Streamlining Proposal Management

Proposals can make or break your agency’s Q4 pipeline. Too vague, and prospects don’t see the value. Too detailed, and they get stuck in analysis paralysis. In this episode, Dan is joined by Joe Ardeeser, founder of Smart Pricing Table, to talk about how agencies can strike the right balance, upsell strategically, and close deals faster as the year wraps up.

Whether you’re facing slow proposals, scope creep, or undercharging, this conversation gives you practical steps to turn proposals into a growth engine for your agency.

🔑 What You’ll Learn in This Episode

• How to avoid the two biggest proposal mistakes: being too vague or too detailed.
• A simple framework for including upsells and add-ons without overwhelming prospects.
• Why proposals should be viewed as sales tools, not just paperwork.
• How to use clarity and transparency to build trust with brand decision-makers.
• The proposal strategies agencies can use right now to finish Q4 stronger.

This framing ties the conversation directly to timely biz dev priorities (Q4 closing, pipeline health), makes Joe’s expertise clear, and positions the episode as a tactical resource for agencies.

Links & Resources:

• Smart Pricing Table