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The Digital Agency Growth Podcast

Joe Ardeeser on Optimizing Your Agency’s Proposals and Upsells

May 3, 2023
38:11

Proposals are the heart of making sales and attracting new clients to your agency. But many agencies are approaching creating, sharing, and closing proposals in a way that hurts business: copying and pasting, chucking it over the fence in hopes that it sticks and sending too many follow-up emails. 

Joe Ardeeser is here to tell us the right, more productive way to create proposals and sign deals. This week, episode 180 of The Digital Agency Growth Podcast is about optimizing your agency’s proposals and upsells!

Watch our new recorded video training: Relationship-Driven New Business At-Scale

In this episode of The Digital Agency Growth Podcast, Joe Ardeeser shares the importance of proposal review meetings and actionable steps you can take right now to streamline your proposal creation. 

Joe Ardeeser is a former digital agency owner of 12 years who has worked with notable brands such as T-mobile, Bluetooth, and Scantron. His newest venture is Smart Pricing Table: interactive proposal software for agencies and professional service providers.

Free giveaway from Joe at Smart Pricing Table: Wish Your Projects Were More Profitable? Download the Free Guide: The Profitable Proposal Blueprint -Learn the 5 powerful principles that can take your proposals to the next level.

In this episode, Dan and Joe discuss the following:

  • Google Docs and Microsoft Word aren’t built for proposals.
  • How most agencies get pricing tables and proposals wrong. 
  • The value of interactive proposals and proposal review meetings.
  • Asking the right questions will keep prospective clients engaged in the sale - and bring them back if they’ve gone silent.


Thank you for listening! If you enjoyed this episode, please take a moment to follow, rate and review the podcast and tell me your key takeaways!


Learn more about The Digitial Agency Growth Podcast at https://www.salesschema.com/podcast/


CONNECT WITH JOE ARDEESER:

LinkedIn

Smart Pricing Table website

Free Guide


CONNECT WITH DAN ENGLANDER:

LinkedIn

Sales Schema

Stop relying on unpredictable referrals and take control of your agency's future growth. Go to salesschema.com/takecharge to access the free training now. 

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