Closing Commander February 2019 Convention & Expo Recap

February was a super exciting month for Closing Commander! We traveled all over the country meeting and talking with people about their business and how Closing Commander can complete their sales process while contributing to increased sales. We were able to meet several of our users and hear about how Closing Commander has impacted their business. Check out this video from co-founder Carter Harkins recapping our month:

Closing Commander 2019 Convention Wrap Up from Carter Harkins on Vimeo.

The Award-Winning Solution To Follow-Up Woes

The Award-Winning Solution To Follow-Up Woes

There’s a famous rule in marketing known as the Rule of 7 Touches, which states that before a buyer or customer will take action, they need to hear from you at least 7 times. That’s a lot, and if you’re like most business owners, you don’t have the desire or the time to do that after each and every estimate.

You may not have the time to follow up even once or twice, so when you don’t hear back from a customer, that job just stays in limbo in a stack on your desk. Time goes by, you occasionally blow the dust off the stack, but you’ve gotten used to not using that corner of your desk.

In a perfect world, you’d get rid of the stack altogether, but have you ever thought about what that stack really is, aside from a desk hogger?

We’ve worked with business owners who have taken the time to figure out just how much money was lurking in their purgatorial stack of open estimates, and for some of them, that number was a six-digit figure.

Just how much money is sitting on your desk in a stack of open estimates? What if you could take that money and put it into your business without working late, playing phone tag, or reaching out manually to every customer 7 times?

Ahem, there is a way: Closing Commander™. How does this app/business software make your life easier and help you effortlessly close more open estimates? It’s simple, and while it may feel like magic, it’s not.

All you have to do is add a customer to Closing Commander™ while you’re waiting to hear back about a bid, quote, estimate, or proposal. That’s literally all you have to do. The app/software will then follow up for you, automating the entire process in a way that looks natural and personalized to the customer and is easy and convenient for you.

Why will you love Closing Commander™?

  • The messaging and timing of each follow-up email can be customized, but you don’t have to do anything before sending. The provided default cadence and content is tested to be effective right out of the box.
  • Each follow-up email comes from your email address, so it won’t look like a spammy bulk email sent out by some bot.
  • Within the app/system, you’ll be able to see when emails are opened and if any links are clicked, and any responses from clients will go directly to your regular inbox.
  • Once a customer replies with a “Yes,” you just mark them as “won” in Closing Commander and that will end the automated follow-up process.

There’s A New Reason To Love Closing Commander™

And now, our newest reason to love Closing Commander™: It’s fully compatible with more email providers than ever before.

Whether you use Gmail, GSuite, Outlook, Zoho Mail, Microsoft Exchange, Webmail, Yahoo!, iCloud, Rackspace Email, AOL, or SMTP/IMAP for your business email, Closing Commander™ can be seamlessly integrated. That’s good news that we just couldn’t wait to share!

If email integration kept you from benefiting from Closing Commander™ in the past, reach out to us. We’ll have you set up in less time than it takes the barista to make your Americano, so you can start closing those open estimates while you sip your morning brew.

A Company Sales System isn’t Complete without Follow-Up

A Company Sales System isn’t Complete without Follow-Up

Go through any good sales training for field service employees, and it will outline a general sales process that looks something like this:

  • Arrive and Assess
  • Diagnose
  • Present Options
  • Close
  • Fulfill

Some systems have useful acronyms to help you remember where you are in the process, but in all the ones I’ve seen and evaluated, the process is functionally the same, no matter what each point in the list gets called.

No doubt, this is helpful. Field service techs have their hands full, not to mention their heads. Including selling in the technician’s job description is undoubtedly a good idea in most businesses, but it also adds a layer of complexity and task-shifting that has to be trained well, if it has any chance of success.

The problem is, none of the sales system training I’ve seen for technicians goes far enough. They all deal with the service call exclusively. But how many customers aren’t prepared to accept the options presented, or make a purchase decision on the spot? The answer is: sometimes a lot, sometimes a few, but always more than none.

It’s just a fact of sales that there will always be customers who, for one reason or another, will want to take additional time to make a decision.

But does that mean these dawdlers aren’t worthwhile to pursue? Of course not! In fact, every salesperson worth his hire will tell you that it is often the bigger, more profitable jobs that need a little extra time and coaxing.

Why sales follow-up doesn’t happen

The issue in most service businesses is that when the customer needs more time to consider, who should be responsible for following up and closing the sale? Many commission-paid service techs are happy to sell while in front of a customer but don’t feel like they have the time or system support to spend their time daily tracking and following up with a list of people. There are just too many new service calls each day for that. And so the task of following up is often shuttled off to office staff, who already have more than enough to keep them busy. And so sales follow-up simply falls through the cracks. It isn’t because we don’t understand the importance, we just don’t have the support and systems to reinforce the habit.

Making sure follow-up gets done

Whether field technicians or office staff ultimately bare the responsibility of following up on open proposals and estimates, one thing is clear: the business needs to support the activity as part of a well-defined sales process.

  • The responsibility for follow-up must be clearly communicated.
  • The time to do it must be sanctioned and allowed for.
  • The results of the effort must be tracked so everyone understands how well it is working.
  • Responsible employees must be trained in and follow the process.
  • Responsible employees must be equipped with the tools for making sure it happens uniformly every time, for every customer.
  • The system for following up should make it easier to do the right thing every time than to skip it or do it inconsistently.


Big returns for companies that systemize sales follow-up.

Just like every other area of your business, finding a way to standardize a process or procedure eliminates confusion, reduces waste, saves time, creates consistency, increases profits, and improves job satisfaction. We believe this can be done with sales follow-up activities, automating it so effectively that it goes from being the part of the sales system that always fell by the wayside to become a central strategy for driving higher revenues every year. After all, can you really even call it a complete sales system if it doesn’t include a process to make sure you’re closing big opportunities after the technician has left the site?