<aside> 📎 To download this template, follow these instructions:

Instructions:

Step 1 → Click Duplicate (top right corner of the screen).

Step 3 → You'll need a Notion account to use this template. If you don't have one, you'll be asked to create one. If you already have an account, you can simply log in.

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Do This First…

• 101 Develop Your Offer: Part 1
• 101 Develop Your Offer: Part 2
  • Write an Offer Document That Sells Itself
  • Customise Your Pitch Deck Template

Why? Asking for Money With Confidence Helps (a lot)

1. You’ve built a great offer. ✅
2. You built a great offer document and pitch deck. ✅
3. Pick a closing tactic. Make the ask!

Step 1: Choose a Closing Tactic

Why is this important? You've put in the effort to capture the lead, turn it into an opportunity, and make your pitch – now you need confidence and a plan to make the ask and close the deal.

If you haven’t done this before, it can feel intimidating. That's why we’ve simplified it for you. Just choose one of the tactics below and stick with it until you find your rhythm. They all work.

1. The ‘Assumptive Close’ or ‘Soft Yes’ (For those who don’t want to feel pushy)

You’re great at building rapport and trust, and this close feels warm and easy. You aren’t pushing hard, just guiding the prospect to a natural conclusion.