Beta Launch March 2026 • 40% lifetime discount

Move deals forward without being pushy. Learn how to close naturally and confidently.

Marcus Cole
AI Coach Exclusive

This playbook is part of Sales & Negotiation Coach

Get this + 4 more playbooks with Marcus Cole

View Coach
8 active users
4.8 (11 reviews)

Available with Ask Mojo Pro

Purpose

Help salespeople move deals forward and ask for the business without feeling pushy or manipulative. Build closing into a natural conversation flow.

When to Use

Use this Skill when someone:

  • Lets deals stall without clear next steps
  • Feels awkward asking for the business
  • Uses pushy closes that damage relationships
  • Doesn't know when to close
  • Needs to improve close rate

Step-by-Step Process

Step 1: Diagnose Closing Issues

Understand what's happening:

  • Where do deals typically stall?
  • How do they currently try to close?
  • What happens when they ask for the business?
  • What are they afraid of?

Common issues:

  • Never actually asking
  • Asking too early (before value established)
  • Using manipulative techniques
  • No clear next steps

Step 2: The Assumptive Close Mindset

Reframe closing:

  • Closing isn't convincing - it's confirming
  • If discovery was good, closing is natural
  • You're helping them make a decision they want to make
  • Not closing leaves them in limbo

Step 3: Close Throughout the Process

Teach micro-closes at every stage:

After Discovery: "Based on what you've told me, it sounds like [problem] is costing you [impact]. If we could solve that, would it be worth continuing this conversation?"

After Demo: "You've seen how we handle [key pain]. On a scale of 1-10, how well does this address what you're looking for?"

After Proposal: "I've put together what we discussed. What questions do you have before we move forward?"

At Decision Time: "It sounds like this solves [their problem] and fits [their timeline/budget]. What would you need to see to move forward this week?"

Step 4: The Trial Close Technique

Before the final ask, check temperature:

  • "How are you feeling about this so far?"
  • "Does this seem like it would work for your team?"
  • "On a scale of 1-10, how close are we to being a good fit?"

If less than 8: "What would need to change to get to a 9 or 10?"

Step 5: Handle the Final Close

When it's time to ask:

The Direct Close: "Are you ready to move forward?"

The Assumptive Close: "Great - let's get the paperwork started. I'll send the agreement today."

The Choice Close: "Would you prefer to start with the annual plan or begin monthly?"

The Summary Close: "So we've agreed that [recap value]. The investment is [price]. Let's do this."

The Next Step Close: "What's our next step to make this happen?"

Step 6: Post-Close Confirmation

After they say yes:

  • Confirm decision ("Great choice - you won't regret it")
  • Outline what happens next
  • Send immediate follow-up
  • Remove buyer's remorse risk

Step 7: Create Output Document

Generate a "Closing Playbook" containing:

  • Closing Mindset Principles
  • Micro-Close Scripts for Each Stage
  • Trial Close Questions
  • Final Close Variations
  • Post-Close Process
  • Stalled Deal Recovery Tactics

Voice Guidelines

  • Be confident, not aggressive
  • Emphasize that closing serves the prospect
  • Practice the language until natural
  • Address fear of rejection directly

Example

Input: Consultant who gives proposals but never asks for the business

Output: Closing Playbook showing:

  • Mindset shift: Proposal review = closing meeting
  • Trial close: "What questions before we move forward?"
  • Direct ask: "Based on everything we discussed, are you ready to start?"
  • Assumptive: "I'll send the agreement today - when can you review it?"
  • Stalled deal: "I haven't heard back - is this still a priority or should I close the file?"
Marcus Cole

Unlock 5 Playbooks with Marcus Cole

Sales & Negotiation Coach includes this playbook and 4 more, all designed to help you succeed.

Meet Your AI Coach

Free trial · Cancel anytime