Sometimes you’re just an unqualified therapist who knows Excel – the emotional side of selling

The Emotional Complexity of Pricing: Insights from a Sales Call

In the world of sales, especially within small businesses, emotional dynamics often play as crucial a role as financial figures. A sales call I had just last year serves as a powerful reminder of this truth. The conversation started with an old acquaintance, a restaurant owner I had previously collaborated with, who was in complete distress. Her business sales were plummeting, her financial records were disorganized, and she was contemplating selling her restaurant. To complicate matters, she was applying for a line of credit without a clear financial overview to present to the bank.

During our call, I decided to adopt a listening-first approach, allowing her to express her concerns fully. This approach, while perhaps unorthodox for a sales professional, can often build a stronger connection—a reminder that sometimes, you may find yourself in the role of a therapist, albeit one armed with Excel skills.

As she vented her frustrations, it became evident to me that her situation was not just about numbers; it was deeply emotional. The outcome of her financial woes could dictate whether she remained in the business or exited entirely. The stakes were undeniably high. It’s easy to lose sight of the human element of business when you’re immersed in the realities of scoping projects and setting pricing. However, small businesses are typically intertwined with their owners’ personal journeys, making these issues feel intensely personal.

I assessed the situation: the number of transactions, the disarray in her records, the intertwining of personal expenditures with business finances, and the pressing urgency of her needs. I quickly realized that this wouldn’t be a simple task. I wanted to avoid overwhelming her with a high estimate since she was a repeat client—a serial entrepreneur who I genuinely enjoyed working with. However, I also recognized the importance of valuing the work appropriately to ensure I was adequately compensated for the effort involved.

Using a straightforward pricing worksheet I keep on hand as a benchmark, I drafted a proposal for $4,200 and sent it over. To my surprise, rather than negotiating, she signed the agreement almost immediately and even paid the deposit. She mentioned that it was the first time in months she felt a sense of calm regarding her business troubles.

This interaction reinforced a core principle I’ve learned through experience: when clients sense that you genuinely understand their pain points and needs, the price often becomes a secondary concern. Clients are looking for trusted partners who can effectively resolve their issues, especially when they have the means to

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