A checklist for the call in which you ask for a decision or the next commitment. It keeps the close honest, specific and easy to say no to.
Choose "Save as PDF" in the print dialog. Nothing is sent anywhere and no account is needed.
When to use it
Use it before a call where you expect to ask for an order, a signature or an agreement to go ahead.
The checklist
Closing call checklist
Checklist
Check readiness
The customer's priorities are written down and still current.
Every open question has an answer or a named owner.
All decision makers are involved or informed.
You know the customer's timeline.
Ask for the decision
Recap the problem and the agreed solution in two sentences.
Ask one clear question: shall we go ahead with [step]?
Then stop talking and wait for the answer.
Agree the details
What, when, price and who does what.
Anything the customer must provide.
The date of the first milestone.
Follow up in writing
Send the confirmation the same day.
Use the customer's wording and the agreed dates.
Set a reminder to check the first milestone.
If the answer is no or not yet
Ask what is missing, without arguing.
Agree when to talk again, or close the topic politely.
Note the reason for your own learning.
DIRI AI · diriai.com · Training material, not legal or financial advice.
Replace the [square brackets] with your own facts and adapt the wording to your own voice.
How to use it
Fill in the readiness group the evening before; if two items are open, a closing call is premature.
Practise the single closing question aloud until it sounds natural.
Review the 'no or not yet' group after each lost deal.
Practise it before you dial
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