7FCC Team · Closers

Closer Portal

Closing tools, deal-flow SOPs, and the support you need to collect.

Start Here

Quick Access

The tools you'll open every day. All external links open in a new tab.

External

Slack Workspace

Announcements, support, daily floor updates.

Open
External

Go High Level (CRM)

Leads, pipeline, conversations, deal activity.

Open
External

Training (Skool Classroom)

Scripts, trainings, certification material.

Open
External

PandaDoc

Log in with the internal team credentials.

Open
External

Your Production Sheet

Your assigned sheet under your name.

Open

The SOP

Deal Flow

From a prepared lead to a collected deal — the same path every time.

  1. 1
    Setter hands you a prepared, committed lead with notes in the Google Calendar event — review them before you join.
  2. 2
    Run the call. The setter stays on for the upfront commitment, then you take over.
  3. 3
    If you need to feed the setter a handle, use the private Zoom chat only they can see.
  4. 4
    Send the agreement via PandaDoc and collect.
  5. 5
    Log the deal in your production sheet the same day: Sales, Collections, Major/Basic/Intro Units, and a Notes entry naming the client and terms.

Agreements

PandaDoc

Where the agreements live and how to send one.

The Standard

Standards of Production & Your Production Sheet

Closers fill theirs out daily too. Your phases move as fast as you produce — not by the calendar.

The standard

You fill out your production sheet every single day. As a closer, your numbers center on:

  • Demos Conducted
  • Intro Units · Basic Units · Major Units
  • Sales
  • Collections
  • Phone Calls · DMs · Call Connects (follow-up activity)

Your phases move as fast as you produce — not by the calendar.

How to use your production sheet

  1. 1
    Open your assigned production sheet — everyone gets one created under their name in the master file (link in Quick Access).
  2. 2
    Each day, open the current month tab and log your numbers on that day's row, plus a Notes entry for any deal detail.
  3. 3
    The sheet auto-rolls your daily totals into Monthly Targets, Remaining, Days Left, and Run-Rate so you always know your pace.
  4. 4
    Update it at the end of every working day before you log off.

Communication

Support: Who to Go to for What

Right channel, right person.

  • Ops / account issues — CRM access, company email, PandaDoc access → the Executive Assistant, via the support ticket channel.
  • Closing support — deal help, objection or pricing strategy → post in the relevant public channel, give context, and tag ONE relevant person. Don't tag @everyone or all of leadership.
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