Sandbox | Phase IV - Closing The Deal

Phase IV - Closing the Deal
What to Do if the Prospect Declines to Go Forward
You can’t win them all. We know that you will have clients you are unable to close for varying reasons. These could be due to postponing the job until the future or not being a financial match for what you offer. To keep your Dashboard analytics ...
Accepting the Retainer Agreement
Congratulations! You and your prospect have crafted an excellent Investment Analysis, and you’ve successfully turned a prospect into a client. You should now have an emailed or scanned copy of the signed Retainer Agreement in your device and have ...

Sandbox | Phase IV - Closing The Deal | Knowledge Base