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Lesson 6 of 8 · 15–20 minutes

Choose a close that fits the situation

Match the next question to the buyer’s readiness and evidence needs.

Learn the skill

When the details feel scattered, use a summary close: recap agreed priorities, scope, cost, responsibilities, and unresolved issues. Then ask what you missed.

When the buyer accepts the need but wants proof, consider a scoped pilot with success criteria, cost, duration, and exit terms. A pilot should answer a buying question.

Offer alternative choices only when both are suitable and declining remains an option. A conditional commitment clarifies a requirement; it is not proof of a won deal.

Read, then apply

Start with the closing guide. The teacher profile offers further reading.

The summary close →The alternative-choice close →The pilot close →The conditional-commitment close →The direct decision →Ideas from Brian Tracy →
Fictional practice scenario

One buyer wants a recap before deciding. Another is unsure the workflow fits their team. A third is choosing between two suitable onboarding schedules.

Your assignment

Choose a closing approach for each buyer and write the question you would ask. Explain why a different approach would be premature.

What you’ll produceThree situation-specific closing questions with reasoning.

Review your work

  • Each close fits the buyer’s stated need.
  • Terms and unresolved issues remain visible.
  • The question leaves room for a genuine no.
Optional role-play

Practice with an AI assistant

Copy this prompt into your preferred assistant, or ask a colleague to use the scenario. Check the feedback against the checklist above.

Give me three fictional buyer situations, one at a time: needs a recap, needs evidence, and choosing between suitable schedules. Ask me to choose and phrase a close. Evaluate the fit, clarity, and room for the buyer to disagree. Do not reward pressure or invented urgency.

Put it into words

Your practice notes

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A quick check

Check your understanding

A buyer likes the idea but needs to verify team fit. Which approach is most useful?

This is your own practice record. You can return to any lesson whenever you need it.