Module 8: What does elite look like?
The Mindset and Activities of an Elite Closer
🎓 LEARNING OUTCOME: By the end of this module, you’ll understand the mindset and activities required to perform as an elite closer at InvestorKit. You’ll be equipped to take total ownership of your pipeline, prioritise revenue-generating tasks, and optimise every client interaction. You’ll feel confident applying strategies like disciplined follow-up, daily practice, and collaborative teamwork to achieve consistent results and build a high-performance routine.
Elite closers don’t just manage their pipeline—they own it. They treat every lead, every call, and every follow-up like a puzzle to solve. Their days aren’t reactive; they’re intentional. Every action, every minute is designed to move the client closer to a decision. If you’re not asking yourself, “What’s the next step to get this client across the line?” you’re already falling behind.
This module will show you how to build a system that keeps you sharp, focused, and always in control. You’ll learn how to prioritise high-impact activities, master follow-ups like a pro, and turn challenges into your competitive edge. It’s not about doing more—it’s about doing what matters, relentlessly.
Ready to play at the level where elite results happen? Let’s get started.
What do I need to know about being elite?
Total Pipeline Ownership
- Elite closers treat their pipeline as a personal project. They ensure that every client has a tailored action plan, and they never rely solely on memory—everything is captured and scheduled in the CRM.
- Here is an example:

Progress or Nothing
Elite closers don’t waste moves. Every action is about one thing: moving the client closer to a decision. If you’re not thinking, “What does this client need to feel confident taking the next step?” you’re already behind.
Money-Making Priorities First
You know what moves the needle—calls, follow-ups, and generating new leads. Elite closers stack their day with these high-impact activities and give admin tasks the scraps of time left over. If it doesn’t make money, it’s not the priority.
Practice Until It’s Automatic
Want to be elite? Repetition isn’t optional. It’s mandatory. Top closers drill their pitch, review their calls, and refine the small stuff daily. Why? Because consistent tweaks over time lead to massive improvements. No mystery—just discipline.
Show Up Prepared to Grow
Coaching isn’t a chore; it’s a cheat code. Elite closers walk into coaching sessions with questions, pipeline insights, and a hunger to learn. They own their growth and squeeze every ounce out of feedback.
Follow-Up Like It’s a Sport
Follow-up isn’t “checking in.” It’s a strategy. Great closers see it as a competition: timing, tone, and persistence. They don’t quit until they’ve built trust and engagement. This is where deals are made.
Setbacks Are Just Data
Objections? Ghosting? A “no”? These aren’t failures—they’re insights. The best closers stay calm, get curious, and use every challenge to refine their approach. They don’t take hits personally; they take them as fuel.
Find the Human Connection
Elite closers don’t just sell—they connect. They find what matters to the client and use it to build a real relationship. Every email, call, and touchpoint becomes a chance to make the client feel understood and valued.
Every Interaction Is a Stage
Calls, emails, follow-ups—it’s all theatre. Great closers treat every interaction like it’s the one that closes the deal. They optimise for impact, leaving the client with clarity, confidence, and a sense that they’re in good hands.
Chasing the Top 1%
Getting to a 25–30% close rate? That’s achievable with practice. But going beyond that? That’s where the grind lives. Becoming elite means falling in love with the boring stuff—drills, refining scripts, and mastering the details. It’s the small, relentless improvements that separate the best from the rest.
How to Run Your Calendar
• Plan for Impact: The night before, map out the day. Calls, follow-ups, and lead generation get the bulk of your time. Admin? Tight windows only.
• Maximise Responsiveness: Keep your calendar open for clients. Being available moves deals faster.
Teamwork: How to Win Together
Peers
• Shared Targets: You’re not competing—you’re collaborating to convert clients.
• Communication: Keep each other updated and share best practices. A win for them is a win for you.
Manager
• Aligned Goals: Your success = their success. They’re here to guide you to those wins.
• Feedback Is Fuel: Use your manager’s insights to grow faster and fix blind spots.
Your Training Plan: Build to Win
Growth Sessions
• Frequency: Weekly (during probation), then fortnightly.
• Focus: Nail the fundamentals—objection handling, mastering the CUPID framework, and sharpening call skills. Every session builds adaptability and confidence.
Power Sessions
• Frequency: Every two weeks.
• Purpose: Track KPIs, get feedback, and refine your game. You’ll dive into what’s working, what’s not, and actionable fixes.
Daily Huddles and Drills
• Purpose: Quick-hit drills to keep your skills sharp. Whether it’s objection handling or storytelling, these daily reps make client interactions second nature.
Weekly Team Trainings
• Topics: Advanced strategies, storytelling, and follow-up mastery. Plus, insights from guest speakers to keep your approach fresh and innovative.
Stacking Bonuses
• Top Performer Incentives: Hit MVp for the month (most sign ups above target) to unlock 10% bonus commissions for that month. Win this 3 months in a row and it stacks up to a 30% bonus in your commission. Excellence gets rewarded—every single month.
What Elite Looks Like
Elite performance comes from mastering the fundamentals and staying consistent. The difference between good and great? Dedication to the boring stuff: habits, routines, and constant improvement. Elite isn’t flashy—it’s relentless.
✏️ Activity 15 👉✨
Map out what your week looks like, if you were determined to be the best closer in the team how would you structure your days and what would you include?
🧑🏽🏫 How to do activity 15: Structure your week in the below drive, make a copy of the document and away you go:
