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5 Tips for Mastering Remote Closings

Updated: Nov 14, 2023

5 Tips for Mastering Remote Closings │ Martyna Boss

Remote work has become increasingly popular recently, and the COVID-19 pandemic has only accelerated this trend. With people looking for more flexible work arrangements, remote closings have become attractive for businesses and individuals alike. However, mastering remote closings can be challenging, especially if you're new to the process. In this article, we'll share five tips to help you easily navigate the world of remote closings. Whether you're a business consultant, a sales team member, or a remote closer, these tips will help you ensure a smooth transaction every time. So buckle up and get ready to become a remote closing pro!

Prepare Your Tech - Your New Bestie CRM

5 Tips for Mastering Remote Closings │ Martyna Boss

One crucial aspect that is often overlooked in remote closings is preparing your technology. This includes having a reliable Customer Relationship Management (CRM) system in place. A CRM system helps you manage and organize customer data, including contact information, communication history, and transaction details. A robust CRM system ensures you have all the necessary information at your fingertips during the remote closing process.

To prepare your technology for remote closings:

  1. Review your current CRM system and ensure that it is up-to-date.

  2. Make sure all customer information is accurate and current and that you have a process in place to update information as needed.

  3. Consider investing in CRM software that offers collaboration features so remote team members can easily access and update customer information.

I personally use and love Streak CRM:

In addition to a CRM system, you also need to ensure that you have the necessary hardware and software for remote work. This includes a reliable internet connection, a computer or laptop that can handle the demands of video conferencing and document sharing, and any necessary software applications. Be sure to test your technology before remote closings to identify and address any potential issues beforehand.

By preparing your technology, including your CRM system, you can streamline the remote closing process and ensure a smooth transaction every time. With your technology in place, you'll be ready to tackle the next section: Get Your Paperwork in Order.

Get Your Paperwork in Order

5 Tips for Mastering Remote Closings │ Martyna Boss

When it comes to remote closings, having the proper technology in place is just the beginning. In addition to ensuring that your CRM system is up-to-date and running smoothly, it's essential to get your paperwork in order before you even schedule your calls with potential clients. This means pulling together all necessary documents, such as the sales contract and any extras like NDA (non-disclosure agreements), and reviewing them carefully to ensure that everything is accurate and complete.

By taking the time to get your paperwork in order before the remote closing, you can help minimize the risk of any last-minute surprises or delays. It's also a good idea to communicate with your clients ahead of time to let them know what documents they'll need to sign and what to expect during the remote closing process.

I swear for Honey Book and use it every time someone says Yes, I'm In! on the sales call. Honey Book even offer agreement templates, automated onboarding and scheduling to easily work with your clients and have the best experience.

With your technology and virtual paperwork in place, you'll be well-equipped to move on to the next step: setting clear expectations with your clients. By letting them know what to expect and how the process will work, you can help ensure a smooth and successful closing – no matter where you and your clients happen to be located.

Set Clear Expectations with Clients

5 Tips for Mastering Remote Closings │ Martyna Boss

Setting clear expectations with clients is a crucial step in achieving a successful remote closing. As a professional, you want to ensure that your clients feel confident and informed throughout the entire process. To do so, it's important to explain the various steps involved and what documentation is needed. This transparency can help your clients feel more comfortable with the remote closing process and minimize any stress or confusion. It happens many times that my clients advertise FREE strategy call as sales calls, so people who expected free strategy were surprised that this call is about a specific program or mastermind. This is the worst thing you can do - never offer calls to people who are not interested in your services or are not a perfect fit. Aiming for having ten qualified leads rather than 100 random people on calls is better. Always.

One way to set expectations is through a clear and concise communication plan. You'll want to inform your clients about important deadlines, such as when they'll need to submit paperwork and how to access the remote closing technology. By laying out the process from start to finish, you can help your clients better understand what they can expect and what you'll handle on their behalf. Giving too much space or time after closing can cost us clients - who move on with our competitors.

With your clients informed and feeling at ease, you'll be better equipped to practice your process. By simulating a remote closing with colleagues or friends, you can identify areas where improvements can be made and ensure that the process is executed seamlessly.

Practice Your Process

5 Tips for Mastering Remote Closings │ Martyna Boss

Once you have set expectations with your clients, it's time to practice your process. The best way to ensure a successful remote closing is by simulating the process with beta testers. By doing this, you can identify areas where you can still improve or automate the process and also execute all steps seamlessly. I love beta testers and using this simple strategy every time I'm launching a new program or mastermind. Usually, I also offer a beta price (most often 30% - 50% off!) for my program in exchange for feedback on what I can do better and improve before selling it at full price. Also, beta testers usually get a more hands-on approach because they will be your first testimonials for this specific program.

I'll be launching soon the CEO Club, so right now will be looking for beta testers for that program, if you would like to know more about it and want to make consistent $25K+ monthly, simply book a call with my team to check requirements:

It's essential to ensure everyone involved in the remote closing is on the same page. Practicing your process will help you identify any areas that may cause confusion or delay. It also allows you to refine your communication plan and ensure that all client questions are addressed before the closing.

I use and LOVE Get Flow to manage all my projects and teams:

Become the Queen (or King) of Follow-ups

5 Tips for Mastering Remote Closings │ Martyna Boss

Now that you have practiced your process, it's time to become the Queen (or King) of follow-ups. Effective follow-up communication is critical to ensure that the remote closing process moves smoothly. You'll want to make sure that clients are submitting paperwork on time and that all parties involved are aware of any updates or changes.

One way to ensure follow-up communication is by scheduling regular check-ins with your clients. This allows you to address any questions or concerns and ensure that everyone is on track. By becoming the queen (or king) of follow-ups, you can ensure that the remote closing process moves seamlessly toward a successful close.

Scheduling regular check-ins with your clients is one way to ensure that everyone is on track. Whether it's a quick call or email, addressing any questions or concerns promptly helps prevent any potential roadblocks. By staying in touch with your clients throughout the remote closing process, you can avoid any surprises at the end. Also, looking at statistics, 60% up to 90% of successfully closed deals are done after 3 - 5 follow-ups, not at the first call.

It's also important to keep track of all communication and follow-ups in a centralized location. I love Streak, and that helps me organize my and my team work. So don't be afraid to reach out to your clients and keep the lines of communication open. Your attention to detail and proactive approach will be appreciated, and your clients will feel confident in their decision to work with you.

In conclusion, remote closings are rapidly becoming the norm in today's business world, making it essential to hone your skills in this area. By preparing your tech, getting your paperwork in order, setting clear expectations, practicing your process, and becoming the master of follow-ups, you can take advantage of this convenient option and close deals with ease. Remember, remote closings require a different approach than in-person ones, but with these tips, you'll be ready to navigate this new landscape like a pro. So what are you waiting for? Go out there, close those deals, and revolutionize your business! As John Maxwell once said, "You don't have to be great to start, but you have to start to be great." Just curious what are your beliefs about remote closing and what is the hardest part of the closing process?

Sell more,

Martyna Boss

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Lea Mae Salvador
Lea Mae Salvador
Dec 01, 2023

I appreciate the specific CRM recommendations! Streak CRM has been a game-changer for me.


Sales always scared me, looking forward to learn more from you.

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