I received an email from a previous client of mine introducing me to a colleague of theirs (both in the Real Estate industry). 👇 (2/14)
We set up a phone call. 👇 (3/14)
On the phone call, I steered the conversation toward addressing the main 2-3 gripes they have with their current website and how they hope a new website could solve their problems. 👇 (4/14)
I put a simple quote together and sent it their way. No proposal (yet). 👇 (5/14)
Here's the full quote. 👇 (6/14)
After seeing the quote, they had a question or two about integrating the website with their CRM so they could funnel leads to their team. They were a little skeptical about how this would work since their CRM doesn't have a great API, so I prepared a proposal. 👇 (7/14)
Here's the proposal (all two pages of it..) 👇 (8/14)
Okay. With the proposal submitted, now we wait... If I don't hear back, I typically hold off 3-4 days before checking in. 👇 (9/14)
It was a busy summer.. and well... that 3-4 days turned into 3-4 weeks.. But finally, I checked in. 👇 (10/14)
I pushed for a call since things move slowly when your only communication is through email. During the call, they were still pretty hung up on the CRM integration piece. I offered to bite off a small 'discovery' phase to work through this roadblock. 👇 (11/14)
I'm a HUGE fan of a paid discovery phase. Not only does it steer a project in the right direction from the start, but the client is now financially invested in you. Even though this one was only a few hundred dollars, it was very unlikely they'd walk away. 👇 (12/14)
The 'Discovery' phase got approved! I got to work and I put my findings together in a short document, along with an invoice for my time. *Tip* Offer to credit the discovery balance toward the full project price should they move forward with your services. 👇 (13/14)
And there it is- 3 months and a whole bunch of emails later, the news I'd been hoping for! 🎉 Conclusion: Deals, especially bigger ones, can take a long time to close. Hang in there, and find ways to get over whatever is blocking them from moving forward. Good luck! (14/14)