MakturaAcademy
Course 10 · Lesson 11 of 12

Checks before quoting, and papering a deal

Sales team1 min read

Before a number leaves your mouth in a proposal meeting, and every time one goes in writing:

  1. Band and prices. Open band confirmed with John today; prices only from this chapter; no company page charge until Dom confirms; arithmetic checked against the tables.
  2. Four things before signature. Rate holds while subscribed; the anti-gaming line; the D18 wording; what forfeits the founding rate.
  3. Banned words. "locked", "for life", "no add-ons", "list price", "standard price", "typical price", "save X%", "discount", "six platforms", "buy it on the site".
  4. Seat counts only from live billing, read today, with the time. Illustrations labelled and worked at the open band.
  5. Nothing you cannot give. No date but 31 December; nothing only John, Alex, Karl or Dom can give; VAT as John confirmed; no names of customers, partners or prospects.

Then paper it: confirm the band with John; send the quote; John sets the buyer up and payment is taken at sign-up; hand over with the SPICED record and agreed first success (see the customer success playbook).

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