Former digital agency owner Joe Ardeeser discusses his journey creating Smart Pricing Table, a proposal software for marketing agencies. They explore the key to winning over clients, productizing offerings, and maximizing proposal receptivity. Joe shares strategies for continuous improvement and collecting feedback. The podcast concludes with a rapid-fire Q&A and a discussion on improving sales proposals and goal-setting in the marketing space.
Productizing agency offerings and streamlining proposal creation can prevent scope creep and pricing issues.
Engaging in proposal review meetings with prospects can maximize proposal receptivity and increase the chances of closing deals.
Deep dives
Introduction and Background
In this episode of the Marketing Umbrella Podcast, host Kevin Pruitt interviews Joe Argeeser, a former digital agency owner and the founder of Smart Pricing Table. Joe shares his journey from running an agency to creating a proposal software that addresses the challenges he faced in the industry. He emphasizes his passion for optimizing systems and his desire to help agencies overcome the difficulties of creating proposals.
The Need for Productizing Offerings
Joe explains the concept of productizing agency offerings and highlights the importance of clearly defining and structuring services in proposals. He describes the benefits of breaking down services into line items, including providing transparency to clients and accurately pricing the scope of work. By approaching proposal writing like building with Legos, agencies can streamline the process and improve the overall effectiveness of their proposals.
The Power of Proposal Review Meetings
Joe advocates for the use of proposal review meetings as a key strategy to maximize the success of proposals. He advises scheduling these meetings with prospects to discuss and sell the proposal in person. By engaging with prospects directly, addressing objections, and offering upsells during these meetings, agencies can increase their chances of closing deals while avoiding unnecessary and unprofitable work.
Benefits of Smart Pricing Table
Joe highlights the unique features and benefits of Smart Pricing Table. The interactive proposal software is specifically designed for marketing and digital agencies, offering reusable line item libraries, quick assembly of proposals, and interactive elements like upsells and e-signatures. Joe also mentions future plans for integration with CRM platforms and payment systems to further enhance the user experience.
Welcome to another exciting episode of the Marketing Umbrella podcast. In this episode, host Kevin Prewett sits down with Joe Ardeeser, the genius behind Smart Pricing Table. Joe unveils his groundbreaking proposal software designed exclusively for marketing and digital agencies. Brace yourselves as we delve deep into Joe's remarkable journey, where his unwavering passion for sales and proposal writing ignited the creation of a tool that revolutionizes the proposal process, eliminating tedious back-and-forth and generating proposals with unparalleled speed.
Joe is a former digital agency owner and has the battle scars to prove it. He’s worked with notable brands such as Bluetooth, T-Mobile, and Scantron and built his agency from just himself to a team of 12.
After selling his agency, he decided to take his passion for sales and proposal writing and create Smart Pricing Table - interactive proposal software that cuts down on back and forth, incorporates upsells and helps generate proposals at lightning speed.
Join us in welcoming Joe Ardeeser to The Marketing Umbrella Podcast…
Some key highlights include:
The key to winning over clients lies in your proposal process.
To prevent scope creep and pricing issues, productize your offers and streamline proposal creation.
By overcoming the biggest obstacles in proposal creation and maximizing proposal receptivity, you can increase your chances of winning over potential clients.
Closing Thought: “What if you thought of your offering more like a product?”