Chapters10 · From first meeting to signed deal

Part D · Sell it

Chapter 4 of 4 in this part

From first meeting to signed deal

GoalYou run a discovery meeting, size the opportunity, and propose a package within 30 days.

Three meetings are usually enough: discover, show, propose. Your job in the first one is to listen and to leave with the client’s own numbers.

Discovery: the calls

  1. How many calls a day, and how many go unanswered or to voicemail?
  2. What are the top three reasons people call?
  3. What is one missed call worth: a booking, a patient, a repair?

Discovery: the business

  1. Who answers after hours and at lunchtime?
  2. Which calendar, CRM or practice software do you use?
  3. Who decides, and what would success look like in 30 days?

Size it with the client’s own numbers

Between the first and second meeting

  • Build a demo agent from the prospect’s website (see “Build your first demo”).
  • In the second meeting, call it in front of them, on speaker.
  • Leave with one agreed measure for the first 30 days.

Packages and pricing

Starter, Connected and Advanced packages, at fixed monthly prices. Manivox bills you per minute of conversation, all-in (speech recognition, language model, voice, knowledge base and recording), with no per-seat fees. Phone numbers, outbound calls and transfers are billed separately. The package prices go here once they are decided.