💰 Sales Executive SOP
Client Acquisition, Qualification & Closing
The $3,000 Project That Started With "No"
Why "Price Firm" Builds Respect
A potential client messaged: "Love your work! What's the best price you can do?"
Old me would've panicked. Offered 10% off. Maybe 15%.
Instead: "Thanks! Our Premium package is $1,200. That includes [full scope]. Price is firm — we don't discount because we don't cut corners."
Client replied: "That's a bit high for my budget right now."
I said: "Totally understand! When you're ready for quality that grows your business, we're here."
Three weeks later, same client came back: "Ready to go with the $1,800 Enterprise package. Can we start Monday?"
🚨 NON-NEGOTIABLE SALES RULES
1. HARD PROBLEMS FIRST, THEN ORDER
Discuss ONLY hard technical problems before taking order. Once problems are resolved and client is comfortable, THEN take the order. Routine things (store access, logo, assets) come AFTER order is placed.
2. PRICE BASED ON THEIR BUDGET
We charge according to CLIENT'S budget perception, not fixed prices. Understand their budget range and position accordingly.
💰 COMMISSION STRUCTURE
Projects above $5,000: You earn 5% commission on the total project value.
- Commission is paid by the agency to you after project payment is received
- Example: $6,000 project = $300 commission to you
- Example: $10,000 project = $500 commission to you
- Projects under $5,000: No commission (base salary only)
3. SOLVE IT OR DON'T TAKE IT
Before accepting a project, be 100% SURE you can solve any hard problems. If unsure, escalate to senior team before committing.
4. NO FREE CONSULTING
Discuss hard problems briefly to confirm feasibility. Don't give away solutions before order. Our expertise has value.
5. FULL PAYMENT UPFRONT
90% of projects require full payment before work begins. Milestone payments only for large enterprise projects ($2,000+), and even then — first milestone is preview link.
Client Quality Filtering
🚨 ACCOUNT HEALTH IS #1 PRIORITY
One bad client can cost you: reviews, mental health, time, money, and reputation. It's better to say NO to a $2,000 project than deal with a nightmare client.
🚩 Red Flags: When to Disqualify
| 🚩 Red Flag | What They Say | What It Really Means | Action |
|---|---|---|---|
| Price Shopper | "What's your lowest price?" "Can you match X's rate?" |
Will never see value, will haggle forever | DISQUALIFY |
| Rush Demand | "I need this by tomorrow" "It's urgent, just do it fast" |
Will blame you when rushed work isn't perfect | SET TIMELINE OR PASS |
| Scope Creep Signals | "It's just a simple site" "Should be easy for you" |
Undervalues work, will add scope endlessly | CLARIFY SCOPE IN WRITING |
| Micromanager | "I'll need to approve every step" "Send me updates every hour" |
Will slow everything down, never satisfied | CHARGE PREMIUM OR PASS |
| Bad History Pattern | "My last 3 developers were terrible" "Everyone keeps disappointing me" |
The common factor is THEM, not developers | DISQUALIFY |
| Payment Resistance | "Can I pay after delivery?" "50% upfront max" |
Will fight every invoice, may not pay | DISQUALIFY |
| Disrespectful | Rude messages, condescending tone, threats | Will be a nightmare throughout project | IMMEDIATE DISQUALIFY |
🔄 Client Qualification Flowchart
📊 Decision Flow: Should You Take This Client?
│
├─► Step 1: Check first message for red flags
│ ├─► "What's cheapest?" → 🚩 RED FLAG
│ ├─► "Need it ASAP" → 🚩 RED FLAG
│ ├─► "Just simple site" → ⚠️ YELLOW FLAG
│ └─► Clear requirements → ✅ PROCEED
│
├─► Step 2: Count red flags in conversation
│ ├─► 2+ Red Flags → POLITELY DISQUALIFY
│ ├─► 1 Red + 2 Yellow → PROCEED WITH CAUTION
│ └─► 0-1 Flags → GOOD CLIENT, PROCEED
│
├─► Step 3: Before order, confirm
│ ├─► Budget is within range? ✓
│ ├─► Timeline is realistic? ✓
│ ├─► Scope is clear? ✓
│ └─► Payment terms accepted? ✓
│
└─► All ✓? → Accept Order │ Any ✗? → Clarify or Disqualify
💬 Disqualification Scripts (Polite but Firm)
When client is clearly looking for cheap work:
"Thanks for reaching out! Based on what you've described, it sounds like you're looking for something more budget-friendly. We specialize in premium website development for businesses ready to invest $1,500+. I'd be happy to recommend some platforms like Fiverr or Upwork that might be a better fit for your current stage. Best of luck with your project!"
When client wants impossible deadlines:
"I appreciate the urgency! Unfortunately, quality work takes time. Our fastest turnaround is 14 days for standard projects. Rushing leads to mistakes that hurt your business long-term. If the timeline is absolutely fixed, I'd recommend finding someone who can dedicate full-time hours to this. We don't sacrifice quality for speed."
When client has complained about "everyone" before:
"I'm sorry to hear you've had bad experiences before. To make sure we're a good fit, I'd like to understand what specifically went wrong. Could you share: 1) What was the main issue? 2) What would success look like for you? 3) How do you prefer to communicate?"
→ If answers are vague, blaming, or unrealistic: "I appreciate your time, but I don't think we're the right fit for this project."
When client won't pay upfront:
"I understand the hesitation — you don't know us yet! Here's why we require payment upfront: it lets us dedicate full resources to your project from day one. We've delivered 100+ projects with a 4.9★ rating. If you'd like, I can share client references or our portfolio. However, our payment terms are firm — it's what allows us to guarantee quality."
→ If they still resist: "I understand. Unfortunately, we can't adjust our payment structure. Best of luck finding the right partner!"
⚡ Quick Qualification Questions
✅ Ask These in First 5 Messages
- "What's your budget range for this project?" — Reveals if they're serious
- "When do you need this completed by?" — Reveals unrealistic expectations
- "Have you worked with developers before? How was that experience?" — Reveals red flags
- "Are you the decision maker, or do others need to approve?" — Reveals delays
- "What does success look like for this project?" — Reveals if expectations are realistic
💎 The Golden Rule
If you feel uncomfortable in the first conversation, it will only get worse during the project. Trust your gut. A "no" today protects your account health, your team's sanity, and your reputation.
Sales Psychology Playbook
🎯 Why Psychology Matters
Sales is not about manipulation — it's about understanding how people make decisions and guiding them toward the right choice. These techniques are used by top-performing sales teams worldwide.
👂 THE 80/20 RULE — MOST IMPORTANT PRINCIPLE
LISTEN 80% | SPEAK 20%
Sales is about listening to their problems 80% of the time, then saying the RIGHT things 20% of the time to close.
❌ What Bad Salespeople Do:
Talk 80%, listen 20%. Pitch features. Push the sale. Interrupt. Focus on what THEY want to say.
✅ What Top Salespeople Do:
- Ask questions and WAIT for answers
- Let the client talk — they'll tell you exactly how to sell to them
- Take notes on their words — use their exact language back
- Only speak to ask clarifying questions or close
- The client should feel like THEY made the decision
💡 "The person asking questions controls the conversation. The person talking reveals their needs."
1️⃣ The 3-Yes Technique ✅
Principle: Before pitching, get 3 small "yes" responses to put the client in agreeing mode.
💬 Example Conversation:
You: "You mentioned you want to increase
conversions, right?"
Client: "Yes"
You: "And you'd like to see results within 2-3
weeks?"
Client: "Yes"
You: "So having a faster, better-converting store
is a priority for you?"
Client: "Yes, definitely"
You: "Great! Here's exactly how we'll get you
there..."
⚠️ Once you get 3 yeses, the probability of closing increases by 50%!
2️⃣ The Mirror Technique 🪞
Principle: Repeat the last 3 words the client said as a question. They will open up and explain more without you asking directly.
💬 Example Conversation:
Client: "We tried Facebook ads but they didn't
really work for us"
You: "...didn't work for you?"
Client: "Yeah, we spent $5,000 last month and only
got 3 sales. The landing page was terrible and our checkout had issues..."
→ Now you know their REAL problems without interrogating
them.
Why it works: Makes the client feel heard. They reveal their real problems without defensive barriers.
3️⃣ The Pain Calculator 💸
Principle: Convert their problem into a daily/weekly dollar amount. Vague pain is easy to ignore — specific numbers create urgency.
💬 Example Script:
You: "I ran your site through PageSpeed — you're
loading in 4.2 seconds. Industry data shows that's costing you roughly 25% of visitors
who leave before the page loads."
You: "Looking at your traffic of about 10,000
visitors/month, that's 2,500 people bouncing. If even 2% would have purchased at your
$50 average... that's $2,500/month in lost sales."
You: "That's $30,000 a year walking out the door
because of page speed alone."
✅ Our $3,000 fix pays for itself in 6 weeks.
4️⃣ The Assumptive Close 📅
Principle: Don't ask IF they want to proceed. Assume they do and ask about next steps.
❌ Wrong Way:
"So... do you want to move forward with this?"
✅ Right Way:
"Great! Should we start on Monday or would Wednesday work better for you?"
"Perfect. I'll send over the order details — would you prefer the standard 2-week delivery or the express 7-day option?"
Why it works: Removes the mental friction of making a big "yes/no" decision. They're choosing between options, not deciding whether to buy.
5️⃣ The Takeaway Close 🚪
Principle: When someone hesitates, gently remove the option. People want what they can't have.
💬 Example Script:
Client: "I'm not sure, let me think about
it..."
You: "Actually, looking at your timeline and what
you need, I'm not sure we'd be the right fit for you right now. We typically work with
brands who are ready to scale immediately and can move fast. Maybe it makes sense to
revisit when you're fully ready?"
Client: "Wait, no — I AM ready. I just wanted to
double-check the budget. Let's do it."
⚠️ Use sparingly. This is for genuine hesitation, not price negotiation.
6️⃣ The Labeling Technique 🏷️
Principle: Name their emotion before they do. It diffuses objections and makes them feel understood.
💬 Example Scripts:
"It sounds like you've been burned by agencies
before..."
→ Client opens up about bad experiences, you address their specific fears
"It seems like budget is a concern right
now..."
→ Client either confirms (you discuss value) or corrects you (price isn't the real
issue)
"I sense there might be some hesitation about the
timeline..."
→ Client reveals what's really holding them back
Why it works: When you label their fear, it loses power. They feel understood instead of defensive.
7️⃣ The Silence Technique 🤫
Principle: After stating your price or ask, STOP TALKING. Wait for them to respond.
⚠️ THE GOLDEN RULE:
The first person to speak after the price LOSES leverage.
❌ What Most People Do:
"So the price is $3,500... but if that's too much we could maybe do $3,000... or we could remove some features... or split the payment..."
✅ What You Should Do:
"The investment for this project is $3,500."
*Silence*
*Wait*
Why it works: Silence creates productive tension. Most salespeople fill silence with discounts. Don't be most salespeople.
8️⃣ The Contrast Principle 📊
Principle: Show the expensive option first before your actual recommendation.
💬 Example Script:
You: "For what you're describing, a complete
redesign would run about $15,000. That includes new theme, custom
development, full migration..."
You: "BUT — looking at your current site, I
actually think we can get you 80% of the results with a $3,500 conversion
optimization package. We keep your existing structure but fix the checkout,
speed, and mobile experience."
Client: "$3,500 sounds way more reasonable. Let's
do that."
Why it works: $3,500 feels like a bargain compared to $15,000. It's still your target price — you just framed it better.
9️⃣ Future Pacing 🔮
Principle: Help them visualize their life AFTER working with you. Paint a vivid picture of success.
💬 Example Script:
You: "Imagine this — it's 3 weeks from now. You
wake up, check your phone, and you've got 15 new orders overnight. Your site loads in
under 2 seconds. Customers are adding to cart without any errors."
You: "Your conversion rate has gone from 1% to 3%.
That same ad spend that was barely breaking even is now generating real profit."
You: "That's what we're building for you. Ready to
make it happen?"
Why it works: People don't buy products — they buy the feeling of having the solution. Make them feel successful BEFORE they buy.
🔟 The Success Story Bridge 📖
Principle: When they object, share a story of someone similar who succeeded.
💬 Example Script:
Client: "I'm not sure if this will work for my
niche..."
You: "I totally understand — actually, we had a
client last month who said the exact same thing. They sell handmade jewelry, very
specific niche. They were worried their audience was too small."
You: "Within 45 days of the redesign, their
conversion rate went from 0.8% to 2.4%. Revenue jumped from $8K/month to
$22K/month."
You: "Would results like that be interesting to
you?"
Why it works: Stories bypass logical resistance. They see themselves in the success story.
⚡ Quick Reference: When to Use Each Technique
| Situation | Best Technique |
|---|---|
| Starting any upsell conversation | 3-Yes Technique |
| Client stops talking/seems guarded | Mirror Technique |
| They don't see urgency | Pain Calculator |
| Time to close the deal | Assumptive Close |
| Client says "let me think about it" | Takeaway Close |
| Client seems worried/frustrated | Labeling Technique |
| After stating price | Silence Technique |
| Price seems high to them | Contrast Principle |
| Client needs motivation | Future Pacing |
| Client has objections about their niche | Success Story Bridge |
Advanced Closing Techniques
1️⃣ The Parrot Technique 🦜
Principle: Repeat their exact words back when quoting. Uses their language = builds trust.
They say: "I need a store that looks premium"
You say: "We'll build you a store that looks premium..."
2️⃣ The 10-Second Rule ⏱️
Principle: If you can't explain your value in 10 seconds, you'll lose them.
Example: "We build Shopify stores that convert 3x better than templates."
3️⃣ The Compliment Opener 💐
Principle: Start every sales chat with genuine praise about their business.
"I love what you're doing with [their brand]. The [specific thing] is really well done."
Lowers their guard, builds instant rapport.
4️⃣ Price Sandwich 🥪
Principle: Never say price alone. Wrap it in value.
❌ "It's $3,500"
✅ "For the complete store with 10 products, custom checkout, and 30-day support — $3,500"
5️⃣ The Delay Close ⏰
Principle: When they say "I'll think about it," book a follow-up immediately.
"Perfect! When should I follow up — Thursday or Friday?"
Never leave without a next step.
6️⃣ The Upfront Contract 📋
Principle: Set expectations at the START of every conversation.
"By the end of this call, we'll know if we're a good fit. If yes, I'll share next steps. If not, no pressure. Sound fair?"
7️⃣ The Negative Close 🚫
Principle: Disqualify yourself first to build trust.
"Honestly, if you just need a basic store, we might not be the right fit. We focus on premium builds."
Scarcity creates desire.
8️⃣ The "If I Could, Would You" 🤝
Principle: Test commitment before negotiating.
"If I could get this done by Friday instead of Monday, would you be ready to move forward today?"
9️⃣ The Hypothetical Future 🔮
Principle: Use "when" not "if" to assume the sale.
❌ "If you decide to work with us..."
✅ "When we start building your store..."
🔟 The Options Close 🎁
Principle: Always give 2-3 options, never one.
"We have the Starter package at $1,500 or the Pro package at $3,000. Which feels right for your goals?"
Client Relations Mastery
💡 The Relationship Mindset
Clients don't just buy services — they buy trust, reliability, and peace of mind. These techniques build long-term partnerships.
1️⃣ The Thank You Note 💌
After every project ends, send a personalized thank you:
"It was a pleasure working on [project]. Good luck with [their goal]!"
2️⃣ The 48-Hour Follow-Up ⏰
48 hours after delivery, check in:
"How's everything working? Any questions?"
3️⃣ The "I Don't Know" Recovery 🤔
If you don't know something, don't fake it:
"Great question. Let me find out and get back to you by [time]."
4️⃣ The Expectation Sync 🎯
At project start, explicitly state:
"Here's what I'll deliver. Here's what I won't. Agreed?"
5️⃣ The "Help Me Help You" 🙏
When client is slow to respond, frame it as helping them:
"To hit your launch date, I'll need the copy by Friday. Can you manage that?"
6️⃣ The 3-Touch Rule 📱
Follow up a maximum of 3 times. After that, send a closing email:
"Haven't heard back. Closing this thread for now. Reach out when ready."
7️⃣ The Referral Ask 🌟
Happy clients are your best marketing. After every 5-star review, ask:
"Do you know anyone else who might need similar help?"
8️⃣ The "What Would Make This 10/10?" 💯
When client gives positive feedback, ask:
"What's one thing that would make it even better?"
Shows commitment to excellence.
9️⃣ The No-Blame Response 🤲
When things go wrong, focus on solutions not fault:
❌ "That's not my fault, you sent it late"
✅ "Let's figure out how to fix this and prevent it next time"
🔟 The Exit Interview 📝
At project end, ask:
"What did we do well? What could we improve?"
Continuous improvement.
Sales Conviction & Mastery Philosophy
💡 The Ultimate Sales Equation
Conviction × Trust = Sales
Not scripts. Not rebuttals. Not persuasion tricks. If you believe, people feel it. If you don't, they smell it.
🎚️ Conviction is a Slider, Not a Switch
Most people think: "I believe or I don't." Wrong.
Conviction is a slider: 40% → 70% → 100%
What increases conviction fastest? Seeing proof:
- Testimonials from happy clients
- Client wins: "This client made $40k revenue"
- Case studies: "This brand hit 4.8% CVR"
- Results: "This ad campaign went 12x ROAS"
That is gasoline for your conviction. The more wins you see, the more you believe, the more you close.
🧒 Childlike Curiosity > Confrontation
Most sales reps argue. Elite closers ask curious questions.
Client: "My husband won't approve."
❌ Bad rep: "He's wrong."
✅ Elite rep: "That's interesting — why wouldn't he?"
Now the client is explaining to themselves. No pressure. No conflict. Just logic.
People convince themselves better than you ever could.
🥊 Emotional Control = Closing Power
Sales is like fighting. Under pressure: heart rate up, breathing fast, fight-or-flight.
Losers: React emotionally → Push → Get defensive
Winners: Slow down → Ask → Stay curious
The calmest rep wins. When belief is real, your voice changes, speed changes, certainty comes through. People feel it.
⏳ Seasons Mindset = Psychological Freedom
Most people think commitment = prison. Elite founders use time-boxed seasons.
❌ Default thinking: "If I start this, I'm stuck forever"
✅ Seasonal reframe: "I'm committing to this for THIS season"
Just like: Winter ≠ Summer | Launch season ≠ Scaling season | Cash season ≠ Brand season
This removes: Fear of wrong decisions, overthinking, perfectionism.
You don't quit — you transition seasons. This is why elite founders move fast while others freeze.
📞 The Real Sales Framework (Not Features)
You've had this conversation 10,000 times. They've had it once. You must guide the structure:
- Why are you here?
- What problem do you have?
- What have you tried?
- Why it didn't work?
- Why this is different?
- What experience you'll have?
- Close
Not features. Not tech specs. Outcomes & transformation.
🎯 The Final Truth
Sales is the transfer of belief through trust.
Everything else — scripts, frameworks, closes — are just tools to support that.
Opening & Engagement Mastery
⚡ The First 7 Seconds
Your first message determines everything. Lead with VALUE, not "Hi, can I help you?"
1️⃣ The "Why Now" Question ❓
"What made you reach out today specifically?"
Reveals their urgency level immediately.
2️⃣ The Immediate Audit 🔍
Run their site through PageSpeed/GTmetrix while chatting. Share findings live.
Shows expertise + gives immediate value.
3️⃣ The LinkedIn Research 🔗
Check their LinkedIn before responding. Mention their background naturally.
"I saw you've been building [brand] for 2 years — amazing progress!"
4️⃣ The Industry Insider 🎯
"I've worked with 15+ skincare brands. Here's what works..."
Position yourself as a specialist, not a generalist.
5️⃣ The Competitor Drop 📊
"We just finished working with [similar brand]. Their conversions jumped 40%."
6️⃣ The Screenshot Opener 📸
Send a screenshot of their site with 3 quick observations BEFORE pitching.
Value first, pitch later.
7️⃣ The "You're Not Alone" Opener 🤝
"Most store owners struggle with exactly this issue. Here's why..."
Normalizes their problem. Reduces shame.
8️⃣ The Question Stack 📋
Ask 3 questions in your first message. Shows genuine interest, gets them talking.
9️⃣ The Time Zone Respect 🌍
Check their location. Say "Good morning" or "Good evening" appropriately.
Small detail = big impression.
🔟 The Personalized Video 🎥
Record a 45-second Loom walking through their site with 3 observations.
5x higher response rate than text.
Qualification & Discovery
💡 The Qualification Mindset
You're not trying to sell to everyone. You're looking for the right clients who can afford you, need you, and are ready to move.
1️⃣ The Budget Range Test 💰
Never ask exact budget. Ask:
"Are you thinking $1,000 range or $3,000+ range?"
2️⃣ The Decision Timeline ⏰
"When were you hoping to launch?"
Qualifies urgency instantly.
3️⃣ The Decision Maker Check 👤
"Are you the one making the final call, or does someone else need to approve?"
4️⃣ The "Tried Before" Probe 🔍
"Have you worked with developers before? What went right/wrong?"
Reveals red flags and expectations.
5️⃣ The Dream Store Question ✨
"If your store was perfect, what would be different about it?"
6️⃣ The "What Keeps You Up at Night" 😴
Reveals their deepest pain points. Let them talk.
7️⃣ The Revenue Impact Question 📈
"If your conversion rate doubled, what would that mean for your business?"
8️⃣ The Competitor Research 🔎
"Who's your biggest competitor? What do they do better than you?"
9️⃣ The Growth Stage Check 📊
"Are you at $0-10K/month, $10-50K, or $50K+?"
Adjust your pitch based on their stage.
🔟 The "If Money Wasn't an Issue" 💎
"If budget wasn't a concern, what would your ideal solution look like?"
Reveals their true desires.
Objection Handling
⚠️ The #1 Rule of Objections
Objections are buying signals. If they didn't care, they'd just leave. Handle objections = close deals.
1️⃣ The "Feel, Felt, Found" Framework 💬
"I understand how you feel. Others felt the same way. What they found was..."
2️⃣ The Inoculation Technique 💉
Address objections BEFORE they raise them:
"You might be thinking this is expensive. Here's why it pays for itself..."
3️⃣ The Cost of Inaction 💸
"What happens if you don't fix this? Another 6 months of lost sales?"
4️⃣ The "What Would Change Your Mind?" 🤔
Direct question reveals their REAL objection.
5️⃣ The Split Test Offer 🧪
"Let's start with one page. If you love it, we continue. Fair?"
6️⃣ The Guarantee Frame ✅
"If you're not happy with the preview, you don't pay. Zero risk."
7️⃣ The ROI Math 🧮
"At $50/customer, you only need 70 extra customers to pay for this project."
8️⃣ The Priority Reset 🎯
"What's costing you more — the investment in this, or staying where you are?"
9️⃣ The "Compared to What?" Reframe 📊
Price objection? Respond:
"Compared to what? A $500 freelancer who disappears after 2 weeks?"
🔟 The Risk Reversal 🔄
Put the risk on yourself:
"We don't get paid until you approve the preview."
Negotiation & Pricing Mastery
💡 The Pricing Mindset
Never apologize for your price. Premium service = premium price. Confidence sells.
1️⃣ Good-Better-Best Pricing 📊
Always offer 3 tiers. Most pick the middle one.
- Starter: $1,500 — Basic package
- Pro: $3,000 — Recommended
- Premium: $5,000 — Everything included
2️⃣ "That's My Best Price" Close 🛑
Say it once, firmly. Then be silent. Don't negotiate with yourself.
3️⃣ The Trade-Off Negotiation ⚖️
"I can reduce price by $500, but we'd need to remove [feature]. Which matters more?"
4️⃣ The Payment Plan Option 💳
"We can split this into 2 payments if that helps with cash flow."
5️⃣ The Rush Fee ⚡
If they need it fast:
"We can prioritize for 20% extra. Would that work?"
6️⃣ The Long-Term Value Frame 📅
"Think about it over 3 years. That's less than $100/month for a money-making asset."
7️⃣ The Comparison Frame 📊
"This is less than what most stores spend on one month of ads that don't convert."
8️⃣ The Bundle Discount 🎁
"If we do both the homepage and product pages, I can discount 15%."
9️⃣ The Referral Offer 🌟
"Refer one client, get 10% off your next project."
🔟 The "Invest in Yourself" Frame 💪
"This isn't an expense. It's an investment that generates ongoing revenue."
Follow-Up & Closing
📊 The Fortune is in the Follow-Up
80% of sales require 5+ follow-ups. Most people give up after 1 or 2.
1️⃣ The Urgency Callback ⏰
"Our next slot opens in 3 weeks. If you want the earlier one, let me know by Friday."
2️⃣ The "Just Checking In" Death ☠️
Never say "just checking in." Add value instead:
"Saw this article, thought of your situation..."
3️⃣ The Video Follow-Up 🎥
Send a 30-second Loom thanking them and asking if they have questions.
3x higher response rate than text.
4️⃣ The Social Proof Drop ⭐
In follow-up:
"Just delivered another project — want to see the result?"
5️⃣ The Deadline Create 📅
"I can hold this price until Friday, then it goes back to standard rate."
6️⃣ The "Meanwhile" Follow-Up 🔍
"While you're deciding, I analyzed your checkout flow. Found 3 issues..."
7️⃣ The "Are You Still Interested?" Email 📧
After 3 follow-ups:
"Are you still interested, or should I close this file?"
8️⃣ The Success Update 🏆
After closing ANY deal, share a win:
"Just helped [store] go from $10K to $35K/month."
9️⃣ The Handoff Transition 🤝
When moving to PM:
"You're going to love working with [Name]. They're our best."
🔟 The 6-Month Check-In 📆
Calendar reminder: Follow up 6 months after project ends.
Referrals + repeat business.
The Sales Process
💰 PRICING PHILOSOPHY
We price based on the CLIENT'S perception of value, not fixed rates.
- Understand their budget range first
- Position your price within their comfort zone
- Projects above $1,000 = 5% commission on everything they make from the store
The Correct Process Flow
| Step | What Happens | Your Response |
|---|---|---|
| 1. Lead Inquiry | Client messages wanting a store | Understand their needs, identify any HARD PROBLEMS |
| 2. Hard Problems Discussion | Client has complex requirements | Discuss and resolve ONLY technical challenges BEFORE order |
| 3. Budget Discovery | Understand their budget perception | Price according to THEIR budget, not fixed rates |
| 4. Order Placed | Client pays after problems are resolved | NOW collect routine items (store access, logo, assets) |
| 5. Routine Handover | Post-order collection | Hand off to PM for onboarding |
🚨 IMPORTANT: What Goes BEFORE vs AFTER Order
| BEFORE Order (Discuss First) | AFTER Order (Collect Later) |
|---|---|
| Custom functionality requirements | Store access (Shopify login) |
| Complex integrations (ERPs, APIs) | Logo and brand assets |
| Unusual product types or variants | Product images and descriptions |
| Timeline constraints | Content for pages |
| Technical feasibility | Payment/shipping details |
💬 Example: Correct Sales Flow
Problem Identification (Post-Order)
🚨 CRITICAL: Don't Ask Obvious Questions
The requirement form covers: brand name, colors, product count, reference stores, content, etc.
DON'T ask these again. Client already filled them out.
Only discuss HARD THINGS that could cause problems.
What ARE "Hard Things"?
| Hard Problem | Why It Matters | How to Address |
|---|---|---|
| Custom functionality | May require app or custom code | "You mentioned [feature]. Let me confirm we can implement this. Give me 24 hours." |
| Complex integrations | Third-party systems, ERPs, custom APIs | "What system needs to connect? I'll verify compatibility." |
| Unusual product types | Subscriptions, digital goods, variants | "Your product type may need special handling. Let me check the best approach." |
| Tight deadlines | May not be achievable | "Your launch date is [date]. Our standard is 14 days. Let me see if we can accommodate." |
| Design expectations | Reference store may not be realistic | "I see your reference stores. [X feature] requires [explanation]. Want to discuss options?" |
The 100% Rule
✅ Before Accepting ANY Project:
Be 100% SURE you can solve every identified problem.
- If YES → Proceed with confidence
- If UNSURE → Escalate to senior developer/founder before committing
- If NO → Be honest: "This is outside our scope. Here's what we CAN do instead."
Hi [Client Name]!
Thanks for your order and requirement details! Everything looks great. 🚀
Before we dive in, I want to clarify one thing to make sure we deliver exactly what you need:
Regarding [SPECIFIC FEATURE/REQUEST]:
[Your question or clarification about the hard problem]
This will help us ensure smooth execution without any surprises later.
Once we align on this, our PM will reach out to officially kick off, and you'll be on track for delivery by [Date]!
Lead Qualification (M.T.N.D Framework)
🎯 The M.T.N.D Framework
Use this to quickly assess if a lead is worth your time:
| Letter | Meaning | Green Flag ✅ | Red Flag 🚩 |
|---|---|---|---|
| M | Money (Budget) | "Budget isn't an issue for quality" | "What's your cheapest option?" |
| T | Timeline (Urgency) | "Ready to start this week" | "Just exploring options for someday" |
| N | Need (Clear Problem) | "I need a store to launch my brand" | "I'm not sure what I need yet" |
| D | Decision-Maker | "I'm the owner, I decide" | "I need to check with my partner/team" |
Red Flags = Disqualify Immediately
- "Can you match this cheaper quote?" — Price shopper, not quality buyer
- "I need it in 3 days" — Unrealistic expectations
- "Can we do payment after delivery?" — Trust issues, high risk
- "My last designer was terrible" — Pattern of blaming others
- "I'm not sure what I want yet" — Will waste your time
Pricing & Packages ($1,200 - $1,800)
Premium Package
- 5-page custom design
- Up to 25 products
- Mobile responsive
- Speed optimized (85+)
- Basic SEO setup
- Payment & shipping setup
- 30-day support
Enterprise Package ⭐
- 10+ pages custom design
- Unlimited products
- Advanced animations
- Custom functionality
- Email popup setup
- Priority support
- 90-day support
🚫 NO DISCOUNTS. EVER.
| Client Says | You Say |
|---|---|
| "Can you do it for $800?" | "Our Premium package is $1,200, and that's the lowest we go. It reflects the quality we deliver." |
| "I found cheaper on Fiverr" | "You'll find many options at lower prices. Our clients come to us after those experiences. When you're ready for quality, we're here." |
| "My budget is only $500" | "I understand. Unfortunately, we can't deliver our standard at that price. I'd rather be honest than deliver something subpar." |
Objection Handling Scripts
💬 "Your price is too high"
💬 "I need to think about it"
💬 "Can I pay after delivery?"
Price Objection Flowchart
📊 Decision Flow: When Client Objects to Price
│
├─► Step 1: Identify the REAL concern
│ ├─► "What's your budget?" → BUDGET ISSUE
│ ├─► "Why so much for a website?" → VALUE ISSUE
│ └─► "XYZ charges less" → COMPARISON ISSUE
│
├─► For BUDGET ISSUE:
│ ├─► Within 20% of your price? → Offer reduced scope (MVP option)
│ ├─► Way below your minimum? → POLITELY DISQUALIFY
│ └─► Script: "I understand budget constraints. What if we start with a 3-page site
│ at $800 and add more features later?"
│
├─► For VALUE ISSUE:
│ ├─► Show ROI: "A 1% conversion increase = $X extra revenue for you"
│ ├─► Show portfolio: "Here's a before/after of a similar client"
│ └─► If still resistant → DISQUALIFY (they won't appreciate quality)
│
└─► For COMPARISON ISSUE:
├─► "Those cheaper options exist, and they're fine for basic sites.
│ But you're here because you want something that CONVERTS."
├─► Ask: "What specifically are you comparing us to?"
└─► If they want cheap → DISQUALIFY ("We're not the right fit")
🎯 The "Scope Reduction" Technique
💡 Never Lower Price — Reduce Scope
Rule: If client can't afford full scope, offer a smaller package. NEVER discount your rates.
| Full Package ($1,500) | MVP Package ($800) |
|---|---|
| 5-page custom design | 3-page starter design |
| 50 products uploaded | 15 products uploaded |
| Custom theme development | Premium theme customization |
| 60-day support | 14-day support |
Script: "If budget is the constraint, I can create an MVP version that gets you launched. We can always add features later when revenue comes in. Sound fair?"
Closing Scripts
Hi [Client Name]! 👋
Thanks for reaching out about your [niche] store!
We specialize in high-converting Shopify stores. Here are our packages:
💎 Premium ($1,200): 5-page custom store, 25 products, speed optimized,
30-day
support
👑 Enterprise ($1,800): Everything in Premium + unlimited products,
advanced
features, 90-day support
📊 Our stats: 2,000+ stores delivered | 4.9★ rating | 14-day delivery
Ready to start? Place your order here → [Order Link]
Questions about packages? Happy to clarify!
Perfect! Sounds like the [Premium/Enterprise] package is the right fit for [Brand Name].
Here's how we move forward:
1️⃣ Place your order here → [Order Link]
2️⃣ You'll receive a detailed requirement form
3️⃣ Our PM reaches out within 24 hours to kick off
4️⃣ Your store is delivered in 14 days!
Once you place the order, you're officially in! 🚀
Ready when you are!
Sales KPIs
Using ChatGPT for Sales
📚 ChatGPT Prompts for Sales
- "How do I respond to 'your price is too high' without offering a discount?"
- "Write a Fiverr gig description for premium Shopify store design"
- "What questions should I ask to qualify an ecommerce lead?"
- "Role-play: a client wants to negotiate price. Be firm but friendly."
- "How do I create urgency without being pushy?"
- "Write a follow-up message for a lead who went silent"
Troubleshooting Common Scenarios
Scenario 1: Client Goes Silent Mid-Conversation
⚠️ What's Happening
They're either comparing options, busy, or lost interest. Don't panic — follow up strategically.
| Time Passed | Action | Template |
|---|---|---|
| 24-48 hours | Gentle check-in | "Hey [Name]! Just checking in — any questions I can answer about the project?" |
| 4-5 days | Add value | "Hi! Saw this [niche] store that reminded me of your project. Thought you might like the design: [link]" |
| 7+ days | Create soft urgency | "Hi [Name]! We're filling up slots for [month]. If you're still interested, let me know — happy to hold a spot if you're planning to move forward soon." |
| 14+ days | Final follow-up | "Hey! Just closing the loop — sounds like timing isn't right. Totally okay! If things change, I'm here. Best of luck with [project]!" |
Scenario 2: Client Wants Scope That's Not Feasible
💬 Example: Impossible Request
Scenario 3: Client Has Been Burned Before
💬 Example: Previous Bad Experience
Scenario 4: Multiple Decision Makers
📋 When Client Says "I need to check with my partner/team"
- Ask: "Great! What information would be most helpful for that conversation?"
- Offer to join a call with all decision-makers
- Provide a clear 1-page summary they can share
- Set a specific follow-up date: "When will you discuss? I can check back Thursday."
- Never let them leave without a next step
Budget Discovery Techniques
📌 Remember: Price Based on THEIR Perception
We don't have fixed prices. We price based on client's budget perception and project scope. The goal is to understand their range and position accordingly.
Ways to Discover Budget
| Technique | Example Question | Why It Works |
|---|---|---|
| Direct Ask | "What budget range have you allocated for this project?" | Most people will give a range if asked directly |
| Bracket Method | "Projects like yours typically range from $800-$3,000. Where does your budget fall?" | Gives them permission to share a number |
| Priority Check | "What's more important for you: staying within a strict budget or getting all features?" | Reveals if they're price-focused or quality-focused |
| Past Experience | "Have you worked with developers before? What did you invest last time?" | Anchors to their previous spending |
| Reverse Ask | "What would make this investment feel worth it?" | Shifts focus from cost to value |
5% Commission Structure (Projects Above $1,000)
✅ How the Commission Works
For projects above $1,000, we can offer a 5% commission on everything they make from the store. This is an alternative to a higher upfront fee.
| Scenario | Upfront Fee | Commission | Best For |
|---|---|---|---|
| Standard Deal | $1,500 | 0% | Client wants clean transaction |
| Commission Deal | $1,000 | 5% of store revenue | Client wants lower upfront cost |
Script: "If you're tight on upfront budget, we can do $1,000 now + 5% of your store revenue. You only pay when you make money. Fair deal?"
Reading Budget Signals
| Signal | What It Means | Your Move |
|---|---|---|
| "I want the best" | High budget, quality-focused | Lead with Enterprise package |
| "I'm just starting out" | Likely lower budget, risk-averse | Offer commission structure |
| "What's your cheapest option?" | Price-focused, may not be ideal client | Qualify further or disqualify |
| "Budget isn't an issue" | Price with confidence | Quote at top of range |
| "I have a specific budget" | They've already decided | Ask what it is and work within it |
Upselling & Add-On Strategies
💡 The Secret: Upsell AFTER Trust is Built
Never mention add-ons in the first conversation. Wait until they've committed to the base project, then introduce additional value.
High-Value Add-Ons (Ranked by Profit Margin)
| Add-On | Price Range | When to Pitch | Script |
|---|---|---|---|
| Monthly Maintenance | $100-300/month | At project completion | "Most clients find updates overwhelming. For $150/month, we handle everything." |
| Speed Optimization | $200-500 | After showing PageSpeed score | "Your store is good, but we can get it to 90+ score for better SEO and conversions." |
| Email Marketing Setup | $300-700 | During project planning | "70% of revenue comes from email. Want us to set up your abandoned cart and welcome flows?" |
| SEO Basics Package | $300-500 | Content discussion phase | "I noticed your competitors rank for these keywords. Should we optimize your store for search?" |
| Premium Theme Customization | $200-400 | Design phase | "The base theme is great, but we can make it truly unique for a small additional fee." |
| Training Session (1 hour) | $100-150 | Project completion | "Want a personal walkthrough so your team can manage the store confidently?" |
The Upsell Conversation Flow
💬 Example: Adding Maintenance After Project Close
Timing Matrix: When to Introduce Each Upsell
| Phase | Good Time to Mention | Bad Time to Mention |
|---|---|---|
| Initial Call | Nothing — focus on core project | Any add-ons (feels salesy) |
| Proposal Sent | Optional packages clearly separated | Hidden fees in main quote |
| Project Mid-Point | SEO, email marketing, integrations | Maintenance (too early) |
| Project Completion | Maintenance, training, support | Major scope additions |
| 30 Days Post-Launch | Speed optimization, CRO audit | Starting over discussions |
Salesman Mindset Framework
💡 The First Sale is Always to Yourself
Before you can sell to anyone, you must be 100% convinced that your service is genuinely valuable. If you don't believe it, the customer won't either.
The 3 Essential Beliefs Every Salesman Must Have
| Belief | What It Means | How We Build It |
|---|---|---|
| 1. Belief in Yourself | Confidence that YOU can close the deal | Share success stories, celebrate wins, track personal growth |
| 2. Belief in Company | Trust in Digital Heroes' vision & delivery | Know our portfolio, understand our warranty, see client testimonials |
| 3. Belief in Product | Conviction that our service solves real problems | See before/after results, understand why cheap stores fail |
✅ How This Aligns With Our Vision
At Digital Heroes, we're not just building stores — we're building businesses. Our commitment: premium quality, no shortcuts, results that speak.
- We don't compete on price — we compete on VALUE
- We offer warranties because we stand behind our work
- Cheap stores on Fiverr have loopholes that cost clients MORE in the long run
- Every store we build is designed to SELL, not just look pretty
Rapport Building: People Buy From People They Like
Golden Rule: People like people who are like them, or who they want to be.
- Find Common Ground: Industry, location, shared challenges, goals
- Mirror Their Energy: If they're professional, be professional. If casual, match it.
- Ask About THEM First: Their business, journey, what got them started
- Be Genuinely Curious: Not scripted questions — real interest
⚠️ Grooming Matters
People judge the book by the cover. On video calls: clean background, good lighting, professional appearance. You represent Digital Heroes.
Trust & Credibility: Demonstrate Knowledge
| Trust Builder | How to Demonstrate | Example |
|---|---|---|
| Industry Knowledge | Know their niche, competitors, trends | "I've seen skincare brands do well with before/after sections..." |
| Product Knowledge | Explain WHY we do things certain ways | "We optimize images because speed directly impacts conversion..." |
| Market Awareness | Reference successful stores, trends | "The top stores in your space all have sticky add-to-cart..." |
| Honesty | Don't hide limitations, be direct | "That feature is possible but would add $X and 2 weeks..." |
Lifetime Value (LTV) & Cross-Selling
🚨 Why LTV is More Important Than One-Time Sales
It costs 5-7x more to acquire a new customer than to sell to an existing one. A $1,500 project client can become a $10,000+ lifetime client with proper nurturing.
LTV Calculation for Our Business
| Purchase | Revenue | Timing |
|---|---|---|
| Initial Store Build | $1,500 | Month 1 |
| Speed Optimization | $300 | Month 2 |
| Monthly Maintenance (12 months) | $1,800 | Month 2-14 |
| Email Marketing Setup | $500 | Month 4 |
| Landing Page for Campaign | $400 | Month 8 |
| Holiday Theme Refresh | $300 | Month 12 |
| Redesign for Brand Update | $2,000 | Month 18 |
| TOTAL LTV | $6,800 | Over 18 months |
💡 That's 4.5x the initial project! This is why we nurture relationships, not just close deals.
Cross-Selling Strategies
📋 Cross-Selling vs Upselling
- Upselling: Selling a better version of what they bought (Basic → Premium)
- Cross-Selling: Selling complementary services (Store → Email Marketing)
| If They Bought... | Cross-Sell This | Script |
|---|---|---|
| Shopify Store | Email Marketing Setup | "70% of e-commerce revenue comes from email. Want us to set up your abandoned cart flows?" |
| Shopify Store | Product Photography Guide | "Your products deserve great photos. We have a guide to shoot like a pro with just your phone." |
| Landing Page | Full Website | "Landing page is converting well! Ready to expand to a full site?" |
| Speed Optimization | Monthly Maintenance | "Speed is optimized now. Want us to keep it that way every month?" |
| One-Time Project | Retainer Package | "Instead of project-by-project, a monthly retainer saves you 20% and gets priority support." |
When to Cross-Sell (Timing is Everything)
| Time After Delivery | Reach Out About | Why This Timing |
|---|---|---|
| 1 Week | Check-in, minor fixes | Shows care, builds relationship |
| 30 Days | Speed optimization, quick wins | They've used the store, see areas to improve |
| 60 Days | Email marketing, SEO | They need growth, initial excitement faded |
| 90 Days | Maintenance plans | They've experienced issues DIY-ing updates |
| 6 Months | Refresh, new features | Design starts feeling stale |
| 1 Year | Redesign, rebrand | Business has evolved, needs new look |
Need Analysis: Listen Before You Pitch
💡 The 80/20 Rule of Sales
Let the customer talk 80% of the time. The amount of money you make is directly proportional to how well you understand customer problems. You close with your ears, not your mouth.
Why People Buy: The 4 Core Motivators
| Motivator | What They Care About | How to Pitch |
|---|---|---|
| 1. Looks Good (Appearance) | Premium design, brand image, impressions | "Your store will look as premium as the big brands..." |
| 2. Performance | Speed, conversions, results | "We optimize for speed and conversions, not just looks..." |
| 3. Economical (Budget) | Value for money, ROI | "One sale from better conversions pays for this..." |
| 4. Safety & Security | Warranty, support, reliability | "We include 30 days support and handle all updates..." |
Discovery Questions to Ask Every Lead
- What's your current situation? (Existing store? New brand?)
- What's not working right now? (Pain points)
- What would success look like? (Goals)
- When do you need this by? (Timeline)
- What's your budget range? (Qualification)
- Who else is involved in this decision? (Decision maker)
- Have you worked with developers before? (Expectations)
- What stores do you admire? (Design direction)
Understanding Brain Rules in Sales
⚠️ Brain Pain: Why Customers Reject
The brain releases cortisol (stress hormone) when something changes. When a customer rejects your offer, it's because their brain perceives the change as painful.
Your Job: Make the pain of NOT buying greater than the pain of buying.
| Brain Driver | How to Use It | Example Script |
|---|---|---|
| Fear | Show what happens if they DON'T act | "Cheap Fiverr stores have loopholes that will cost you MORE in fixes later, plus lost sales every day..." |
| Greed | Show what they'll GAIN | "Our clients typically see 30% better conversion rates after optimization..." |
| FOMO | Limited time, limited spots | "We only take 3 projects per month to ensure quality..." |
| Pride | Make them feel smart for choosing you | "You clearly understand that quality costs more upfront but saves in the long run..." |
Advanced Closing Techniques
The "Trial Close" Method
📋 Test Their Readiness Before Asking for the Order
Instead of asking "Do you want to proceed?" (which invites NO), use trial closes:
- "If we started next week, would that work for your timeline?"
- "Any reason we couldn't move forward with the Business package?"
- "Should I prepare the contract for the $1,500 option or the $2,000 one?"
Closing Phrases by Situation
| Situation | Weak Close ❌ | Strong Close ✅ |
|---|---|---|
| Ready to decide | "So... what do you think?" | "Let's lock in Monday start. I'll send the invoice now." |
| Slight hesitation | "Take your time, no rush." | "What's the one thing holding you back? Let's address it." |
| Price concern | "I understand it's expensive." | "Compared to what? A bad store costs way more in lost sales." |
| Comparing options | "Let me know after you decide." | "What would make us the obvious choice for you?" |
| Timeline concern | "Whenever you're ready." | "Every week delayed = revenue lost. Let's not wait." |
The "Assumptive Close" Script
"Great, sounds like we're aligned! Here's what happens next:
- I'll send you the proposal and invoice today
- Once you confirm, we'll set up our kickoff call for [DAY]
- We'll have your first design preview by [DATE]
Does [PACKAGE] at $[PRICE] work for you, or should we adjust anything?"
Notice: You're not asking IF they want to proceed. You're asking about logistics.
🚨 Never Do These When Closing
- Don't apologize for pricing — "I know it's a lot but..." NEVER
- Don't offer discounts unprompted — It signals desperation
- Don't rush silence — After your ask, WAIT. Let them respond first.
- Don't oversell after they say yes — Stop talking, send the invoice
- Don't negotiate against yourself — "Unless you'd prefer something cheaper..."
ChatGPT Prompts for Sales
💡 Use AI to Improve Your Sales Process
Use these prompts to brainstorm, practice objection handling, and improve your sales conversations. Copy-paste and customize with your specific situation.
Lead Qualification & Discovery
I'm a sales rep at a Shopify development agency. A potential client reached out with this
message:
"[Paste client message here]"
Based on this message, help me:
1. Score this lead 1-10 (10 = hot lead, ready to buy)
2. Identify any red flags or concerns
3. List 3 questions I should ask to qualify further
4. Suggest a budget range they might be expecting
5. Give me a response template to send them
I'm on a sales call with a potential client. They said they want a "new Shopify store" but I
need to understand the deeper problem.
What they told me: "[Client's initial request]"
Generate 5 probing questions to uncover:
- Their real pain point
- The business impact of not solving this
- Their budget expectations
- Their decision-making timeline
- Who else is involved in the decision
Objection Handling
A client said my quote of $[X] is too expensive. They mentioned:
"[What the client said about price]"
Help me respond by:
1. Reframing value vs cost
2. Comparing to the cost of NOT solving their problem
3. Offering 2-3 alternative payment structures
4. Asking a question to understand their real concern
5. A firm but friendly response script
A client just said "I need to think about it" after I presented my proposal.
Context: [Describe the client and project briefly]
Give me:
1. What "I need to think about it" usually really means
2. 3 questions to uncover the real objection
3. A follow-up message to send in 24 hours
4. A way to create urgency without being pushy
Proposal & Closing
I need to write a proposal for this client:
Client: [Industry, company size]
Project: [What they need]
Budget: [Estimated or stated budget]
Pain points: [What problems they mentioned]
Timeline: [When they need it]
Write a proposal that:
- Opens with their pain point, not our services
- Shows I understand their specific situation
- Presents 2-3 package options
- Includes clear deliverables and timeline
- Has a strong call-to-action
- Creates urgency to decide
I sent a proposal 3 days ago and haven't heard back. The client was interested but hasn't
responded.
Client context: [Brief description]
Last communication: [What was said]
Give me a 5-message follow-up sequence over 2 weeks that:
- Day 1, 3, 7, 10, 14 touchpoints
- Each has a different angle/value
- Doesn't sound desperate or pushy
- Includes when to stop following up
- Final message is a "break-up" email
Competitive Situations
A client is comparing us to other Shopify agencies. They mentioned they're also talking
to:
- [Competitor name if known]
- [Other agencies or freelancers]
Our strengths: Premium quality, fast delivery, conversion-focused design
Our price: Higher than average
Give me:
1. Questions to ask about what they're comparing
2. How to position our higher price as an advantage
3. What to say if they ask "why are you more expensive"
4. Red flags that we should let this client go to competitors
✅ Pro Tips for Using ChatGPT in Sales
- Add context — The more specific you are, the better the response
- Iterate — Ask follow-up questions to refine the output
- Personalize — Never copy-paste directly. Add your voice.
- Practice objections — Use ChatGPT to roleplay difficult conversations
- Analyze lost deals — Paste conversation and ask "why did I lose this?"
Negotiation Techniques
💡 Negotiation is Not About Winning — It's About Value Exchange
The goal isn't to "beat" the client. It's to find a deal that works for both. But never negotiate against yourself.
5 Proven Negotiation Strategies
| Technique | When to Use | Script |
|---|---|---|
| White Flag | When they REALLY can't afford more | "I understand budget is tight. Let me see what extra value I can add at this price..." (Then add training, extended support) |
| Back to the Future | When they're hesitating | "Picture yourself 6 months from now with a store that's converting. Will you regret not investing today?" |
| Ground Zero | When they want everything cheap | "Let's strip it down to basics and build up. What's the absolute minimum you need to launch?" |
| The Selfish Child | When they keep adding requests | "I want to give you everything you're asking for. To do that fairly, we'd need to adjust the investment to $X. Does that work?" |
| Genghis Khan | When you have leverage (busy, limited slots) | "This is our best offer. We have 2 other projects waiting. If you'd like to proceed, I need confirmation by Friday." |
Follow-Up: Fortune is in the Follow-Up
📋 Why Follow-Up Matters
- Getting a lead is easy. Converting them takes persistence.
- Nobody hits the jackpot on the first attempt.
- People are like popcorn — they pop at different times.
- The world is noisy. Remind them you exist.
| Day | Purpose | Example Message |
|---|---|---|
| Day 1 | Thank you + recap | "Great speaking with you! Here's a summary of what we discussed..." |
| Day 3 | Add value | "Thought you might find this case study interesting..." |
| Day 7 | Gentle check-in | "Just wanted to follow up on the proposal. Any questions I can answer?" |
| Day 10 | Create urgency | "I'm finalizing my schedule for next month. Would love to include your project..." |
| Day 14 | Break-up email | "It seems like this isn't the right time. I'll close this for now. Feel free to reach out when you're ready." |
Helpful Tools & Websites
✅ Speed Up Your Sales Process With These Tools
Use these resources to research prospects, create proposals faster, and close more deals.
Research & Prospecting
| Tool | Use Case | Link |
|---|---|---|
| Store Inspector (Chrome) | Check what Shopify theme/apps a competitor uses | Chrome Web Store - "Shopify Theme Detector" |
| BuiltWith | See full tech stack of any website | builtwith.com |
| PageSpeed Insights | Show clients their site speed problems | pagespeed.web.dev |
| Wappalyzer | Identify technologies on websites | wappalyzer.com |
| LinkedIn Sales Navigator | Find decision makers at companies | linkedin.com/sales |
Proposal & Communication
| Tool | Use Case | Pro Tip |
|---|---|---|
| Loom | Record personalized video walkthroughs | Send a 2-min Loom reviewing their site. 10x response rate. |
| Calendly | Easy scheduling without back-and-forth | Buffer 15 min between calls to prep |
| PandaDoc | Professional proposals with e-signatures | Track when clients open your proposals |
| ChatGPT | Draft emails, proposals, objection handling | Use prompts from this SOP, always personalize |
| Grammarly | Professional writing without typos | First impressions matter. Use it on every email. |
CRM & Pipeline Management
| Tool | Best For | Price |
|---|---|---|
| HubSpot CRM | Free, full-featured, tracks emails | Free |
| Pipedrive | Visual pipeline, simple interface | $15/month |
| Notion | Custom databases, flexible | Free / $8/month |
| Trello | Simple kanban boards | Free |
💡 Sales Hack: The Loom Method
Before reaching out to a prospect, record a 2-minute Loom reviewing their current website. Point out 3 specific issues. This shows effort, expertise, and gets 10x higher response rates than cold emails.
2026 Sales Best Practices
💡 The 2026 Sales Landscape Has Changed
AI tools, video selling, and buyer expectations have evolved. Here's how to stay ahead.
🤖 AI-Powered Sales (Use These Daily)
| AI Tool | Use Case | Best Practice |
|---|---|---|
| ChatGPT/Claude | Draft personalized emails, proposals, objection responses | Always add personal touches - AI drafts, YOU customize |
| Perplexity AI | Research prospects, industry trends, competitor analysis | Research before EVERY call - know their business |
| Fireflies.ai | Auto-transcribe and summarize sales calls | Review transcripts to improve your pitch |
| Apollo.io | Find decision-maker emails, enrich lead data | Quality over quantity - target the RIGHT people |
📹 Video Selling (10x Response Rates)
The 2026 Standard: Video First
Text emails get ignored. Personalized video gets responses.
✅ Video Prospecting Formula:
- Screen share their website (shows you did research)
- Point out 2-3 specific issues (creates urgency)
- Show a quick solution example (proves capability)
- End with clear CTA ("Reply to book a 15-min call")
Tools: Loom (free), Vidyard, Sendspark
⚡ 2026 Response Time Standards
| Lead Type | Expected Response Time | Why It Matters |
|---|---|---|
| 🔥 Hot Inbound Lead | Under 5 minutes | They contacted multiple vendors - fastest wins |
| 📧 Email Inquiry | Under 1 hour | Same-day response = professional impression |
| 📱 WhatsApp/Chat | Under 15 minutes | Chat = instant expectation |
| 🔄 Follow-up Quote | Next business day | Stay top of mind without being pushy |
🎯 Modern Qualification Questions (2026 Edition)
Ask These BEFORE Sending Any Quote
- "What's driving this project right now?" → Understand urgency
- "Have you worked with agencies before?" → Know their expectations
- "What's your timeline for launch?" → Filter tire-kickers
- "Who else is involved in this decision?" → Identify stakeholders
- "What budget range are you working with?" → Qualify early
- "Have you gotten other quotes?" → Know your competition
🚫 2026 Sales Don'ts (Avoid These Mistakes)
- Sending generic proposals → Always customize with their business name and specific needs
- Long text-only emails → Use bullet points, videos, and visuals
- Waiting for leads to come to you → Proactive outreach is key in 2026
- Ignoring LinkedIn → Decision makers are active there
- Not following up → 80% of sales require 5+ touchpoints
- Discounting without approval → Trains clients to always ask for discounts
💡 Pro Tip: The 5-5-5 Daily Routine
Every day before 10 AM:
- 5 follow-ups to pending quotes
- 5 new outreach messages (video or personalized)
- 5 LinkedIn engagements (comment on prospect posts)
This consistency beats sporadic big efforts every time.
Objection Handling Scripts
💡 The Golden Rule of Objections
Every objection is a buying signal. If they didn't care, they wouldn't object. Listen, acknowledge, then redirect.
💸 "Your Price is Too High"
CLIENT SAYS: "I got a quote for $500 from someone on Fiverr. Why are you charging $1,500?"
❌ WRONG: "We can match that price" or "You get what you pay for"
✅ CORRECT RESPONSE:
"I completely understand comparing prices — it's smart! Let me share what that difference buys you: The $500 store likely uses a basic template with minimal customization. You'll get a functional store, but probably need to hire someone later to fix conversion issues. Our $1,500 package includes: ✅ Custom design matched to your brand (not a template) ✅ Mobile optimization (60% of shoppers are on phones) ✅ Speed optimization (slow stores lose 40% of customers) ✅ 1:1 training so you can manage it yourself ✅ 30 days of free support after launch Which of these would be okay to skip?"
⏰ "I Need It Faster"
CLIENT SAYS: "Can you do this in 3 days instead of 14? I have a product launch coming up."
✅ CORRECT RESPONSE:
"I hear you — timing is critical for a launch! Here's the honest truth: We CAN rush, but rushed stores have problems. I've seen 3-day builds need 3 weeks of fixes afterward. Let me offer two options: 1️⃣ **Rush Delivery (7 days)**: +30% rush fee, focused scope 2️⃣ **Phased Approach**: Launch with core pages in 5 days, we add remaining pages after your launch Which approach works better for your situation?"
🤔 "How Do I Know You're Legit?"
CLIENT SAYS: "I've been burned before by developers who disappeared. How do I know you're different?"
✅ CORRECT RESPONSE:
"I'm really sorry you had that experience — it's unfortunately too common in this industry. Here's what makes us different: ✅ **2,000+ stores built** — We're not going anywhere ✅ **4.9-star rating** on Fiverr/Upwork (I can share the link) ✅ **Payment through platform** — You're protected ✅ **Daily updates** — You'll hear from me every single day ✅ **Video walkthroughs** — You see exactly what we're building Would it help if I connected you with 2-3 recent clients who can vouch for our work?"
🏆 "I'm Talking to Other Agencies"
CLIENT SAYS: "I'm comparing a few options. What makes you better than the others?"
✅ CORRECT RESPONSE:
"Great — you should compare! Here's what I'd suggest asking every agency: 1. How many Shopify stores have you built? (We've done 2,000+) 2. What's your revision policy? (We do unlimited revisions within scope) 3. What happens after launch? (We include 30 days of free support) 4. Can I speak to recent clients? (I'll connect you with 3 right now) 5. What's your response time? (We reply within 2 hours, always) Honestly, if someone else checks all those boxes AND is cheaper — go with them! But in my experience, the cheapest option ends up being the most expensive after all the fixes."
💳 "I Don't Have the Budget Right Now"
CLIENT SAYS: "This sounds great, but I just don't have $1,500 right now."
✅ CORRECT RESPONSE:
"I totally get it — cash flow is real, especially when you're starting out. A few options we can explore: 1️⃣ **Split payment**: 50% now, 50% before launch 2️⃣ **Starter package**: Core pages only for $800, add features later 3️⃣ **Future booking**: Lock in today's price, start next month Which of these might work for your situation?"
⚠️ IF THEY STILL CAN'T AFFORD IT:
"I understand! Here's what I'd suggest: Save for 2-3 months and come back when you're ready. Starting a business on tight budget stress isn't ideal. I'll still be here, and the offer stands."
🧠 "I Need to Think About It"
CLIENT SAYS: "This all sounds good. Let me think about it and get back to you."
✅ CORRECT RESPONSE:
"Absolutely — it's a big decision, and you should take your time. Before you go, can I ask: What specifically do you need to think about? - Is it the price? - Is it the timeline? - Is it checking with someone else? I'm not trying to pressure you — I just want to make sure I've given you all the info you need."
📅 ALWAYS SET A FOLLOW-UP:
"No problem! When would be a good time for me to check back? How about I message you on [Tuesday/next week]? I'll put a reminder — and no pressure, just checking in."
Handling Difficult Situations
🔴 Client Demanding Discount
🎯 Task Priority Order (What Comes First)
Handle in this order every day:
- 🔴 P0 - Existing Client Messages → Respond within 1 hour. Active clients always first.
- 🔴 P0 - Hot Leads Ready to Order → Close deals before they go cold.
- 🟡 P1 - Follow-ups on Pending Quotes → People who asked for pricing but didn't order yet.
- 🟡 P1 - New Inquiries → First response within 2 hours max.
- 🟢 P2 - Lead Research & Prospecting → Finding new potential clients.
- 🟢 P2 - CRM Updates → Log all activities at end of day.
- ⚪ P3 - Admin Tasks → Reports, meetings, training.
Golden Rule: Revenue-generating activities ALWAYS come before admin work.
🔴 Client Demanding Discount
Situation: Client says "Your price is too high, can you do it for less?"
Response: "I understand budget is important. Our pricing reflects the quality and results we deliver. We've built 2000+ stores with a 4.9-star rating because we don't cut corners. If budget is a concern, we can discuss a phased approach or a smaller scope, but we don't discount our rates."
Rule: NEVER discount. Offer scope reduction instead.
🔴 Client Wants Work Before Payment
Situation: "Can you start the work and I'll pay later?"
Response: "We require payment before starting work. This is our policy for all clients, including enterprise accounts. It ensures commitment from both sides and allows us to prioritize your project immediately."
Rule: No exceptions. If they insist, they're not the right client.
🔴 Client Asking Too Many Questions Before Ordering
Situation: Client sends 20 questions but hasn't placed an order.
Response: "Great questions! To give you the detailed answers you deserve, I'd need to understand your project better. Let's get your order in, and I'll schedule a kickoff call where we can go through everything together."
Rule: Order first, then answer hard questions. Don't give free consulting.
🔴 Client Comparing You to Cheaper Competitors
Situation: "I found someone on Fiverr for $200."
Response: "You'll find all price points on Fiverr. The difference is in the results. Our stores are built for conversion, speed, and scale. We have 2000+ successful projects and a 4.9 rating. You get what you pay for."
Rule: Never compete on price. Compete on value and results.
🔴 Client Wants Hourly Rate Instead of Project Rate
Situation: "What's your hourly rate?"
Response: "We work on project-based pricing, not hourly. This protects you from scope creep costs and ensures you know the total investment upfront. Let me understand your requirements and I'll provide a fixed quote."
Rule: Always project-based. Hourly undervalues expertise.
🔴 Client Ghosts After Showing Interest
Situation: Client was interested but stopped responding.
Follow-up sequence:
- Day 2: Friendly check-in
- Day 5: Ask if priorities changed
- Day 10: Final "closing the file" message
Rule: Maximum 3 follow-ups. Then move on. Don't chase.
🔴 Client Wants Free Revisions Post-Delivery
Situation: After delivery, client wants major changes for free.
Response: "The revisions we discussed during the project are complete. Additional changes or new features would be a new scope of work. I'm happy to provide a quote for these additions."
Rule: Scope creep gets quoted. Define deliverables clearly upfront.
🔴 Client Threatens Bad Review
Situation: Client unhappy and threatening negative feedback.
Response: "I'm sorry to hear you're frustrated. Let's focus on resolving this professionally. What specific outcome would make this right for you?" Then escalate to management if unreasonable.
Rule: Stay calm. Document everything. Escalate if threats continue.
🔴 Client Asking for a Refund
Situation: Client wants money back after work has started or completed.
Response: "I understand you're not fully satisfied. Let me understand the specific concerns so we can address them. Our policy covers [X] revisions, and I want to make sure we've exhausted those before discussing alternatives."
If they insist: Escalate to management immediately. Document everything in writing.
Rule: Never agree to refunds without manager approval. Exhaust all revision options first.
🔴 Client's Spouse/Partner Objects
Situation: "My husband/wife/partner doesn't think we should spend this much."
Response: "That's completely understandable — it's a big investment, and you both should be aligned. Would it help if I prepared a quick overview of the ROI they can expect? Or if it's easier, I'm happy to jump on a quick call with both of you to address any concerns."
Rule: Never pressure. Offer to include the decision-maker in the conversation.
🔴 Client Wants Custom Features Outside Scope
Situation: "Can you also add a membership area, booking system, and app integration?"
Response: "Absolutely, we can do that! Those features fall outside the current package scope. Let me quote those separately: • Membership area: $XXX • Booking system: $XXX • App integration: $XXX Would you like to add any of these to your order?"
Rule: Always quote add-ons. Don't do free work. Scope creep kills profitability.
🔴 Client Disappeared Mid-Project
Situation: Client was active but suddenly stopped responding mid-way through.
Follow-up sequence:
- Day 3: "Hi, just checking in! Haven't heard from you. Is everything okay?"
- Day 5: "Following up again — I want to keep your project on track. Please let me know if anything changed."
- Day 7: "Per our policy, projects paused for 7+ days may need re-scheduling. I'm putting a hold on your project. We can resume whenever you're ready!"
Rule: At Day 7, escalate to management. Don't let projects sit indefinitely.
🔴 Client Wants to Negotiate AFTER Placing Order
Situation: After payment, client asks: "Can I get a discount since I already paid?"
Response: "I appreciate you ordering with us! The price you paid is our standard rate, and it reflects the quality and support you'll receive. What I CAN offer is [free speed optimization / extra revision round / extended support] as a thank-you for choosing us."
Rule: Never refund partial amounts. Add value instead. Discounting after order sets a bad precedent.
🔴 Client Sends Angry Message
Situation: Client is upset and sends aggressive or rude messages.
Response:
- Don't respond immediately — Wait 15-30 minutes to cool down
- Stay professional — "I can see you're frustrated, and I want to help resolve this."
- Focus on solutions — "Let's identify the specific issues so we can fix them."
- Never match their energy — Even if they're wrong, stay calm
Rule: If messages become abusive or threatening, screenshot everything and escalate immediately.
Your Daily Inspiration
"Every sale you make is not just revenue — it's a business owner's dream becoming reality. You're not selling websites, you're selling possibilities."
— Digital Heroes Philosophy
📖 Success Story: The $300 Lead That Became a $15,000 Client
A potential client once asked for "just a quick homepage fix." Most would quote $300 and
move
on. But our salesperson took time to understand the REAL problem — their store wasn't
converting.
Instead of a quick fix, they proposed a complete conversion optimization package. The client
initially hesitated at the $2,500 quote.
The result? That store went from 0.8% to 3.2%
conversion rate in 60 days. The client came back for SEO, then email marketing, then a
second
store.
Total revenue from that "$300 lead"? $15,000+ over 18
months.
The lesson: Every small lead is a potential lifetime client. Treat them that way.
"Rejection is redirection. Every 'no' brings you closer to your 'yes'."
"You don't close deals with your mouth. You close them with your ears."
"We don't compete on price. We compete on VALUE."
🌅 Start Each Day With This:
"Today, I will help business owners achieve their dreams. Every conversation is an opportunity to create value."