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Meeting two, with the proposal ready

Check the proposal, confirm the facts, show your options, and end with a decision or a date.

Come with a proposal already built from what you know. Then let the client confirm or fix every fact before you show it.

Saves records. Shares a link only when you turn it on.

You'll learn to

  • Read the proposal as your client will, and share it only when asked
  • Confirm the facts, then show up to three options with their costs
  • Ask how much, or send your Application signing link

In this guide

  1. 1. Check the proposal, and share it only if asked (done)
  2. 2. Confirm the facts before you show anything (done)
  3. 3. Show the options, name the costs, ask what they dislike (done)
  4. 4. End with a decision or a date, and ask "how much" (done)

Screens in this lesson