Closing Deals and Filtering Out Tyre Kickers

by Teez
10 replies
Hey Guys

Was literally just sitting watching the news and thinking back on the year and something I think which might be tricky for anyone especially the new disciples of offline marketing is actually closing the deal and filtering out tyre kickers.

Hopefully what I've learnt can be useful and hope other more experienced offline consultants/marketers can add their own two cents or more.

It's safe to say that getting a meeting is easily the best indicator that you have a warm buyer or at least someone who is interested.

You arrive exchange pleasantries and three things which you should always remember to include:

1. Ask the business owner or MD what is it you want to achieve?
2. What are the cheapest and most expensive services/products you provide?
3. Here is what I know and what I know that can make you more money (i.e how you will achieve question 1)

(Question 2 gives you an indication of what they charge their own customers and provides a good gauge on what budget level they will be thinking.)

Closing The Deal:
Now sometimes they will close themselves and say where do I sign but most times they will say this all sounds great send me a full proposal.

At this point it is always crucial to remember:

''I am the expert here I don't work for free'' & ''No deposit No Proposal''

So here's what I've found help confirm whether to still put any time into the prospect i.e. whether they will become a client.

I would love to send you a proposal Mr Prospect however we take a nominal deposit of £300 (question 2 again above can help you gauge what this deposit should be) before we do any sort of work as I'm sure you wouldn't be having us work for free lol. (jokingly/laughingly said with a serious edge).

Sometimes they say well how do I know what I'm paying for or something else along those lines.

You can begin your response by saying its essentially everything we have just discussed and how we intend to make you more money or whatever it is in question 1 above they mentioned as the key points.

Your responses can/should be:

1.The deposit is credited to your account and goes towards the bill we send you.

2. Us putting a full proposal together is our commitment to you which means you can turn round and not use us but give our proposal to someone else so unless you are w sign a restrictive covenant and non disclosure agreement we have no commitment from you.

3. We don't operate by pestering our clients or chasing people for deals, our clients use us because we offer a good quality service we don't want to waste your time if you are not interested in our service and we want to use our time properly as just like you we have clients/customers to ensure we always are taking care of them.


It might seem like you should always pander to the clients tune but in reality they don't want a push over and from setting the ground rules from the start you not only come across as professional but also you've added some value in that you are not begging them to hire you and you know your stuff and your worth. You want to help but only if its the right fit.

We've found this process at the meeting can cut down the tyre kickers seriously and you don't waste time pestering because if they don't sign off on an invoice which is in effect a credit note then they will more than likely not go the full way.

Helps keep the meetings to only two or just one always have the contract for the deposit on you hence next meeting is to sign off the full proposal and contract .

I hope this will be of some use to the newer off liners and give you less headache and less of learning curve as this is one of those things you only learn going forward or if someone with experience tells you early on.

Merry Xmas and an even better new year.
#closing #deals #filtering #kickers #tyre
  • Profile picture of the author tryinhere
    Originally Posted by Teez View Post

    I would love to send you a proposal Mr Prospect however we take a nominal deposit of £300 (question 2 again above can help you gauge what this deposit should be) before we do any sort of work as I'm sure you wouldn't be having us work for free lol. (jokingly/laughingly said with a serious edge).
    Don't buy the artificial or made up giggle in your pants stuff and it is not needed, you can all of that and leave the lol stuff out.

    thanks for your post.
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  • Profile picture of the author Jason Kanigan
    There's more to qualifying your prospects than money.

    Budget is one part of it. But not all.

    You need three elements to qualify prospects and find out which could be turned into good clients:

    * need

    * budget

    * personality fit.

    If any one of those three is missing, this isn't the right person for you to work with.
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  • Profile picture of the author Kung Fu Backlinks
    I like the idea of not doing proposals for free. That kind of stuff is for the birds and a waste of time. 9 times out of 10 a proposal isn't going to close the deal anyway. If you're dealing with someone that is serious they won't want to waste anyone's time.

    If you're really good at what you do, you'll attract good people that you'll like to work with.
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  • Profile picture of the author Jason Kanigan
    The proposal should be the last step of the process, and only done after you and the prospect already know the terms & outcome.
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  • Profile picture of the author PaulintheSticks
    I agree with Jason on this one and tire kickers should be weeded out long before a proposal is written.
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  • Profile picture of the author misterme
    I agree with Jason and Kung Fu too. The meeting was actually the proposal if you think about it, and by then both parties ought to know if they want to work with each other or not. A written up memo of what was just covered coming in the meeting's wake isn't going to lead anyone to a decision they haven't already made.
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    • Profile picture of the author Claude Whitacre
      Originally Posted by misterme View Post

      I agree with Jason and Kung Fu too. The meeting was actually the proposal if you think about it, and by then both parties ought to know if they want to work with each other or not. A written up memo of what was just covered coming in the meeting's wake isn't going to lead anyone to a decision they haven't already made.
      My thought exactly.

      I never write a proposal. Proposals do not sell. They are cold fact-filled documents that list commodity services that can be shopped and compared.

      My interview is my proposal. Very little of what goes on in the interview is listing services and quoting prices. Far more is asking questions, and matching what I offer to what they want. They are the ones with their foot on the gas, I just steer.

      And nobody wants a proposal to something that they think they thought of.
      At least, I've never been asked for one. But I don't talk to big corporations either.
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  • Profile picture of the author tonyscott
    When I'm approached by a new business, I offer to compile a blueprint. 2-4 days work, depending on the size of the company/website - at my standard rates. I tell them that I can't do a proposal until I've identified the work required and had them agree to a course of action.

    The blueprint covers:

    1. Where are we now? - an analysis of the current website/marketing
    2. The opportunity - what further market share can we grab? - how much more revenue can we generate?
    3. How do we do that and what will it cost?

    They could walk away with the blueprint and do it themselves if they wanted to I guess, but no-one has yet.

    Happy Christmas to all on the Offline forum

    Tony
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  • Profile picture of the author Jason Kanigan
    The idea of charging for your proposal has been called the Monkey's Paw.

    The name came from when big ships tied up in port. Nobody could throw the huge line down from the deck to the dock, so they attached a thinner line to it and threw that. The thin line is called the Monkey's Paw.

    Once the dockhand catches it, they can use it to haul the big line in.

    This way, the prospect pays you for your expertise.

    Then they own the plan. They can do whatever they want with it, and you won't be annoyed--throw it away, let it sit on the shelf, implement it with someone else, or use you to bring it into being.

    If they use you, deduct the initial investment from the grand total, as we have seen. Very good qualifying mechanism. I've talked to store owners who couldn't invest $300 in a marketing plan--so they qualified out. No wasted time for anybody, and I don't get burned.
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  • Profile picture of the author Michael Nguyen
    Was referred to this thread and had to chime in.

    We had a lead come our way and she knew she needed SEO work but we weren't just going to spend time on her account exploring so we said:

    "Pay us £200 for an audit document and we'll layout out everything you need to do to fix your site and online presence"

    We never did hear back from her but this is good news for us, better we get a NO quickly and not waste our time so we can move on.
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