them feel supported throughout the process.

The Importance of Mini-Step Closing

Mini-Step Closing refers to the process of forming better relationships with clients while closing the sale. It’s about building trust and providing value throughout the entire sales process. When done right, it won’t even feel like closing, which is one of the main goals of this process.

However, the number of mini-steps needed will vary depending on the nature of your sales process, the complexity of the product or service being sold, and the size of the investment. For example, selling a simple consumer product may only require a few Mini-Steps, while a complex B2B solution may require dozens.

Creating Mini-Step To-Do Lists

One way to develop Mini-Steps is to create a To-Do list for each step in the sales process. These tasks may not necessarily be shared with the client, but rather used internally by salespeople and management to track progress and understand where clients are in the process.

Some examples of Mini-Step To-Do tasks include:

  1. Turning in an order form
  2. Processing a credit application
  3. Securing a credit card down payment
  4. Creating a production schedule
  5. Ordering materials
  6. Setting up a delivery schedule

By breaking down the sales process into smaller steps, salespeople can ensure that they are providing guidance and support to clients throughout the entire process.

Questions to Develop Mini-Steps

To create effective Mini-Steps, salespeople need to ask themselves a series of questions about their sales process. These questions include:

  1. What tasks do we have in place to assess a client’s situation?
  2. How do we handle payment and extend credit?
  3. What do we need to do to order the product?
  4. What do we need to do to schedule installation?

By answering these questions, salespeople can create a comprehensive list of Mini-Steps that will help guide the client through the sales process and maximize their investment after the sale.

Enhancing Decision Making and Client Engagement: The Power of Mini-Steps

Enhancing Decision Making and Client Engagement - The Power of Mini-Steps

In business, decision making is crucial. Clients often find themselves in a place where they are unsure of how to proceed. To help clients make good decisions, businesses must take certain steps. In this article, we will discuss mini-steps that can help clients make better decisions, secure inventory, production, or delivery times, fulfill orders more effectively, and plan special events for clients.

Mini-Steps to Help Clients Make a Good Decision

One of the first things businesses can do to help clients make good decisions is to think about meetings with people on their end who can assist clients in making the right choice. For example, if a business sells health club memberships, they could schedule a meeting with an on-site nutritionist to give clients an idea of how much weight they could lose safely over a particular period of time. This way, clients will be more informed when it comes time to make a decision.

Another helpful mini-step is to arrange meetings with others in the client’s business who may shed some light on whether your solution is a fit. This analysis process before coming up with your recommendation will show clients that you care about their needs and want them to make the right decision, even if that means buying from someone else.

To develop these mini-steps, businesses should ask themselves various questions such as who within their office should the client talk to, are there people involved in building, installing, or implementing the product who should talk with the client, among others.

Mini-Steps to Secure Inventory, Production, or Delivery Times

These steps have to do with locking down space, inventory, time, materials, location, and so forth. Even if a business’s product or service is delivered in the same way, committing early can impact follow-up services and added features. If the business does not have any such advantage in place, they can consider creating one.

Examples of steps to help secure inventory include penciling-in dates for a training date, developing a priority list for hot items or certain types of materials, taking refundable or nonrefundable deposits to hold a client’s order, and pre-booking a set amount of products or services for future use.

Businesses need to ask themselves questions like what pre-booking advantages they currently have, whether they have a deposit system in place, and whether they currently have a temporary hold policy in place.

Mini-Steps to Help Fulfill the Order

These are the steps required to execute the order, do the work, or complete the task. Businesses should take care when naming these steps, as clients may not appreciate all the work that goes into the fulfillment process.

Businesses can create new steps by highlighting and expanding on various parts of the production process. This may include any special production elements that separate them from their competition. By doing this, businesses can create a better product while also helping clients understand the process better.

To develop these mini-steps, businesses should ask themselves if their normal product development process lends itself to a tour or special inside participation and whether there are special elements they can develop or create that no one else is doing.

Mini-Step Special Events for Clients

Inviting clients to some sort of business or social outing can be an effective way to add value to the relationship and get clients to take action. These events work particularly well with longer-term sales cycles but can still be effective with more transactional, quick-turn sales.

Examples of events businesses can invite clients to include industry workshops and seminars in their area, networking events, and roundtable discussions that the business facilitates.

To develop these mini-steps, businesses should consider getting a calendar of interesting events coming up, inviting clients to accompany them, sending clients as their guest, giving referrals that can generate new business, and hosting their own roundtable discussions.

As you can seen, mini-steps can help clients make better decisions, secure inventory, production, or delivery times, fulfill orders more effectively, and plan special events for clients. By taking these steps, businesses can improve their relationship with clients, add value to the relationship, and create better products or services.

Mastering Time Management: The Key to Success in the Sales Process

Mastering Time Management - The Key to Success in the Sales Process

Establishing a timeline is a crucial step in any sales process. It helps to ensure that all the necessary tasks and steps are completed in a timely manner, which can ultimately lead to a successful sale. In order to establish a timeline, you first need to list out all the steps that apply to your particular situation. This may include things like prospecting, lead generation, product demonstrations, negotiations, and closing.

Once you have listed out all the steps, it’s time to lay them out in loose order. This means dividing them into three categories: Before the sale, During the sale, and After the sale. This will help give you a better understanding of the different stages of the sales process and what needs to be done at each stage.

After you have divided the steps into these categories, you should establish a fictitious start date for an order. This will allow you to work backwards from the start date and assign a timeframe to each action step. For example, if you need to secure exclusive inventory, you might want to finalize this 60 days before the start date. Alternatively, if there is no hard deadline for a particular step, you can estimate the time required.

It’s important to note that just because you have assigned timeframes to each step, it doesn’t mean that you are locked into those timeframes. Sales processes can be fluid and unpredictable, so you may need to adjust the timeline as circumstances change.

One way to help keep the timeline on track is to use Mini-Step Closing, which involves breaking down the sales process into smaller, more manageable steps. This allows you to attach action dates to each step, which can help to keep the process moving forward. Mini-Step Closing not only helps with time management, but also has a number of other benefits, such as allowing you to build momentum and establish trust with the client.

Using Mini-Step Closing, you can also create a Mini-Step Time-Line Planner, which allows you to assign dates to each task. For example, if a client tells you that they won’t be doing anything for at least six months, you can use the planner to start assigning dates to tasks in the meantime. This can help to keep the process moving forward and ensure that you are prepared when the client is ready to move forward.

Assigning dates to tasks can also help to gauge the seriousness of the client. If a client tells you that they won’t be doing anything for six months, but you start assigning dates to tasks and they don’t respond or follow through, it may be an indication that they aren’t as serious as they initially appeared. On the other hand, if the client responds positively and starts working with you to establish a timeline, it’s a good sign that they are serious about moving forward.

In addition to helping with time management and gauging the seriousness of the client, establishing a timeline can also help to take the client “off the streets” and away from competitors. By working with the client to establish a timeline and assigning dates to tasks, you are showing them that you are committed to the sales process and are willing to put in the effort to make it happen. This can help to build trust and establish a stronger relationship with the client, which can ultimately lead to a successful sale.

Establishing a timeline is a critical step in any sales process. By listing out all the necessary steps and breaking them down into before, during, and after categories, you can create a roadmap for success. Using Mini-Step Closing and a Mini-Step Time-Line Planner can help to keep the process moving forward and ensure that you are prepared for whatever comes your way.

Strategic Planning and Time Management in the Sales Process: The Significance of Start and Closing Dates

Strategic Planning and Time Management in the Sales Process - The Significance of Start and Closing Dates

In any sales process, it is essential to have a plan in place to ensure that all steps are followed through until the deal is closed. One important aspect of this plan is setting a definite start date and closing date. It helps to give form to the vague ideas and loose thoughts about possibly doing something at some point in the future. Whether it is tomorrow or two years from now, the start date allows for a systematic approach to be taken in achieving the goal.

Once you have determined the start date, it becomes easier to map out the mini-steps leading up to that date. Assigning dates to each step makes them more tangible and increases the likelihood of action being taken. With a date attached to an action step, it leads to an ask, which can result in a yes or no answer. Even if the client cannot provide a closing date, the salesperson should develop one on their own to get the process started.

A good way to show the mini-steps and start date is by using a support document that matches the complexity of the sales process. A lengthy sales cycle with several decision-makers, budget processes, and proposal development stages may require an elaborate support document. On the other hand, a short sales cycle with few steps may not need a support document at all.

After laying out the mini-steps and establishing a closing date, the next step is to develop a closing plan. This involves developing a strategic plan to bring the client through the sales pipeline. The plan should be consultative in nature and designed to benefit both the client and the seller. By having the mini-steps in place, it becomes easy to track where clients are in the process and identify issues that may arise.

It is important to review the mini-steps periodically, preferably once every quarter, to ensure that all necessary steps are included. Reviewing the mini-steps allows the salesperson to identify steps that are not necessary, add more customer-centric steps, and adjust the percentage of close associated with each step. Assigning a percentage of close to each mini-step is a way of determining the chance of doing business if the client completes that step.

Setting a definite start date and closing date is a critical aspect of any sales process. It helps to give form to vague ideas and makes mini-steps more tangible. Developing a closing plan based on the mini-steps ensures that the sales process is systematic and consultative in nature. Reviewing the mini-steps periodically allows for adjustments to be made, leading to a higher chance of closing deals.


In conclusion, the process of buying and closing a sale can be overwhelming for clients, especially when they lack knowledge and expertise in the industry. By assuming that clients have the same level of understanding as salespeople, we risk alienating them and hindering the sales process. To address this, adopting a customer-centered approach is crucial

Creating a discovery questionnaire is an effective way to guide clients through the decision-making process. This questionnaire helps clients identify their needs, challenges, and goals, while also educating them about available options. By providing structure and guidance, clients feel more informed and empowered, leading to increased trust and a faster closing process. Even if clients choose not to purchase, they will still appreciate the value provided and may refer others.

The mini-steps in the closing process, including the discovery questionnaire, dream design team meeting, proposal presentation, and addressing client questions or objections, help create a customer-centered and consultative approach. This approach not only facilitates better decision-making but also builds trust, rapport, and long-term loyalty. By going beyond the sale and offering value throughout the process, salespeople can differentiate themselves from competitors and establish themselves as trusted advisors.

Additionally, incorporating mini-steps in various aspects of the sales process, such as securing inventory, fulfilling orders, and planning special events for clients, can further enhance decision-making, client engagement, and success. Mini-steps break down the process into manageable tasks and allow for effective time management. Assigning dates to tasks helps prioritize and ensure progress, while also gauging client seriousness and commitment.

As you can see, strategic planning, time management, and the establishment of start and closing dates are essential in the sales process. By implementing mini-steps, providing guidance, and fostering a consultative approach, salespeople can support clients throughout their journey, build stronger relationships, and achieve greater success in closing sales.

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