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Don't wait until after a customer is onboarded to ask for a case study; your leverage is highest during the sales process. Make the case study a contractual obligation in exchange for a price reduction. To mitigate their risk, include a 60 or 90-day "out" clause if the product doesn't perform as expected.
Before agreeing to any discount, get the prospect to commit to the entire closing process, including legal review timelines, access to power, and a final signature date. This prevents deal slippage and gives you the leverage to rescind the discount if they fail to meet the agreed-upon timeline, as the concession was conditional.
When a customer asks for a discount, don't immediately negotiate. Instead, treat it as a trigger to reopen discovery. Ask more questions about their concerns and needs. This makes getting a discount a laborious process for the buyer, dissuading frivolous requests and giving you more information and leverage.
Don't just offer discounts to early adopters. Frame it as a partnership where, in exchange for a lower price, customers must become a reference case, do a video testimonial, and provide warm introductions to their network.
Frame every negotiation around four core business drivers. Offer discounts not as concessions, but as payments for the customer giving you something valuable: more volume, faster cash payments, a longer contract commitment, or a predictable closing date. This shifts the conversation from haggling to a structured, collaborative process.
When a prospect provides a timeline, offer a slightly later date with a small discount attached. This builds trust by not being pushy, creates a buffer for delays, and locks in a predictable close date, all while making the prospect feel they've gained a concession.
Offering a discount in exchange for a case study signals to the buyer that your other testimonials may have also been paid for, eroding trust at the goal line. Case studies are a form of social proof that should be earned through excellent outcomes, not purchased.
New prospects often freeze because they fear making the wrong decision. Mitigate this risk by offering a smaller, lower-priced initial engagement. This allows them to experience your product's value firsthand, building trust for a larger future commitment.
For high-ticket software or services, position a large setup fee as a standard part of the offer. Then, present an alternative: waive the entire fee if the client commits to a one-year contract. This creates a powerful incentive and gives the customer the illusion of choice, making the annual commitment feel like a significant win.
Don't wait until a customer sees ROI to ask for referrals. The best time is during the closing process when their excitement is at its peak. Offer a discount in exchange for five introductions to their colleagues, capitalizing on the psychological high of a new purchase before it fades.
Instead of giving away discounts or favorable terms for free, use them as leverage in a "give-get" negotiation. Ask the buyer to commit to providing a logo for your website, serving as a reference, or participating in a case study in exchange for their requests.