Posted on August 25, 2025

After a good conversation with a client or customer, you might feel like you've answered all their questions and solved their problems. 

But don't stop there! The most important step you can take is to make sure they feel confident and ready to move forward. This is all about the final piece of the puzzle: Confirm and Transition.

Think about it this way. You've just explained a complicated idea. The person nodded, but did they truly understand? 

You wouldn't want to just assume they're on board. You need to check in and be sure. This is where your mastery of confirming their understanding becomes an essential skill.

Start by asking simple, clear questions to make sure you're both on the same page. This shows them you care about their thoughts and that you’re not just trying to rush things.

You could ask:

• Does that explanation make sense?
• Are you comfortable with the information we just covered?
• Do you feel that addresses your concern about the cost?

Once they give you a clear "yes," you've earned their trust. You've confirmed that their concern is resolved. This moment of agreement is your cue to move ahead with confidence.

Now comes the transition. You've cleared the path, so smoothly guide the conversation to the next logical step. Don't let the conversation just end. You have a plan, and you can lead the way.

You might say:

• Great. So the next step is to schedule a quick demo so you can see the product in action. How does your schedule look next week?
• Excellent. I've sent you the information we discussed. When is a good time for us to connect again to review it?
• Perfect. The next thing we would do is to [explain the next step]. How does that sound?

By confirming their satisfaction and then smoothly transitioning to the next step, you are taking control of the process in a helpful way. This makes the customer feel secure and guided. 

It shows you are a professional who knows what they are doing and who cares about making their experience a great one. Mastering this skill will not only close more deals but also build stronger, long lasting relationships.