YouTube Video

September 10, 2025

The Sales Framework That Gets a 65% Close Rate

The Sales Framework That Gets a 65% Close Rate

This video outlines a four-part sales call framework that achieves a 65% close rate through effective discovery and concise presentations.

Written by

Steven Tey
Steven Tey

Reuben Shears

Founder & CEO, Optimally

This blog is based off Reuben's daily update videos on YouTube

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Get a personalised demo with Reuben (Founder Of Optimally)

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Get a personalised demo with Reuben (Founder)

High-performing sales calls follow a clear structure. Over the past 30 days, this framework has produced a 65 percent average close rate for B2B service offers. Use the steps below to run efficient calls, qualify hard, present with clarity, and capture immediate momentum.

The Four-Part Sales Call Framework

Keep your call organized around four stages: a concise intro, a deep discovery, a brief offer demo, and a decisive close with onboarding. Most of the time should be spent on discovery. Your prospect talks for the majority of the call, while you direct the flow and gather the details you need to diagnose and prescribe.

This format ensures you understand goals and constraints before presenting anything. It also prevents you from over-explaining your service too early.

Set the Frame in the First 30 Seconds

Open with a quick audio and video check and one friendly question. Then take control of the agenda. Confirm the time available and state the objective: a deep dive into the current situation to determine whether your solution is a fit. Ask for agreement and move forward.

Framing the call prevents the prospect from steering into tangents and establishes you as the guide. It also makes the later transition to the offer feel natural and expected.

Precondition Prospects with a VSL

Use a short video sales letter to educate and pre-handle common objections before the call. Confirm that the prospect has watched it. If not, pause the call for a few minutes and have them watch at increased playback speed, or reschedule if necessary.

This step standardizes context across calls, improves your close rate, and makes your metrics meaningful. It also saves you from repeating the same explanations live.

Run a High-Quality Discovery

Start broad, then narrow. Ask for a quick overview of the business and follow up with targeted questions on revenue, profit, offer, client acquisition channels, lead flow, lifetime value, and company maturity. Clarify the prospect’s specific goal so you can assess whether your service can realistically bridge the gap.

When a problem surfaces, go deeper. Explore what is not working, why it matters, and the personal and business consequences of inaction. If multiple problems exist that your service can solve, document each. This depth both qualifies fit and builds strong relevance for your eventual pitch.

Present a Tailored Offer, Briefly

Transition with permission: based on what you have learned, explain that you likely can help and ask to walk through how. Introduce genuine scarcity only if it is real, such as limited capacity for hands-on delivery.

Show, do not lecture. Offer a concise demo tailored to their business. Highlight the deliverables, how they address the stated problems, and how you handle known objections. Keep this portion short and specific, since the groundwork was already laid during discovery.

Ask for the Sale, Then Onboard Live

Make the close simple and direct. Ask whether they are ready to get started. If yes, confirm decisiveness, share the payment link, and begin onboarding immediately on the call.

Early momentum reduces buyer’s remorse and boosts satisfaction. Set up communication channels, confirm tools and access, and schedule the first working session before hanging up.

Turn New Clients into Referrals on the Spot

Right after the purchase, ask if they know anyone who would benefit from the same outcome. Request a three-person group chat introduction and book that call. If they provide one referral, ask for a second. Referral volume is uneven across clients, so capture the upside while motivation is highest.

This single habit adds immediate pipeline without additional ad spend or outreach.

If They Say No, Loop Objections

If the prospect declines, move into objection handling. Identify the real constraint, address it clearly, and repitch. The sellers who ask most consistently for the sale close more deals. Keep looping objections as long as the fit is real and the conversation remains productive.

Make It Muscle Memory

Keep the framework visible until it becomes second nature. The goal is smooth, confident delivery: quick framing, rigorous discovery, concise demo, direct close, instant onboarding, and a referral request. With consistency, your calls will feel shorter, clearer, and more effective.

Conclusion

A high close rate is the result of disciplined structure: frame the call, discover deeply, present briefly, close decisively, onboard immediately, and ask for referrals. Apply this each time, qualify honestly, and refine your discovery questions as your offer evolves. When executed well, this process compounds revenue without adding complexity.

High-performing sales calls follow a clear structure. Over the past 30 days, this framework has produced a 65 percent average close rate for B2B service offers. Use the steps below to run efficient calls, qualify hard, present with clarity, and capture immediate momentum.

The Four-Part Sales Call Framework

Keep your call organized around four stages: a concise intro, a deep discovery, a brief offer demo, and a decisive close with onboarding. Most of the time should be spent on discovery. Your prospect talks for the majority of the call, while you direct the flow and gather the details you need to diagnose and prescribe.

This format ensures you understand goals and constraints before presenting anything. It also prevents you from over-explaining your service too early.

Set the Frame in the First 30 Seconds

Open with a quick audio and video check and one friendly question. Then take control of the agenda. Confirm the time available and state the objective: a deep dive into the current situation to determine whether your solution is a fit. Ask for agreement and move forward.

Framing the call prevents the prospect from steering into tangents and establishes you as the guide. It also makes the later transition to the offer feel natural and expected.

Precondition Prospects with a VSL

Use a short video sales letter to educate and pre-handle common objections before the call. Confirm that the prospect has watched it. If not, pause the call for a few minutes and have them watch at increased playback speed, or reschedule if necessary.

This step standardizes context across calls, improves your close rate, and makes your metrics meaningful. It also saves you from repeating the same explanations live.

Run a High-Quality Discovery

Start broad, then narrow. Ask for a quick overview of the business and follow up with targeted questions on revenue, profit, offer, client acquisition channels, lead flow, lifetime value, and company maturity. Clarify the prospect’s specific goal so you can assess whether your service can realistically bridge the gap.

When a problem surfaces, go deeper. Explore what is not working, why it matters, and the personal and business consequences of inaction. If multiple problems exist that your service can solve, document each. This depth both qualifies fit and builds strong relevance for your eventual pitch.

Present a Tailored Offer, Briefly

Transition with permission: based on what you have learned, explain that you likely can help and ask to walk through how. Introduce genuine scarcity only if it is real, such as limited capacity for hands-on delivery.

Show, do not lecture. Offer a concise demo tailored to their business. Highlight the deliverables, how they address the stated problems, and how you handle known objections. Keep this portion short and specific, since the groundwork was already laid during discovery.

Ask for the Sale, Then Onboard Live

Make the close simple and direct. Ask whether they are ready to get started. If yes, confirm decisiveness, share the payment link, and begin onboarding immediately on the call.

Early momentum reduces buyer’s remorse and boosts satisfaction. Set up communication channels, confirm tools and access, and schedule the first working session before hanging up.

Turn New Clients into Referrals on the Spot

Right after the purchase, ask if they know anyone who would benefit from the same outcome. Request a three-person group chat introduction and book that call. If they provide one referral, ask for a second. Referral volume is uneven across clients, so capture the upside while motivation is highest.

This single habit adds immediate pipeline without additional ad spend or outreach.

If They Say No, Loop Objections

If the prospect declines, move into objection handling. Identify the real constraint, address it clearly, and repitch. The sellers who ask most consistently for the sale close more deals. Keep looping objections as long as the fit is real and the conversation remains productive.

Make It Muscle Memory

Keep the framework visible until it becomes second nature. The goal is smooth, confident delivery: quick framing, rigorous discovery, concise demo, direct close, instant onboarding, and a referral request. With consistency, your calls will feel shorter, clearer, and more effective.

Conclusion

A high close rate is the result of disciplined structure: frame the call, discover deeply, present briefly, close decisively, onboard immediately, and ask for referrals. Apply this each time, qualify honestly, and refine your discovery questions as your offer evolves. When executed well, this process compounds revenue without adding complexity.

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