You’re about to close your exploratory call. Based on what you’ve learned from the prospect, they are a great fit for working with your organization and they seem excited about inbound marketing. The CEO of the company asks you to create a proposal for their team because they couldn’t all be on the call. What should you do?

  • Because they seem like a good fit for your organization and for an inbound retainer, agree to create the proposal.
  • Instead of a proposal, offer to set up another exploratory call at a time when the rest of the team can meet.
  • Suggest that you schedule a solution design and planning call instead so that you can understand their goals and put together the right activities to help them reach those goals.
  • Assign homework for the team to complete. If they do the action items, create a proposal.

The correct answer is:

  • Suggest that you schedule a solution design and planning call instead so that you can understand their goals and put together the right activities to help them reach those goals.

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