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Creating Plan Letters

Controlling the Sales Cycle
After your first conversation with the prospect, what agreements have you made? Who will own what? How will you control and manage the sales cycle? Some people call it a “plan letter,” a “calendar of events,” a “letter of agreement,” or even a “summary email.” Sending a quick email summary or plan letter is a great way to manage the selling process and make sure you and your customer are on the same page.

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