The Discovery-to-Close Checklist
30 steps to take every deal from first call to signed contract without losing anything in the gaps
Most deals don't die because of price or competition. They die in the handoff gaps where nothing happens for four days and the prospect goes cold. This checklist gives you every step from the moment a lead books a call to the moment the contract comes back signed, so you know exactly what to do and when to do it.
- Before the Discovery Call
- During the Discovery Call
- Between Discovery and Proposal
- The Proposal
- Proposal Follow-Up
- Handling Objections
- Closing and Contracting
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You do not have to do this yourself.
This resource hands you the volume. The strategy, the judgement, and the bit where it all connects is the work I do for clients: lead generation, ads, SEO, workflow automation, HubSpot, and the systems that make them compound. Done for you, consulting, coaching, or training.
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