Close More Deals, Faster!

Suggested Follow-Up: "Hi [Name], just checking in — we’re getting close to the end of quarter window. Let me know if I should go ahead and generate the invoice today so you don’t lose the discount. If Dr. [LastName] has any questions, I’m happy to hop on a quick call or send a side-by-side comparison with your current system. We’ll make the switch seamless for you." 📎 Attach: Comparison Chart PDF

Caelo's Insight: You’ve got verbal commitment from the economic buyer (Office Manager) but need to overcome final sign-off friction from the technical buyer (the dentist), which is where most reps stall. The key play here is to lean into ease and proof, not pressure. The doctor isn’t looking for a better CRM—they want less hassle. Frame your solution as a set-it-and-forget-it win for the clinic: it saves time, reduces no-shows, and causes no disruption. This is a moment to close with confidence, not features. Your tone should project: “We’ve done this before, it’s easy, you’ll thank yourself.”