The Free Audit That Closed a $3,100 Deal in One Call 🔥

Offered a chiropractor a free 20-minute process audit. Left with a signed contract for $3,100.

Here is exactly how free audits become paid clients.

THE OFFER:

Found chiropractor in local business group asking about paperwork solutions.

My message: "I help healthcare practices automate patient intake. Want a free 20-minute audit of your current process? I'll show you exactly where time is being wasted. No pitch, just insights."

Her response: "Sure, why not."

THE AUDIT CALL STRUCTURE:

MINUTES 1-5: Rapport building

Asked about her practice, how long she has been open, what brought her to look for solutions.

MINUTES 6-15: Process walkthrough

"Walk me through exactly what happens when a new patient arrives."

She explained:

- Patient fills paper form in waiting room

- Front desk types into EHR system (12 minutes)

- Insurance card copied and uploaded (3 minutes)

- Eligibility verified by phone (18 minutes)

- Total per patient: 33 minutes

MINUTES 16-20: The calculation that closed the deal

Me: "How many new patients weekly?"

Her: "About 15"

Me: "So 15 patients times 33 minutes is 8.25 hours weekly just on intake"

Her: "I never added it up like that"

Me: "At $24 per hour for front desk staff, that is $10,296 annually"

Her: "On just intake paperwork?"

Me: "Yes. What if I could get that down to 45 minutes total weekly?"

THE MOMENT SHE DECIDED:

Her face changed. She leaned forward.

"How much would that cost?"

I had not planned to pitch. But she asked.

THE QUOTE:

Setup: $3,100

Monthly: $250

Includes digital intake forms, automatic EHR entry, and insurance verification automation

Her annual savings: $9,360

Payback period: 4 months

She asked: "Can we start next week?"

WHY FREE AUDITS CLOSE DEALS:

You demonstrate competence without PowerPoints

You build trust through genuine helpfulness

You quantify their pain in dollars they understand

You position yourself as problem-solver not salesperson

They ask about pricing instead of you pitching

THE AUDIT FRAMEWORK I USE:

STEP 1: Watch their current process

"Walk me through exactly how you do this today"

STEP 2: Ask volume questions

"How often does this happen? How many per day/week?"

STEP 3: Calculate real cost

Hours times hourly rate times 52 weeks equals annual waste

STEP 4: Present the contrast

"What if this took 10% of the current time?"

STEP 5: Let them ask about next steps

Do not pitch unless they ask

THE CONVERSION STATS:

Free audits offered: 18

Audits completed: 14

Clients signed: 9

Close rate: 64%

Average deal: $2,340

THE INDUSTRIES THAT LOVE FREE AUDITS:

Healthcare practices (compliance conscious)

Law firms (billable hour sensitive)

Accounting firms (efficiency focused)

Real estate agencies (time is money culture)

THE OUTREACH TEMPLATE:

"I help [industry] businesses automate [specific pain]. Want a free 20-minute audit of your current process? I will show you exactly where time is being wasted and what the fix would look like. No pitch, just insights."

YOUR HOMEWORK:

Identify 5 businesses in one industry

Send the audit offer to each

Book at least 2 audits this week

Calculate their annual waste on the call

Let them ask about pricing

The worst case: You learn how real businesses operate.

The best case: You close a deal in one call.

What business could you audit this week?

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