153. How my documented methodology saved a potential sale
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Last week, I had a sales conversation for a $4,500/mo. advisory engagement that I almost lost because I didn't explain what I do well enough.
Luckily, I was able to save the conversation and left the call feeling good about future next steps.
What saved it was being able to show my documented methodology, including my KPI spreadsheet, Methodology Trello Board, and Client Operating System.
All of these and more are included in the Pro membership, by the way.
Give this a listen to hear how I almost dropped the ball and learn how to better sell your advisory services.
—k
Last week, I had a sales conversation for a $4,500/mo. advisory engagement that I almost lost because I didn't explain what I do well enough.
Luckily, I was able to save the conversation and left the call feeling good about future next steps.
What saved it was being able to show my documented methodology, including my KPI spreadsheet, Methodology Trello Board, and Client Operating System.
All of these and more are included in the Pro membership, by the way.
Give this a listen to hear how I almost dropped the ball and learn how to better sell your advisory services.
—k
