I’m a sales rep3 min read
Close during the visit with a half-price second year
Activate the visit offer, show the customer the QR and let them buy on the spot.
You need the business in your portfolio and to be with the customer.
- Active, and how long is left: until midnight.
- QR code for the client to scan: they come in with your code already set.
- Copy the link, to send it if they are not in front of you.
- What they pay today and in the second year, for each plan.
- What to say: the line that explains the offer.
- Where the visit stands: New, Contacted, Interested, Visited or Lost.
- Save what happened and when to come back.
Step by step
Open their listing in your portfolio
Find the business in “Cartera” or “Hoy” and open it.
Activate the offer
Tap “Activar la oferta”. It lasts until midnight: if they buy today with your code, their second year costs half.
Show them the QR
The customer scans it with their phone: they reach their listing with your code already filled in and see the offer with a countdown.
Help them complete the listing
Meanwhile, fill in together what’s missing. If they buy, the sale and your commission appear by themselves; the discount applies when they renew.
If something doesn’t go as expected
The customer buys tomorrow
The offer will have expired. Your code still credits the sale to you, but without the discount.
You’ll be able to offer the discount and have the sale credited to you on the spot.
Before you call it done
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