CRM, lead flow and sales techniques · Inbound selling: advise
Ask for the fee, the signer and the payment steps before the buyer leaves the room.
Budget and purchase process confirmation is the last ten minutes of a presentation, used to check the buyer believes the return, will commit to the fee and has named who signs. It records the payment route and the next dated step. The page ends with a checklist that goes into your CRM.
Scope, fee, reporting and term are agreed in writing after we have read your brief and spoken to you.
In one paragraph
Budget and purchase process confirmation is the last ten minutes of a presentation, used to check the buyer believes the return, will commit to the fee and has named who signs. It records the payment route and the next dated step. The page ends with a checklist that goes into your CRM.
A chartered accountant's office in Jayanagar sits through a good presentation on your document-management service and says 'we will let you know'. Two weeks later you learn the senior partner signs every purchase over ₹50,000 and had never seen your deck. Nobody asked who signs.
The confirmation step is a short run of direct questions at the end of the meeting. Does the buyer believe the return we showed? Will they commit to the fee? Who else reviews it, internally or outside? Whose signature, or whose system, produces the purchase order? What does their finance team need from you, and when is the next meeting?
The rep asks them, and the sales head checks the answers are in the CRM before the deal is marked as proposal sent. It replaces the polite goodbye and the guessing that follows. A deal with no named signer is a lead with a quotation attached.
It follows the advisor deck and the backward timeline, and it feeds the quotation and the follow-up. Negotiation and terms are covered in the sales process section.
Where this sits
Topic 6 of 13 in crm, lead flow and sales techniques: inbound selling: advise. Recommending a solution.
- The topic before
- Inbound selling: explore
- The topic after
- Lead management
If you want this done for you
Get a stuck deal over the line without discounting your way there.
The work
What this is actually like.
“Asking for the fee feels rude and works”
Reps skip 'does this price work for you?' because they fear a no. A no in the room is cheaper than a silence over three weeks. If the fee is a problem, you learn it while the buyer is still looking at the value sheet, and can change the scope.
“The signer is rarely the person in the room”
The person you present to can be the one who recommends, not the one who signs. Ask by name and designation, and ask whether the signer has seen the material. If not, offer a short walk-through for that person, not a forwarded PDF.
“Collect the paperwork now”
Ask for the GSTIN, the legal name for the invoice, the billing address and any vendor registration form while the buyer is engaged. Large buyers have vendor onboarding that takes weeks, and asking at the end of the deal makes the delay look like your fault.
“Payment terms are a negotiation”
Advance, milestones and credit days differ between buyers, and a government or large company may pay 45 or 60 days after invoice. Ask about it before you quote, not after, and build the working-capital cost into your own scope.
What we do
What you end up with.
The documents this topic produces, what each one is for, and how you know it is finished.
The six-question checklist
A card in the CRM with six tick boxes: return believed, fee committed, signer named, other reviewers named, payment route known, next step dated. A free-text line sits beside each answer.
Result: Finished when no deal can move to the proposal stage with an unticked box.
The decision-chain note
Names, designations and roles of everyone between the buyer and the signature, with the date each is next available. The rep updates it after each contact.
Result: Finished when the sales head can say who signs and when they next meet without opening the deck.
The onboarding pack list
A short list of what the buyer needs from you to raise a purchase order: legal name, GSTIN, bank details, company profile, any registration form. Prepared and kept ready.
Result: Finished when you can send the whole pack the same day the buyer asks.
The next-step email
Sent the same day, repeating the fee, the signer, the payment route and the date of the next step, with a line asking the buyer to correct anything wrong.
Result: Finished when the buyer replies confirming or correcting each line.
Why us
Why owners pick GullySales over an agency.
Marketing and sales, as one job
Most agencies stop at the enquiry. We also fix what happens after it: the reply, the follow-up, the quote and the CRM.
The person on the first call does the work
No account managers in between. You are never handed to someone you have not met.
A baseline before anything starts
Your numbers are written down on day one, so every later report compares against something honest.
The fee in writing, split three ways
Our time, your media spend and production on separate lines. You always see what goes to us.
No guarantees we cannot keep
The term is agreed in writing and never a default twelve months. We never promise a ranking or a lead count, because nobody controls those.
One office, and we say so
Nagarbhavi, Bengaluru. We work across India by call and WhatsApp and travel when a session needs to be in person.
#257, 3rd floor, Sri Nanjundeshwara Complex, Nagarbhavi 8th Block, Outer Ring Road. How we work.
Your brief
Tell us what you need, and we will read it before we call.
Eight short steps about your business, what you want and who decides. Most questions are a tap, and you can skip any you would rather answer on the call.
FAQ
Questions owners ask before they call.
Not here? More answers, or ask on WhatsApp.
What if the buyer says the fee is too high?
Is it pushy to ask who signs?
Do we ask for an advance at this stage?
What if the meeting ends early and we run out of time?
How long is the contract?
How soon will we see results?
Who will actually do the work?
What do you need from us?
What if we are not happy with the work?
Where to go next
The work that carries this topic further.
The rest of inbound selling: advise
Or read all of crm, lead flow and sales techniques.
Your next practical step
Tell us what you are trying to grow, and we will read it before we call.
Eight short steps, mostly taps. Skip anything you would rather answer on the call.