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:
