The Perfect Sales Pitch

Posted Aug 27, 2024
Wisetack Bid

This article offers tips on integrating financing options like Wisetack consumer financing into your sales pitch. It suggests key phrases to use throughout the customer conversation, making it easier to discuss payment plans and address objections, ultimately helping clients commit to larger projects.

Arm your team with the words that count. Top companies offer Wisetack early and often. We recommend keeping things simple when it comes to offering financing, and here are some of our favorite ways to pitch it.

How to bring up financing with a new lead: “You can pay overtime for any of our services.”

Pay overtime. Use language that encourages your customer to think about paying in monthly installments instead of all at once. Talking about paying over time can help you beat sticker shock.

How to get your customer to check their options:“Look out for a text message — it has your link to apply. You can check your options with no hit to your credit.”

Keep it simple. Use friendly language that reinforces that it is simple and quick to check their eligibility. Your customer can check their eligibility in under a minute from the privacy of their phone. Curious about the difference between a soft and hard credit check? Check out our blog.

How to pitch it to someone who doesn’t “need” it: “Options start as low as 0% APR.* Your credit score won’t be affected by checking your options.”

Cash is king. Even people who save diligently for unexpected expenses and have the cash will take the option to pay over time if they have the chance. They want to keep their cash. Wisetack offers true 0% APR options, so there are no surprises for your customer. Learn more about true 0% APR loans.

How to bring up financing when the job scope is confirmed: “Would you like to pay at once or over time?”

This or that? Once you’ve confirmed they want to go ahead with the work, don’t let the deal fall apart based on price. Instead, capitalize on the momentum and give them an easy way to say yes.

How to respond to questions about rates: “You can check your eligibility in under a minute without hurting your credit score. Wisetack will give you up to 6 options. Depending on your credit, you may even see 0% APR options.”

Seeing is believing. Our rates are clear, with no hidden fees. The best way to know if your customer is eligible is to have them apply and check. We take the work off your plate of being an expert in how financing works.

How to nudge your customers to apply: “Have you locked in your offer yet?”

Get paid. After your customer checks their eligibility, the next step is to lock in their offer. Once they lock in their offer, you can get started on the work knowing your customer is approved. You can check the details of every transaction by logging into the merchant portal.



*All financing is subject to credit approval. Your terms may vary. Payment options through Wisetack are provided by our lending partners. For example, a $1,200 purchase could cost $104.89 a month for 12 months, based on an 8.9% APR, or $400 a month for 3 months, based on a 0% APR. Offers range from 0-35.9% APR based on creditworthiness. No other financing charges or participation fees. See additional terms at http://wisetack.com/faqs.