Closing Deal

The Closing Deal stage scores how the agent ended the call — did they secure a concrete next step?

Scoring rubric

Level	What it looks like
1 · Bad no ask	The agent never asked for the sale or a next step.
2 · Poor soft close	A vague ending with no commitment.
3 · Satisfactory commitment	A verbal agreement to a next step.
4 · Good purchase push	A confident ask for the sale or a firm commitment.
5 · Excellent closed secured	The sale was closed or a firm date/time was set.

Goals & next steps

Three fields define what "success" means at this stage:

Field	What it is	Example
Main sales goal	The primary outcome you want.	Close the sale or book a concrete next step
Qualification purpose	When closing is appropriate vs qualifying.	Confirm the lead is qualified before pushing
All correct next steps	The acceptable outcomes.	appointment booked, callback scheduled, sale closed

Best practice: list every acceptable next step — a callback scheduled should score well even if the sale didn't close.