Check the campaign before you type. Price ad → this playbook. Video ad → do not put a number in the chat; that playbook is being written separately.
Every card has the same shape. Why we send it, then the exchange it came from. Stone bubbles are the customer, green bubbles are you.
The badges are the grading. Each conversation was reviewed and marked — Great convo, Quote sent, Objection handled, Won. Weight the lines accordingly: a message from a Won thread has been proven in the field; one from an ungraded thread is a pattern, not a promise.
Read section 15 before you start. Same closer, same dataset — the moves that cost deals. Knowing those is worth as much as knowing what won.
On the placeholders. Anonymised, aggregated message data from multiple accounts.
Names, addresses, emails, phone numbers, postcodes and links are replaced with markers like
[lead name], [closer name] and [company name]. That
scrubbing is why the odd sentence reads strangely — the message itself is untouched.
Section 1The sales process
Eight stages. Every won deal in the data runs this order.
Stage 1 (variant) — The softer opener
Stage 1 (variant) — The Facebook-enquiry opener
Stage 2 — Lead wants no phone calls, no visit
Stage 2 — The four inputs, never quote without them
Stage 3 — Size for where they're going, not where they are
Stage 4 — Send three options, one link
Stage 4 — Explain the tiering as you send it
Stage 5 — Confirm it landed, then ask the closing question
Stage 6 — Handle the objection (see sections below)
Stage 7 — Close on a date and a deposit
Stage 8 — Hand over into the WhatsApp group
Stage 8 (variant) — Shorter handover
Section 2Price — never gatekeep it
The data is unambiguous: giving a number early builds trust. Hiding it kills the thread.
“Just tell me roughly how much”
The packaged-price answer
Price + the ask, in one message
“Is that the final price?”
Confirming the all-in number
Pricing the extras on the spot
Per-panel and scaffolding rates
Section 3EcoFlow objection handling
EcoFlow is the brand to steer toward. Premium spec, 15-year warranty, and the biggest margin defence you have.
The standard EcoFlow drop-in
“EcoFlow is better but it's more expensive”
Removing the suspicion that you're upselling
Why premium at all
Warranty as the closing argument
“You're the most expensive”
Naming the gap between the tiers
“I can't find any EcoFlow reviews”
The full EcoFlow write-up
The EcoFlow vs Sigenergy vs cheap-brands comparison
Section 4Sigenergy
The other premium brand. Sig wins on integration and AI; EcoFlow wins on warranty. Know which argument you're making.
The Sigenergy feature list
“I've got one myself”
Quoting Sig as the premium of two
When they ask for Sig and EcoFlow is the better fit
Section 5Steering off the budget brands
Place the brand they've been offered in your tiering. Don't rubbish it — rank it.
“Can you quote me Growatt?”
Fox, Duracell, Sunsynk
When you genuinely won't fit a brand
Panels: mid-range vs premium, honestly
Section 6“I've had a cheaper quote”
The most common objection in the set. Not once does dropping the price win the deal on its own.
The set-piece reply
Shorter version of the same argument
Holding the line on price
When they've shopped your quote around
The margin argument
Costing their quote to the penny
“If I can't compete, something's wrong”
When the deal is already signed and a cheaper quote lands
Section 7Vetting the other company
The move that flips more conversations than anything else in the data: ask who quoted, then go and look them up.
Ask for the name
Come back with something specific
Then offer the comparison quote anyway
Warn them, don't win against them
Section 8Reviews, warranty and credentials
Trust questions are buying signals, not doubts. They're the last step before a yes — answer them fully.
“Where are your reviews?”
Reviews as price justification
Everything in house
“Are you MCS certified?”
“What's your company number?”
Asking for the review afterwards
Section 9Finance, 0% and loans
We do not sell finance. We tell them how the trick works and point them at their own bank.
“Do you do 0% finance?”
Spelling out the maths
Where to actually get the money
When they go off to arrange a loan
Grants
Section 10Deposit and payment
State the structure once, plainly. Every thread that closes has it said out loud.
The deposit line
Deposit tied to the remote-survey discount
When the payment link fails
Section 11Discounts — the only four you're allowed
Never discount to match a quote. Discount to buy a decision, a survey saving, or a slot.
1 · Remote survey — £300
2 · Weekend / target push — £500
2 · The same play at the bottom of the price
2 · Asking the whole pipeline at once
3 · Add value instead of cutting price
4 · Trade a concession for the close
Deferring the discount conversation
Small goodwill discounts
Discount by removing something
Section 12Urgency that isn't fake
Every urgency line in the winning threads is a real fact: a full diary, a price rise, a slot someone else wants.
The order book
The live availability list
A price rise you didn't invent
Momentum as proof
Section 13Radical honesty — the trust engine
Talking a customer out of something is what makes everything else you say believable. This is the differentiator in the data.
Talking them out of a £700 upsell
“Do I need optimisers?”
Calling out a competitor's upsell
Correcting their spec against your own interest
Pre-empting the thing they'd have found out later
Section 14Chasing and gone quiet
More conversations die waiting for a quote than die on price. This is the biggest avoidable loss in the data.
The standard nudges
Re-open with something new
When they say they've gone elsewhere
Leaving the door open
Section 15What went wrong — don't copy these
Same dataset, same closer. These are the moves that cost time, margin or the deal.