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Closing the Sale in Onboarding Forms
Closing the Sale in Onboarding forms: Step-by-Step Guide
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FAQs online signature
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What do you mean by closing the sale?
Closing a sale occurs when the seller and buyer agree to the conditions of the sale and the buyer makes a firm commitment to the transaction. Closing the sale should not be seen as a transactional event, but rather as the natural ending of the sales process.
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How do I close a sale?
How to close a sale Offer a choice. If your potential buyer seems satisfied with your sales pitch, you may offer them a choice between two purchasing options to close the sale. ... Identify barriers. ... Ask for the next steps. ... Prompt agreement. ... Propose your help. ... Build rapport. ... Increase value. ... Suggest a trial.
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What is the onboarding part of?
Onboarding is a human resources industry term referring to the process of introducing a newly hired employee into an organization. Also known as organizational socialization, onboarding is an important part of helping employees understand their new position and job requirements.
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Is onboarding part of the hiring process?
Onboarding concludes a successful recruitment process It should serve as the end stage for an easy recruiting process that makes candidates feel valued and supported as they begin the next stage of their career with you. It provides them with the information and tools they need to perform the roles you hired them for.
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Why is closing a sale a courtesy to customers?
Closing sales is a courtesy to customers because it helps them to fulfill their needs and wants through their own buying decisions. Salespeople should know their products thoroughly, present their features and benefits completely, then confidently ask customers to buy.
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Is onboarding part of the sales process?
Sales onboarding is a critical process for equipping new sales professionals with the skills they need to be successful in their role, including introducing your company's standards, your approach to selling, and the tools they need to be successful.
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What department does onboarding fall under?
HR Department: They plan, execute, and oversee the onboarding process from start to finish, ensuring that every other department is aligned and understands their responsibilities.
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How to onboard a sales rep?
Here are seven helpful tips that can help you create the best sales onboarding process for your new hires: Have a standardized process. ... Put it all in writing. ... Set clear expectations. ... Take your time with training. ... Partner new reps with veteran team members. ... Optimize your onboarding process.
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let me tell you a harsh truth most new agency owners don't have a clue how to close clients efficiently they're fighting an uphill battle without even realizing because they failed to use their biggest initial weapon and that is leverage now my name is Jordan Platt and I'm a seven figure agency owner I recently launched a brand new agency though completely from scratch called Renault reach and I did this in an industry full of people that are afraid to put their money where their mouth is so I had enough and I wanted to show you guys exactly what is possible in just a small amount of time with this business model and within four days of this entire YouTube series you can go and watch it on my channel we sign up our first client for a thousand dollars per month fast forward to today I've signed up a second client by using leverage now to give you a quick rundown launch this agency a few weeks ago we didn't have any Niche we didn't leverage my personal brand no team members no existing assets that I've created from building a seven figure agency I wanted to do this as if I was a complete beginner so I went out there picked a niche Home Improvements started local in my local area as you always should when you first start out we generated 22 leads ultimately this is what we reached out to through cold calls and email emails arrange a couple of meetings turned up to two of them closed one of the clients immediately on the first call on boarded them delivered them some pretty exceptional results I may add in the first 10 days we generated 14 leads for a home improvement kitchen and bathroom showroom these leads are worth anything from five thousand pounds to 25 000 pounds each depending on if they close them now the client that I've closed has a 50 close rate on going out for quotes they've already closed three of those clients which is absolutely amazing if you want to know the details of all of that then you can go watch the series on my Channel or you can click Link in the description join the free community I've created what I'm putting out exclusive content around that series and documenting the rest of it but that's not the purpose of this video the purpose of this video today is to talk about how I then leveraged those initial results those 14 leads hot leads for this client to then go and sign up the second client now the second client was actually a meeting that I had before the first one and in this meeting the business owner was incredibly Keeney highlighted the fact that they're not very busy at the moment okay and they really want to get new business in I knew they were cautious though because they're spending a lot of money on Google ads at the moment with no success and so my recommendation was to cut off the Google ad spend redistribute that spend into my Facebook ad lead generation service instead now this is how the call ended can you give me 48 hours just to have a chat because obviously my wife as part of the business so normally trusts what I say but it's yeah it's just conversation of of us having just courtesy obviously yeah just to say you know clearly Google we're spending we're just throwing money down the drain with Google at the moment yeah yeah I just asked one final thing in a high professional situation you have a conversation with your wife what is it that your wife could say that would actually put you off moving forward with this probably nothing but it is just the courtesy isn't it so you can see we've got a very classic excuse here I need to speak to my wife which normally is [ __ ] but in this instance the wife is a business partner so I gave him the benefit of the doubt done a little pushback to make him aware that I wasn't gonna let him go away and we arranged the meeting for another day now on this meeting I turned up but I got ghosted he had the excuse he texted me that he was out doing a job it's in an industry Home Improvements where this does happen I wasn't best pleased but I had to go to ibifa okay so I went away on holiday had a good time got back checked the results for the first client and we'd pretty much tripled their guarantee in the first 11 or so days we guaranteed them five quote ready leads within 30 days we generated them like 14 in 11 days so they were over the moon and I knew instantly that I now had earned my first piece of Leverage so this on screen we can see uh this is 10 day results so we can see we launched these ads actually 11 days ago now and every single ad that we launched is performing we've got 14 lead now after speaking to these leads they are extremely high quality one of them wants an entire two kitchen and two bathroom rebuild on like an old Pub which is just like probably like a 30 40 Grand job which is insane I'd earned my first piece of Leverage against that first client because I hit the quick win and I could only achieve this quick win by under promising and over delivering so many agencies make the fundamental mistake of over-promising and under delivering they think that it's better for them to say hey I can get you 20 leads because that's going to entice more people to have meetings with them than it is to say hey I can get you five leads they underestimate how much value companies put into getting new business in this instance Kitchener bar from showrooms these leads are worth 5 to 25 Grand if the job closes so they don't need 20 leads they'll be happy with five and I recognize that straight away and I just promised five I knew I could generate more but I just promised five in my guarantee so I could under promise and over deliver results and I could Spike their happiness and never perception towards our agency and when you gain that initial leverage that is when you can call favors and that is when you want to ask for referrals and I knew the favor that I wanted here and that was to leverage the results I'd got for that first client on signing up the second that was on the fence and wanted to talk to their wife so I called up client number one we had a catch up anyway they're over the moon with the results and I said to them and I explained the situation look I've got another business in the local area they just specialized in this they weren't quite conflicting so look I really want to work with these guys can I leverage the results I've got for you can I tell them about the results I generated for you and I know that'll push them over the line they said yes in a hobby those are no questions asked because they were so happy with the results they're generated with them they even asked me to downscale their ads they actually asked me to stop spending as much money on their ads because they couldn't keep up with the amount of quote requests that are coming through they physically couldn't go out and they were worried that people were going to get disheartened it was going to hurt their brand now I had a solution to that and that was well instead of me stopping spending this money what about we give away some of these to other friends or competitors in the industry and you can take a cut of the job so we already had this batch of leaves they actually agreed that I was able to give one or two of these leads to the second client so I could go ahead and sign them up and make it a complete no-brainer for them so not only did I triple the guarantee for them they then accepted that I could leverage those results to sign up another client and I could even give away some of the surplus of leads to that second client to make it a complete no-brainer and none of that would have been possible if I over promised and under delivered like 99.9 of agencies do in fact it wouldn't be possible if I promised a specific result and just generated that specific result I could have promised them 15 leads generated them 15 leads and it would have completely changed their perspective of the service sure they would have been happy but they wouldn't have been ecstatic like they would have been because I over delivered on their expectations that's a very key fundamental thing to bear in mind when you're first starting out so anyway I then called up the second client I explained to them the results that I generated for another I said that I had a couple the hot leads and I wanted to jump on a call and this is exactly what happened how's it going you're not too bad yeah good yeah all good this end did you have a busy week last week or are you very yeah and over the weekend we'll work the weekend as well so yeah just catching up really as much as anything yeah no completely understand um I'll be joined by your partner today on this call she's around yeah she's around yeah I can get I'll get her in a minute she's just a bit busy at the second yeah that's all right that's all right no worries I just I just wanted to make sure that we we I had the chance to have a conversation with herself as well just to iron out any kicks but so look what we can do is I mean first of all if you've got any questions since we last spoke I was happy to answer them now but I like the conversation I'm having every single person I've spoke that's filled in the form so far has answered their phone maybe 25 of the jobs are small jobs that wouldn't be worth your time 75 of them are either a whole bathroom or a whole kitchen well that's I mean yeah definitely the kitchen uh we're looking at the kitchen really rather than the bathrooms yeah simply because there that's more of what I do and bathroom I don't think there's a lot of money in bathrooms anymore because everybody can go to they go and buy it and they just find a local man to fit them so unless they want to to spend in excess of sort of 10 12 15 000 pounds and we're putting them on a job at the moment in the bathroom they're not interested in other than decorating they're not interested in anything else so yeah yeah no I understand the reason why I need these guys will be getting um some bathroom leading as well is because the actual ad itself says like is your kitchen or bathroom looking tired and we have one creative which is um which is before and after of a bathroom so we're we're actively going for those people here um but with you guys we would just do like a kitchen base creative make sure all of the ad copy the text was just kitchen focused so we're not then targeting any of those so the leads that we're gonna be getting in will be just kitchen rather than anything for bathroom as well okay actually specialize in bathrooms more so in kitchens they they prefer to do bathrooms and they do the kitchen side so yeah yeah where do they where are they are they North sprousting yes sproulston relatively new like only establishment in the last like three years yeah quite a small operation but um yeah really booked until the end of January now so we're kind of that's why we're in this predicament I'm like we're just great I'm now I'm now having a conversation with them to say okay I think it's time to get somebody else in and then try to get because uh and the owner it's a great guy but I'm having to convince him to to go down that path because there's a lot of opportunity here and um yeah someone's gonna take it up you know so yeah okay well certainly The Kitchen Side would be interesting just where do we go from here and then kind of budgets really some fees and and yeah how much I'm still I still have I still feel like the most sensible thing to do for you guys would be to to redistribute what you're doing on Google Now I know I understand you might have a notice period of the current guys I presume nothing has come up from Google so far nothing well we might had a bathroom last year and I think I think Owens was from Google yeah that was local but it's not enough yeah and somebody sent me a WhatsApp message the other day who I don't know who that was um it's just not it's not working no at all and I mentioned this before it's because I'm Google we're relying on people raising their hand and then you showing yourself to those people we're we're here we're if someone wakes up in the morning they look at the bathroom or the kitchen and it's looking a bit tired and then they see an ad an hour later and they're like oh this is fate let me let me fill in this form and contact this company and I had lots of the conversations I've been having with people as well and I'm like well I wasn't expecting to find this on Facebook I feel well I mean I feel extremely confident that it's going to work but based on the results that we've already gotten the leads are there already you know so I I understand it won't be an immediate um redistribution for Google but I think that would be a better long-term plan whatever you're spending on that to give them notice and whatever because it's just it's just a complete waste of time for you at the moment what we would be looking to spend with you is I'd start you off on a small budget start off with a five and then our service charge again is 500 pounds on top of that so you're looking at a thousand pounds a month for essentially the same service that we're providing here was exactly the same service we're just spending a little bit more in this case we might bring that in now based on the fact that they're super busy what I might actually do is keep the ads running on the same budget and then if any kitchen ones come up I can Farm them through to you guys if if happy for me to do so but I'll have a conversation with them but yeah I mean it kind of goes about saying I would only be looking forward I'm looking to put these existing leads in your hand if you were to work with me on the actual service so I could I don't just want to hand them over but I'm I as if you agree and give me the green light today and we get moving forward with this then I can literally put you in touch with these leads today that you can have a conversation with and go out and do quotes for oh I see okay all right what do you think man it gives it a shot because you look quite confident Jordan and you've taken us I mean I guarantee I have a guarantee that I'll get you at least five non-time wasted quote ready leads in the month anyway so that's not a guarantee you'd get your money back if you if if you weren't to get that but not not your spend on Facebook you get my service charge back but that's not going to happen like this has been two weeks with these guys and we haven't even spent 500 yet and we've got the 18 and and out of them like at least 12 14 of them have been really good quality so yeah I mean the proof's in the pudding really so but yeah you've got that to fall back on worst case scenario yeah I'm very confident in what you can do which is quite pleasing because when you're a small business oh yeah for so many people and wasted quite a bit of money I completely understand that and I understand your apprehension as well I wouldn't have been bugging you for the last I've been I've been I've been on the case for the last week or so because I've been so excited about the results we've already been getting I'm like I just you were you're on the fence so close last time and I just I just knew that this would this would be the right thing to do and it will work for you so when you know it's something you've got something good then you don't stop following up you know so you know you make her math feel quite confident is something that's you know like you say um you could go for some trepidation because you've been hit so hard yeah we're happy to go with Jordan I think you are yeah yeah because we're just not finding time to do that properly we need more guesswork for us we need somebody that knows what they're doing because to be honest I'm a teacher I can't keep doing the back pedaling all the time I try to have time and it would be nice to hand it over and go right can you concentrate on this for us we don't have time really so there we signed the second client using leverage from the first client it is so important that you recognize as an agency owner the most difficult client to sign is the first and it really isn't that difficult if you're willing to put in the work but once you sign up the first and you sign up a good client you can leverage those results to get the second and you leverage those results to get the third and those to get the fourth and the fifth and the sixth and the seventh do not be afraid to get intertwined between your clients do not be afraid to leverage everything that you're doing you should be proud of the results that you are generating and it's not just the proof of the results that you were generating That Matters to the new clients you're assigning it's the confidence and the conviction in your sales call confidence or conviction more so is one of the most important traits of any good salesperson or and one of the most important features of any good sales meeting and it's something that we don't have in the initial stages it's something that we earn over time within our agency I've done this for five years I can conviction level is here you can't get any more conviction than I've got when you're first starting out you're kind of like a little bit nervous you don't oh I don't really know if the ads are going to work like I'm not confident you've got imposter syndrome and all these kind of things are coming into the way and just killing your conviction but with every client you sign okay you earn more conviction points in the initial stages you have to this you have to fraud it on your meetings you have to falsify that confidence because you don't really know in your heart that you can generate the client results you know it based on the fact you've seen me do it and you've seen other people in communities and so on do it but you don't know it in yourself you don't know about your personal ability to go out there and generate results so you have to fraud that you have to pump yourself up and you have to recognize that these people need to feel Confidence from you and so dig in deep and find that energy from somewhere on your sales meetings but just know when you get that first client that conviction is going to come and when you get conviction on your sales meeting you begin to rationalize the sale it's impossible ball for that second client to say no to me physically impossible because in the first meeting I had with them they told me that they weren't very busy at the moment so they identified a need for their service they identified their concerns which was that they didn't know whether it would work and they identified their final objection that was they needed to speak to their wife so I knew they were three things that I needed to overcome here I needed to generate them leads well there you go I could kill that bird with the second one which was proving that I could generate results by leveraging the first and I needed to speak to their wife and show her what I was doing as well and it was actually the wife that told the husband she wanted to move forward with us but I rationalized it for them in their own heads and therefore made it a complete no-brainer but you're not all gonna have the exact same amount of conviction as I will okay when you've signed up your first client it's going to give you a little bit okay you're not gonna be number ten so what do you do in that situation well it's simple all you need to do is lay out the numbers you need to make this even more rational you need them to see the numbers in front of them so it's completely undeniable that your service is the thing that they need in order for them to make more money let me give you an example so the way I would handle this I'll be like look I'm a little bit confused right now like I think we're not singing off the same hymn sheet so I just want to dive into the numbers with you so we can get a clear understanding and be on the same page what did you say your average value of a customer is oh it's five thousand dollars Jordan okay fine and let's say you visited 10 customers okay you went out to their homes and gave them quotes how many of those customers would you close oh we typically close 50 or so okay fine so if you've visited 10 if you did 10 quotes Okay that's five clients okay that is 25 000 in revenue and I'm looking to charge you whatever okay put it down one thousand so that's 24 000 in operating profit okay we now then have to take away your cost sure but you're we're in agreeance on this basis you would be in an awful lot of return on investment yeah correct okay get them to accept yes yes keep them with it are you with me right now say these kind of affirmations are you with me are you are you following yes cool fine okay so this is on the basis of 10 quotes now I've already shown you with the client that we're working with already that we have already generated them aged same quotes okay now let's say for whatever reason okay somebody's aren't aren't qualified some of them aren't going to be suitable we've actually found it with this client at about 75 of them are suitable but let's just say for whatever reason that only 15 of them or even 14 of them are qualified okay you would then close seven clients and you would generate 35 000 to take away our costs you're looking at 34k operating profit so what is it about this number that we're not clicking on because all I can see here is a serious amount of return on investment for you and I would address it like that go straight in and call them out on their [ __ ] don't be afraid to do that with clients I've done that so many times and many times like when you actually lay it out like this like you identified that actually there was just an area of confusion somewhere they were like oh okay like I didn't know that I was going to be getting this many leads and so when you draw the numbers like this it makes it a very rational decision however client still says no to you at this point they still have an objection yeah I've been very confused or you've failed on getting them emotionally connected people need emotional buying as well whilst rational will lead with businesses generally emotions still come into play and with many business owners they are very emotional you need to connect with those individuals you need to make the effort to build rapport throughout the call you cannot be rude to them okay you can't be calling them out in a harsh manner okay you need to be building a relationship through wow now I'm quite naturally good at that I joke with clients on the call I keep things nice and light-hearted I don't use too many jargon terms I don't act too professional I think that's very important all those things come into consideration but bear in mind if you still don't close a client bash based on rationale you might need to revisit things from an emotional standpoint and look into how you can build a little bit of more Rapport now if you get this all right this is going to set you so much further ahead than other agencies out there most agencies scale like this let's say this is time and this is money most agencies will have a growth line that looks somewhat like this now bear in mind there are going to be ups and downs who will sign clients lose clients get bad results get good results procrastinate Etc but for the purpose of this this is how most agencies are okay but most agencies don't really understand the power of Leverage I've seen agency owners with 20 clients that don't leverage any of their existing assets it's like painful to look at okay but if you really and you truly understand how to leverage and how to Leverage The assets that you create this is going to be your growth curve you're going to scale so much quicker than ever I mean hopefully we won't go a little bit back there we're going to scale so much quicker than other agencies because all along the way we gain more moments more areas of Leverage now these aren't always going to be the same it's not always going to be existing results as an agency once you've got great results and you start leveraging them okay it just kind of becomes the standard for your company but in the future there are other things that you can leverage like a big brand PR okay you might have a following on social media platforms you might have articles online you've got case studies these could be video case studies these could be testimonials from your clients these are all other areas of Leverage you have public speaking we have a barrels because you're doing so well your clients want to shout about you okay you've got a good commission structure incentive basis so you've worked on for your clients to now give you introductions to their friends and so on and there are so many different ways that we can leverage different assets along our journey and it's so important that you recognize this in the initial stages before you've even got started because so many agencies out there and I see this time and time again treat every new client that they sign as a new client they never get past that first client syndrome okay it's like I've got a new client well I've got some great results well but I'm not going to put them on my website I can't be asked I'm not going to answer a video testimony I'm not can't be asked I'm not going to make the most of that initial Spike from under promising and over delivering that initial happiness Spike with my clients that opportunity is gone they let that slip and can't count how many times I let that Spike of Happiness slip from my clients it's one of the quickest things that you need to recognize when you sign up every new client where's that Spike where's that initial over promise how can I get that okay how can I leverage that and if you don't recognize that it's going to take you a long time to scale if you do recognize the power of Leverage you're going to grow exponentially quicker than everybody else around you now the final thing I want to talk about is the leverage of others when you're starting a business starting a business is a lonely path and if you're on your own you're very limited to the time that you have in the day and therefore the information that you can learn in that time period whereas if you're surrounded with a bunch of other people that are on the same Journey as you you can leverage their time as well because they're spending their time learning other things to you it's very rare that they're going to be spending their time doing the exact same and that's why as part of this new agency series I launched a free agency Community hosted on school this is completely free and we vet every single person that joins in so we know that they are serious about this it's not a Facebook group there is no spam and we heavily moderate this group we'll ban people if they post low quality content but we wanted to create a place that agency owners can go and hang out with other people that are a little bit further ahead than them a little bit further behind so they can leverage each other's time and knowledge to propel themselves faster and further forward in their business in their online agency Journey so if you want to join that Community click the link in the description now cheers
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