BUSINESS PATHWAY – PILLAR 3: SALES
AGENT CONSULT SCRIPT
“Fix Your Sales Process, Fix Your Cash Flow”
INTRO
Let’s talk about one part of the business most owners avoid—but absolutely cannot ignore: sales.
Sales isn’t about pressure or persuasion. It’s about building trust, guiding the conversation, and helping people confidently say yes to the right solution.
Most business owners don’t have a sales problem—they have a sales system problem. No consistent process. No follow-up rhythm. No clear way to lead the call and close the deal.
Let me show you four shifts that will help you close more deals, feel more confident in conversations, and finally build a system your team can duplicate.
VALUE POINT 1: “If You Don’t Have a Sales System, You’re Leaving Money on the Table”
Stat:
79% of sales reps say their top challenge is not having a clear process to follow. (Salesforce)
How to explain it:
Most business owners are winging it. One day they close, the next day they don’t. That’s not about talent—it’s about not having a repeatable system. If you want consistent results, you need a simple sales structure.
FRAMEWORK: 5-STEP SALES CONVERSATION
- Problem: Ask: “What’s been most frustrating when it comes to [result]?”
- Pain: Ask: “What’s that costing you—in time, money, or energy?”
- Solution: Say: “Here’s what I’d recommend based on what you just shared…”
- Offer: Say: “This includes X, Y, and Z so you can [insert desired result].”
- Ask: Say: “Do you need any other information before we get you signed up?”
BLOCK TIME FOR SALES – WHAT TO DO
If sales matter, you have to schedule it. Sales is not something you fit in—it’s something you protect.
- Follow up with leads
- Practice your script and pitch
- Review and improve your last 3 calls
- Record yourself handling objections
- Reach out to 3 past prospects with a simple CTA
CLOSING SCRIPT EXAMPLES
Primary Close (Use this): “Do you need any other information before we get you signed up?”
Other options:
- “Do you need anything else before we lock in your spot?”
- “Would you like me to go ahead and get this started for you?”
- “Is there anything you want to go over before we get you registered?”
Trial closes:
- “Does this sound like what you’ve been looking for?”
- “Would this solve the issue you’ve been stuck on?”
DO’S AND DON’TS
Don’t say: “Let me know.” “What do you think?” “Whenever you’re ready.”
Do:
- Ask with confidence
- Mirror their pain back in the offer
- Pause after asking—don’t fill the silence
Agent asks: “If you had this structure and blocked one hour a day to use it—how many more deals would you close each week?” (Pause. Anchor their response.)
VALUE POINT 2: “You’re Not Asking for the Sale—You’re Waiting and Hoping”
Stat:
63% of small business owners never directly ask for the sale. (HubSpot)
How to explain it:
If you’re explaining everything well but never actually close—it’s not a sales convo. It’s a friendly chat. And chats don’t convert.
WHAT TO DO RIGHT NOW
Level 1 – Not closing confidently:- Use this line: “Do you need any other information before we get you signed up?”
- Practice your close out loud until it sounds natural
- Use trial closes to keep the conversation moving
- Use urgency (limited spots, deadlines, fast-start bonuses)
- Track how many offers you’re making weekly
- End every call with a direct action step
Agent asks: “How many deals are you losing—not because of the offer—but because the close never actually happened?”
VALUE POINT 3: “Follow-Up Isn’t Optional—It’s Where the Money Lives”
Stat:
80% of sales happen between the 5th and 12th follow-up—but 44% of business owners give up after one try. (National Sales Executive Association)
How to explain it:
If you’re not following up with structure and confidence, you’re not just missing sales—you’re making someone else’s offer look better.
WHAT TO DO RIGHT NOW
Level 1 – No system:- 3-touch follow-up: text → voice note → value message
- Schedule reminders—you won’t remember on your own
- Use this: “If I don’t hear back, is it okay if I check in early next week?”
- Send value in every follow-up: a story, a testimonial, a benefit
- Use voice or video messages to stand out
- Send a final check-in: “Just leaving the door open in case timing shifts later.”
Agent asks: “How much revenue is sitting in old leads just waiting for a simple follow-up message?”
VALUE POINT 4: “Leadership in Sales: If You Don’t Train It, You Can’t Expect It”
How to explain it:
Once your system is working, the next step isn’t to do more—it’s to teach it. Your job is to install a structure your team can use without you watching every move.
WHAT TO DO RIGHT NOW
- Build a 1-Page Sales SOP: Use the 5-step structure and make it visual and simple.
- Train Weekly: 20 minutes every week to role-play, handle objections, and rehearse the close.
- Score Your Team:
- Offers made
- Closes
- Follow-ups
- Team improvement
- Coach the System, Not the Person: When someone misses—ask “Where did the structure break?” Not “Why didn’t you close?”
Agent asks: “If you had just one team member trained to sell like you—what would that free up for you right now?”
LOCK-IN COMMITMENT
“You’ve now seen what it looks like to not just sell better—but to build a process your team can repeat. Out of everything we covered—what’s the one move you’re ready to implement this week?” (Pause. Let them answer.)
“Perfect. That’s the move we’ll help you lock in inside CP4.”
CP4 TRANSITION (FINAL)
This is exactly what we focus on inside CP4.
You get four private, focused sessions with a strategist who helps business owners:
- Clarify and clean up their sales structure
- Improve how they close
- Create real follow-up systems
- And train their team to duplicate it
You’ll walk away with a structure, a script, and a sales rhythm you can lead or hand off—and results you can measure.
Most of our clients see better results after the first session, because we get right to execution.
Let me show you how your four sessions would be mapped around your current sales process and team goals.
Do you need any other information before we get you signed up for that today?