How to Scale an Agency 🚀 cover image

How to Scale an Agency 🚀

Close more big clients with my 7-step Proposal Method - [Sales Training]

Jan 30, 2024
Learn the innovative way of sharing proposals with big clients, shifting their focus from cost to value. Emphasizes the importance of walking clients through proposals, starting with a high-level overview and then delving into specific details. Discusses a 7-step proposal method to close more deals, choosing KPIs and outlining the game plan. Discover the power of using a simple Google Doc format for proposals that boosts sales.
24:13

Podcast summary created with Snipd AI

Quick takeaways

  • Treat your proposal like a sales copy, outlining client goals and objectives, KPIs, game plan, deliverables, and non-monetary benefits.
  • Present the proposal on a call, use a simple Google Doc format, and link the price with value and potential ROI.

Deep dives

Importance of Effective Proposals to Close Deals

The podcast episode discusses the significance of writing effective proposals to close deals and win big clients. The host emphasizes the common mistake that many agency owners make in presenting their proposals as a basic list of services, which leads to missed opportunities. The solution is to treat the proposal like a sales copy, starting with outlining the goals and objectives of the client, followed by key performance indicators (KPIs) to show accountability and expertise. The episode also highlights the importance of presenting a detailed game plan and deliverables, showcasing the value and differentiating from competitors. The host stresses the need to walk the prospects through the proposal on a call rather than simply emailing it. Lastly, the episode advises listing the price along with the potential return on investment (ROI) and non-monetary benefits to keep prospects focused on value rather than cost.

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