🌟 Phase 2
📊 Sales & Retention Systems
Learn how to confidently attract, enroll, and retain clients without feeling salesy. This section gives you a step-by-step system to guide consults, handle objections, present your offer clearly, and build long-term relationships through trust, results, and care. Sales becomes service — and your business grows through connection.
🧭 UltraLyfe Sales Training Module
🎯 Mindset Shift
Reframe selling as **serving** — you’re offering transformation, not transactions. You're guiding people to change their lives.
🛠️ The 3-Part Sales Framework
Build Trust → Diagnose Needs → Offer a Clear Path Forward. When you do this well, sales becomes a natural conclusion.
💬 Conversational Close
Use simple language: “Would it help if we worked on this together?” or “I have a path that could support you — want to hear it?”
📉 Removing Resistance
Listen actively. Mirror their concerns. Help them see the cost of inaction — “What happens if nothing changes?”
✅ 7 Steps to a Natural, Confident Sales Process
- 1. Set the Frame: “This is just a conversation to see if I can help — no pressure at all.”
- 2. Build Emotional Safety: Smile. Breathe. Mirror their tone. Ask how they’re feeling today.
- 3. Ask Insightful Questions: “What’s not working for you right now health-wise?”
- 4. Reflect and Validate: “That makes sense. A lot of people I work with feel the same way.”
- 5. Paint the Possibility: “Here’s what I’ve seen happen when we fix that…”
- 6. Offer the Invitation: “Would it make sense for us to work together for 3 months and see what changes?”
- 7. Guide the Close: “Here’s what that would look like: [share package] — want to go ahead and lock in your spot?”
🙌 Common Sales Fears (and How to Beat Them)
- “I feel weird charging people.”
→ You’re not charging for time — you’re offering transformation. What’s that worth? - “What if they say no?”
→ Then they weren’t ready. You planted a seed and protected your energy. - “I don’t know how to ask for the sale.”
→ Use simple language: “Want to do this together?”
🧠 UltraLyfe Pro Sales Tips
- Give homework: End every call with a small task — it boosts follow-through and buy-in.
- Use a short intake form: Get them to reflect before the consult. They’ll show up more serious.
- Stay in flow: Avoid slides or scripts — talk like a human. Listen more than you speak.
- Follow-up strategy: “Hey [Name], just checking in — any thoughts after our chat?”
📋 Sales Success Checklist (Use at End of Consult)
- ✅ I made them feel seen, heard, and understood
- ✅ I identified their core struggle or stressor
- ✅ I offered at least one helpful insight before pitching
- ✅ I gave a clear option and pricing path forward
- ✅ I invited them into a solution without pressure
When all 5 are checked — the sale is likely to close or return later.
💼 Sales & Retention: From First Conversation to Lifelong Client
Sales is not about pressure — it’s about purpose. This breakdown will guide you through every phase of building trust, enrolling clients, and keeping them long-term with confidence and ease.
🎯 Step 1: Set Your Sales Strategy
- 🎯 Define a monthly goal (e.g., 8–10 new clients)
- 📦 Package your offers: consults, sprints, coaching plans
- 🌐 Use multiple channels: referrals, website, workplace wellness, local events
Example: “Enroll 10 clients monthly into a 3-month plan with optional group coaching upsells.”
🤝 Step 2: Qualify & Build Connection
- Ask: “What’s not working for you right now?”
- Gauge readiness: “Are you ready to commit to improving this area?”
- Build trust: mirror their language, show understanding
Key: The more they talk, the more they trust.
💬 Step 3: Present the Offer Simply
- Highlight benefits, not features: “You’ll feel more energized, clearer, and in control.”
- Connect it to their story: “Based on what you said…”
- Include proof: testimonials, results, screenshots
Tip: Paint a picture of what life looks like after coaching.
🧠 Step 4: Handle Objections Gently
- Price: “Think of this as a long-term investment in your health.”
- Time: “We’ll fit it into your schedule — no overwhelm.”
- Skepticism: “You’re not alone — many felt the same way before starting.”
Follow-Up: Send a check-in message 1–2 days after if they don’t commit right away.
🚪 Step 5: Close with Confidence
Use soft, affirming closing questions:
- “Did you find this helpful?”
- “Would you like my support going forward?”
- “Does $99–$150/month feel comfortable to get the help you need?”
Close Line: “Awesome — I’ll save your spot and send you the next steps.”
🌟 Step 6: Deliver a 5-Star Onboarding
- 📧 Welcome email with next steps and tools
- 🎯 Set goals and expectations in your kickoff session
- 🎁 Offer a bonus resource to start strong (e.g., PDF, habit tracker)
Say: “You made a great decision — I’ve got your back.”
🔁 Step 7: Retain Through Relationship
- 📈 Review progress every 4–6 weeks
- 🎉 Celebrate wins (big or small)
- 📚 Offer exclusive content or member-only workshops
- 🎁 Create referral or loyalty rewards
Remember: People stay where they feel supported, seen, and celebrated.
🧩 Phrases That Build Trust & Momentum
- Start Strong: “Tell me what’s been tough lately — I’m here to listen.”
- Reframe Investment: “This is about your energy, confidence, and freedom.”
- Create Urgency: “I’ve got a couple open spots this week — want me to save one?”
- Close Gently: “Shall we take that first step together today?”
Final Reminder: You're not selling — you're inviting someone to change their life with your guidance. Own that power.