From cold lead to signed contract. Follow the flow. Reference the framework. Close better clients.
SPIN SellingBANT3-Option Proposal
01 · QUALIFY
02 · DISCOVER
03 · PROPOSE
04 · CLOSE
05 · ONBOARD
Sales process — follow the arrows · happy path across the top · exceptions branch down
◉
NEW LEAD
referral · inbound · outbound
01 · QUALIFY
BANT Screen
→
Budget: can they realistically pay?
→
Authority: are you talking to the DM?
→
Need: is there a real problem here?
→
Timeline: when do they need this?
02 · DISCOVER
Discovery Call
→
Listen 70%, talk 30%
→
SPIN questions — diagnose first
→
Score the fit out of 10
→
One clear next step at the end
03 · PROPOSE
Build Proposal
→
3 options: Starter · Core · Scale
→
Value before price — always
→
Fixed scope, no time-and-materials
→
48-hour response window included
04 · CLOSE
Contract + 50%
→
Send via PandaDoc within 2 hours
→
50% upfront — zero exceptions
→
Project starts on cleared payment
→
Welcome pack goes out same day
05 · ONBOARD
Kick-off Call
→
Confirm scope, contacts, timeline
→
Set communication cadence
→
Deliver kick-off checklist
→
Day 1 milestone locked in
✓
PROJECT ACTIVE
running
✗ ARCHIVE LEAD
·
Tag reason in CRM
·
Add to nurture sequence
·
Revisit in 6 months
✗ POOR FIT
·
Send a useful resource
·
Thank them genuinely
·
Leave the door open
⚠ NO RESPONSE
·
Day 3: gentle follow-up bump
·
Day 7: value-add + re-ask
·
Day 14: final close or mark lost
⚠ OBJECTION
·
Identify the real blocker
·
Reduce scope — not price
·
Re-present revised proposal
LEGEND
Happy path
No / archive
Handle / recover
Methodology reference — use alongside the flow
BANT Qualificationstep 01 · qualify
B — Budget
"What budget range are you working with for this?"
A — Authority
"Who else is involved in making this decision?"
N — Need
"What happens if this isn't solved in 90 days?"
T — Timeline
"When are you looking to get started?"
Score ≥6/8? Move to discovery. Score <6? Archive and nurture — not every lead is the right lead.
SPIN Discovery Structurestep 02 · discover
S — SITUATION
"Walk me through how this currently works for you."
P — PROBLEM
"What's the biggest challenge with that right now?"
I — IMPLICATION
"What does that cost you — in money, time, or clients?"
N — NEED-PAYOFF
"If we solved this, what would that mean for your business?"
3-Option Proposal Formulastep 03 · propose
STARTER
Low-risk entry. Quick win. Gets them in the door with minimal commitment.
CORE ★
This is the one they should buy. Anchor everything here — your best outcome, clearest scope.
SCALE
Premium scope. Makes Core look affordable. Occasionally surprises you.
Closing Rulesstep 04 · close
01
50% upfront — zero exceptions. Filters bad clients instantly. Make it policy from day one.
02
Send contract within 2 hours of verbal yes. Momentum is everything.
03
Push back on price? Reduce scope, not price. "I can do X without Y for SAR Z."
04
Project starts on cleared payment — not on a promise. Welcome pack same day.
Pro tips
Referral-First Pipeline
Your best leads come from existing clients. Build the referral ask into offboarding — at the 30-day post-delivery check-in when satisfaction is at its peak.
The 14-Day Rule
No response in 14 days? Send one final email: "Happy to keep this open if timing changes — just let me know either way." Clean pipeline beats hopeful pipeline.
Custom Pricing = Slow Closes
Every "let me put something together" adds friction and invites negotiation. Three fixed packages close 2× faster. Present, explain value, let them pick.
Never Start Without 50% Upfront
One unpaid project wipes the margin of three good ones. Make it policy from day one — said once, never negotiated again.
Tool stack — SAR 0–80 / month total
Recommended Tools for This Blueprint
CRM
Notion
Pipeline board + all client records in one place
FREE
CONTRACTS
PandaDoc
eSign in under 10 min, templates built in
FREE tier
SCHEDULING
Calendly
Discovery call booking, zero back-and-forth
FREE tier
PROPOSALS
Canva
Branded proposal PDF, reusable template
FREE
ASYNC
Loom
Video updates — replaces 80% of status calls
FREE tier
MB. BUSINESS BLUEPRINTS — THE DEAL FLOW SYSTEM™ — MOHAMMED BADRAN — 2026 — ALL RIGHTS RESERVED