It’s not about us. It’s not about you. It is, and always has been, about the customer!

In our careers as sales professionals, sales trainers, and sales engineers we’ve been astonished to see, time and time again, that sales professionals continually struggle working with customers and partners. Is selling really as cutthroat as people make it out to be? We don’t think so; but there is a big distinction as to why…

People struggle with sales because they sell to customers instead of consulting with them.

We’ve been quota carrying, sales leading, and sales training professionals who love and continue to love this career track. Every day is different. Every salesperson approaches their customers and prospects differently. However, we believe that following basic steps within their unique process enables them to do more for their customers and for themselves!

There is a science and an art to sales

We believe that every person carries their history of experiences with them each day. It shapes the way they talk, carry themselves, collaborate, and help others. We like to refer to these variables as the art of selling. This is the spin that every person puts on their conversations and meetings.

However, we also believe there is a science to selling. This science is not a particular Sales Methodology if you are at all familiar with them. In fact, if you look at the most successful sales methodologies out there—SPIN, SNAP, Gap, CustomerCentric, Challenger, Solution, and Agile Selling—they all retain commonalities. They focus on the customer, their experience or situation, and apply a unique approach.

We wanted to build something that improved trust, communication and enabled all sales professionals to succeed!

How do you provide a broad tool that enables a profession with different approaches and specialization? It’s inherently hard but we think we figured it out. To enable this industry as much as we can, we started with the basics.

  1. Sales professionals have goals, personal and professional, and those who attempt to meet those goals typically perform better!

  2. Everyone has things to do, priorities, and those priorities evolve daily.

  3. Every salesperson is meeting with customers and trying to help customers reach new goals and outcomes—whether they do this well or poorly depends.

  4. Events, meetings, training, and daily note-taking is a part of life and is not always planned.

Close Notes is for all meeting-based professionals who want a single place to consult with and drive, customers, prospects, and peers.

We believe handwriting notes and details as opposed to using digital mediums is ALWAYS better for face-to-face meetings.

  1. Studies show you recall and remember details better when you’ve documented them by hand as opposed to typing.

  2. The minute you put a vertical device between you and your counterparts, you’ve created an unconscious barrier.

  3. Screens that are hidden from view naturally create curiosity, trust concerns, and pull focus away from the broader meeting goals.