{"id":8730,"date":"2016-10-26T16:49:29","date_gmt":"2016-10-26T16:49:29","guid":{"rendered":"https:\/\/www.process.st\/templates\/closing-the-sale-checklist\/"},"modified":"2024-02-28T18:28:40","modified_gmt":"2024-02-28T18:28:40","slug":"closing-the-sale-checklist","status":"publish","type":"post","link":"https:\/\/www.process.st\/templates\/closing-the-sale-checklist\/","title":{"rendered":"Closing The Sale Checklist"},"content":{"rendered":"<section id=\"introduction\">\n<h2> Introduction:<\/h2>\n<div class=\"image-content\">\n<figure>\n   <a href=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/i_bNj0t3RCQgUgnBCDdOnw.jpg\" alt=\"Introduction:\" target=\"_blank\" rel=\"noopener\"> <img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/i_bNj0t3RCQgUgnBCDdOnw.jpg\"> <\/a><\/figure>\n<\/div>\n<div class=\"text-content\">\n<p>To generate revenues for your business you need to be closing your sales. Sales prospecting, cold calling, and product demos are all attempts within the sales funnel to bring potential new clients to this point.&nbsp;<\/p>\n<p>In this checklist, we'll provide some <strong>advice on closing techniques<\/strong> and then guide you through the process of <strong>checking all documentation<\/strong> is in order and <strong>relaying the necessary information<\/strong> on to the relevant teams.<\/p>\n<p>You can <strong>use the form fields provided throughout this checklist to record your steps<\/strong> and important information.<\/p>\n<\/div>\n<div class=\"video-content\">\n<div class=\"iframe-container\">\n   <iframe src=\"https:\/\/www.youtube.com\/embed\/xGytDsqkQY8?modestbranding=1&amp;showinfo=0\" frameborder=\"0\" allowfullscreen=\"true\"> <\/iframe><\/div>\n<div class=\"description\">\n    Semisonic -Closing Time<\/div>\n<\/div>\n<\/section>\n<section id=\"identify-the-sale\">\n<h2> Identify the sale<\/h2>\n<div class=\"text-content\">\n<p>The first step before you close a sale is to <strong>identify the likelihood of the sale<\/strong>.<\/p>\n<p>You will have <a href=\"http:\/\/www.businesssystemsexplored.com\/bse005\/\" target=\"_blank\" rel=\"nofollow noopener\">demonstrated the need the customer has<\/a>, how your solution solves their problem and why it is the best at doing so, and you will have probed for objections and subsequently countered them.&nbsp;<\/p>\n<p>You will have them <strong>ready to purchase<\/strong> without a reason to say no.<\/p>\n<p><strong>Use the form field below<\/strong> to record why you felt this client was ready to be closed.<\/p>\n<\/div>\n<div class=\"textarea-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Closing signs <\/label><br \/>\n<textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled=\"disabled\" class=\"form-control\"><\/textarea><\/div>\n<\/div>\n<div class=\"text-content\">\n<p>The key sign you will be ready to close is when you notice a <strong>closing signal<\/strong> being given from the client. Zig Ziglar discusses <a href=\"http:\/\/www.sellingpower.com\/content\/article\/?i=1275&amp;ia=8559\/how-closing-signals-can-help-you-close-more-sales\" rel=\"nofollow noopener\" target=\"_blank\">here<\/a>&nbsp;his <strong>CHEF method<\/strong>.&nbsp;<\/p>\n<ul>\n<li>C - Chin or cheek. When the client begins <strong>touching their face<\/strong> in this way this is a sign they are pleased and are struggling to think of further objections.<\/li>\n<li>H - Hands. When the client's body language becomes more relaxed they may begin to <strong>open their hands up<\/strong>, potentially with their palms raised. A further signal is when clients begin to <strong>rub their hands together<\/strong> in some way, which Ziglar suggests is symbolic of the client taking ownership of what you are offering.&nbsp;<\/li>\n<li>E - Eyes. This could be when the client's <strong>eyes are dilating<\/strong> or when their <strong>smile<\/strong> begins to be reflected in their eyes through the <strong>appearance of crow's feet<\/strong>, or similar. These physiological signs demonstrate genuine happiness rather than politeness.&nbsp;<\/li>\n<li>F- Friendly. When the conversation with the client becomes more <strong>relaxed and jokey<\/strong> this acts as a very simple sign that the client is comfortable with you. This comfort usually comes from a decision having been made.<\/li>\n<\/ul>\n<\/div>\n<\/section>\n<section id=\"closing-the-sale\">\n<h2> Closing the sale<\/h2>\n<div class=\"text-content\">\n<p><strong>Date of the meeting<\/strong>:&nbsp;{{form.Date_of_the_meeting}}<\/p>\n<p>Closing a sale seems to be a simple process on the surface.<\/p>\n<p>If you have an interested customer who would benefit from your services it seems natural that they would wish to make a purchase or hire your services. However, <strong>sales rarely go as smoothly as this<\/strong>.<\/p>\n<p>Your success rate and ease of success will depend on your industry and the nature of your services.<\/p>\n<p><strong>Use the form field below<\/strong> to record how you closed the sale, or <strong>scroll down for a range of closing techniques.<\/strong><\/p>\n<\/div>\n<div class=\"textarea-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> How did you close the sale? <\/label><br \/>\n<textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled=\"disabled\" class=\"form-control\"><\/textarea><\/div>\n<\/div>\n<div class=\"text-content\">\n<p>Below, <strong>we'll list a number of potential closing techniques<\/strong>&nbsp; to optimize the final step of your sales pipeline.&nbsp;<\/p>\n<p>If you'd rather watch some video demonstrations, here are <strong>two videos discussing closing<\/strong>. The first is from <a href=\"http:\/\/bigbookofsales.com\/\" target=\"_blank\" rel=\"nofollow noopener\">The Big Book of Sales<\/a> and will run you through <strong>3 key methods of closing<\/strong>.&nbsp;<\/p>\n<p>The second is broader and looks at <strong>persuasion in more detail<\/strong>. Here's an accompanying article about <a href=\"http:\/\/www.educational-business-articles.com\/influence-tactics\/\" target=\"_blank\" rel=\"nofollow noopener\">Dr. Cialdini's theories on persuasion<\/a>.<\/p>\n<\/div>\n<div class=\"video-content\">\n<div class=\"iframe-container\">\n   <iframe src=\"https:\/\/www.youtube.com\/embed\/ZuhmC9zd2E4?modestbranding=1&amp;showinfo=0\" frameborder=\"0\" allowfullscreen=\"true\"> <\/iframe><\/div>\n<div class=\"description\">\n    Closing the sale with The Big Book of Sales<\/div>\n<\/div>\n<div class=\"video-content\">\n<div class=\"iframe-container\">\n   <iframe src=\"https:\/\/www.youtube.com\/embed\/cFdCzN7RYbw?modestbranding=1&amp;showinfo=0\" frameborder=\"0\" allowfullscreen=\"true\"> <\/iframe><\/div>\n<div class=\"description\">\n    The Science of Persuasion by Dr. Robert Cialdini and Steve Martin, CMCT<\/div>\n<\/div>\n<div class=\"text-content\">\n<p><a href=\"http:\/\/blog.hubspot.com\/sales\/sales-closing-techniques-and-why-they-work#sm.00000wba2qrwgzd42xxtw9yedg31f\" rel=\"nofollow noopener\" target=\"_blank\">HubSpot recommends three particular closing techniques<\/a>:<\/p>\n<ol>\n<li>Now or never - This is where you present the opportunity of purchase as having<strong> a restrictive timeline<\/strong>. It might be used if there is a sale on for a limited period of time, or if someone else is also bidding on a product like a house where supply is limited.<\/li>\n<li>The summary close - In this technique you <strong>summarise all the key deliverables<\/strong> together to show value and then <strong>follow with a call to action<\/strong>: \"So, we have a fully responsive web app based on the document we drew up together, an SEO analysis and implementation, a full-service pre-launch marketing campaign, and we'll attempt to partner you with our previous clients, CompanyA and CompanyB. Shall we schedule a meeting for tomorrow to sign the contracts and get started?\"<\/li>\n<li>Question closes - If the salesperson has handled the pre-close conversations properly by exploring the customer's needs and searching out potential objections and countering them, then the close should be treated in a simple manner. <strong>A question such as \"Is there any reason why we can't proceed with the shipment?\" is concise and to the point<\/strong>. The honesty of the question is appreciated and the question directly probes for further objections which the salesperson can counter, leading us back full circle to the question again.&nbsp;<\/li>\n<\/ol>\n<p>For further closing techniques, you can see this article on <a href=\"http:\/\/smallbusiness.chron.com\/top-10-sales-closing-techniques-learn-seal-deal-70629.html\" rel=\"nofollow noopener\" target=\"_blank\">Top 10 Sales Closing Techniques<\/a> or this article from <a href=\"https:\/\/www.thebalance.com\/closing-sales-techniques-2918610\" rel=\"nofollow noopener\" target=\"_blank\">The Balance on their recommended methods<\/a>.&nbsp;<\/p>\n<\/div>\n<div class=\"text-content\">\n<p>If you need a little inspiration, put that coffee down and watch this scene from Glengarry Glen Ross.<\/p>\n<\/div>\n<div class=\"video-content\">\n<div class=\"iframe-container\">\n   <iframe src=\"https:\/\/www.youtube.com\/embed\/KUqo5tPZjrM?modestbranding=1&amp;showinfo=0\" frameborder=\"0\" allowfullscreen=\"true\"> <\/iframe><\/div>\n<\/div>\n<\/section>\n<section id=\"record-details-of-the-sale\">\n<h2> Record details of the sale<\/h2>\n<div class=\"text-content\">\n<p>Keep a record of all the <strong>relevant details<\/strong> for future reference.<\/p>\n<p><strong>Use the form fields below<\/strong> to record key information.<\/p>\n<\/div>\n<div class=\"date-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Date <\/label><\/p>\n<div class=\"date-container\">\n    <button type=\"button\" disabled=\"disabled\" class=\"btn btn-default\"> <i class=\"fa fa-calendar btn-icon\"><\/i> Date will be set here <\/button><\/div>\n<\/div>\n<\/div>\n<div class=\"text-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Name of client <\/label><br \/>\n<input type=\"text\" placeholder=\"Something will be typed here...\" disabled=\"disabled\" class=\"form-control\"><\/div>\n<\/div>\n<div class=\"text-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Legal name of client: individual\/company. e.g.\"Company LLC\" <\/label><br \/>\n<input type=\"text\" placeholder=\"Something will be typed here...\" disabled=\"disabled\" class=\"form-control\"><\/div>\n<\/div>\n<div class=\"textarea-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Client's address <\/label><br \/>\n<textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled=\"disabled\" class=\"form-control\"><\/textarea><\/div>\n<\/div>\n<div class=\"file-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Upload relevant deliverables document <\/label><\/p>\n<div class=\"file-container\">\n    <button type=\"button\" disabled=\"disabled\" class=\"btn btn-default\"> <i class=\"fa fa-upload btn-icon\"><\/i> File will be uploaded here <\/button><\/div>\n<\/div>\n<\/div>\n<div class=\"text-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Name of salesperson <\/label><br \/>\n<input type=\"text\" placeholder=\"Something will be typed here...\" disabled=\"disabled\" class=\"form-control\"><\/div>\n<\/div>\n<div class=\"text-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Agreed amount of payment <\/label><br \/>\n<input type=\"text\" placeholder=\"Something will be typed here...\" disabled=\"disabled\" class=\"form-control\"><\/div>\n<\/div>\n<\/section>\n<section id=\"make-sure-deliverables-have-been-fully-documented\">\n<h2> Make sure deliverables have been fully documented<\/h2>\n<div class=\"text-content\">\n<p>Review with the client the <strong>exact deliverables agreed<\/strong>. Draw up a document to accompany the contracts to record specifications. Include any milestones where applicable.<\/p>\n<p><strong>Upload the finalized document in the form field below<\/strong>.<\/p>\n<\/div>\n<\/section>\n<section id=\"take-note-of-who-will-be-receiving-commission\">\n<h2> Take note of who will be receiving commission<\/h2>\n<div class=\"text-content\">\n<p>If your company works with a commission structure, take this opportunity to <strong>list any relevant stakeholders in the success of this deal<\/strong>.<\/p>\n<p><strong>Document their contributions<\/strong> and their rate of commission below.<\/p>\n<\/div>\n<div class=\"textarea-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Commission <\/label><br \/>\n<textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled=\"disabled\" class=\"form-control\"><\/textarea><\/div>\n<\/div>\n<\/section>\n<section id=\"check-payment-plan-with-client\">\n<h2> Check payment plan with client<\/h2>\n<div class=\"text-content\">\n<p>Double check the&nbsp;agreed payment plan with the client. <strong>Include exact figures for how much will be paid along with the dates of payment<\/strong>. Include figures for further work outside of the agreement and hourly costs.&nbsp;<\/p>\n<p><strong>Upload the agreement<\/strong> in the field provided.<\/p>\n<\/div>\n<div class=\"file-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Upload the agreement <\/label><\/p>\n<div class=\"file-container\">\n    <button type=\"button\" disabled=\"disabled\" class=\"btn btn-default\"> <i class=\"fa fa-upload btn-icon\"><\/i> File will be uploaded here <\/button><\/div>\n<\/div>\n<\/div>\n<\/section>\n<section id=\"determine-payment-method\">\n<h2> Determine payment method<\/h2>\n<div class=\"text-content\">\n<p>Agree upon the method of payment. If this is an international sale, ensure the chosen method of payment will not negatively impact on any amounts received&nbsp;due to high conversion rates.<\/p>\n<p><strong>Note the details of the payment methods below<\/strong>.<\/p>\n<\/div>\n<div class=\"textarea-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Payment method <\/label><br \/>\n<textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled=\"disabled\" class=\"form-control\"><\/textarea><\/div>\n<\/div>\n<\/section>\n<section id=\"agree-method-of-delivery\">\n<h2> Agree method of delivery<\/h2>\n<div class=\"text-content\">\n<p>Discuss with the client <strong>how they will be receiving the product<\/strong> on completion, where applicable.<\/p>\n<p><strong>Record this information<\/strong> and include it within any contracts drawn up.<\/p>\n<\/div>\n<div class=\"textarea-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Method of delivery, if applicable <\/label><br \/>\n<textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled=\"disabled\" class=\"form-control\"><\/textarea><\/div>\n<\/div>\n<\/section>\n<section id=\"specify-insurance-or-support-needs\">\n<h2> Specify insurance or support needs<\/h2>\n<div class=\"text-content\">\n<p>Present to the client any <strong>insurance or support options<\/strong> which your company provides.<\/p>\n<p><strong>Detail this discussion below.<\/strong><\/p>\n<\/div>\n<div class=\"textarea-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Insurance or support <\/label><br \/>\n<textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled=\"disabled\" class=\"form-control\"><\/textarea><\/div>\n<\/div>\n<\/section>\n<section id=\"review-sale-with-legal-department\">\n<h2> Review sale with legal department<\/h2>\n<div class=\"text-content\">\n<p>Before signing any document, it is important to <strong>have your legal team review documents<\/strong>, particularly any customized content.&nbsp;<\/p>\n<p><strong>Use the email widget below<\/strong> to notify the legal team of your company that you are drawing up contracts with a client.<\/p>\n<\/div>\n<\/section>\n<section id=\"check-all-contracts-have-been-double-signed\">\n<h2> Check all contracts have been double signed<\/h2>\n<div class=\"text-content\">\n<p>Sign all documents which need to be signed, or get the relevant individual to sign them off.&nbsp;<\/p>\n<p>Send the contracts to the client for them to sign. <strong>Check all contracts have been double signed<\/strong> before moving forward.<\/p>\n<\/div>\n<div class=\"select-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> All documents double signed? <\/label><br \/>\n<select disabled=\"disabled\" class=\"form-control\"><option value=\"An option will be selected here\">An option will be selected here<\/option><\/select><\/div>\n<\/div>\n<\/section>\n<section id=\"take-payment\">\n<h2> Take payment<\/h2>\n<div class=\"text-content\">\n<p><strong>Collect the payment<\/strong> for the product, or any agreed advance for services.<\/p>\n<p><strong>Use the dropdown<\/strong>&nbsp;form field to record this information.<\/p>\n<\/div>\n<div class=\"select-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Has expected payment been received? <\/label><br \/>\n<select disabled=\"disabled\" class=\"form-control\"><option value=\"An option will be selected here\">An option will be selected here<\/option><\/select><\/div>\n<\/div>\n<\/section>\n<section id=\"record-sale-as-done\">\n<h2> Record sale as done<\/h2>\n<div class=\"text-content\">\n<p>You've closed the sale.<\/p>\n<p>Congrats!<\/p>\n<\/div>\n<div class=\"select-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Is the deal done? <\/label><br \/>\n<select disabled=\"disabled\" class=\"form-control\"><option value=\"An option will be selected here\">An option will be selected here<\/option><\/select><\/div>\n<\/div>\n<div class=\"text-content\">\n<p>It's always important to congratulate yourself when you seal a deal.<\/p>\n<\/div>\n<div class=\"image-content\">\n<figure>\n   <a href=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/ri7zgnSVMQm8DYmtwpxFqA.jpeg\" alt=\"Record sale as done\" target=\"_blank\" rel=\"noopener\"> <img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/ri7zgnSVMQm8DYmtwpxFqA.jpeg\"> <\/a><\/figure>\n<\/div>\n<\/section>\n<section id=\"present-deliverables-to-product-team\">\n<h2> Present deliverables to product team<\/h2>\n<div class=\"text-content\">\n<p><strong>Contact your product team<\/strong> and <strong>arrange a meeting<\/strong> to discuss the new project, its deliverables, and the next steps forward.&nbsp;<\/p>\n<p>You can <strong>use our email widget<\/strong> to reach out to them.<\/p>\n<\/div>\n<\/section>\n<section id=\"assign-account-manager\">\n<h2> Assign account manager<\/h2>\n<div class=\"text-content\">\n<p>Contact your customer wellbeing team to <strong>assign an account manager<\/strong> to this project to provide communication throughout.&nbsp;<\/p>\n<p><strong>Use our email widget to contact the team.<\/strong><\/p>\n<\/div>\n<\/section>\n<section id=\"sources\">\n<h2> Sources:<\/h2>\n<div class=\"text-content\">\n<p><a href=\"http:\/\/www.business.com\/sales\/5-steps-to-closing-the-sale\/\" rel=\"nofollow\">Doug Dvorak - Sign on The Line: 5 Steps to Closing the Sale<\/a><br \/>\n<a href=\"https:\/\/www.youtube.com\/watch?v=cFdCzN7RYbw\" rel=\"nofollow\">Dr. Robert Cialdini &amp; Steve Martin - Science of Persuasion [Video]<\/a><br \/>\n<a href=\"http:\/\/blog.hubspot.com\/sales\/sales-closing-techniques-and-why-they-work#sm.00000wba2qrwgzd42xxtw9yedg31f\" rel=\"nofollow\">HubSpot - 3 Sales Closing Techniques, and Why They Work<\/a><br \/>\n<a href=\"https:\/\/www.youtube.com\/watch?v=ZuhmC9zd2E4\" rel=\"nofollow\">Big Book of Sales - Top Sales Closing Techniques<\/a><br \/>\n<a href=\"http:\/\/smallbusiness.chron.com\/top-10-sales-closing-techniques-learn-seal-deal-70629.html\" rel=\"nofollow\">Thomas Metcalf - Top 10 Sales Closing Techniques: Learn How to Seal the Deal<\/a><br \/>\n<a href=\"https:\/\/www.thebalance.com\/closing-sales-techniques-2918610\" rel=\"nofollow\">The Balance - Closing Sales Techniques<\/a><br \/>\n<a href=\"https:\/\/www.boundless.com\/marketing\/textbooks\/boundless-marketing-textbook\/personal-selling-and-sales-promotion-14\/the-personal-selling-process-91\/closing-the-sale-455-8385\/\" rel=\"nofollow\">Boundless - Closing the Sale<\/a><br \/>\n<a href=\"http:\/\/www.sellingpower.com\/content\/article\/?i=1275&amp;ia=8559\/how-closing-signals-can-help-you-close-more-sales\" rel=\"nofollow\">Gerhard Gschwandtner - How Closing Signals Can Help You Close More Sales<\/a><br \/>\n<a href=\"http:\/\/www.business.com\/sales\/5-steps-to-closing-the-sale\/\" rel=\"nofollow\">Doug Dvorak - 5 Steps to Closing the Sale<\/a><\/p>\n<\/div>\n<\/section>\n<section id=\"related-templates\">\n<h2> Related Templates:<\/h2>\n<div class=\"text-content\">\n<ul>\n<li><a href=\"https:\/\/www.process.st\/templates\/sales-training-process\/\" rel=\"nofollow\">Sales training process checklist<\/a><\/li>\n<li><a href=\"https:\/\/www.process.st\/templates\/weekly-sales-prospecting-checklist\/\" rel=\"nofollow\">Weekly sales prospecting checklist<\/a><\/li>\n<li><a href=\"https:\/\/www.process.st\/templates\/cold-calling-checklist\/\" rel=\"nofollow\">Cold calling checklist<\/a><\/li>\n<li><a href=\"https:\/\/www.process.st\/templates\/bant-sales-qualification-call-process\/\" rel=\"nofollow\">BANT sales qualification call process<\/a><\/li>\n<li><a href=\"https:\/\/www.process.st\/templates\/sales-presentation-template\/\" rel=\"nofollow\">Sales presentation template<\/a><\/li>\n<li><a href=\"https:\/\/www.process.st\/templates\/sales-pitch-planning-checklist\/\" rel=\"nofollow\">Sales pitch planning checklist<\/a><\/li>\n<li><a href=\"https:\/\/www.process.st\/templates\/order-processing-checklist\/\" rel=\"nofollow\">Order processing checklist<\/a><\/li>\n<li><a href=\"https:\/\/www.process.st\/templates\/monthly-sales-report\/\" rel=\"nofollow\">Monthly sales report<\/a><\/li>\n<\/ul>\n<\/div>\n<\/section>\n","protected":false},"excerpt":{"rendered":"<p>Introduction: To generate revenues for your business you need to be closing your sales. Sales prospecting, cold calling, and product demos are all attempts within the sales funnel to bring potential new clients to this point.&nbsp; In this checklist, we'll provide some advice on closing techniques and then guide you through the process of checking [&hellip;]<\/p>\n","protected":false},"author":3,"featured_media":8731,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"ep_exclude_from_search":false,"cover_icon_emoji":"","cover_icon_url":"","tasks_count":"18","template_description":"","template_id":"gKcnNe8ALvEu8zMQLV1Pqw","task_0":"Introduction:","task_slug_0":"introduction","task_1":"Identify the sale","task_slug_1":"identify-the-sale","task_2":"Closing the sale","task_slug_2":"closing-the-sale","task_3":"Record details of the sale","task_slug_3":"record-details-of-the-sale","task_4":"Make sure deliverables have been fully documented","task_slug_4":"make-sure-deliverables-have-been-fully-documented","task_5":"Take note of who will be receiving commission","task_slug_5":"take-note-of-who-will-be-receiving-commission","task_6":"Check payment plan with client","task_slug_6":"check-payment-plan-with-client","task_7":"Determine payment method","task_slug_7":"determine-payment-method","task_8":"Agree method of delivery","task_slug_8":"agree-method-of-delivery","task_9":"Specify insurance or support needs","task_slug_9":"specify-insurance-or-support-needs","task_10":"Review sale with legal department","task_slug_10":"review-sale-with-legal-department","task_11":"Check all contracts have been double signed","task_slug_11":"check-all-contracts-have-been-double-signed","task_12":"Take payment","task_slug_12":"take-payment","task_13":"Record sale as done","task_slug_13":"record-sale-as-done","task_14":"Present deliverables to product team","task_slug_14":"present-deliverables-to-product-team","task_15":"Assign account manager","task_slug_15":"assign-account-manager","task_16":"Sources:","task_slug_16":"sources","task_17":"Related Templates:","task_slug_17":"related-templates","task_18":"","task_slug_18":"","task_19":"","task_slug_19":"","task_20":"","task_slug_20":"","task_21":"","task_slug_21":"","task_22":"","task_slug_22":"","task_23":"","task_slug_23":"","task_24":"","task_slug_24":"","task_25":"","task_slug_25":"","task_26":"","task_slug_26":"","task_27":"","task_slug_27":"","task_28":"","task_slug_28":"","task_29":"","task_slug_29":"","task_30":"","task_slug_30":"","task_31":"","task_slug_31":"","task_32":"","task_slug_32":"","task_33":"","task_slug_33":"","task_34":"","task_slug_34":"","task_35":"","task_slug_35":"","task_36":"","task_slug_36":"","task_37":"","task_slug_37":"","task_38":"","task_slug_38":"","task_39":"","task_slug_39":"","task_40":"","task_slug_40":"","task_41":"","task_slug_41":"","task_42":"","task_slug_42":"","task_43":"","task_slug_43":"","task_44":"","task_slug_44":"","task_45":"","task_slug_45":"","task_46":"","task_slug_46":"","task_47":"","task_slug_47":"","task_48":"","task_slug_48":"","task_49":"","task_slug_49":"","task_50":"","task_slug_50":"","task_51":"","task_slug_51":"","task_52":"","task_slug_52":"","task_53":"","task_slug_53":"","task_54":"","task_slug_54":"","task_55":"","task_slug_55":"","task_56":"","task_slug_56":"","task_57":"","task_slug_57":"","task_58":"","task_slug_58":"","task_59":"","task_slug_59":"","task_60":"","task_slug_60":"","task_61":"","task_slug_61":"","task_62":"","task_slug_62":"","task_63":"","task_slug_63":"","task_64":"","task_slug_64":"","task_65":"","task_slug_65":"","task_66":"","task_slug_66":"","task_67":"","task_slug_67":"","task_68":"","task_slug_68":"","task_69":"","task_slug_69":"","task_70":"","task_slug_70":"","task_71":"","task_slug_71":"","task_72":"","task_slug_72":"","task_73":"","task_slug_73":"","task_74":"","task_slug_74":"","task_75":"","task_slug_75":"","task_76":"","task_slug_76":"","task_77":"","task_slug_77":"","task_78":"","task_slug_78":"","task_79":"","task_slug_79":"","task_80":"","task_slug_80":"","task_81":"","task_slug_81":"","task_82":"","task_slug_82":"","task_83":"","task_slug_83":"","task_84":"","task_slug_84":"","task_85":"","task_slug_85":"","task_86":"","task_slug_86":"","task_87":"","task_slug_87":"","task_88":"","task_slug_88":"","task_89":"","task_slug_89":"","task_90":"","task_slug_90":"","task_91":"","task_slug_91":"","task_92":"","task_slug_92":"","task_93":"","task_slug_93":"","task_94":"","task_slug_94":"","task_95":"","task_slug_95":"","task_96":"","task_slug_96":"","task_97":"","task_slug_97":"","task_98":"","task_slug_98":"","task_99":"","task_slug_99":"","footnotes":""},"categories":[5,7,34],"tags":[],"class_list":["post-8730","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-featured","category-miscellaneous","category-sales"],"acf":[],"aioseo_notices":[],"_links":{"self":[{"href":"https:\/\/www.process.st\/templates\/wp-json\/wp\/v2\/posts\/8730","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.process.st\/templates\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.process.st\/templates\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.process.st\/templates\/wp-json\/wp\/v2\/users\/3"}],"replies":[{"embeddable":true,"href":"https:\/\/www.process.st\/templates\/wp-json\/wp\/v2\/comments?post=8730"}],"version-history":[{"count":0,"href":"https:\/\/www.process.st\/templates\/wp-json\/wp\/v2\/posts\/8730\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.process.st\/templates\/wp-json\/wp\/v2\/media\/8731"}],"wp:attachment":[{"href":"https:\/\/www.process.st\/templates\/wp-json\/wp\/v2\/media?parent=8730"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.process.st\/templates\/wp-json\/wp\/v2\/categories?post=8730"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.process.st\/templates\/wp-json\/wp\/v2\/tags?post=8730"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}