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Jason's Three-Tier Proposal Experience
- Jason Staats shares his experience implementing three-tier proposals in his firm since 2019.
- Initially, most clients stuck with the base compliance level, revealing an opportunity to offer better packages.
Clients Avoid Bottom Tier
- Do not let clients fall to the bottom tier by presenting clear three-tier options.
- Clients dislike being in the lowest package and will often upgrade for better service.
Better Not Just More Services
- Higher-tier packages should represent better value, not just more work.
- Offering more specific, streamlined services at higher tiers improves profitability and operational ease.