A letter for owners of marketing and ad agencies whose calls close when they take them, and slip when they hand them off
How to Get Your Booked Calls Closed as Well as You'd Close Them Yourself
Ordinary salespeople pitch before they know what's wrong.
A diagnostic closer finds out first, closes only what your team can deliver, and gets paid only when the deal closes.
- Why "let me think about it" is decided in the first five minutes of the call, not the last.
- The one question that makes a guarded prospect tell you exactly what's broken (it's in the P.S.).
- You need a closer who pushes harder, right? Wrong: here's why the closers you hired churned your clients.
Dear agency owner,
You know the difference.
When you take the call yourself, it closes.
When you hand it to someone else, something gets lost.
It's evening, and you're listening to the recording of a call your salesperson took this afternoon.
The prospect sounds interested.
Your salesperson walks them through the offer, the case studies, the price, a little too fast.
You can hear the moment the prospect goes quiet.
Then, at the end, they say, "Let me think about it."
You know what happens next.
A follow-up email.
A second follow-up.
Silence.
That call wasn't lost at the end.
It was lost in the first five minutes, the moment somebody started pitching before they knew what was actually wrong.
In medicine, prescribing before diagnosing has a name.
It's called malpractice.
In sales, it's called a pitch, and almost every salesperson on earth opens with one.
I don't.
I'm Felipe, and I'm a diagnostic closer.
You hand me your booked calls, and I diagnose every prospect before I recommend anything.
They describe the problem in their own words, size it with their own numbers, and see the diagnosis before I ever say a price.
Then I close the ones your agency can actually help.
And you pay me only when I close.
If your calls close when you take them and slip when you hand them off, this letter is for you.
By the end of it, you'll know exactly how I run a call, and you'll have a question you can use on your own calls tomorrow, whether or not we ever work together.
A diagnosis is only as good as the person making it
So here's where mine comes from.
I've spent a decade in marketing and advertising.
I started in education startups.
Then for five years I ran my own solo agency.
Solo means I did both jobs.
I got on the call and closed every client myself.
Then I did the work: the ads, the funnels, the email, the follow-up.
Doing both taught me where a business actually leaks, which is rarely where the owner points.
It also taught me which closes hold.
The clients I sold by diagnosing stayed, came back, and grew with me.
Why ordinary salespeople lose your calls
Most owners think a stalled call means the salesperson wasn't aggressive enough, or the lead was bad.
But the same leads close when you take them yourself.
And you're not aggressive.
You do something ordinary salespeople don't: you understand the prospect's problem, because you understand the work.
Here's what happens on most sales calls instead.
The salesperson opens with the pitch: the offer, the case studies, the price.
The prospect has been pitched a hundred times, so they do what anyone does when a stranger starts selling.
They guard.
They give short answers.
They keep the real problem to themselves.
At the end, they offer a polite objection, "it's a lot right now," or "let me run it by my partner."
The salesperson answers that objection, because it's the only one on the table.
But the first objection is rarely the real one.
So the deal stalls.
Or worse, it closes on pressure.
And a client who was sold the wrong thing doesn't stay a client.
He comes back in month two, angry, because he bought something your team doesn't do.
What you've probably tried
| Option | Diagnoses before pitching? | Has done the marketing work? | What it costs you before a close |
|---|---|---|---|
| You take every call | Yes | Yes | Your hours, every week |
| A closer with a script | No | No | Leads he burns |
| A setter and a closer on a script | No | No | Two people to manage |
| A sales course for you | Sometimes | Yes, you | You're still on every call |
| A diagnostic closer | Yes | Yes | Nothing |
You've taken every call yourself.
It works, and it keeps your agency exactly the size of your calendar.
You may have hired a closer, maybe on commission, maybe from one of the closer communities.
He had a script and a lot of confidence.
He pitched fast.
Some deals closed, some of those clients churned, and some of your leads, the ones you paid for with your ad spend and your name, never answered your emails again.
When the month got slow, he was gone.
You may have tried a setter and a closer on a script.
The script held until a prospect asked a real question about their funnel or their ads.
Then it broke, because nobody on that call had ever built one.
Or you took a sales course so you could close better yourself.
Your calls got better.
They were still your calls.
None of that was your fault.
Every option was missing one of two things: someone who diagnoses before prescribing, or someone who has done the work.
You needed both in the same person.
How I found out I'm a better closer than a marketer
When I ran my agency alone, every client came through a call I took myself.
I couldn't afford to lose calls, and I couldn't afford to lose clients.
Then I found Frank Kern.
I went through his consulting certification, and it gave me a way to run a sales call as a consultation instead of a pitch.
Diagnostic selling isn't new, and I didn't invent it.
What I did was take it into my own calls, every day, for years, and shape it around the one business I knew inside out: marketing.
I stopped asking "do you follow up with your leads?", because every owner says yes.
I started asking, "When someone fills out your form and doesn't buy, what happens next?"
And they told me.
"Honestly? Nothing."
"They get the newsletter."
"My assistant calls them once."
They weren't defending anymore.
They were describing what was really going on.
Then I asked for their numbers: how many leads, how many show up, how many buy, what a client is worth.
I wrote them down, read them back, and if anything, rounded down.
Somewhere in that math, the prospect saw the size of the problem before I ever said a price.
The clients I closed that way stayed.
That's when I understood what I'd been doing.
I wasn't selling.
I was diagnosing.
And somewhere in those years, I found out something blunt about myself.
I'm a better closer than I am a marketer.
So that's what I do now, for agencies whose owners close well and can't find anyone who closes the way they do.
How the Diagnostic Call works
- No pitch: say what will happen
- How clients find them
- Best months, what they've tried
- "What happens when," never "do you"
- They describe, not defend
- Their numbers, not mine
- They do the math
- They see the size of the problem
- Before any price is said
- Recommend only when asked
- Only what your team delivers
- "What do you want to do?" Then silence
Every call follows the same order.
I open with no pitch: I tell the prospect exactly what will happen, I'll ask some questions, and if I think we can help, I'll say how, and if I don't, I'll say that too.
I ask about their business: how clients find them today, what their best months looked like, what they've tried, what worked, what didn't, and what support they have inside the company.
I find what's actually wrong by asking what happens, never whether they do something, so they describe instead of defend.
We put numbers on it, their numbers, not mine.
The prospect does the math and sees the size of the problem for themselves.
I recommend only when asked, and only what your team actually delivers.
I ask one question, "What do you want to do?", and then I stop talking.
When a prospect pushes back, I don't argue.
I ask before I answer: "Do you mind me asking where the hesitation comes from?"
When it's price, I go back to their own numbers, not my pitch.
When it's "let me think about it," I ask what they'd need to see to decide and who else is part of the decision, and we book the follow-up before we hang up.
When a prospect isn't a fit, I tell them, and I tell them why.
And I never say "guaranteed."
Why it matters who's on the call
| The prospect says | An ordinary salesperson | A diagnostic closer asks |
|---|---|---|
| "Our ads are working, but nobody buys." | Pitches a better ad package | "What happens after someone clicks?" |
| "We tried an agency before. It didn't work." | Handles the objection | "What did they do, and what happened when it stopped working?" |
| "It's a lot right now." | Offers a discount | "Do you mind me asking where the hesitation comes from?" |
Anyone can memorize those steps.
That's not the point.
When your prospect says "our ads are working but nobody buys," I know what that usually means, because I've seen it inside my own clients' accounts.
When they ask whether your team can fix their follow-up, I know whether it can, because I've built follow-up myself.
That's the difference between an ordinary salesperson and a diagnostic closer.
An ordinary salesperson sells the cure he was handed.
A diagnostic closer recommends the fix for the problem your prospect just described, and only what your agency delivers.
Your team gets clients who already understand what they bought.
That's why they stay.
What staying where you are costs
Every call you take yourself is an hour out of the work only you can do.
Every call that stalls at "let me think about it" wasted the ad spend that booked it.
Every client sold on pressure costs you twice: once in the refund, and once in your team's morale.
And your agency stays exactly the size of your calendar.
Next quarter looks like this one.
What you get when I'm your closer
| What I do | Which means | So you can |
|---|---|---|
| Learn your business and your offer first | Every prospect hears what your team actually does | Hand off the call without handing off your standards |
| Take direction | Your agency and your voice on every call | Stay the owner |
| Take your booked calls and the follow-ups | They come off your calendar | Get back to the work only you can do |
| Run the Diagnostic Call on every prospect | They describe their problem and do their own math | Sign clients who understand what they bought, and stay |
I learn your business and your offer first, which means every prospect hears what your team actually does, so you can hand off the call without handing off your standards.
I take direction, which means it's your agency and your voice on every call, so you stay the owner.
I take your booked calls, and the follow-up calls it takes to close them, which means they come off your calendar, so you can get back to the work only you can do.
Every prospect gets the Diagnostic Call, which means they describe their own problem and do their own math, so the clients you sign understand what they bought and stay.
What it costs you
| Before the first call | Every month | When a deal closes | |
|---|---|---|---|
| You take every call | |||
| A salaried salesperson | |||
| A diagnostic closer |
- You take every callYour time, before, during and after every deal
- A salaried salespersonHiring, a base every month, then commission
- A diagnostic closerOnly when a deal closes
You could keep taking every call yourself, and pay for it in the hours you're not running your agency.
You could hire a salaried salesperson, and pay a base every month before he closes anything.
Or you could keep paying for calls that don't close, which is what an unclosed call costs: everything it took to book it.
I'm commission only.
No base, no retainer, no setup fee.
You pay me when a deal closes, on terms we set together around your offer before I take a single call.
My cost to you only exists when revenue does.
My diagnose-before-close promise
Diagnose before close
From the first call I take, you owe me nothing unless a deal closes.
And I won't close a prospect your team can't help, even when it costs me the commission.
I'll put my own rule on the line.
From the first call I take, you owe me nothing unless a deal closes.
And I won't close a prospect your team can't help, even when it costs me the commission.
A deal that wasn't diagnosed is a client you lose in month two.
I'd rather lose the commission than cost you the client.
Diagnose before close.
Here's everything you get
| Term | What it means |
|---|---|
| Your closer | A diagnostic closer who learns your business and your offer before the first call |
| The calls | Your booked calls, and the follow-ups it takes to close them |
| The method | The Diagnostic Call on every prospect |
| Direction | Yours: your agency, your voice |
| The fee | Commission only, set around your offer; nothing before a deal closes |
- A diagnostic closer who learns your business and your offer before the first call.
- Your booked calls, and the follow-ups it takes to close them, off your calendar.
- The Diagnostic Call on every prospect, so the clients you sign understand what they bought.
- Commission only: you pay when a deal closes, and not before.
This isn't for every agency
- You want volume pushed at any cost
- Your offer promises more than your team delivers
- You want someone to read a script
- You do good work
- Your calls close when you take them, and slip when you hand them off
- You want the clients you sign to stay
If you want someone to push volume at any cost, I'm not your closer.
If your offer promises more than your team delivers, I'm not your closer either, because I'll diagnose that too.
But if you do good work, your calls slip when you hand them off, and you want the clients you sign to stay, let's talk.
See it work on your own agency first
The best way to judge how I'd run your calls is to be on the other side of one.
Book a call with me, and I'll run the Diagnostic Call on your agency: how your clients find you, what happens when a booked call doesn't buy, and where your sales are leaking.
You'll leave with a diagnosis of your own sales, whether or not we work together.
If at the end you want me on your calls, we'll set the terms.
- A Diagnostic Call on my own agency: how clients find us, what happens when a booked call doesn't buy, and where sales leak
- If I want you on my calls after that, we set commission terms around my offer
Commission only. Nothing before a deal closes.
Sincerely,
Felipe
Diagnostic closer
Diagnose before close.
P.S. Your next booked call will be won or lost in its first five minutes, no matter who takes it.
P.P.S. You pay nothing unless I close, and the question is yours either way: don't ask "do you follow up with your leads?", ask "when someone fills out your form and doesn't buy, what happens next?", then stay quiet and listen.
Get a diagnosis of my sales calls
The calls, the calendar and the answers in the exhibits are illustrations, not clients.