Today, Kalia and I are kicking off our trekking adventure in Chiang Mai. Bamboo rafting, swimming with elephants, spending the night in a tent in a remote village—it’s all happening.

We’ve double-checked the essentials: sturdy shoes, bug spray, and of course, that all-important accident insurance. 🙂

Before heading out, I’ve been thinking about how critical it is to have a checklist—not just for trekking but for something equally adventurous: knowing when to ask for the sale during a consultation.

Because let’s face it: if you ask too early, it feels pushy. Too late, and the moment’s gone. But if you check off a few key indicators, you’ll know exactly when the time is right.

Have You Identified Their Emotional Need?

Before asking for the sale, make sure you’ve connected with your prospect on an emotional level. They might want a solution, but why do they want it? What problem is keeping them up at night?

Have You Presented a Clear Solution?

Once you’ve uncovered their emotional need, have you clearly shown how your service solves their problem? No jargon or fluff—just a simple, compelling explanation.

Have You Addressed Their Questions?

Have you answered their questions or concerns thoroughly? People want to feel understood, not rushed.

Have They Shown Positive Signals?

Look for verbal or nonverbal cues that indicate they’re ready: nodding, leaning forward, or saying things like “That makes sense” or “I could see this working for me.”

Have You Created a Clear Next Step?

Whether scheduling another call, signing an agreement, or setting up the first session, ensure you’re guiding them toward a clear, actionable next step.

When all these boxes are ticked, it’s time to confidently ask for the sale. No awkwardness, no pressure—just the natural next step in your conversation.

Knowing when to ask for the sale is all about preparation, much like today’s trek. With the right checklist, you’ll know exactly when to take that crucial step.

Kick butt, make mucho DEEnero!

Dave “Checklist Complete, Ready to Trek” Dee

P.S. To learn more about how to get more meetings with high-quality leads, close more sales, and make more money without working harder, go here: www.davedee.com/vip.