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Evaluate Your Call
Commit to a follow-up call if the merchant doesn't move forward immediately
Present final offer details after negotiating and securing the desired offer
Signing Contracts, Securing Stipulations, and Final Steps
Sending the Application and Soft Close
Tips on Soft / Trial Close
Soft Close / Presenting Offer(s)
Information Gathering & Sending the Application
Conducting the Merchant Interview
Funder Submission & Follow-Up
Tips for Introductory Calls/Pitches
Focus on the Emotional Connection - Determine the ROI
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