Season 11 | Ep 126 | Agency Proposals with Joe Ardeeser

Mar 15, 2024

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Is creating proposals the most time-consuming task in your agency? Do you feel like you need to change things up to make the process smoother and less time-consuming?

In this episode of The Agency Blueprint, I’m joined by Joe Ardeeser to discuss all things agency proposals and how to improve your proposal processes. Joe is the Founder/CEO of Smart Pricing Table, an interactive B2B proposal software that allows you to create, distribute, and e-sign proposals with ease.

Listen in to learn more about the power of giving customers options and having a proposal review meeting for an opportunity to sell the proposal.

Key Questions:

[01:25] What are the biggest challenges agencies face when writing proposals, historically and in the current economy?
[02:48] What mistakes do you see agencies making when it comes to proposals?
[09:42] What’s your advice to an agency owner looking to shorten their proposal process?
[12:48] What would you suggest to an agency that feels they do everything differently every time to find the patterns and start their proposal process?
[20:35] What are your thoughts on the good, better, best model, and have you seen it done or tried it?

What You’ll Discover:

[01:44] Why time is the biggest challenge for agencies when creating proposals.
[03:00] Mistakes to avoid overcomplicating your proposals, plus the importance of having a process for building proposals.
[05:57] How to avoid being too vague or too detailed in your proposal and instead keep it minimal for the client to decide.
[10:05] How to identify your patterns to improve your proposal processes without starting from scratch every time.
[13:41] How to look out for potential blind spots preventing you from identifying patterns to improve your proposal processes.
[15:56] How giving customers options can unlock agency and fill the future with surprises.
[20:47] How to make a simple good, better, best model hybrid with upsells/additional items for consideration.
[23:11] The importance of having a proposal review meeting for an opportunity to sell the proposal.

Connect with Joe:

Free Copy of The Practical Agency Book.

Real Life Agency Success Stories

Weekly agency tactics YouTube Channel

Profitability Accelerator Call - If you're looking to make a change today schedule your profitability accelerator call to define what is possible for your agency in the next 90 days.