How to Close a Sale [Top 7 Strategies that Actually Work]
Updated on
By Carlos Correa
Carlos Correa
Carlos has been involved in the sales space for well over ten years. He began in the insurance space as an individual sales agent, managing teams as s...
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Carlos Correa
Carlos has been involved in the sales space for well over ten years. He began in the insurance space as an individual sales agent, managing teams as s...
Table of Contents
Table of Contents
In a perfect world, closing deals would be five simple steps:
- Show up prepared with a winning smile
- Answer the prospect's questions
- Pitch the product
- The product is objectively so good it speaks for itself
- Deal closed, confetti is thrown – new customer!
Record scratch.
But we aren't in a perfect world. We're in the real world.
And out here, the prospect can be unimpressed by your product. They can have another solution. They never got to hear the one golden reason why your product would solve all their problems – because you never discovered the issue in the first place.
How to close a sale time after time can be tricky. That's where we come in.
So would it be alright if we went over closing strategies in sales, common challenges, industry-specific tips, and some success stories from pro salespeople?
It should only take a few minutes.
Do we have a deal?
The Importance of Closing a Sale
Closing a sale is the most crucial part of the sales process. This is what determines if your efforts amount to nothing – or if you get closer to the quota outlined in your sales plan.
It's the make-or-break part of the sales process. It's the difference between a prospect and a customer.
And a new customer isn't only one deal won. It can lead to more deals due to customer loyalty, and a loyal customer spends 67% more than a new client.
So if the closing is the most crucial part of sales – why does it have to be so damn hard?
Glancing at these frustrating close rate percentages by industry, you can see why closing sales strategies are so important:
Industry |
Close Rate |
Business and industrial |
|
Computer software |
22% |
Computers and electronics |
23% |
Finance |
19% |
Biotechnology |
15% |
Are we digging into the importance of studying, practicing, and nailing down closing techniques?
If only there were a how-to guide on how to close a sale – addressing the challenges you face, the industry you're in, and full of proven sales closing strategies.
Just kidding.
Let's start by addressing those challenges, eh?
Challenges with Closing Sales
When the average overall win rate is 47% – 25% being no decision and 28% being lost to a competitor – you know there are some nasty challenges with closing a sale.
Let's unpack the real-world hurdles that trip up even the best reps when it comes to closing sales strategies, and how to tackle them like a pro.
1. Objection Handling (Price, Timing, Trust)
You've built rapport, your demo was tight, and the prospect seems intrigued. Then, boom! Objections.
Most sales objections fall into one of three buckets: price, timing, or trust. If you're not prepared, these can kill your momentum and make your sales closing strategies feel more like sales losing strategies.
So, here are common objections & smart reframes:
Objection Type |
Example |
Reframe Strategy |
Price |
"It's too expensive." |
"Compared to what you're losing by not solving this problem, how does that price feel?" |
Timing |
"Let's revisit this next quarter." |
"If we start now, you'll be in a better position by next quarter. Want to break it into phases?" |
Trust |
"I need to check with my team." |
"Absolutely, want me to join the call to answer any concerns directly?" |
Based on research, 36% of salespeople say closing is the most challenging part of the sales process, often because they freeze when objections arise instead of reframing them proactively. That's where solid closing strategies in sales come in, preparation beats persuasion.
2. Leads Ghosting After Showing Interest
Ghosting isn't just for bad Tinder dates, it's a real sales killer too.
One minute, your prospect is hot, asking all the right questions. The next, your follow-up emails vanish into the void. This is where many wonder how to close a sale that feels like it's slipping away silently.
Why ghosting happens:
- They lost internal buy-in.
- They never planned to buy, just wanted to "research."
- Your follow-up cadence dropped off.
How to counter the silence:
- Send a "gentle break-up" email: "Hey [Name], sounds like this isn't a priority right now. Should I close your file?" This often re-engages the ghost.
- Use multi-channel follow-up: If email fails, try LinkedIn, phone, or even a well-timed text (if appropriate).
- Bring urgency with context, not pressure: "Wanted to flag that our [feature/offer] update goes live next week—it could be a game-changer for your use case."
The key here is closing strategies for sales that combine persistence with emotional intelligence.
3. Not Knowing When to Ask for the Sale
There's an art (and a science) to timing. Go in too early, and you come off as pushy. Wait too long, and you risk losing the deal to inertia, or a competitor.
This is where how to close a sale in network marketing and other B2B spaces really hinge on reading the signals.
Here are buying signals you should never miss:
- "How quickly can we get started?"
- "Can you send a contract?"
- "How does this integrate with our current system?"
Your move:
When you hear any of the above, ask for the sale. Directly. Don't let the moment pass you by.
Try: "Sounds like this solves what you've been struggling with, shall we go ahead and set up your onboarding?"
4. Over-Reliance on Scripts or Pressure Tactics
Sales scripts can be helpful, but they're not a crutch. And pressure tactics? They're the quickest way to kill trust.
In fact, a McKinsey study noted that 71% of buyers expect personalized interactions, and cookie-cutter scripts don't cut it anymore.
When scripts fail:
- You sound robotic instead of relatable.
- You miss emotional cues.
- The prospect feels "sold to" instead of "understood."
Here's a better approach:
- Use scripts as a framework, not a script.
- Personalize the flow: "You mentioned struggling with [X] last week—how's that going now?"
- Practice consultative closing strategies in sales: Where you help the prospect arrive at the solution (hint: your offer) through insight, not insistence.
5. Poor CRM Follow-up or Task Tracking
You can't close what you forget to follow up on. Sadly, many lost deals aren't about poor products or pricing, they're due to dropped balls.
Stats to chew on:
- According to Invesp, 80% of sales require 5 follow-up calls, but 44% of sales reps give up after one.
- A study found that using a CRM to automate tasks improved close rates by 29%.
How to tighten up:
- Use your CRM religiously: set follow-up tasks and reminders.
- Create pipelines by deal stage to avoid stagnation.
- Automate wherever possible, but always personalize the message.
How to Close a Sale: Industry-Specific Techniques
Let's be real, how to close a sale in insurance isn't quite the same as closing one in B2B SaaS or legal services. Each industry has its own quirks, objections, and buyer psychology.
Trying to use one-size-fits-all sales closing strategies across the board? That's like bringing a butter knife to a steakhouse, it just won't cut it.
So let's break down what closing strategies in sales look like across different sectors. Whether you're selling policies, pitches, or products, these tips will help you seal deals with precision.
Insurance
In the insurance industry, you're not really selling a product, you're selling a "just in case." And that makes trust, timing, and empathy non-negotiables.
Winning Closing Strategies for Insurance Sales:
- Use storytelling: Paint a picture of what life could look like with and without coverage.
"Imagine needing to cover those expenses out-of-pocket, what would that mean for your family?" - Create urgency without fear-mongering: "Your current rate is based on today's health assessment. Locking it in now protects you from future changes."
- Offer simple next steps: Insurance can feel overwhelming. Break it down into "Here's what we'll do next" to ease commitment anxiety.
And you can easily build meaningful relationships when you have ready access to all your customer's information in your insurance CRM.
Legal Services
Legal clients aren't just looking for representation, they're looking for reassurance. Your closing strategies in sales here should sound more like a trusted advisor than a courtroom bulldog.
How to Close a Sale in Legal Services:
- Lead with authority, close with clarity: "Given what you've shared, here's what I recommend—and what we'll handle for you."
- Don't talk law, talk outcomes: Clients don't care about statutes—they care about peace of mind.
"Our goal is to resolve this efficiently so you can move forward without uncertainty." - Use fixed-fee or phased pricing (when possible): Transparency reduces hesitation. Show them you're not trying to nickel-and-dime their trust.
Financial Services
Whether it's wealth management or retirement planning, how to close a sale in financial services means helping people visualize their ideal future, then showing how you'll get them there.
Effective Closing Techniques in Finance:
- Ask goal-based questions before pitching solutions: "What does financial freedom look like for you?" The answer becomes your close.
- Use financial calculators and visual tools: Let them see the impact of your advice. This turns numbers into narratives.
- Reinforce long-term value, not just rates or returns: "This isn't just about this quarter—it's about your lifestyle 10 years from now."
See how you can build that relationship a little faster in our blog post on the reasons to implement a CRM for financial advisors.
B2B
Selling B2B? Buckle up. You're not just convincing one person, you're often wrangling an entire buying committee. C-suite. Finance. Procurement. Everyone wants their say.
So how to close a sale in this context? Align interests, prove ROI, and make saying "yes" feel like the safest move.
Proven B2B Closing Strategies:
- Tailor your pitch to each stakeholder: The CFO wants savings. The CTO wants security. The end-user wants ease. Customize accordingly.
- Use mutual action plans: Lay out shared timelines and expectations. "Here's what we do, what you do, and when it all happens. Sounds good?"
- Highlight competitor momentum—carefully: "Other companies in your space are doing X with us. Happy to share anonymized insights if that's helpful.
7 Closing Strategies in Sales
Here's what we've all been waiting for: proven sales closing strategies so you can win that deal and get another tally on your quota.
Below is your go-to cheat sheet for sales closing strategies that actually work, no smoke, mirrors, or cringey pressure tactics required.
Closing Strategy |
Key Phrase/Approach |
Best For |
Assumptive Close |
"Let's get the paperwork started." |
Confident buyers ready to commit |
Summary Close |
Recap key benefits before asking to proceed |
Buyers who need reassurance |
Scarcity Close |
"Only 3 spots left this month." |
Buyers stuck in analysis paralysis |
Soft Close |
Ask for a small, low-stakes next step |
Cautious or early-stage leads |
Now-or-Never Close |
"Sign today and we'll waive setup fees." |
On-the-fence decision-makers |
Question Close |
"What's holding you back from getting started?" |
Uncovering objections proactively |
Visual Close |
Show ROI dashboards or impact reports |
Data-driven or skeptical buyers |
Let's break these down, because context is everything when it comes to closing sales strategies that don't fall flat.
1. The Assumptive Close
This classic works best when the prospect is giving off green-light signals. It skips over the yes/no tension and moves right into logistics.
Why it works: It frames the close as the natural next step, not a scary leap.
Use it when:
- The prospect has agreed with your value points
- There are no remaining objections
- You've built strong rapport
Here's a good example: "Okay, so I'll send over the onboarding docs and we'll book your kickoff call for next week."
Just don't use it if your prospect seems unsure, it can come off as arrogant rather than assertive.
2. The Summary Close
This is great when someone's interested but hesitating. People sometimes forget all the value you've stacked up, so remind them, then close.
Example: "So with our platform, you'll streamline your client intake, reduce admin time by 40%, and access 24/7 support. Ready to move forward?"
This technique nails the psychology of how to close a sale by reinforcing perceived value just before the ask.
3. The Scarcity Close
Scarcity adds urgency, but only if it's authentic. Use this to push hesitant buyers who are stuck in the land of "maybe next week."
Tactics that work:
- Limited seats in a program
- Deadline-based pricing
- Low inventory or booking availability
Be warned: Overusing this one can backfire. It's a strong closing sales strategy, but it should feel real, not gimmicky.
4. The Soft Close
This is your best friend for how to close a sale when the lead is still warming up. It's not about sealing the deal, yet. It's about lowering the bar so they stay engaged.
Soft closes might sound like:
- "Want to test out the free trial and decide from there?"
- "Would it help to hop on a call with our onboarding team before deciding?"
Think of it as the dating phase before the proposal. Low risk, high rapport.
5. The Now-or-Never Close
The "Now-or-Never" is a closing strategy for sales that adds just enough incentive to nudge fence-sitters over the edge. You're not twisting arms. you're sweetening the pot for a limited time.
Works well with:
- Promotions
- Bonuses or add-ons
- Custom incentives for enterprise clients
For instance: "This quarterly promo ends today, can we lock it in so you don't miss out?"
Make it real. Make it rare. And make sure it's aligned with the buyer's goals.
6. The Question Close
One of the most powerful and underused sales closing strategies. Why? Because it puts the spotlight on unspoken objections, and invites the prospect to open up.
Other effective variations:
- "What's missing from this solution for you?"
- "Do you feel like this solves the problem we talked about?"
It invites clarity and allows you to coach them toward a yes, or at least clear up confusion.
7. The Visual Close
This works especially well with logical buyers and data-minded decision-makers. If they're stuck in spreadsheet paralysis, how to close a sale means showing, not just telling.
Use tools like:
- ROI calculators
- Before/after case studies
- Platform dashboards (Ringy is great for this)
Visuals not only build confidence, they reduce perceived risk. It's one of the smartest closing strategies in sales for technical or high-ticket offerings.
Start Closing More Sales
How to close a sale may be hard, but it isn't a mystery, and it certainly isn't impossible.
Closing a sale is a skill like any other. It takes learned techniques, strategies, and practice to nail it down.
Identify and examine your biggest challenges, take those success stories to heart, and pull aside a peer and practice those closing strategies on them.
While you practice, why not read up on some more advice for reaching quota with our blog posts on tips to achieve sales goals and the importance of a CRM sales process.

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