Closing and Pipeline
Clear next steps
End every interaction with a specific, dated next step.
See it
Don't
- Vague 'touch base'
- No date, owner or agreed action
Do
Rep: So next is the security review. I'll send the docs today; can we book 30 minutes with your IT lead on Thursday at 3?
Why it matters
Every call should end with a specific next step, an owner and a date on the calendar.
How to apply it
- Book the next meeting live
- Name the owner of each action
- Send a short recap
Common mistakes
- 'Let's touch base'
- Leaving calls without a date
Quick answers
What is Clear next steps?
End every interaction with a specific, dated next step. Every call should end with a specific next step, an owner and a date on the calendar.
How do I apply Clear next steps in sales?
Book the next meeting live. Name the owner of each action. Send a short recap.
What are common mistakes with Clear next steps?
'Let's touch base'. Leaving calls without a date.