EP 468: What we get wrong about agency proposals and how to fix it with Emily Shapiro & Robin Boehler

Agency owners and leaders are no strangers to proposal writing. But despite our vast experience, there are things we still get wrong, and there is always something we can improve — especially as the industry shifts and changes so quickly.

I got to sit down with Robin Boehler and Emily Shapiro from Mercer Island Group to talk about the often-overlooked pitfalls in our agency proposals. This conversation is a game-changer for anyone looking to level up their agency’s pitch game.

You might even see yourself in some of the examples of what not to do in an agency proposal, cover letter, or bio, but don’t be too hard on yourself. This episode is all about unlearning the bad habits so we can replace them with ones that will get you to that next conversation with a prospect.

Quality over quantity is the name of the game when it comes to winning new business with agency proposals. So, if you’re ready to transform your proposal process and start landing those dream clients, this episode is a must-listen.

A big thank you to our podcast’s presenting sponsor, White Label IQ. They’re an amazing resource for agencies who want to outsource their design, dev, or PPC work at wholesale prices. Check out their special offer (10 free hours!) for podcast listeners here.

• Unintentional errors agencies make that cost them new business opportunities in their proposals
• Framing your proposal as client-centric instead of agency-centric
• Crafting a story with an agency proposal
• How to show a client you’re a good listener
• The most common reasons why clients move on to a new agency
• Using case studies to talk about other clients without going overboard
• Making sure it’s not too hard for prospects to work with you
• What we get wrong about our agency bios
• Misunderstood agency proposal best practices
• The most glaring mistakes we make with our case studies