Discovery call checklist
Checklist for sales coaches
For sales coaches and trainers who want salespeople and founders who sell on their list.
Worksheet
What a better close rate is worth each year
How to use this worksheet
Send it to founders chasing more leads. Turning a few points of close rate into a yearly figure makes the case for coaching on its own.
What is inside
Work out your figureProposals each year
Where close rates slipPitching too early: The real problem never comes out.
Changes that lift the rateAsk before you tell
If the figure is smallCheck your proposals. Fewer, better matched proposals can still mean more sales.
Using your figurePut in your figures, using a rough close rate if you must.
Three title ideas for your own version
What a better close rate is worth each year
The close rate worksheet
Work out what winning more proposals is worth
Where to promote it
LinkedIn postsfounder communitiesyour newslettera follow up email after a first call
What goes in a close rate worksheet?
A calculator for extra sales and income each year, then where close rates slip, the changes that lift them and a plan for the next month.
Make this worksheet your own
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Free to start. No credit card.