We’re big believers in using and storing effective sales templates in our Sales PlayBook.
And lucky for you, today I’m going to be sharing some of said sales templates!
Now, let’s explore some email templates to help get some deals closed!
Sales Templates for Closing the Deal
Let’s create a little context.
The sales templates we’ll be sharing below have a specific purpose: to help get deals closed.
At this point a sales team member has identified an opportunity and is navigating the sales process, which is similar to but different from the prospecting and qualifying process.
During the deal-making process a salesperson will either be working with some momentum, or might run into issues with non-responsive, or radio silent prospects. In either case, we’ve got a few email templates to help.
The email templates in this section should be stored in the Selling section of your Sales PlayBook. Including a variety of options will make it easier for salespeople to choose the right message for their particular situation.
We have separated closing the deal into two sections:
Post-Meeting Follow-Up and Radio Silence Busters
Post-Meeting Follow-Up Sales Templates
The following email templates were designed to be used post-meeting. This means that the salesperson has met with a prospect, discussed needs/pain points, and determined a “fit” for all parties involved.
Use the DEAL template.
DEAL is an email template and strategy that we not only use at CFS, but also teach to our clients. For the full DEAL philosophy and resource, please download our eBook Discovering High Performance with DEAL: A Simple Sales Tool that Produces Positive Results.
To summarize, DEAL is about creating an open dialogue with a prospect. The email is straightforward and details the conversation and terms discussed in previous meetings and conversations.
DEAL stands for:
D – Determine Requirements
E – Engage the Client
A – Assume Responsibility
L – List the Desired Outcomes/Criteria for Success
*Note: The call to action is at the beginning of the template, not at the end. We recommend this approach because it brings attention to the action right away, and provides an opportunity to re-confirm at the end of the email.
Sharing references or recommendations from current or previous clients with similar pain points or in a similar industry is a great way to keep the momentum going after a great meeting.
Keep the conversation going.
Share success stories.
Introduce to other team members.
Radio Silence Busters
The following email templates were designed to specifically combat radio silence. That is, prospects who have gone cold and are no longer responsive. We call it going for no.
Going for no serves two purposes.
First, it gets the prospect out of your pipeline and clears up time and brain-space for better-fit leads.
Second, it can serve as a pattern-interrupt to get a slow-moving prospect to take action. Buyers are used to the persistent salesperson and are often surprised to hear a salesperson say, “I don’t need this deal.”
But what’s the best way to go for no?
It’s important not to come across as bullying your prospect into action. Think of these emails as providing information or asking for clarification. The tone can vary based on your rapport with the prospect – formal or casual, funny or serious.
Do what feels right to you, and always respect your prospect’s decision.
The polite ask.
The blunt ask.
The cordial inform.
The blunt inform.
The short and sweet.
The polite & casual.
Ready to get started and add these sales templates to your own Sales PlayBook? Looking for more email templates? Check out our free eBook!