Tate described a trick he used during his Advertising days.

When a Client attempted to buy from him, once the invoice hit, he'd call them up and tell them that this wasn't an opportune time in the market, and that things would be great, the stars would align, in a week or two.

Tate'd give them their money back, let's say 2000$. After a week, he'd call them up, tell them everything was excellent, ripe for the taking, and he'd upsell them to the 3000$ package. They'd say it was more expensive, but he'd tell them that this was the right time, and that they could still go to the 2000$ package, but it'd pay off in dividends right now.

Ensure that before you give them the refund, you emphasize how much you care about their business. "I have a vested interest in your success. I've been doing this a long time, and if we wait a week, you'll get a lot more money in. I like working with Businesses again (? unsure of this sentence). I'll call you when the time is right, here's your cash."

He said it worked every single time.